Client-Focused Financial Planner
Gamma Phi Omega International
Fidelity Investments is seeking a Financial Consultant in Greenville, DE, to engage face-to-face with clients, offering personalized financial planning and investment solutions. Ideal candidates will hold FINRA Series 7 & 66 licenses or be able to obtain them, with a strong emphasis on building relationships and understanding client needs. This role supports clients in reaching their financial goals and provides a competitive total rewards package to recognize achievements. Join a stable industry leader dedicated to your professional growth. #J-18808-Ljbffr Gamma Phi Omega International
- Kappaalphapsi1911 is seeking a Financial Consultant in Greenville, Delaware, to engage clients face-to-face and provide personalized financial planning. The role... ...FINRA Series 7 & 66 licenses, a strong customer-focused attitude, and a proven ability to develop client...Suggested
- ...a Personal Banker SAFE Act in New York. This entry-level role focuses on enhancing customer loyalty and assisting with sales and service... ...credit requests, build referral opportunities, and deepen client relationships through effective service. Ideal candidates will...Suggested
$50k - $75k
A financial services company is seeking a motivated Business Development Manager in New Jersey. The role involves building client relationships, gathering information to develop financial plans, and preparing clients for retirement. Candidates should possess strong communication...SuggestedWork experience placement- Chris Baily is seeking a Wealth Advisor to manage client relationships, deliver financial planning, and provide investment guidance. The role involves... ...assist clients with complex financial decisions while focusing on their long-term goals. Ideal candidates will have a...SuggestedWork at office
- TD is seeking a Financial Advisor in Brooklyn, New York, to provide financial planning guidance and sell investment management solutions. This role focuses on serving TD Wealth clients by understanding their unique financial needs and goals. The ideal candidate has a bachelor...Suggested
- The Bergin Agency in Cranford, NJ is seeking an Executive Associate to support the senior financial representative in managing assets and delivering client-focused service. The candidate should be highly organized, detail-oriented, and a self-starter who excels in sales...
$20 - $24.98 per hour
...for the Brooklyn location in New York. This entry-level position focuses on providing exceptional customer service while assisting with... .... Responsibilities include managing cash, addressing client needs, and educating clients on available services. A high school...Hourly payPart time- A financial services firm in New York seeks a Financial Services Representative to help clients by building tailored financial plans and advising on financial products. Responsibilities include analyzing customer needs and developing investment strategies. Ideal candidates...Work at officeFlexible hours
- Soteria Reinsurance Ltd. in Greenville, DE is looking for a Financial Consultant to work with clients and offer personalized financial planning. You will provide comprehensive investment solutions and retirement plans while engaging in meaningful interactions with clients...
- A financial services company is seeking a Virtual Financial Advisor to provide clients with personalized financial guidance. In this remote role, you will engage clients through virtual meetings, leveraging your strong interpersonal skills and sales experience. You'll...Remote job
- Cathay Bank is seeking a Teller to handle transactions, cross-sell bank products, and resolve customer service issues in New York. You will open accounts, refer customers to other areas, and follow bank regulations to minimize risk. The role requires a college degree in...
- JPMorgan Chase & Co. is seeking a Private Client Banker in New York to manage banking relationships for affluent clients. This role focuses on providing tailored financial advice, acquiring new clients, and ensuring compliance with regulatory requirements. The ideal candidate...Afternoon shift
- ...Solutions is hiring an Associate Relationship Banker in Delaware to provide exceptional service and build strong client relationships. This role focuses on using financial knowledge to assist clients effectively and requires a minimum of one year of sales experience in banking...
- ...Brooklyn, NY. You will manage a high-value portfolio, focusing on attracting and retaining clients while providing an exceptional banking experience.... ...relevant banking products. A Bachelor's degree and strong financial knowledge are preferred for this role. #J-18808-...
- Bank of America is seeking enthusiastic individuals to engage clients in New York, assisting with financial transactions and providing education on self-service banking options. This role requires a focus on building strong client relationships and a commitment to operational...Weekend work
- Bank of America is seeking a customer-focused associate in Brooklyn, NY to engage clients in the lobby, educate them on self-service banking (mobile, online... ...transactions. You will build relationships to meet financial needs while following all laws and bank guidelines....
$61.28k - $85.52k
...Area to assist in execution of sales and customer service activities. This entry-level role focuses on fostering customer relationships, increasing sales to individual clients, and providing excellent service through inbound and outbound calls. Ideal candidates will have...- JPMorganChase is looking for a Private Client Banker in New York who will manage banking... ...obtaining referrals, providing tailored financial advice, and ensuring compliance with regulations... .... The ideal candidate will have a strong focus on client acquisition and relationship-...
- A leading financial institution in New York is seeking a motivated individual to engage clients and assist with transactions in a dynamic environment. Responsibilities include... ...have strong communication skills and a focus on client interests. The role offers competitive...Hourly pay
- Citi in New York is seeking a Personal Banker SAFE Act for an entry-level position focused on building customer relations and increasing sales among individual clients. The role involves assisting business credit requests, providing exemplary client service, and identifying...
- A leading financial services firm is seeking a Relationship Banker in New York. This role focuses on creating client relationships through exemplary service and innovative banking solutions. Candidates must have sales experience and excellent communication skills, coupled...
$25 - $38.46 per hour
## Private Client BankerApplylocations: Wexford, PAtime type: Full timeposted on: Posted Todaytime... ...of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer...Hourly payWork experience placementFlexible hoursDay shift- ...Banking Center Relationship Banker 2 in New York. This role focuses on providing exceptional service to banking center... ...operations goals. Key responsibilities include processing financial transactions, evaluating client needs, and offering suitable financial products....
- New York Life Insurance - Hui Ling Zhang is seeking a Licensed Financial Advisor to help clients build secure financial futures. You will develop personalized financial plans, analyze client finances, and educate on insurance and investments. Role emphasizes strong client...
- Bank of America is looking for a Financial Solutions Advisor Stage I in New York. This role focuses on earning securities industry licenses, developing client relationships, and advising on financial solutions. The ideal candidate will be responsible for maintaining licenses...
- Strategies for Wealth seeks a driven Financial Planner to build a personal client base and guide individuals, families, and business owners toward their financial goals through comprehensive planning. You'll gain hands-on mentorship, industry-leading training, and a proven...
- ...seeking an associate to serve as the first point of contact for financial center clients, uncovering personal banking needs and offering tailored solutions while connecting clients to specialists. The role focuses on delivering exceptional client care, supporting self-...Weekend work
- A financial services company is seeking a motivated Financial Services Representative to work with individuals and families on financial... ...protection and retirement planning. The role involves assessing client goals, presenting financial solutions, and providing ongoing...Flexible hours
- ...a Private Banker to join its Wealth Management division. The role focuses on acquiring and managing relationships with High Net Worth clients, providing tailored banking solutions to meet their financial needs. Qualified candidates should have relevant experience in Financial...
- ...Houston, TX. This full-time position involves supporting financial operations, contributing to client service, and conducting administrative duties.... ...skills. The role emphasizes a proactive mindset and a focus on accuracy across various tasks, from billing to event...Full time
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