Strategic Wealth & Solutions Advisor
Dormont Manufacturing Co
Dormont Manufacturing Co is looking for a financial advisor to help clients achieve their financial goals through customized solutions. This role includes responsibilities like triaging client leads and making referrals. The ideal candidate will have a High School diploma, experience in the financial services industry, and the ability to manage multiple tasks effectively. The schedule is Monday to Friday with rotating Saturdays, and the position offers industry-leading benefits. #J-18808-Ljbffr Dormont Manufacturing Co
$28.85 - $33.65 per hour
Bank of America is seeking a Financial Advisor to help clients achieve their financial goals by providing advice and customized solutions. This role involves triaging leads and making referrals to business partners. Applicants should have experience in cultivating client...SuggestedHourly payMonday to Friday$65k - $80k
Job Summary Provide comprehensive financial advice and customized solutions to clients, helping them achieve their financial goals through investment and brokerage products. Responsibilities Work with clients to plan short‑ and long‑term financial goals, building a financial...SuggestedTemporary workMonday to Friday- Bank of America is looking for a financial advisor in Town of Southampton to provide tailored financial solutions and guide clients in achieving their financial goals. Responsibilities include assessing client needs, recommending banking and investment strategies, and...Suggested
$65k - $80k
Bank of America is seeking a Financial Advisor to provide comprehensive financial advice tailored to clients' goals. Responsibilities include planning and recommending banking/investment solutions and triaging client requests. Ideal candidates will hold Series7 & 66 licenses...Suggested$28.85 - $33.65 per hour
Job Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and...SuggestedHourly payTemporary workMonday to FridayShift workDay shift$65k - $80k
...learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift- A leading financial institution is seeking a Financial Advisor to provide tailored financial solutions to clients. Responsibilities include planning financial goals, recommending investment strategies, and triaging client requests. Candidates should hold relevant licenses...
- ...communities and shareholders every day. Job Summary This position is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to...Temporary workWork at officeMonday to FridayShift workDay shift
$28.85 - $33.65 per hour
...learn, grow, and make an impact. Join us! Job Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to...Hourly payTemporary workWork at officeMonday to FridayShift workDay shift$25 - $27.88 per hour
...accurately process cash transactions, conduct in‑depth conversations to understand financial and life priorities, and connect clients to solutions that meet their goals. Responsibilities Execute the bank’s risk culture and strive for operational excellence. Build relationships...Hourly payShift workWeekend workDay shift- ...Merrill Advisor Development Program - Financial Advisor: Long Island East Market Melville... ...( Job Description: Merrill Wealth Management is a leading provider of comprehensive... ..., and executing highly customized solutions to meet client needs Recommending investment...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- A leading financial institution is hiring a Financial Advisor as part of their Advisor Development Program in Southampton, NY. You will engage with high-net-worth individuals to identify their financial needs and build a portfolio. The role emphasizes developing a client...
$25 - $27.88 per hour
Bank of America in East Hampton, NY is seeking a motivated individual to assist clients in the lobby, educating them on self-service banking options, and processing transactions. Candidates must exhibit strong client relationship skills and be adaptable to technology. The...Hourly pay$24.25 - $32.5 per hour
Dormont Manufacturing Co is seeking a Retail Banker I in Hampton Bays, New York. The role involves assisting customers with their banking needs, providing consultative advice, and building strong customer relationships. Candidates should have at least 1 year of customer...Hourly pay$25 - $26.77 per hour
...efficiently process cash transactions. Have deep conversations with clients to understand financial and life priorities and connect them to solutions that meet financial goals. Execute the bank’s risk culture and strive for operational excellence. Build relationships with clients...Hourly payShift workWeekend workDay shift- A leading financial institution in Riverhead is seeking an experienced Advisor to provide tailored financial solutions for clients. The role involves assessing client needs, building financial plans, and recommending suitable banking and investment products. Candidates...Work at officeMonday to Friday
$21 per hour
...experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step. Your knowledge of Citizens products and benefits will...Hourly payLocal areaFlexible hoursAfternoon shift$23 - $24.5 per hour
...more efficient ways of banking online, the mobile app, and ATMs. Will learn members’ personal financial goals and recommend tailored solutions to meet their needs. Education and/or Experience High School degree or GED required Minimum one year of general work experience,...Full timePart timeWork experience placementImmediate start$23 - $24.5 per hour
...the mobile app, and ATMs. The Financial Services Representative will learn members’ personal financial goals and recommend tailored solutions to meet their needs. Positions available in our Center Moriches, Riverhead, and Patchogue Branches. Education/Experience High...Full timePart timeWork experience placementImmediate startFlexible hours- ...banking. Personal Bankers will also identify referrals for services such as consumer lending, commercial lending, mortgage lending, and wealth management. Collaborating with cross-functional teams, they work to achieve department and Credit Union goals with a high level of...Local areaFlexible hoursNight shift
- ...our clients to offer the best investment solutions to meet their financial needs. As a... ...Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service... ...support to Private Client Advisors within Wealth Management. Job responsibilities...
$50 - $60 per hour
...in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to...Hourly payContract workFor contractorsWork experience placementRemote work- Suffolkcu is hiring for the role of Personal Banker I (Teller) in Eastport, NY. In this position, you will be responsible for providing exceptional service to both current and prospective members, handling transactions, and establishing relationships through cross-selling...
- ...assessment and monitoring, ensuring potential risks are clearly understood and visible. Drive effective risk mitigation by shaping both strategic and tactical responses to reduce risk exposure. Partner with technology and business teams to develop and deliver corrective...Fixed term contractWork at officeWork from home1 day per week
- ...individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies.... ...specialists, CPAs, and other professionals to deliver holistic solutions Build and grow your own book of business through networking,...Flexible hours
$21.98 - $32.97 per hour
Apple Inc. is seeking a Universal Banker in East Hampton, NY to provide exceptional customer service and act as a single point of contact for clients. The role combines responsibilities of a Customer Service Representative and Teller, focusing on creating long-term customer...Full timeRelocation package- ...levels in the organisation. Strong leadership, motivation and delegation skills, able to create and build a sense of team spirit. Strategic approach, able to balance commercial needs with accounting requirements. Curiosity and learning agility in AI including; using...Work at officeFlexible hours
- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional... ...help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive...Work experience placementLocal areaImmediate startRelocation
$18.5 per hour
...experiences and deliver on our purpose of connecting people with the products and experiences that enrich their lives. Joining Advantage Solutions means joining a network of 65,000 teammates serving 4,000+ brands and retail customers across 40+ countries. All the while, being...Hourly payPart timeShift work- ...Manufacturing Co is hiring for a position in Riverhead, New York. The role involves engaging with customers, educating them on banking solutions and providing exceptional service. The candidate must have at least a high school diploma and 1 year of retail sales or customer...
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