Strategic Financial Planning & Investment Advisor
Bank of America ATM
Bank of America is seeking a client-focused advisor to help clients reach financial goals through brokerage, banking, and investment solutions. You will triage requests, refer to partners, and review goals with clients in a dynamic office setting. Qualifying candidates have licenses in progress, strong time management, and the ability to build relationships while driving results in a fast-paced environment. #J-18808-Ljbffr Bank of America Corporation
$100k
...Job Description Job Description Job Title: Financial Services Professional & Investment Advisor, Fast Track to Management- Launch Your Successful Career... .... Our extensive range of life insurance, retirement planning, and investment products help individuals and families...SuggestedFull timeWork at office$17 - $29.75 per hour
...and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.... ...and strengthens client relationships by delivering personalized financial advice and solutions. This role focuses on understanding...Suggested- ...associate who educates clients on self-service banking options, processes cash transactions accurately, and builds relationships to meet financial needs. The role emphasizes compliance with laws, strong communication, and adaptability to new technologies. You will engage with...SuggestedWeekend work
- ...the brand with hospitality, leverage Chase Mobile App and digital tools, and build lasting client relationships by understanding financial needs. You will work in a branch, handle client inquiries, present banking solutions, meet regulatory requirements, and collaborate...Suggested
- ...to deepen member relationships through proactive outreach and strategic product recommendations. The role emphasizes sales goals, accurate... ..., and collaboration with specialists to support member financial needs. The position requires weekend availability and a focus...SuggestedWeekend work
- Valley National Bank is seeking a customer-focused teller to grow existing relationships and attract new customers. You will provide friendly, professional service and educate clients on bank products, including opening accounts and discussing loans. Responsibilities include...
- ...service, build lasting relationships, and educate clients on technology and banking solutions. You will consult with clients to tailor financial products and work with a team of experts to meet complex needs. The role requires regulatory knowledge, licensing within 180 days,...Afternoon shift
- Santander Bank, N.A. is seeking a Banking Center Relationship Banker I in Hauppauge, NY. This role handles customer transactions, supports sales initiatives, and builds relationships with clients to drive growth and service quality. You will learn and apply bank products...Flexible hours
- Santander Bank, N.A. in Hauppauge, NY is seeking a Banking Center Relationship Banker I to serve customers, support sales, and assist with operations. You will process transactions, learn customer needs, and develop trusted banking relationships with a focus on service ...Flexible hours
- Santander Bank, N.A. is hiring a Relationship Banker I to serve Banking Center customers, drive sales, deliver excellent service, and support daily operations. You’ll process transactions, learn customer needs, and build trust through active listening and solutions. The...Flexible hours
- Santander is hiring a Region Relationship Banker I for Bayshore, NY. This role supports multiple banking centers, processes customer transactions, and drives sales and service goals within regulatory guidelines. Ideal candidates bring entry-level banking experience, a customer...
$32.25k - $51k
...With You:**Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into... ...the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn,...Hourly payFull timeContract workWork experience placementShift work- ...Company Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow... ...including leadership, wealth management, and retirement planning Qualifications ~ Self-motivation to connect with company...Full timeWork at officeFlexible hours
$24.5 - $28 per hour
Join to apply for the Senior Financial Services Representative - Nesconset role at Teachers... ...relationship management (CRM). Strategic thinker and ability to analyze and solve... ...days, and holidays. Fully-funded pension plan. 401(k) company contribution. Teachers...Full timeWork experience placementWork at officeLocal areaImmediate start$142.1k - $236.8k
...firm. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of...Full timeTemporary workWork experience placement- ...in Commack, NY to deliver outstanding customer service and build lasting client relationships. The role focuses on understanding financial needs and offering thoughtful solutions using Chase technologies and products. The ideal candidate has 1+ year of sales experience...
- Suffolk Credit Union is seeking a Financial Services Representative III (Personal Banker) to deliver outstanding member experiences and strengthen relationships with current and prospective members. You will drive acquisition, retention, and cross-selling within retail...
- Morgan Stanley in New York is seeking an Investment Banking Associate for the Global Power and Energy Group. You will work with regional... ...push you to go beyond the numbers. The role emphasizes strong financial analysis, client service, and execution across public and...
- Suffolk Credit Union seeks a Financial Services Representative III (Personal Banker) to deliver exceptional member experiences, grow relationships, and reference lending and wealth-management opportunities. You will partner with the Assistant Branch Manager to oversee daily...
- JPMorgan Chase in New York is seeking a Relationship Banker to represent our brand with hospitality and financial solutions. You will lead client relationships, offering thoughtful solutions to address financial needs and contribute to branch success. Responsibilities include...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...goals through financial planning. On your path to becoming a... ...Education Funding Investment & Advisory Services Trust Services... ...Company commissions and fees, Strategic Employee Benefits Services...Full timeContract workFor contractorsWork at office- ...Financial Services Representative III (Personal Banker) At Suffolk Credit Union, we empower our members and strengthen our community... ...respect. Join us to enjoy comprehensive benefits, including health plans, 401(k) matching, and support for work-life balance, along with...Local areaFlexible hoursNight shift
$24.5 - $28 per hour
A financial services organization in New York is seeking a Senior Financial Services Representative to engage with members and meet their financial needs. This role requires strong communication skills and experience in customer service and sales. The ideal candidate will...Hourly pay- Teachers Federal Credit Union invites applications for the Financial Services Representative II in Hauppauge, NY. The role focuses on building member relationships and guiding customers to use online and mobile banking tools, ATMs, and in-branch services. Candidates should...
$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...meeting with clients to review financial and investment goals and recommend products. Job... ...Responsibilities: Works with clients to plan their short and long-term financial goals...Hourly payTemporary workWork at officeFlexible hoursShift workDay shift- ...New York is seeking a Senior Event Planner to shape and execute strategic, brand-forward conferences and events for client relationships and employee recognition. You will lead end-to-end event planning, working with Business Units and marketing partners to translate...
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...for building an integrated financial planning practice from the ground up. Our college... ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications...Full timeInternshipLocal areaFlexible hours- ...and technical support to one or more Financial Advisors, working closely with the Financial... ...contributing to the short and long-term strategic planning and overall execution of the team's... ...risk tolerance to determine which investment products and services best meet the...Full timePart timeWork at officeShift workDay shift
- ...distinctive and personalized investment advice, covering a wide... ...to determine which financial strategies and solutions... ...financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets... ...to review investment plans on a regular basis. 5. Lead...Full timePart timeWork at officeShift workDay shift
- ...Description About Us WealthBridge Financial Group helps individuals, families,... ..., and education. We aim to be the advisors clients trust for life, not just... ...client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning....Flexible hours
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