Client-Focused Financial Solutions Advisor
Dormont Manufacturing Co
Bank of America is seeking a Financial Advisor in Town of Bedford to provide tailored financial advice and solutions to clients. This role requires candidates to have Series 7 & 66 licenses, a minimum of one year’s experience in investments or sales, and a commitment to client relationships. The advisor will be responsible for building financial plans, triaging client requests, and implementing investment strategies. Join us to make a significant impact and advance your career! #J-18808-Ljbffr Dormont Manufacturing Co
$65k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided by... ...and how we deliver for our clients, teammates, communities and... ...comprehensive advice and customized solutions to clients to help them... ...Branding Customer and Client Focus Oral Communications...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift$70k - $80k
...common purpose to help make financial lives better through the power... ...company and how we deliver for our clients, teammates, communities and... ...advice and customized solutions to clients to help them achieve... ...Branding Customer and Client Focus Oral Communications Active...SuggestedTemporary workWork at officeShift workDay shift$25 - $27.88 per hour
...America is seeking a motivated individual for a banking role in Katonah, NY. The candidate will execute the bank's risk culture, build client relationships, and manage appointments effectively. Key qualifications include a strong commitment to client service, adaptability...SuggestedHourly payFlexible hours$65k - $80k
...guided by a common purpose to help make financial lives better through the power of every... ...our company and how we deliver for our clients, teammates, communities and shareholders... ...providing comprehensive advice and customized solutions to clients to help them achieve their...SuggestedTemporary workWork at officeMonday to Friday$45k - $100k
...of applicants. Join a financial services firm where your... ...first. With over 9 million clients and 20,000 financial advisors across the U.S. and... ...privately-owned, placing the focus on our clients rather than... ...investment and financial solutions to your clients? Taking...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$70k - $80k
Bank of America is seeking a financial advisor to help clients achieve their financial goals. The role involves developing financial plans, recommending banking products, and engaging new clients. Candidates should possess Series 7 & 66 licenses and have at least one year...- ...Quality Talent Group is hiring bankers for their client’s Consumer, Small, and Business Banking division in Chappaqua, New York... ...relationships through proactive outreach and providing tailored financial solutions. Candidates should have customer interaction experience and...
- ..., and Business Banking division. Join a global leader in financial services recognized by LinkedIn for talent development. You... ...will build customer relationships, assist with financial solutions, and educate clients on digital tools. The role offers a full-time or part-...Full timePart time
$66.3k - $80k
LPL Financial is seeking a Wealth Advisor in Somers, NY, to provide tailored financial solutions and build strong client relationships. This on-site role involves working directly with clients and delivering non-deposit investment products. Ideal candidates should have...$20.67 - $31.25 per hour
...problem solver, trusted advisor, and partner to the people... ...Personal Bankers engage clients in deeper conversations to... ...and provide guidance and solutions to assist in client's financial wellness both in person and... ...of business partners – focusing on client acquisition and...Hourly payWork experience placementDay shift- ...Mall, Yorktown Heights, NY. This full-time role involves managing client relationships and delivering exceptional customer service. The... ...within a supportive environment. Come be a part of a company focused on valuing diversity and inclusion. #J-18808-Ljbffr JPMorgan Chase...Full time
- ...Heights, NY, to provide exceptional service to clients by managing relationships and educating them on banking solutions. The ideal candidate has over 1 year of sales... ...to identify their needs and offering tailored financial solutions, which contributes directly to the success...
- Quality Talent Group is seeking bankers to join our client’s Consumer, Small, and Business Banking division in Hawthorne, NY. In... ...build impactful customer relationships through tailored financial solutions and support customers in banking tasks. The position offers...Full timePart time
- ...customer relationships and enhance sales to individual consumer clients. The ideal candidate will work with business credit requests, assist... ...experience and have 0-2 years of relevant experience, with a focus on customer service and sales. #J-18808-Ljbffr Citigroup Inc.
$25 - $27.88 per hour
...excellence Builds relationships with clients to meet financial needs Follows established processes and... ...with a strong work ethic and intense focus on results, acting in the best interest... ...financial lives Is confident in identifying solutions for new and existing clients based on...Hourly payFlexible hoursShift workWeekend workDay shift- ...in Valhalla, NY. This full-time/part-time position requires a focus on customer service, relationship building, and compliance... ...opening accounts, processing requests, and providing tailored financial solutions. The role offers a comprehensive benefits package including health...Full timePart time
- ...Overview Responsible for engaging clients in the lobby to educate and... ...conversations to understand clients’ financial priorities, and connecting clients to appropriate solutions. Responsibilities Execute the... ...strong work ethic and intense focus on results, acting in the best...Shift workWeekend workDay shift
- ...seamless, full-service solution. Our reputation is... ...families navigate difficult financial situations and create... ...Foreclosure Solutions Advisor to join our growing... ...trusted advisor, helping clients understand their... ...a fast-paced, client-focused environment. Responsibilities...
- JPMorganChase is looking for a Private Client Advisor in Thornwood, New York. This role is essential in delivering personalized financial planning and investment solutions to clients. You will leverage your expertise in financial advisory and client management to foster...
$20.67 - $31.25 per hour
A prominent financial institution is seeking a Personal Banker in Pound Ridge, NY. The role involves engaging clients in discussions about their financial needs, supporting account openings, and ensuring compliance with banking policies. Candidates should have sales experience...Hourly pay- ...is seeking bankers in Thornwood, New York, to join a leading financial services employer. As part of the Consumer, Small, and Business... ...you will engage with customers and provide tailored financial solutions. The role requires excellent customer service skills, integrity...Flexible hours
- Dormont Manufacturing Co is looking for a Private Client Advisor to focus on its Mass Affluent clientele, developing financial wellness strategies, and delivering tailored investment solutions. The Advisor will enhance existing relationships and acquire new clients with...
- ...Chase & Co. is seeking a Relationship Banker in Yorktown Heights, NY. In this role, you will engage with clients, manage their accounts, and deliver top-notch financial services, tailored to their needs. The ideal candidate will bring over a year of sales experience in...
$25 - $27.88 per hour
...Description: This role engages clients in the lobby to educate and assist... ...an in‑depth knowledge of their financial and life priorities and connecting them to solutions that meet their goals.... ...a strong work ethic and intense focus on results, acting in the best interest...Hourly payFlexible hoursShift workWeekend workDay shift$25.07 - $41.79 per hour
...provide proactive basic sales solutions through customer outreach for... ..., account opening and lead-focused outbound calling), Sales Process... ...ways to add value to clients banking relationship and transition... ...needs to based discussion on financial goals* Identify financial needs...Hourly pay- ...Responsible for providing an industry leading client service experience both in person and... ...client relationships. Provides financial solutions that meet client needs based on consultative... ...offering products and services with a focus on developing, expanding and retaining...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...Small, and Business Banking division in Shrub Oak, NY. The role involves building strong customer relationships, assisting with financial solutions, and ensuring compliance with banking policies. The company offers a comprehensive benefits package including health coverage...
- JPMorganChase is seeking a dedicated client engagement specialist in Yorktown Heights. This role focuses on exceeding client expectations through personalized service... ...communication skills, and the ability to tailor solutions to meet diverse client needs. We offer a...
- ...aimed at improving customer financial wellbeing and creating loyalty... ...our employees to be: Customer Focused - Knowledgeable of the values... ...creating customized customer solutions. Managing Risk - Assessing... ...Skills Accountability, Banking, Client Loyalty, Customer Experience...Full timeTemporary workWork experience placementWork at officeShift work
$23.17 - $26 per hour
...it here at Webster. Founded in 1935, our focus has always been to put people first--doing... ...businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity,...Flexible hoursWeekend work
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