Relationship Banker & Personal Finance Advisor
Farmers & Merchants Bank of Long Beach
A regional banking institution based in Lake Forest, California is seeking a Banking Relationship Specialist. You will be the first point of contact for customers, focusing on identification of their financial needs and cross-selling appropriate products. Candidates should possess a high school diploma and ideally have 1-2 years of teller experience along with strong customer service and sales skills. This role requires strong compliance with banking regulations and a professional appearance. #J-18808-Ljbffr Farmers & Merchants Bank of Long Beach
$55.8k - $89.4k
Northern Trust is looking for a Personal/Universal Banker in Lake Forest, California, to deliver exceptional client service and manage a diverse range of banking products. This office-based position requires strong communication skills and a good understanding of banking...PersonalWork at office- ...passionate about building enduring client relationships and providing comprehensive financial... ...driven by a commitment to delivering personalized solutions and thrive in a collaborative... ...California and Hawaii. As a Sagient financial advisor, you'll assist clients in identifying...Personal
- ...offering a unique brand of relationship banking and fostering a culture... ...in client assets. Our advisors average $575,000 in GDC. Our... ...Service Specialists, Private Bankers, and Wealth Strategists. We... ...actions and words. Takes personal initiative and is a positive...PersonalImmediate start
- ...and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you... ...lives of service and faith. Provide personal, actionable and achievable advice and connect... ...and maintain genuine, long‑term relationships throughout generations based on trust and...Personal
- ...are seeking an experienced Private Wealth Advisor who is ready to immediately contribute to and manage existing client relationships while helping to expand the firm's... ...confidentiality of sensitive client financial and personal information. Contribute to the...PersonalImmediate start
- ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud... ...Financial Advisor? Build meaningful relationships with clients with an understanding of legal... ...judgement to provide solutions to personalized investment issues, involving the FA when...PersonalFull timeTemporary workWork at officeLocal areaFlexible hours
$80k - $90k
...other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes...PersonalInterim roleWork at officeLocal areaImmediate startShift workDay shift- ...banking services. Position Summary A Personal Banker is responsible for delivering an excellent... ...on building and enhancing customer relationships to foster long-term relationships. Essential... ..., treasury management and financial advisors. Maintains a strong working knowledge...PersonalFull timeWork at office
$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor to join its Advisor Development Program in Laguna Hills, California. The role... ...Industry licenses while gaining foundational skills in client relationship management and wealth advisory services. The ideal candidate...Hourly payTraineeship- Bank of America in Rancho Santa Margarita seeks a Financial Solutions Advisor Stage I to support clients through personalized training and coaching. This role emphasizes licensing requirements while developing skills in client management and financial solutions. You will...
$132.5k - $205k
...Private Banker Position Sunflower Bank, N.A. is... ...enhance long-term client relationships with High-Net-Worth... ...families. As a trusted advisor, this position manages... ...Degree in Accounting, Finance, or other related fields... ...in analyzing personal tax returns, personal...PersonalFull timeFlexible hours- ...banking convenience of Bank of America. Responsibilities As an Advisor Development Program Financial Solutions Advisor Stage I (ADP... ...foundational advisory skills—acquiring, building, and managing client relationships, considering complex financial pictures, and guiding clients...Hourly payTraineeshipWork at officeImmediate startShift workDay shift
$23 - $31 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of... ...in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate...PersonalWork experience placementWork at officeImmediate start$55.8k - $89.4k
...supervision (but works independently most of the time), the Personal/Universal Banker is responsible for delivering an exceptional client... ...recordkeeping. Provide maintenance and holistic advice on assigned relationships by cross‑selling and identifying client needs. Of...PersonalWork experience placementH1bWork at office$28.85 - $33.65 per hour
...business needs. As a Financial Solutions Advisor Stage I (FSA I), your journey begins... ...licenses, where you receive dedicated and personalized classes for your Securities Industry... ...acquiring, building and managing client relationships to considering a client’s complex...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Bank of America in Rancho Santa Margarita is seeking a Financial Solutions Advisor Stage I to help clients with their financial needs. The position includes obtaining necessary securities licenses and offers training and support to build a successful career in financial...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at... ...providing a great client experience Build personalized, holistic financial plans tailored to... ...to help them achieve their goals Grow relationships with clients to support them through every...Full timeContract workFor contractorsWork at office- ...Farmers and Merchants Bank of Long Beach is seeking a Banking Relationship Specialist for their Lake Forest branch. This full-time role centers on customer service, where you'll consult with clients to meet their financial needs, actively cross-sell bank products, and...Full time
$28.07 per hour
...Type: Full Time Salary Range Minimum: USD $28.07/Hr. Salary Range Maximum: USD $48.28/Hr. Your Role on the Team The Financial Aid Advisor uses professional financial aid concepts applied to a limited number of financial aid functions. Provides information and interpretation...Hourly payFull timeSeasonal workWork at officeNight shift$50k - $150k
...As a Financial Advisor, you will partner with individuals and families to navigate important financial decisions at every stage of... ...for major milestones to preparing for the unexpected. Through personalized strategies, you’ll help clients work toward long‑term goals such...Full timeContract workFlexible hours$28.07 per hour
...Your Role on the Team The Financial Aid Advisor uses professional financial aid concepts applied to a limited number of financial aid functions. Provides information and interpretation of standard policies, procedures, and regulations. Works independently under general...Hourly paySeasonal workWork at officeNight shift$28.07 per hour
...s). This includes, but is not limited to scholarships, grants, loans, and/or work‑study awards. Responsibilities The Financial Aid Advisor uses professional financial aid concepts applied to a limited number of financial aid functions. Provides information and interpretation...Hourly paySeasonal workWork at officeLocal areaNight shift$19 - $23 per hour
...to work as a substitute for Relationship Banker Is during absences,... ...are met. Provide quality personalized customer service, maintain... ...appropriate (e.g. Financial Advisors, Mortgage Loan Originators,... ...in business, accounting or finance preferred or related work experience...Full timeWork experience placementBank staffFlexible hoursShift work- ...In this role, you will build relationships primarily with business owners. No prior finance experience is necessary. Our comprehensive... ...As a Financial Advisor , you will present our line of... ...financial recommendations. Expanding personal knowledge and skills through ongoing...Personal
- ...based, non-discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor, you'll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment...Work at office
- ...Description This opportunity is for advisors at any stage of their careers-... ...belief that financial advice should be personal. We take a holistic, relationship‑first approach, delivering... ...those earlier in their career with financing designed to help build and sustain...PersonalLocal areaHome office
- ...Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly...Personal
- ...are seeking an experienced, client-focused Financial Advisor to serve as the lead relationship manager and primary decision partner for the firm's clients... ...professionalism in handling sensitive financial and personal client matters Comfortable operating in a high-...PersonalWork from home
- ...and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you... ...lives of service and faith. Provide personal, actionable and achievable advice and... ...Develop and maintain genuine, long-term relationships throughout generations based on trust and...Personal
$24 - $32 per hour
...Mechanics Bank is currently searching for a Personal Banker to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site in. The ideal candidate is responsible for...PersonalHourly pay16 hoursWork experience placementWork from homeFlexible hours
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