Investment & Financial Planning Advisor
$65k - $80kDormont Manufacturing Co
Bank of America seeks a dedicated Financial Advisor in Hampton Bays, NY. You will support clients in achieving their financial goals through personalized advice, leveraging your Series 7 & 66 licenses for optimal service delivery. This role entails building financial plans, recommending diverse products, and actively engaging with clients to provide tailored financial strategies. The candidate should possess strong relationship-building skills and a proven record in the financial services industry. Annual salary ranges from $65,000 to $80,000, with opportunities for incentives and comprehensive benefits. #J-18808-Ljbffr Dormont Manufacturing Co
- A leading financial institution in Riverhead is seeking an experienced Advisor to provide tailored financial solutions for clients. The role... ...assessing client needs, building financial plans, and recommending suitable banking and investment products. Candidates should have at...SuggestedWork at officeMonday to Friday
$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$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$28.85 - $33.65 per hour
...solutions to clients to help them achieve their financial goals. Key responsibilities include... ...with clients to review financial and investment goals and recommend products. Job expectations... ...Responsibilities Works with clients to plan their short and long‑term financial...SuggestedHourly payTemporary workMonday to FridayShift workDay shift$65k - $80k
...America, we are guided by a common purpose to help make financial lives better through the power of every connection.... ...thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations...SuggestedFull timeTemporary workWork at officeImmediate startMonday to FridayShift workDay shift- ...Merrill Advisor Development Program - Financial Advisor: Long Island East Market Melville, New York;Smithtown... ...wealth management and investment products and services for individuals... ...based wealth management, including planning for retirement, education, legacy,...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...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...Temporary workWork at officeShift 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...
$65k - $80k
...America, we are guided by a common purpose to help make financial lives better through the power of every connection.... ...thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift- ...America, we are guided by a common purpose to help make financial lives better through the power of every connection.... ...thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations...Temporary workWork at officeMonday to FridayShift workDay shift
$25 - $27.88 per hour
...Job Description We are guided by a common purpose to help make financial lives better through the power of every connection. This role... ...network by partnering with experts in small business, lending, and investments. Manage financial center traffic, appointments, and outbound...Hourly payShift workWeekend workDay shift- Bank of America is looking for a financial advisor in Town of Southampton to provide tailored financial solutions and guide clients in achieving... ...include assessing client needs, recommending banking and investment strategies, and building relationships with clients. Ideal...
$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$25 - $26.77 per hour
...transactions. Have deep conversations with clients to understand financial and life priorities and connect them to solutions that meet... ...network by partnering with experts in small business, lending, and investments. Manage financial center traffic, appointments, and outbound...Hourly payShift workWeekend workDay shift$25 - $26.77 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- 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...Monday to Friday
- WealthBridge Financial Group is seeking motivated Financial Professionals in Riverhead, NY to create customized financial strategies for clients. This role emphasizes relationship building and entrepreneurial growth. Ideal candidates are self-motivated with an entrepreneurial...TraineeshipFlexible hours
$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...Hourly payMonday to Friday- A leading financial services firm located in New York is seeking an Associate Banker to enhance customer experiences by welcoming clients and assisting with transactions. The role includes educating clients on bank technology and managing branch operations while ensuring...
$24.25 - $32.5 per hour
...as a high school diploma or GED. This position offers a competitive salary of $24.25 to $32.50 per hour, and you must be able to complete teller training upon hire. Join our team to help customers achieve their financial goals! #J-18808-Ljbffr Dormont Manufacturing CoHourly pay- ...Credit Union, we empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Join us to enjoy comprehensive benefits, including health plans, 401(k) matching, and support for work‑life balance, along with employee engagement...Local areaFlexible hoursNight shift
$50 - $60 per hour
...expertise to help shape how AI understands financial principles and decision-making. In this... ...backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us:...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...
- 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...
$50 - $60 per hour
...expertise to help shape how AI understands financial principles and decision-making. In this... ...backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us:...Hourly payContract workFor contractorsWork experience placementRemote work$23 - $24.5 per hour
...guiding members toward building a strong financial foundation today for a better tomorrow.... ...their spending, savings, borrowing, and investing needs Educate members to bank more efficiently... ..., and holidays Fully-funded pension plan 401(k) company contribution Teachers...Full timePart timeWork experience placementImmediate start$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$21 per hour
...customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet... ...to grow your career through training, coaching, career planning and development resources that enable you to branch off in any...Hourly payLocal areaFlexible hoursAfternoon shift- Apple Bank in East Hampton is hiring a Universal Banker Supervisor to oversee customer service and branch operations. The ideal candidate should have extensive retail banking experience and exceptional interpersonal skills to provide excellent service. This role includes...Relocation package
$21 per hour
...customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet... ...to grow your career through training, coaching, career planning and development resources that enable you to branch off in any...Hourly payLocal areaFlexible hoursAfternoon shift
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