Relationship Banker: Client-Centric Financial Advisor
JPMorgan Chase & Co.
A leading financial services firm located in Carle Place, New York, is seeking a Relationship Banker. The role involves building and maintaining relationships with clients, providing excellent customer service, and recommending banking solutions. Applicants should have at least one year of sales experience in retail banking or financial services, and strong communication skills are essential. A high school diploma or equivalent is required, along with certain financial licenses that must be obtained through the company's program upon hire. #J-18808-Ljbffr JPMorgan Chase & Co.
- Citigroup Inc. is seeking a Senior Wealth Advisor in East Meadow, New York, to deliver comprehensive financial and investment advice. This role involves building relationships with new clients, managing referrals, and deepening existing client relationships through effective...Financial
- ...What does a career need to offer you? Financial growth? Personal satisfaction? Opportunity... ...there’s nothing else like it. Successful Advisors at New York Life come from many... ...protection and financial needs of your clients A clearly defined career path including...FinancialFixed term contract
$70k - $150k
...tech to offer multiple financial products and services... ...and individual clients. We connect clients to... ...: innovation, client centricity and an indomitable will... ...technology, data, and relationships intersect? At Acrisure... ...‑performing Client Advisor to drive new business...FinancialImmediate startFlexible hours$350k
Our client is a growing super regional full-service bank encompassing... ...client is seeking a Senior Advisor/ Banker who leads with investments.... ...and retain full-service relationships with both UHNW & HNW... ...opportunities. Provide integrated financial services advice to these...Financial- ...Senior Wealth Advisor (High-Net-Worth Focus | Fintech Platform... ...who wants to actively manage client relationships while helping shape the... ...opportunities Deliver holistic financial planning across:... ...forward-thinking, advisor-centric fintech organization built...Financial
- ...seeks a customer-oriented professional responsible for providing exceptional service and educating clients on a variety of bank products. This role involves analyzing financial needs, making appropriate product recommendations, and assisting with account openings....Financial
- A leading financial services company in Hicksville, NY, is seeking a Tax Advisor to build year-round client relationships and deliver comprehensive tax services. The ideal candidate will have 5+ years of tax experience, a CPA or Enrolled Agent certification, and strong...Financial
- ...Wealth Job Description: The Financial Advisor (FA) role is a three-year... ...complex needs of TD Wealth clients by reviewing financial goals... ...client service & developing the relationship to achieve greater share of... ...to being customer-centric by delivering legendary service...FinancialWork experience placementWork at officeLocal areaWork from homeFlexible hours
- A national Registered Investment Advisor is seeking a Senior Advisor in Wealth Management to join their Financial Services team. This role involves building client relationships, delivering comprehensive financial plans, and managing client portfolios using an integrated...FinancialFull timeRemote work
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...a business where you can help your clients achieve their goals through financial... ...help them achieve their goals Grow relationships with clients to support them through...FinancialFull timeContract workFor contractorsWork at office- JPMorgan Chase & Co. is seeking a Relationship Banker in Hewlett, NY. In this role, you will deliver exceptional client service and manage client relationships while addressing their financial needs. The ideal candidate should have over a year of sales experience in retail...FinancialWeekend work
- A leading financial institution in Manhasset is seeking a Relationship Banker who will provide excellent service to clients. You will manage client relationships, understand their financial needs, and tailor solutions effectively. Ideal candidates have at least a year of...Financial
- ...seeking a motivated individual to engage clients in the lobby and assist them with... ...ethic and passion for improving clients' financial lives. Responsibilities include executing... ...risk culture, managing cash, and building relationships with clients. Required qualifications...Financial
- JPMorganChase is seeking a Relationship Banker in Hewlett, NY, to provide exceptional client service and build lasting relationships. In this role, you'll engage clients, understand their financial needs, and offer tailored banking solutions. Candidates must have at least...Financial
- A leading financial services firm in New York is seeking a Relationship Banker to manage client relationships and provide exceptional service. The role involves leveraging technology solutions and demonstrates strong communication skills. Candidates should have over a year...Financial
$85k - $150k
...is rapidly expanding, and we are currently looking for a new financial advisor to join our entry‑level ranks. The ideal candidate will be eager... ...ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is...Financial$85k - $150k
A leading financial services firm in Uniondale is seeking an entry-level financial advisor to support clients in achieving their financial goals. Ideal candidates will possess excellent communication skills and a strong foundation in math and analytics. This role offers...Financial$28.85 - $33.65 per hour
Bank of America seeks a financial advisor in the Town of Hempstead, New York, to provide comprehensive... ...advice and customized solutions to clients. Responsibilities include planning... ...aptitude and experience in client relationship management. Starting pay is between $2...FinancialHourly pay- JPMorganChase is seeking a Private Client Advisor in Hicksville, NY to offer comprehensive financial planning and advice. This role focuses on delivering personalized... ...investment solutions and building strong relationships with clients. Candidates should have at least 2...Financial
$97k - $127k
...Associate Wealth Advisor Join a team that values your ambition and empowers... ...work with high-net worth clients and advise them in all areas of their financial lives. Associate Wealth Advisors... ...Advisor role in some existing client relationships while also marketing in new...FinancialPermanent employmentTemporary workWork at officeFlexible hours- JPMorganChase is looking for a Private Client Advisor in Roslyn Heights, NY. You will provide clients with comprehensive financial planning and investment solutions tailored... ...a financial advising role, strong client relationship skills, and must hold a valid Series 7 license...Financial
- JPMorgan Chase & Co. is seeking a Private Client Advisor in New York to provide comprehensive financial planning and advice. The ideal candidate will build relationships with clients by offering personalized investment solutions and maintaining a focus on relationship management...Financial
- ...of skills to qualify for the role of Financial Advisor Associate within a specified time frame... ...prospects with the goal to deepen customer relationships, assist with customer service issues,... ...with insurance and annuity clients and refers to TD Wealth businesses and...FinancialTraineeshipWork experience placementWork at officeLocal areaWork from home
- JPMorgan Chase & Co. in Hicksville, NY, seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions to individuals... ...families. Responsibilities include building client relationships, advising on financial needs, and embracing digital...Financial
$50k - $80k
...Hempstead, NY is seeking a State Farm Agent Team Member. This full-time role focuses on establishing customer relationships, marketing insurance and financial services, and providing exceptional customer service. Ideal candidates are outgoing, detail-oriented, and possess...FinancialFull time$70k
...serve the entire continuum of wealth clients. The unified business supports... ...Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold... ...Wealth team—including a Wealth Relationship Manager and field experts such as...FinancialFull timeWork at office- ...Job Description Job Description Financial Advisor / Registered Representative / Agent We... ...products and services, or giving your clients the service that they deserve, we can... ...personality with the ability to develop relationships (i.e., “People Person") and a sincere...FinancialWork at office
- TD Bank recherche un Associé Conseiller Financier à Hicksville, New York. Le candidat sera responsable d'établir des relations avec les clients, d'utiliser des outils d'évaluation des besoins et de recommander des produits d'assurance et d'annuité. Les qualifications requises...
- A financial services company is seeking a Branch Banking Client Consultant I in Gillett, WI. This role involves providing high-quality financial services, engaging with clients, and supporting team sales initiatives. Ideal candidates have high school education and 0-3 years...Financial
- Une banque de services financiers recherche un gestionnaire de relations pour gérer ses clients. Le candidat idéal doit avoir des compétences en communication, comprendre les produits de richesse et avoir au moins un an d'expérience dans les services financiers. Le poste...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker: Client-Centric Financial Advisor. Be the first to apply!


