Personal Banker: Trusted Advisor & Growth Consultant
Valley National Bancorp
A regional bank is seeking a customer service representative to engage clients and provide exceptional service. Responsibilities include analyzing financial needs, recommending bank products, and assisting in account openings. The ideal candidate will demonstrate knowledge of bank services and tools, ensuring a high standard of customer satisfaction and adhering to regulatory requirements. This role offers opportunities to participate in community initiatives and support branch sales efforts. #J-18808-Ljbffr
- ...products, analyze their financial needs, and assist in opening accounts. Participation in community events is encouraged. The ideal candidate will possess strong sales and communication skills to foster customer trust and satisfaction in all transactions. #J-18808-Ljbffr...Suggested
- A regional banking institution in Nutley is seeking a customer-focused professional to provide exceptional service and support customers in their financial needs. Responsibilities include educating clients on a range of banking products, facilitating account openings, ...Suggested
- ...generating investment and trust relationships and... ...partners, such as branch bankers, lenders, and other Bank... ...Development Officer, Investment Advisors, and other Trust... ...market. Meets revenue, growth, and retention goals.... ...Knowledge of a broad range of personal financial planning/...SuggestedWork experience placementBank staffWork at officeLocal area
- Santander Consumer USA Inc. is looking for a Relationship Banker in New York, NY. In this position, you will build and strengthen relationships with customers by understanding their financial needs and promoting tailored banking solutions. Your goal will be to enhance...Suggested
$155.49k - $194.36k
Somi AI is seeking a Solutions Consultant in New York. This hybrid role requires 3-6+ years in Solutions Consulting or Sales Engineering... ...providing tailored product demonstrations, and acting as a trusted advisor during the sales process. Expected OTE ranges from $155,488...Suggested$38.25k - $61k
Banco Santander SA is seeking a Relationship Banker in Central Manhattan, NY. This role involves building strong relationships with customers, understanding their financial needs, and providing tailored banking solutions. The ideal candidate has experience in sales and...$38.25k - $61k
A leading financial institution in New York, NY is seeking a Relationship Banker to enhance customer satisfaction and loyalty while contributing to branch sales goals. The ideal candidate will have proven relationship-building skills and experience in retail banking sales...$150k
...Careers Senior Consultant (Analytics) 20 March 2026 New York, US Apply... ...is a global, independent advisor that brings the clarity, connection... ...marketers need to fuel growth. We help marketers eliminate... ...recognized as the world’s most trusted, independent and impactful marketing...Summer workRemote work- ...financial services organization seeks a Virtual Financial Advisor to provide meaningful guidance and connect with clients... ...offers competitive pay and comprehensive benefits, promoting personal and professional growth within a purpose-driven environment. #J-18808-Ljbffr...Remote work
- ...TD is seeking a Financial Advisor in Brooklyn, New York, to provide financial planning guidance and sell investment management solutions... ...skills. TD offers comprehensive benefits and opportunities for growth within a supportive environment. #J-18808-Ljbffr...
- ...financial services company based in New York seeks an enthusiastic Financial Advisor to support clients in achieving their financial goals. The role offers extensive training and professional growth opportunities, along with a performance-based compensation structure....Full time
- ...TD Bank is seeking a Financial Advisor in Newtown, PA to join their wealth management team. The advisor will provide tailored financial... ...offers comprehensive training, competitive salary, and growth opportunities within a supportive work environment. #J-18808-Ljbffr...
$150k
...Strategies for Wealth in New York is seeking aspiring financial advisors to help clients with financial planning and strategy. This role... ...training, mentorship, and opportunities for significant income growth based on performance. With no prior experience required, you’ll...$189.29k - $331.2k
001 The Northern Trust Company in New York is seeking a Wealth Advisor to develop comprehensive wealth profiles and design wealth plans for high-net-worth clients. The ideal candidate will have 5–7 years of wealth-planning experience and strong knowledge of wealth transfer...- ...TD Bank is seeking a Financial Advisor in New York, NY to provide financial planning guidance and investment management solutions. Applicants... ...This role provides significant opportunities for professional growth and career development within a leading financial institution....
- ...BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments is looking for an Advisor Growth Consultant to promote its managed account platform to Independent Financial Advisors and Registered Investment Advisors. This position is essential for driving sales growth...
- Valley National Bank is seeking candidates to deliver exceptional customer service, educate clients about bank products, and recommend suitable financial services in Moonachie, New Jersey. The ideal candidate will assist customers in opening accounts, analyzing their needs...
- Valley National Bank is seeking individuals dedicated to providing exceptional customer service. Candidates should engage customers with friendly, professional service while having knowledge of all bank products. Responsibilities include assisting in opening accounts, ...
- ...connect with clients, helping them navigate their financial decisions, and manage your own portfolio. This role emphasizes building trust and providing genuine guidance while offering comprehensive training and a flexible schedule. Compensation is tied to the quality of...Remote workFlexible hours
- ...Relation Insurance Services is looking for a Risk Advisor to manage new insurance account production and sales activities. The role involves engaging with clients, generating leads, and building relationships to achieve revenue goals. Candidates should have a property...
$85k - $145k
...Mercer Advisors is seeking a Wealth Path Wealth Advisor to work in a client-focused, team-centered environment. The role involves supporting... ...development and client service efforts while acting as a trusted advisor to clients. The ideal candidate has a Bachelor's degree...$75k
...Thoroughbred Advisors - National Life Group in New York is seeking a Financial Advisor.... ...planning services. Candidates should be personable, dependable, and preferably college graduates... .... Opportunities for mentoring and career growth are also available. #J-18808-Ljbffr...- ...growing financial services firm is seeking a Financial Services Advisor for its New York location. This role offers entry-level to... ...including commissions, comprehensive training, flexible scheduling, remote options, and business growth potential. #J-18808-Ljbffr...Remote workFlexible hours
- ...currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... ...worth individuals and families to develop personalized financial strategies and help clients make... ...opportunity for enhanced lead flow and growth for our Advisors. Responsibilities Build...
- ...leading financial institution in New York is seeking a Financial Advisor to provide financial planning and investment management... ...and planning. This position offers competitive compensation and growth opportunities within a collaborative team environment. #J-18808...
- ...Marchay seeks a Concierge Advisor to deliver personalized services to members by managing travel arrangements and lifestyle requests. The role requires a minimum of 2 years in concierge services or luxury travel and exceptional communication skills. Candidates should possess...Remote workFlexible hours
$125k - $200k
...A forward-thinking wealth management firm is seeking a Wealth Advisor to enhance client investment experiences. The role emphasizes managing... ..., delivering bespoke financial advice, and driving product growth through collaboration. Candidates should have over 7 years of...- ...industry player is seeking dedicated financial advisors to join their team. This role offers the... ...their financial journey, you will craft personalized plans and adapt them to meet changing... ...pathways to leadership and professional growth. Join a team that values excellence and...
- Tobalina Travels is hiring Remote Travel Advisors who are eager to provide excellent customer service and work independently. The role offers both full-time and part-time positions, a flexible schedule, and onsite training. Candidates should have a passion for travel and...Remote jobFull timePart timeFlexible hours
$100k
...celebrated nationwide. Rapid Growth : We’ve been on the... ...guidance. Virtual Consultations : Run online... ...Communicators : Build trust and provide value in every... ...oriented Insurance Sales Advisor to help individuals and... ...others and providing personalized support, this is the role...Remote jobWork at officeImmediate startWork from homeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker: Trusted Advisor & Growth Consultant. Be the first to apply!
- private mortgage banker New York, NY
- private banker New York, NY
- personal banker New York, NY
- charitable advisors New York, NY
- remote advisor New York, NY
- service advisor assistant service manager New York, NY
- physician advisor New York, NY
- advisor New York, NY
- trade advisor New York, NY
- scientific advisor New York, NY

