Financial Advisor: Grow Your Client Base with Open Architecture
lplfinancial
LPL Financial partners with TruStage to offer financial services to credit union members. This opportunity, located at Teachers Federal Credit Union in Manorville, NY, allows you to join Teachers FCU as a Financial Advisor working for TruStage and affiliated with LPL Financial. This role is not an employee of LPL Financial. You will serve an existing client base, build new relationships, and leverage the credit union network to provide comprehensive investment solutions across an #J-18808-Ljbffr lplfinancial
- ...opportunity LPL Financial partners with TruStage to offer... ...to credit union clients. This employment... ...as a Financial Advisor working for TruStage... ...allow you to grow your career and... ...a strong client base with the credit... ...customized services An open architecture platform with...SuggestedLocal area
$28.85 - $33.65 per hour
...purpose to help make financial lives better through... ...delivering for our clients, teammates, communities... ...of flexibility based on role‑specific responsibilities... ...a successful career with opportunities to learn, grow, and make an impact.... ...This position is open for the entire...SuggestedHourly payTemporary workWork at officeFlexible hoursShift workDay shift$65k - $80k
...common purpose to help make financial lives better through the... ...how we deliver for our clients, teammates, communities and... ...to an in-office culture with specific requirements for office-based attendance and which... ...opportunities to learn, grow, and make an impact. Join...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift$25.07 - $41.79 per hour
...opportunities, account opening and lead-focused... ...ways to add value to clients banking relationship... ...transition to needs to based discussion on financial goals* Identify financial... ...cooperatively with appropriate internal... ...existing customers and grows the business through...SuggestedHourly payFull time- ...refer complex needs to specialists when needed. The role emphasizes proactive outreach, appointment setting, and strong risk awareness, with emphasis on compliance and customer trust. Previous retail sales or customer service experience is required. #J-18808-Ljbffr M&T...Suggested
$40 - $45 per hour
...business decisions. Our client is seeking a... ...to partner closely with Project Managers and... ...to support project financial performance, forecasting... ...opportunity to grow your career in a dynamic... ..., labor costs, open commitments,... ...working in project-based, government contracting...Contract workTemporary work$25 - $26.77 per hour
...common purpose to help make financial lives better through the... ...and delivering for our clients, teammates, communities,... ...to an in-office culture with specific requirements for office-based attendance and which allows... ...opportunities to learn, grow, and make an impact. Join...Hourly payWork at officeFlexible hoursWeekend workDay shift- ...New York **To proceed with your application, you must... ...purpose to help make financial lives better through the... ...and delivering for our clients, teammates, communities... ...for office-based attendance and which allows... ...opportunities to learn, grow, and make an impact. Join...Work at officeFlexible hoursShift workWeekend workDay shift
- ...teller transactions, and drive sales within a customer-centric environment. The role emphasizes needs-based conversations, product knowledge, teamwork, and compliance with bank policies. It may involve travel between centers and a rotating schedule to support branch...
$17 - $22.96 per hour
...meet customer needs, and promote financial solutions that help our clients achieve their goals. Grow your banking knowledge while... ...questions and resolve customer concerns with professionalism and care.... ...pay range represents anticipated base pay for this role. Actual pay may...Hourly payPart timeNight shift- ...environment. You will handle transactions accurately, assist customers with their banking needs, and educate them on TD's offerings. The... ...hours. As part of a wider team, you will also play a key role in client experience and operational excellence. #J-18808-Ljbffr TD BankPart timeFlexible hours
- ...achievements and team success, all while growing their career. In the Role ??... ...presenting tailored solutions based on customer needs Manage the... ...whilemaintainingcompliance with all relevant laws and... ...company performance. OneMain?Financial (NYSE: OMF) is the leader in offering...Full timeTraineeshipWork experience placementLocal areaMonday to Friday
- Bank of America is seeking a client-focused financial advisor to deliver comprehensive financial guidance. The role involves triaging client leads, referring... ...mortgage and SAFE Act requirements. You will engage with clients to build plans using stocks, bonds, mutual funds,...
- ...leader and innovator in the financial services industry and... ...professionals to grow, learn, and make a real... ...Evaluates needs of clients and offers appropriate... ...services, through needs-based conversations, to build... ...Maintains compliance with Federal and State regulations...Hourly payFull timeContract workWork experience placementFlexible hoursShift workWeekend work
- ...common purpose to help make financial lives better through the... ...and delivering for our clients, teammates, communities and... ...to an in-office culture with specific requirements for office-based attendance and which... ...opportunities to learn, grow, and make an impact. Join...Work at officeFlexible hoursShift workWeekend workDay shift
- ...strengthen our community by promoting financial wellness, transparency, and... ...for work-life balance, along with employee engagement activities... ...tasks, including account opening/closing, debit card servicing,... ...midpoint of the posted salary scale, based on qualifications, internal...Local areaFlexible hoursNight shift
- Bank of America in New York is seeking a Client Advisor to provide comprehensive financial guidance and customized solutions. You will triage client leads,... ...specialists, review goals, and build financial plans with brokerage products while maintaining regulatory due diligence...
- ...OneMain Financial in Riverhead, NY is seeking a Loan Sales Specialist to empower customers with access to friendly, fast, and affordable financing for life’s expenses. You will... ...development and advancement. The role offers a base salary with incentives and a path toward...
- ...development ~401(k) ~401(k) matching ~ Bonus based on performance ~ Competitive salary... .... We take pride in serving our community with integrity, care, and real support. Whether... ...makes a difference. If you're looking to grow your career, help others, and be part of a...Work at officeRelocation package
- ...to meet loan and service goals. Responsibilities include onboarding new members, processing transactions, and supporting both branch and digital channels, with travel to branches as needed and a focus on compliance with lending and regulatory #J-18808-Ljbffr Suffolkcu
- ...empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Join us to enjoy comprehensive... ..., 401(k) matching, and support for work-life balance, along with employee engagement activities and opportunities for community...Local areaFlexible hoursNight shift
$23 - $24.5 per hour
...guiding members toward building a strong financial foundation today for a better tomorrow. Recognized... ...Job Responsibilities Work closely with new and existing members to understand... ...4.50 an hour. This range is an estimate, based on potential employee qualifications and...Full timePart timeWork experience placementImmediate start- Teachers Federal Credit Union is seeking a Financial Services Representative II to build and strengthen member relationships and introduce members to efficient online banking, mobile apps, and ATMs both in person and virtually. You will learn members’ personal financial...
- Teachers Federal Credit Union in Center Moriches, NY is hiring a Financial Services Representative II to build member relationships and... ...; notary commission is required within six months. Join a team with competitive benefits, including 401(k), dental & vision coverage...
- ...Credit Union in Farmingville, NY is seeking a Senior Financial Services Representative to engage members, grow the membership, and provide tailored consumer,... ..., build lasting relationships, and support members with complex financial needs while collaborating with specialists...
- ...building member relationships, and promoting FourLeaf products and services. You will handle deposits, withdrawals, and other financial activities with accuracy while supporting lobby management and member inquiries. The role requires Monday through Saturday availability...Flexible hours
- ...role focuses on delivering excellent customer service, processing financial transactions, and contributing to sales and growth goals within... ...customer service and sales experience in banking, is flexible with scheduling, and works collaboratively with team members to meet...Flexible hours
- Teachers Federal Credit Union in New York is hiring a Financial Services Representative to build relationships with members and introduce digital banking tools. You will understand members' financial goals and tailor solutions across deposits, loans, and payments. The role...
- ...seeking a Branch Operations Specialist III (Head Teller) to lead daily branch activities, oversee cash handling, and ensure compliance with regulations. You will cultivate member relationships, identify cross-sell opportunities, and supervise staff to deliver outstanding...
$80k - $100k
...assess risk and determine replacement cost. Risk Managers work with a high degree of autonomy, interfacing directly with our members... ...strategies by identifying practical solutions and prioritizing actions based on risk impact.Using professional judgment, technical expertise,...Full time
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