Eastern LI Financial Solutions Advisor - Invest & Plan
$65k - $80kBank of America ATM
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, have investment industry experience, and strong communication skills. The position offers a pay range of $65,000 – $80,000 annually based on experience, alongside benefits including health, dental, and wellness resources. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Eastern LI Financial Solutions Advisor - Invest & Plan in Hampton Bays, NY vacancy
- ...Financial Solutions Advisor - Eastern Long Island Market Hampton Bays, New York;Northport, New York; East Hampton, New York; Southampton... ..., meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
Bank of America
Hampton Bays, NY4 days ago $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$65k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided by a common... ...comprehensive advice and customized solutions to clients to help them achieve... ...clients to review financial and investment goals, building a financial plan, and recommending brokerage products...SuggestedTemporary workWork at officeMonday to FridayShift workDay shiftBank of America
Hampton Bays, NY4 days ago- ...by a common purpose to help make financial lives better through the power of... ...comprehensive advice and customized solutions to clients to help them achieve their... ...clients to review financial and investment goals, building a financial plan, and recommending brokerage...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift 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...Suggested
- A leading financial institution in Riverhead is seeking an experienced Advisor to provide tailored financial solutions for clients. The role involves assessing client... ...needs, building financial plans, and recommending suitable banking and investment products. Candidates...Work at officeMonday to Friday
- Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients. The role involves assessing client financial goals and recommending suitable banking and investment strategies. Candidates must demonstrate strong client...Full time
$65k - $80k
A leading financial institution seeks an experienced financial advisor in Town of East Hampton to provide comprehensive client solutions. The role involves planning financial goals, recommending investment strategies, and triaging client requests. Candidates must hold Series...Full time- ...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...to review financial and investment goals and recommend products.... ...Responsibilities: Works with clients to plan their short and long-term...Temporary workWork at officeShift workDay shift
- ...comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role includes... ...clients to review financial and investment goals and recommend products. The... ...Responsibilities Works with clients to plan their short- and long-term...Temporary workShift workDay shift
$65k - $80k
A leading financial services company located in East Hampton seeks a Financial Advisor to provide comprehensive financial advice and customized solutions to clients. Key duties include triaging client leads, building financial plans, and recommending suitable brokerage...- Teachers Federal Credit Union in Riverhead, NY is seeking a Financial Services Representative to build member relationships and assist... ...educating members on online banking, and providing tailored financial solutions. Competitive benefits include paid time off, 401(k)...Full time
- ...Merrill Advisor Development Program - Financial Advisor: Long Island East Market Melville... ...wealth management and investment products and services for... ...wealth management, including planning for retirement, education... ...highly customized solutions to meet client needs Recommending...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Southampton, NY2 days ago - ...inclusion. Using a broad investment product and thought leadership... ...the best investment solutions to meet their financial needs. As a Private Client... ...to Private Client Advisors within Wealth Management.... ...Advisors with ongoing wealth planning for clients and referral...
- ...inclusion. Using a broad investment product and thought leadership... ...the best investment solutions to meet their financial needs. As a Private Client... ...to Private Client Advisors within Wealth Management.... ...Advisors with ongoing wealth planning for clients and referral...
$25 - $27.88 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...priorities, and connect clients to solutions that meet their goals. Responsibilities... ...experts in small business, lending, and investments. Manage financial center traffic, appointments...Hourly payShift workWeekend workDay shift$23 - $24.5 per hour
...members toward building a strong financial foundation today for a better... ...goals and recommend tailored solutions to meet their needs.... ...spending, savings, borrowing, and investing needs Educate members to bank... ...holidays Fully-funded pension plan 401(k) company contribution...Full timePart timeWork experience placementImmediate startCooper Farms
Riverhead, NY2 days ago$28.85 per hour
...benefits the members and to process financial transactions with accuracy and... ...FourLeaf Financial Group Advisor to set appointments for members to assist them with the investment needs. Work with Business... ...voluntary benefit programs; a 401(k) plan with employer match;...Hourly payWork at officeFlexible hoursNight shiftBethpage
Riverhead, NY4 days ago$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$50 - $60 per hour
...their expertise to help shapehow AI understands financial principles and decision-making. We’re... ...Relevant backgrounds include Financial Accounting, Investment Banking, CorporateDevelopment, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time...Hourly payFull timeContract workPart timeWork experience placementRemote workData Annotation
Hampton Bays, NY5 days ago$80k - $90k
A leading financial institution is seeking a Financial Advisor in their Advisor Development Program. Responsibilities include working with high-net-worth individuals... ...client relationships, and providing tailored investment strategies. Candidates must have Series 7 & 66...$18.5 per hour
...products and experiences that enrich their lives. Joining Advantage Solutions means joining a network of 65,000 teammates serving 4,000+... ...medical, dental, vision, life insurance, supplemental voluntary plans, wellness programs, and access to discounts through Associate...Hourly payPart timeShift workClub Demonstration Services
Riverhead, NY2 days ago- ...to work closely with business stakeholders to deliver scalable solutions. Key Responsibilities Lead and support Oracle Fusion Finance... ...(SIT/UAT), and deployment. Support month-end and year-end financial processes. Work with technical teams for reports, integrations...Full time
- ...Full time | Field-based | R1544813 Nurse Advisor position to cover Southampton hospital delivering... ...deliver results Ability to monitor and plan to meet programme objectives Ability to... ...is not available with this opportunity. #LI-DNI #LI-CES #LI-WB1 #J-18808-Ljbffr...Full time
- ...participates in promoting and participating in a sales and service culture consistent with the credit union’s goals by providing solutions to members’ financial needs by understanding each individual member’s situation and suggesting credit union products and services utilizing...Flexible hoursDay shiftAfternoon shift
Island Federal Credit Union
Riverhead, NY2 days ago - 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...
$52k - $60k
...2K – $60K per year / based on your level of experience Weekly Salary plus aggressive month end commission. A medical benefits plan is available A 401K plan Paid vacation Room for growth in our organization Responsibilities Oversee the parts sales...Local areaImmediate startRiverhead Hyundai
Riverhead, NY28 days ago- ...seeking a part-time Take Charge Coordinator in East Hampton, NY. This role involves providing personalized support to clients with financial and job-related needs, such as budgeting, resume building, and facilitating connections to resources. The ideal candidate will...Part time
- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional... ...all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity...Work experience placementLocal areaImmediate startRelocation
Chase
Westhampton Beach, NY4 days ago $18 per hour
A large retail chain is seeking pharmacy clerks in Hampton Bays, New York. In this role, you will help customers, assist pharmacists, maintain confidentiality, and operate POS systems. The position offers an hourly rate of $18.00. This role is crucial for ensuring excellent...Hourly payPart time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Eastern LI Financial Solutions Advisor - Invest & Plan. Be the first to apply!
