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
$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
Responsibilities Works with clients to plan short‑ and long‑term financial goals, building a financial plan that includes brokerage... ..., annuities, and banking and money‑managed solutions. Recommends banking and investment strategies that align with client financial goals...SuggestedHourly payTemporary workMonday to FridayShift workDay shift$65k - $80k
...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$28.85 - $33.65 per hour
...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...SuggestedHourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay shift$65k - $80k
...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- ...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...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- Bank of America is seeking a client‑facing financial advisor in the United States to plan comprehensive financial strategies, integrating brokerage products and banking solutions. You will tailor plans, explain options, and refer clients to specialists as needed. The role...
- 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...
- ...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.... ...termination. Works with clients to plan their short and long‑term...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$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- ...in the United States seeks a frontline financial advisor to help clients achieve financial... ...through brokerage products and personalized planning. The role includes triaging client... ...leads, routing to partners, and reviewing investment goals with clients while pursuing...Work at office
- ...New York is seeking a Client Advisor to provide comprehensive financial guidance and customized solutions. You will triage client leads... ...review goals, and build financial plans with brokerage products while... ..., at least one year in investments or financial services, and strong...
- Bank of America in the United States seeks a Financial Advisor to provide comprehensive guidance and tailored solutions to clients, helping them achieve financial goals.... ...with clients to review goals, build financial plans, and recommend brokerage products. The role requires...
$24.25 - $32.5 per hour
...s Brand promise by utilizing financial expertise and consultative advice... ...Customers with their banking solutions/needs. This role contributes... ...Rewards package reflects the investments we make in our colleagues to... ...in an incentive plan) and several other key plans...Work at officeLocal areaWork from homeFlexible hours- M&T Bank in Hampton Bays, NY seeks a branch relationship manager to identify customer needs and deliver proactive sales solutions through the bank's retail process. You will build and retain customer relationships, drive sales across personal and business banking products...
$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- WealthBridge Financial Group in Riverhead, NY seeks motivated Financial Professionals to join and build their own practice... ..., and business owners, focusing on retirement, investments, insurance, and estate planning, while expanding your client base through networking and...Traineeship
$27.59 - $45.98 per hour
...sales process to provide proactive sales solutions through customer outreach for basic and... ...calling), Sales Process (profile/pre-call planning, outreach, appointment preparation,... ...and prioritization skills Demonstrated financial services product knowledge Ability to communicate...Hourly payLocal area- ...-service options, and process transactions accurately. You will build relationships and promote cash handling and digital banking solutions to meet client needs, while ensuring a seamless experience across branches. The role requires bilingual Spanish, cash handling experience...Day shift
$40k - $90k
...• 401(k) retirement plan with company match •... ...and growth. We actively invest in the well-being of our... ...educational events focusing on financial literacy, health, and... ...: Home Furnishings Advisor The Home Furnishings... ...presentations and offer complete solutions including protection...Full time2 days per week- ...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
- ...&T Bank Corporation in Riverhead, NY is seeking a Branch Sales Associate to identify customer needs and deliver proactive banking solutions through outbound outreach and in-branch engagement. You will build relationships with customers and business clients, assess financing...
- ...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
- Bank of America is seeking a client-focused Financial Center Associate to help uncover personal banking needs for individual and small business clients. You will support self-service and transactional activities, connect clients with specialists, and proactively follow...Weekend work
- ...Bank of America’s Merrill Wealth Management is seeking a Merrill Advisor Development Program participant to work with high-net-worth individuals, identify needs, and deliver comprehensive recommendations aligned with clients’ goals. You will collaborate with Merrill teams...
$20.91 - $26.14 per hour
Field Product Advisors IV - Roslyn/Plainview/Southampton Long Island, NY Locations (For Future... ...done. We reframe old problems, seek new solutions and operate comfortably in areas that are... ...for a sales variable compensation plan. We offer a comprehensive package of benefits...Hourly payFull timeContract workTemporary workPart timeLocal areaImmediate startFlexible hoursShift workNight shiftWeekend work- ...to continue to expand the John Deere brand. We will continue to invest heavily in the region, building new facilities, updating and upgrading... ...John Deere University A comprehensive employee benefits plan that includes medical, dental, vision, and 401K Match...Full timeMonday to FridayDay shift
- ...a Senior Home Lending Advisor in Chase Home Lending... ...marketing and promoting the financial products offered by... ...grow, delivering solutions to solve all their financial... ...a retirement savings plan, backup childcare,... ...mortgages, auto financing, investment advice, small business...Work experience placementLocal areaImmediate startRelocation
- ...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, lifestyle spending accounts, 401(k) matching, and support for work-life balance...Local areaFlexible hoursNight shift
$19 per hour
Job Category: Branch Requisition Number: PARTT003763 Posted : July 9, 2026 Part-Time On-site Locations Showing 1 location Hampton Bays B, Hampton Bays, NY 11946, USA Description Summary: Dime Commercial Bank (Dime) is currently seeking a Part-Time (30 Hours) Teller...Hourly payPart timeWork at office
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