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 9 hours ago
Similar jobs that could be interesting for youBased on the Eastern LI Financial Solutions Advisor - Invest & Plan in Hampton Bays, NY vacancy
$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- ...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 workImmediate startMonday 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- 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...
- 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...
$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.... ...: Works with clients to plan their short and long-term financial...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- 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...
- ...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, NY1 day ago $50 - $60 per hour
...expertise to help shape how AI understands financial principles and decision-making. In this... ...backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us:...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
Hampton Bays, NY3 days ago$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 shiftBank of America
Hampton Bays, NY2 days ago$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... ...Fully-funded pension plan 401(k) company contribution...Full timePart timeWork experience placementImmediate start$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... .... Fully-funded pension plan. 401(k) company contribution...Full timePart timeWork experience placementImmediate startFlexible hours$50 - $60 per hour
...expertise to help shape how AI understands financial principles and decision-making. In this... ...backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us:...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
Hampton Bays, NYmore than 2 months 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- ...guided by a common purpose to help make financial lives better through the power of every... ...priorities and connecting clients to solutions that meet the financial goals. Responsibilities... ...in small business, lending, and investments Manages financial center traffic,...Work at officeFlexible hoursShift workWeekend workDay shift
- ...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
Suffolk Credit Union
Riverhead, NY16 days ago - ...responsibilities include executing business development strategies, maintaining client relationships, and ensuring high-quality service delivery. Benefits include health insurance, 401(k) plans with company match, and paid time off. #J-18808-Ljbffr Hanover-Community-BankFull time
- ...effective sales and service. You will assist in daily banking operations, meet customer needs, and support the use of digital banking solutions. The ideal candidate should have a high school diploma and at least one year of relevant experience in retail or customer service....
$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 workCDS (Club Demonstration Services)
Riverhead, NY2 days ago- ...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
$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$19 per hour
Part-Time (30 Hours) Teller - Hampton Bays Branch Job Category: Branch Requisition Number: PARTT003763 Posted: July 9, 2026 Part-Time On-site Hampton Bays B Hampton Bays, NY 11946, USA Job Details Description Summary: Dime Commercial Bank (Dime) is...Hourly payPart timeWork at office$19 per hour
Job Description Summary: Dime Commercial Bank (Dime) is currently seeking a Part‑Time (30 Hours) Teller for its Hampton Bays Branch in Hampton Bays, Long Island. The Part‑Time (30 hours) Teller will be responsible for providing high-quality customer service and demonstrating...Hourly payPart timeWork at office$19 - $22 per hour
Dime Commercial Bank in Hampton Bays, NY invites applications for a Part-Time Teller (30 hours). The role emphasizes high-quality customer service and proficiency in teller functions at the Hampton Bays Branch. The position offers hourly wage between $19 and $22, depending...Hourly payPart time$19 - $22 per hour
Dime Commercial Bank is seeking a Part-Time Teller at its Hampton Bays branch. The role involves handling customer transactions, maintaining accurate logs, and supporting branch goals. The position requires a high school diploma and basic computer skills. Applicants should...Hourly payPart timeShift work- 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...
- Position Summary Under the direction of the Patient Financial Services Team Lead, Assistant Director of Patient Financial Services, and/or AVP of Revenue Cycle, the Patient Financial Services (PFS) Associate - Self Pay Collections is responsible for the accurate and timely...Full 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!
Related searches
- financial planning administrator Hampton Bays, NY
- wealth advisor Hampton Bays, NY
- associate corporate finance Hampton Bays, NY
- financial associate Hampton Bays, NY
- estate planning consultant Hampton Bays, NY
- financial advisor Hampton Bays, NY
- financial advisor associate Hampton Bays, NY
- financial counselor Hampton Bays, NY
- jde finance consultant Hampton Bays, NY
- financial planning associate Hampton Bays, NY