Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client-Centric Financial Advisor: Planning & Investments

$28.85 - $33.65 per hour

Bank of America

Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Town of Lancaster. This retail and small-business advisory role focuses on providing clients with financial planning and investment solutions. Candidates will receive training and mentoring to obtain necessary licensing. The ideal candidate will possess strong communication skills, relationship-building capabilities, and a willingness to learn new technologies. The position offers an hourly pay ranging from $28.85 to $33.65 based on experience, education, and skill set. #J-18808-Ljbffr

Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Client-Centric Financial Advisor: Planning & Investments in Lancaster, NY vacancy
  •  ...Financial Solutions Advisor - Upstate New York Market West Seneca, New York;Rochester,...  ...Growth and delivering for our clients, teammates, communities and shareholders...  ...to review financial and investment goals, building a financial plan, and recommending brokerage products... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Depew, NY
    4 days ago
  • $25 - $38.46 per hour

     ...Private Client Banker Location: 55 Douglas Lane - East...  ...a problem solver, trusted advisor, and partner to the people...  ...client relationship with a plan-based approach to financial advice. As a PCB, you will...  ...client base with up to $2M in investable assets. The PCB helps new... 
    Suggested
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    East Aurora, NY
    6 days ago
  • $70k - $80k

     ...Bank Of America Financial Advisor At Bank of America, we are guided by a common...  ...Responsible Growth and delivering for our clients, teammates, communities and...  ...clients to review financial and investment goals, building a financial plan, and recommending brokerage products... 
    Suggested
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Williamsville, NY
    1 day ago
  •  ...Merrill Experienced Financial Advisor Locations: Honolulu, Hawaii; North...  ...wealth management and investment products and services for individuals...  ...management, including planning for retirement, education, legacy...  ...and Wealth Management Client Associates help clients pursue... 
    Suggested
    Shift work
    Day shift

    Arizona Staffing

    Buffalo, NY
    10 hours ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity...  ...where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...  ...· Education Funding · Investment & Advisory Services · Trust Services... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Amherst, NY
    2 days ago
  • $50k

     ...Join a financial services firm where your contributions are...  ...first. With over 9 million clients and 20,000 financial advisors across the U.S. and...  ...and Canada than any other investment firm, serving over eight...  ...adjust the branch business plan to increase branch effectiveness... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Buffalo, NY
    21 hours ago
  •  ...Overview: Serves as an advisor to provide an advice-based approach to financial solutions for an...  ...solicits new and existing investments and insurance solutions...  ...customer and with the client’s best interest in mind...  ...fiduciary product, Financial Planning, Managed Accounts, or... 
    Work experience placement
    Bank staff
    Work at office

    M&T Bank

    Tonawanda, NY
    3 days ago
  • $62.2k - $103.6k

     ...Overview: Serves as an advisor to provide an advice-based approach to financial solutions for an...  ...Solicits new and existing investments and insurance solutions...  ...customer and with the client’s best interest in mind...  ...fiduciary product, Financial Planning, Managed Accounts or... 
    Work experience placement
    Bank staff

    M&T Bank

    Buffalo, NY
    1 day ago
  •  ...Merrill Advisor Development Program - Financial Advisor: Western NY Market Pittsford,...  ...comprehensive wealth management and investment products and services for...  ...management, including planning for retirement, education...  ...and Wealth Management Client Associates help clients... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Buffalo, NY
    3 days ago
  •  ...business areas where clients don’t have in-house capacity...  ...EXPERIENCED FINANCE ADVISORS & CONSULTANTS**...  ...conflicts, and creating plans & implementing new policies...  ...advanced knowledge of financial functions, operating...  ..., such as loans and investment capital to facilitate... 
    For contractors
    Work at office
    Remote work
    Flexible hours

    Cansulta

    Amherst, NY
    21 hours ago
  • $105k - $250k

     ...group of experienced advisors that help individuals...  ...families attain their financial goals. Our Wealth Advisors...  ...to understand a client's short- and long-term...  ...a tailored financial plan that meets the client'...  ...including financial planning, investment management, insurance,... 
    Temporary work
    Local area
    Flexible hours

    Citizens Bank

    Tonawanda, NY
    1 day ago
  • $75k

     ...Financial Advisor Our firm is rapidly expanding, and we are looking for...  ...financial advisor to advise clients and help them make smart, profitable...  ...Create customized financial plans suitable for each client...  ...in financial planning and investment management Excellent... 
    Start working today
    Work at office

    The Vermont Agency

    Buffalo, NY
    3 days ago
  • $45k - $100k

     ...professional crossroads, a career as a financial advisor may be the right change for...  ...advisors partner with clients to help them achieve their...  .... and Canada than any other investment firm, serving over eight...  ...adjust the branch business plan to increase branch effectiveness... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Williamsville, NY
    21 hours ago
  • $63k - $96k

     ...supporting KeyCorp’s overall financial performance, with direct responsibility...  ...a key role in supporting new investment areas within Business...  ...of performance versus Plan and historical trends, and proactively...  ...linkages across different client or product sets to provide... 
    Work at office
    Flexible hours

    Key Bank

    Buffalo, NY
    3 days ago
  •  ...we help families achieve financial security and peace of mind, we also invest in the growth and...  ...communities we serve and for the clients who trust us with their...  ...a Northwestern Mutual Advisor : A Glance at Northwestern...  ...through financial planning. Outside of work, Nii enjoys... 
    Full time
    Internship
    Work at office
    Local area
    Work from home
    Visa sponsorship
    Flexible hours
    Night shift

    Northwestern Mutual - Buffalo District

    Buffalo, NY
    3 days ago
  • $20.67 - $31.25 per hour

     ...Be a problem solver, trusted advisor, and partner to the people and...  .... Personal Bankers engage clients in deeper conversations to uncover...  ...to assist in client's financial wellness both in person and through...  ...of partners such as Key Investment Services, Mortgage and Business... 
    Hourly pay
    Work experience placement
    Day shift

    Key Bank

    Cheektowaga, NY
    3 days ago
  • $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 pay
    Full time
    Contract work
    Part time
    Work experience placement
    Remote work

    Data Annotation

    Depew, NY
    4 days ago
  •  ...Manager (SPM) with our company serves as a client account manager and is the primary point...  ...) and maintains specific knowledge of planning and scheduling functions and a thorough...  ...authorizations, as required. Manage project financials, pricing, and cash flow. Develop,... 
    Contract work
    Temporary work
    Work at office
    Flexible hours

    Amplify Recruiting

    Buffalo, NY
    3 days ago
  •  ...Job Description Job Description As a Financial Professional with MassMutual New York...  ...offered financial strategies to help in planning for death, disability and retirement....  ...mutual funds and a wide array of other investments; estate analysis; employee, executive benefit... 

    MassMutual Buffalo

    Buffalo, NY
    4 days ago
  • $214.41k - $254.59k

     .... Sales Executive, Financial Services – Associate Director...  ...to meet unique client needs. The Sales & Strategic...  ...through a client centric culture. The...  ...strategy, rigorous account planning and relationship...  ...You'll be a trusted advisor to your accounts’ Coordinating... 
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Buffalo, NY
    21 hours ago
  •  ...enormous opportunities for Financial Services...  ...joint work, specialist advisors, classroom training, online...  ...cash balance pension plan, new advisor start up...  ...selection of insurance and investment products, not limited...  ...Include: · building a client base, executing... 
    Full time
    Work experience placement
    Local area

    Vision Financial Group

    Buffalo, NY
    25 days ago
  •  ...best-in-class risk and controls, and client responsiveness. Key responsibilities of...  ...covering Asset Management Companies, Investment Advisors as Agent, and Pension Funds. Key Responsibilities...  ...: Assess the credit and financial strength of Citi's Real Money Funds... 
    Work at office

    Citi

    Getzville, NY
    1 day ago
  • $18 - $23.08 per hour

     ...KeyBank is hiring a Teller in Buffalo, New York to provide excellent client service and assist clients with account transactions. You'll play a crucial role in helping clients achieve their financial goals while ensuring compliance and security in all operations. This... 
    Hourly pay

    Key Bank

    Buffalo, NY
    2 days ago
  •  ...control. At ConServe, we call it Fostering Financial Freedom®. We take great pride in being a...  ...are made in the best interest of the client requirements and expectations. Demonstrates...  ...with a compliant and customer centric approach Record Maintenance - proper... 
    Permanent employment
    Work at office
    Remote work
    Monday to Friday
    Flexible hours
    Shift work
    Day shift
    3 days per week

    Continental Service Group

    Cheektowaga, NY
    4 days ago
  • $100k - $120k

     ...Job Description Job Description Investment Advisor Associate Overview: StaffBuffalo...  ...management while delivering an exceptional client experience. The organization manages...  ...Advisor Associate will support financial planning initiatives, client service, operational... 
    Work at office

    StaffBuffalo

    Buffalo, NY
    10 days ago
  • $70k - $80k

     ...Description Job Description Junior Investment Advisor Associate StaffBuffalo is working...  ...to build a meaningful career in financial planning and advisory services. This role, paying...  ...staying highly organized, and supporting clients through thoughtful, detail-oriented... 
    Work at office

    StaffBuffalo

    Buffalo, NY
    9 days ago
  • $96.7k - $125.7k

     ...complex environment. Gap Inc.'s headquarters Finance team provides financial support to various business units and the Executive Leadership...  ...for Gap Inc., including the annual budget / operating plan, long-range plan, and monthly forecast. Using these activities... 
    Minimum wage

    Gap Inc.

    Buffalo, NY
    2 days ago
  • $109.12k - $163.68k

     ...as the tracking of business financials, managing employee headcount...  ...securitization, payroll and investment accounting. Assist other departments...  ...safeguarding Citigroup, its clients and assets, by driving...  ...time off packages, including planned time off (vacation), unplanned... 
    Full time
    For contractors
    Work at office

    Citi

    Getzville, NY
    9 hours ago
  • $71k - $125k

     ...be responsible for helping to drive the financial performance and strategic market expansion...  ...(Workday Financials, Adaptive Planning, Essbase) preferred Experience with SQL...  ...here means sharing our purpose to help our clients, colleagues, and communities thrive. You... 
    Temporary work
    Work at office
    Remote work
    Flexible hours

    Key Bank

    Buffalo, NY
    4 days ago
  •  ...WAC-TX WFC Limited Partnership in Town of Lancaster is seeking a Financial Services Representative to assist customers with loan and...  ...are offered health, dental, vision, and life insurance after 30 days, along with paid holidays and a 401(k) plan. #J-18808-Ljbffr... 
    Full time

    WAC-TX WFC Limited Partnership

    Lancaster, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client-Centric Financial Advisor: Planning & Investments. Be the first to apply!