Relationship Banker: Client-Focused Financial Advisor
Jobtailor
Jobtailor is seeking a client engagement specialist at our Danbury, CT, facility to educate customers on mobile and online banking, ATM self-service, and related financial tools. You will process cash transactions accurately, build relationships, and help clients identify products that meet their needs. You will collaborate with experts in lending, investments, and small business services, manage center traffic and calls, and uphold risk and regulatory standards while delivering a superior #J-18808-Ljbffr Jobtailor
- Bank of America is seeking a financial advisor to provide comprehensive financial guidance and tailored solutions to clients, helping them reach their monetary goals through brokerage, banking, and advisory products. The role includes triaging leads, referring to partners...Financial
- ...in Danbury, CT is hiring to engage clients in the lobby, educate on self-service... ...efficiently. This role focuses on understanding clients’ financial goals and connecting them to suitable solutions. You will build relationships, follow procedures, and work with specialists...FinancialWeekend work
- ...seeking a Customer Service Associate to engage clients in the lobby, educate them on self-... ...process cash transactions accurately. The role focuses on building relationships and connecting clients to solutions that meet their financial goals. The ideal candidate is a motivated...FinancialWeekend work
- Raymond James is seeking a dynamic Registered Client Service Associate to deliver high-touch administrative support to Financial Advisors, clients, and branch staff. The role requires clear communication across phone, email, in person and virtual channels, and the ability...Financial
- ...Relationship Banker - Danbury Area Danbury, Connecticut;New Milford, Connecticut... ...common purpose to help make financial lives better through the... ...and how we deliver for our clients, teammates, communities and... ...strong work ethic and intense focus on results, acting in the best...FinancialWork at officeFlexible hoursShift workWeekend workDay shift
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...Experience in cultivating client relationships, assessing needs and... ...Management Customer and Client Focus Portfolio Management Prospecting...FinancialHourly payTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- Sound Income Group in Redding, Connecticut, is seeking a Financial Advisor for the New England market. The role focuses on helping clients plan for retirement with education-driven guidance and a proven seven-step process. You will work with warm, pre-qualified prospects...Financial
- Osaic is looking for energetic Financial Advisors to join our team in Connecticut. The role involves enhancing client relationships through holistic financial planning and sales of various products including Investment and Insurance. Qualified candidates should have a...Financial
- ...common purpose to help make financial lives better through the power... ...company and how we deliver for our clients, teammates, communities, and... ...excellence Builds relationships with clients to meet financial... ...strong work ethic and intense focus on results, acting in the best...FinancialFlexible hoursWeekend work
- • Engage clients in the lobby and educate them on conducting transactions... ...to understand clients’ financial and life priorities • Connect... ...excellence • Build relationships with clients to meet financial... ...with a strong work ethic and focus on results Ability to collaborate...FinancialWeekend work
$25 - $26.77 per hour
...common purpose to help make financial lives better through the power... ...company and how we deliver for our clients, teammates, communities and... ...excellence Builds relationships with clients to meet financial... ...strong work ethic and intense focus on results, acting in the best...FinancialHourly payFlexible hoursShift workWeekend workDay shift- Financial Advisor Territory: Danbury, CT, Stamford, CT, Norwalk, CT and Westport, CT. This Financial Institution is seeking driven,... ...area(s). The role of the Financial Advisor is to enhance client relationships by providing holistic, planning advice through the sale of...FinancialWork at office
- Financial Advisor | New England Market Sound Income Group Redding, Connecticut... ...wondering where your next client will come from. If you’ve... ...business that allows advisors to focus on what actually creates... ...prospects, building relationships, closing business, and helping...FinancialWork at office
- Ives Bank seeks a Relationship Banker II to deliver outstanding service, process daily transactions, and open accounts while strengthening customer relationships. You will work in a team-focused environment, supporting branch goals and ensuring regulatory compliance. Ideal...
$70k - $80k
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...Builds and nurtures strong relationships Collaborates effectively with... ...Branding Customer and Client Focus Oral Communications Active...FinancialTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- Bank of America in Danbury, CT is seeking a licensed financial professional to provide comprehensive client advice and customized solutions. You will triage... ...applicable. The role emphasizes strong client relationships, risk control, and cross‑team collaboration in a fast...Financial
- Iron Birch Advisors® in Brookfield, CT seeks an experienced CPA /... ...lead a small office, oversee client services, and manage day-to-... ...You will prepare and review financial statements, supervise staff,... ...to build lasting client relationships. #J-18808-Ljbffr Iron Birch...FinancialWork at office
- ...a Senior Home Lending Advisor in Chase Home Lending... ...marketing and promoting the financial products offered by... ...dedicated to guiding clients to fulfilling the... .... Works together with bankers, meet with customers,... ...dotted-line reporting relationships. Builds role as the internal...FinancialWork experience placementLocal areaImmediate startRelocation
- ...Associate to work in-person at a local tax office. You’ll gather client information, prepare tax returns, and answer questions with training and support from day one, building valuable client relationships. No prior tax experience is required; comprehensive training is...Hourly paySeasonal workWork at officeLocal area
- ...Colleague - also known as a Beauty Advisor - you are the trusted expert... ...and style. Building lasting client relationships is at the heart of your role... .... On the floor, they focus on the customer - offering a... ...health counseling and legal/financial advice Join us and help...FinancialFull timePart timeAll shiftsFlexible hoursAfternoon shift
- Bank of America is seeking a financial professional in Wilton, CT to provide tailored financial... ...advice and planning. You will review client goals, build financial plans, and... ...applicable. The position emphasizes client relationship management, risk awareness, and referrals...FinancialMonday to Friday
$1,000 - $2,000 per month
...seeking qualified candidates for a part-time, fully remote role in financial services. Earn potential $1,000-$2,000 monthly while you... ...new skills in a trillion-dollar industry. You will interact with clients virtually, schedule appointments, present insurance products, and...FinancialRemote jobPart time- AO Garcia Agency is seeking dedicated individuals for a remote financial services role aimed at protecting families. The position emphasizes helping clients navigate financial matters with integrity and care while enjoying the flexibility of a home-based setup. Applicants...FinancialRemote jobWork from home
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...and network to build your business and client base Develop and execute on a... ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications...FinancialFull timeInternshipLocal areaFlexible hours- A community-focused financial institution is seeking a positive and professional Universal Banker I for its Oxford branch. Responsibilities include providing customer service, opening accounts, promoting banking products, and assisting with branch operations. The ideal...FinancialFull time
- ...Work From Home Financial Services Position Are you looking for a work-from-home opportunity where you can grow with a company, help... ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trustworthiness. Qualifications...FinancialRemote workWork from home
- ...About the Opportunity Our client is a well-established,... ...private equity-backed financial services organization... ...outside auditors and advisors. Partner with tax... ...and ownership. Support relationships with lenders, investors... ...candidate screenings, focused on ensuring minimum job...FinancialFor contractorsWork at officeLocal areaFlexible hours
- A financial services firm is seeking licensed Life Insurance Agents eager to provide retirement solutions... ...conducting virtual consultations with clients, educating them on retirement, and fostering trust-based relationships. Candidates must possess a life insurance license...FinancialRemote jobFlexible hours
- ...Senior Home Lending Advisor Join our fun, high-energy... ...and promoting the financial products offered by Chase... ..., you will take your clients on a first-class... ...Works together with bankers, meeting with their customers... ...dotted-line reporting relationships Builds role as the...FinancialWork experience placementLocal areaImmediate startRelocation
$55k - $72k
...service and excellence in the Financial Services industry, Raymond... ...seeking a dynamic Registered Client Service Associate who is a... ...administrative support to Financial Advisors, their prospective and... ...and files utilizing Client Relationship Management (CRM) software.•...FinancialWork experience placementWork at office
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