Wealth Advisor for Mass Affluent Clients
$62.4kKeybank, National Association
KeyCorp is seeking a Private Client Advisor in Cortlandt Manor, NY. The role focuses on Mass Affluent clients, providing investment solutions and establishing strong relationships with branch teams. Responsibilities include conducting financial wellness conversations and managing investment services delivery. The ideal candidate will possess a high school diploma, relevant licenses, and a demonstrated sales background. Competitive base salary starts at $62,400 annually plus commission. #J-18808-Ljbffr
- Bank of America is looking for a Financial Advisor in their Merrill Advisor Development Program to work with high-net-worth individuals. The role involves developing client relationships, reviewing financial goals, and providing tailored investment recommendations. Qualified...Suggested
- Koitecc Solutions is looking for a Relationship Banker in Yorktown, NY, to enhance client relationships and offer tailored banking solutions. You will deliver exceptional service and help clients navigate financial products, contributing to branch success. Ideal candidates...Suggested
- Chase is seeking a Relationship Banker in Yorktown Heights, NY, to provide exceptional service to clients by managing relationships and educating them on banking solutions. The ideal candidate has over 1 year of sales experience and exemplary communication skills to ensure...Suggested
- JPMorgan Chase & Co. is seeking a Relationship Banker in Yorktown Heights, NY. In this role, you will engage with clients, manage their accounts, and deliver top-notch financial services, tailored to their needs. The ideal candidate will bring over a year of sales experience...Suggested
- ...Chase & Co. is seeking a Relationship Banker at Jefferson Valley Mall, Yorktown Heights, NY. This full-time role involves managing client relationships and delivering exceptional customer service. The ideal candidate will have at least 1 year of sales experience in banking...SuggestedFull time
- ...financial institution is seeking a motivated individual to provide comprehensive financial advice and customized solutions to help clients achieve their financial goals. Responsibilities include triaging client needs, recommending appropriate investment products, and ensuring...
- ...banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Webster Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. This role will require the...Work at officeLocal area
$66.3k - $80k
LPL Financial is seeking a Wealth Advisor in Somers, NY, to provide tailored financial solutions and build strong client relationships. This on-site role involves working directly with clients and delivering non-deposit investment products. Ideal candidates should have...- ...A local community bank in Somers, NY is seeking a dedicated customer service representative to build relationships with clients and promote various banking products. The ideal candidate will have experience in transaction processing and customer engagement. Responsibilities...Local area
- Quality Talent Group is seeking bankers for their client in Peekskill, NY. This full-time or part-time position comes with a comprehensive benefits package, including health coverage, a 401(k) plan, and competitive pay. The ideal candidates will have 6+ months of experience...Full timePart time
$65k - $80k
Bank of America is seeking a financial advisor in Town of Bedford, who will provide comprehensive financial advice and customized solutions to help clients meet their goals. Responsibilities include planning financial strategies, recommending investment options, and managing...$65k - $80k
Job Overview Provide comprehensive advice and customized solutions to clients in order to help them achieve their financial goals. Responsibilities Work with clients to plan short‑ and long‑term financial goals by building a financial plan that includes brokerage products...Temporary workMonday to Friday$65k - $80k
...financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This...Temporary workWork at officeMonday to FridayShift workDay shift$20.19 - $30.77 per hour
981 Route 6 - Mahopac, New York 10541. Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist...Hourly payWork experience placementDay shift$200k - $290k
IBM is seeking a Quantum Industry Applications Consultant in Yorktown, NY. This role involves managing client engagements in financial services, identifying quantum use cases, and delivering advisory services. The ideal candidate will possess a Master's degree and at least...$19.23 - $27.88 per hour
...New York 10505 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...A Financial Wellness Associate (FWA) splits their time between client servicing and transaction support (70% of time), and engaging...Hourly payWork experience placementDay shift$23.17 - $26 per hour
...businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these...Flexible hoursWeekend work$25.07 - $41.79 per hour
...customer information profile (CIP)). Complete basic research on customer profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and...Hourly pay- Merrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...guidance. Role Specifics As a Merrill Advisor Development Program - Financial Advisor,... ...goals of both existing and prospective clients. You will also collaborate with and be...Interim roleImmediate startShift workDay shift
$84.61k - $141.02k
...qualified Retirement plans to corporations and cultivate individual wealth management opportunities Develop and manage relationships... ...fund line-ups and performance against benchmarks Assist with client onboarding, education sessions, and finalist presentations Collaborate...Interim roleWork at office- ...A leading financial institution is seeking a Personal Banker in Mahopac, New York. This role involves engaging with clients to provide tailored financial solutions, opening accounts, and ensuring compliance with banking procedures. The ideal candidate has at least one...Full time
- Quality Talent Group is looking for bankers to join their Consumer, Small, and Business Banking division in Shrub Oak, NY. The role involves building strong customer relationships, assisting with financial solutions, and ensuring compliance with banking policies. The company...
- ...leading financial institution is looking for a Relationship Banker in New York to provide exceptional customer service and manage client relationships. Applicants should possess 1+ years of experience in retail banking or financial sales along with a high school degree...Weekend workAfternoon shift
- ...Banker in Somers, New York. This role focuses on customer service, overseeing sales activities, and building loyalty with individual clients. Responsibilities include assisting with business credit requests, coaching branch staff, and recognizing client needs. Candidates...
- Quality Talent Group is seeking bankers to join the Consumer, Small, and Business Banking division in Fort Montgomery, New York. Our client is recognized as a top employer in financial services, offering a comprehensive benefits package, including health coverage, 401(k)...
- JPMorganChase is seeking a dedicated client engagement specialist in Yorktown Heights. This role focuses on exceeding client expectations through personalized service and building long-lasting relationships, while ensuring compliance with banking policies. The ideal candidate...
- Job Summary: Responsible for evaluating patient eligibility for various governmental programs for the un-insured/under-insured population. Must possess a keen understanding of patient registration and insurance verification. Responsibilities Greet patients and families...
$18 - $23.08 per hour
...Route 6 - Mahopac, New York 10541 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and...Hourly payPart timeWork experience placementShift workDay shift$21.5 - $27.25 per hour
...Overview Engages the client by welcoming them warmly with a pleasant demeanor, using the client name whenever possible, and thanking them for doing business with Tompkins. Assists clients and makes them feel appreciated. Ensures financial transactions are completed accurately...Work at officeLocal areaNight shiftAfternoon shift- ...transactions for checking, savings, loans, and other assigned services. Builds positive customer relations as the Bank’s main point of client contact; maintains working knowledge of established policies and operating procedures. Makes customer referrals in defined areas....Summer workWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor for Mass Affluent Clients. Be the first to apply!


