Strategic Financial Advisor — Westchester & Bronx
$65k - $80kBank of America ATM
Bank of America is seeking a Financial Advisor in Yonkers to provide tailored financial advice and solutions to clients. Responsibilities involve building financial plans, triaging client leads, and recommending pertinent banking and investment strategies. Required qualifications include Series 7 & 66 licenses and at least one year of experience in the investment or financial services industry. The position offers an annual salary between $65,000 and $80,000, with a full-time commitment and competitive benefits. #J-18808-Ljbffr Bank of America
- At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. This job is responsible...SuggestedTemporary workMonday to FridayShift workDay shift
- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
$85k - $100k
TRIMAN INDUSTRIES INC is seeking a Senior Financial Analyst in Yonkers, NY. The role includes providing financial analysis and reporting to support strategic decision-making while developing financial models and monitoring performance. Candidate should possess a Bachelor...SuggestedFull time- ...Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions... ..., you have 2+ years of experience working as a Financial Advisor.* A proven and successful sales track record.* You have an...SuggestedLocal areaImmediate startRemote workRelocation
$250k
...Personal Banker, Bronx Area Discover your future at Citi Working at Citi is far more than just a job. A career with us means... ...available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards...Suggested$250k
...available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards... ...: Branch Sales Time Type: Full time Primary Location: Bronx, New York, United States Primary Location Full Time Salary...Full time$23 - $31 per hour
...through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications...Work experience placementWork at officeImmediate start$93.5k - $156.45k
...PepsiCo, you will be a key Sales Finance contact responsible for providing the financial expertise and recommendations that enable effective decision‑making within the business for our Strategic Grocery customers. This is your opportunity to take your financial and...Work experience placement$10k
Director of Philanthropy - Westchester and Fairfield Counties Rye Brook, NY, USA • White Plains, NY, USA Job Description How many people... ...secure funding for our mission. The Director will implement strategic cultivation, solicitation, and stewardship activities to meet...Contract workLive inWork at officeLocal areaFlexible hoursAfternoon shift$17.52 per hour
...Teen Advisor (Northeast Bronx YMCA) Part-Time / Regular $17.52 Hourly The YMCA of Greater New York is here for all New Yorkers — to empower youth, improve health, and strengthen community. Founded in 1852, today the Y serves a diverse population of more than half...Hourly payFull timePart timeNight shift- ...administrative tasks related to client accounts ~18 years of age or older ~ Passion for service: A genuine desire to help other achieve financial stability ~ Strong communication skills: verbal and written, with an ability to engage and build rapport with clients. ~...Full timeRemote work
- ...individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate... ...achievement of sales, service, and operation goals, based on Webster's Strategic Guidelines. The role will process all customer related...Flexible hoursWeekend work
$40k - $60k
A leading insurance agency in Yonkers, NY, is seeking an Account Associate to join their team. This full-time position focuses on building relationships with customers and educating them about insurance products. Successful candidates will be excellent communicators, detail...Full time- St. Johns Riverside Hospital is seeking a Senior Financial Analyst to manage the budget and cost reports. Responsibilities include scheduling the annual budget process, analyzing revenue against Volume Indicators, and preparing various third-party reports. The ideal candidate...
- ...Manager to lead critical and complex IT projects. The successful candidate will oversee project portfolios, ensuring alignment with strategic goals while mentoring other project managers. Requirements include seven years in project management, a Bachelor’s degree, and PMP...
$61k - $250k
Northwestern Mutual in White Plains is seeking financial advisors to help clients achieve their financial goals through personalized planning. Advisors will enjoy extensive training and support, enabling them to grow their client base and manage tailored financial plans...$15 per hour
Take your career to the next level at Prudential Advisors ! Change your life by helping others change theirs! We have an immediate opening... ...highly motivated analytical individual to join our Northeast Financial Group firm. In general, the entrepreneurial individual who...Minimum wageFull timeContract workPart timeImmediate start$15 per hour
A leading financial services company is seeking a highly motivated individual to join as a Financial Advisor in White Plains, NY. In this role, you will develop client relationships, gather information for financial plans, and help clients prepare for retirement. The position...- A financial services provider in White Plains, NY is seeking a Financial Advisor to enhance clients' financial planning experiences. Responsibilities include meeting clients, utilizing company resources for planning, and employing marketing tools to grow your business....Remote work
- A reputable financial services firm in White Plains is seeking a Financial Advisor to assist clients with their financial planning. Candidates should have a strong sales background, hold active FINRA licenses, and be committed to client success. The company offers extensive...Remote work
- ...Senior Wealth Advisor About the Company Prominent multi-family office & registered investment advisor Industry Financial Services Type Privately Held About the Role The Company is in search of a Senior Wealth Advisor to take on the role of Lead Client...Work at office
$62k - $78k
...About the organization: Organization committed to serving Westchester County. Provide a supportive space to learn, grow, and thrive... ...Great work/life balance. Responsibilities: Manage all financial-related grant and contract compliance requirements to ensure adherence...Contract workWork at office- ...relations strategies, ensuring transparent communication of our financial performance to stakeholders. -Oversee financial planning,... ...relationships with investors, lead fundraising efforts, and provide strategic counsel to executive leadership. ???? Why Apply? Play a...
$31 per hour
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful...Work at officeImmediate startVisa sponsorship- ...Job Title Location 2244 Westchester Avenue, Bronx, NY, 10462, United States Job Category Retail Banking Employee Type Part Time Non Exempt Required Degree High school Minimum Experience 1 Year Description Requirements Description Requirements Ponce...Part time
- A leading financial institution in Fort Lee is seeking a motivated Financial Advisor to provide customized financial solutions to clients. Responsibilities include developing financial plans, recommending investment strategies, and managing client relationships. Ideal...
$50k - $70k
Associate Financial Advisor White Plains, NY | In-Office Bhashyam Wealth Management, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor to join our growing team. This role is a key part of our client advisory and planning...Private practiceWork at officeVisa sponsorship- A leading financial services firm is seeking a Private Client Advisor in New Rochelle to offer personalized financial planning and investment solutions to clients. The ideal candidate should have at least 2 years of experience in a financial advisory role, demonstrating...
- This position reports to the Director of the Strategic Initiative Office (SIG). It serves as a principal strategic planner and engagement advisor to the DeCA Director of the Strategic Initiative Office, informing and educating both internal and external audiences. Qualifications...Permanent employmentTemporary workWork at officeRemote work
- ...Job Posting Location 2244 Westchester Avenue, Bronx, NY, 10462, United States Job Category Loan Servicing Employee Type Full Time Non Exempt Contact Information Name Human Resources Department Phone (***) ***-**** ext 7015 Email ****@*****.***....Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Financial Advisor — Westchester & Bronx. Be the first to apply!
- financial banking Yonkers, NY
- financial institutions Yonkers, NY
- financial sales Yonkers, NY
- senior financial analyst fp&a Yonkers, NY
- entry level financial advisor
- ex financial advisor
- jde finance consultant
- oracle ebs finance functional consultant
- morgan stanley financial advisor
- oracle financial consultant




