Relationship Banker: Client-Focused Finance Advisor
Bank of America
Bank of America is hiring for a position in Bay Shore, NY focused on client engagement and financial service education. Responsibilities include processing transactions, managing client relationships, and providing support with self-service resources. The ideal candidate should possess strong communication skills, a results-driven attitude, and preferably experience in the financial sector. Paid time off and benefits support for well-being are part of the compensation package. #J-18808-Ljbffr Bank of America
$100k - $150k
Wealth Enhancement Group, located in Deer Park, NY, seeks a Financial Advisor to join an advisory team and help clients achieve their financial goals. Responsibilities include managing client relationships, facilitating financial planning, and closing prospective clients....Suggested- A prominent financial services firm is seeking Financial Advisors to engage with high-net-worth individuals, identify financial goals... ...financial services or sales. The role emphasizes building client relationships and requires strong communication skills. This position...Suggested
- ...is seeking an experienced financial advisor to provide tailored advice and solutions to clients. Responsibilities include building financial... ...at least a year of experience in finance, hold relevant licenses, and excel in relationship-building. This role offers a...Suggested
- ...services company in Commack is seeking an experienced financial advisor to help clients achieve their financial goals through tailored investment... ...advice, triaging client leads, and building strong relationships. Candidates must hold relevant licenses and have experience...Suggested
- ...Private Client Banker You have a passion for taking care of our customers and employees... ...welcomed and valued by building lasting relationships, doing the right thing, exceeding... ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business...SuggestedImmediate startAfternoon shift
- A major financial institution is seeking a dedicated Client Engagement Specialist in Bay Shore, NY. This role involves assisting clients with banking transactions, building strong relationships to meet financial needs, and managing cash responsibilities. Qualified candidates...Hourly payFull time
- JPMorganChase in Hauppauge, New York, seeks a Private Client Advisor to provide comprehensive financial planning and advice. You will build client relationships while offering personalized investment solutions, ensuring an exceptional client experience. The ideal candidate...
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Hauppauge, New York. In this role,... ...them manage investments and deepen relationships. Your expertise will cater to a diverse... ...to education in technology and finance. The position offers an opportunity to...
$25.07 - $41.79 per hour
...Responsibilities: Play key role in Relationship Management (customer assessments,... ...opportunities, account opening and lead-focused outbound calling), Sales Process (profile... ...to assess potential ways to add value to clients banking relationship and transition to needs...Hourly pay$19.5 - $23 per hour
...Banking Center Relationship Banker I If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever... ...remain passionate about serving our clients and supporting our communities....Flexible hoursWeekend work$25 - $27.88 per hour
...Growth and delivering for our clients, teammates, communities, and... ...operational excellence Builds relationships with clients to meet... ...strong work ethic and intense focus on results, acting in the best... ...business administration, or finance Skills: Adaptability...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North... ...Advisors and Wealth Management Client Associates help clients pursue... ...envision through a personal relationship with their advisory team committed... ...driven, resilient, results focused and effective Job...Work at officeShift workDay shift
$100k
...Merrill Financial Solutions Advisor (Partially Licensed)- Long Island... ...and Wealth Management Client Associates help clients pursue... ...envision through a personal relationship with their advisory team committed... ...in on-going training focused on how to develop a book of business...Work at officeShift workDay shift$100k - $150k
...for enriching the lives of our clients. We continually seek to... ...is looking for a Financial Advisor working as part of an advisory... ...Functions Manage client relationships and assist senior advisors with... ...Requires a 4-year degree; business, finance, economics preferred ~...Full timeTemporary workWork at officeFlexible hours$65k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided... ...and how we deliver for our clients, teammates, communities and... ...Builds and nurtures strong relationships. Collaborates effectively... ...Branding Customer and Client Focus Oral Communications Issue...Temporary workWork at officeMonday to FridayShift workDay shift$72.28k - $108.16k
...Description: The Financial Advisor (FA) role is a three-year... ...and complex needs of TD Wealth clients by reviewing financial goals... ...client service & developing the relationship to achieve greater share of... ...with an enhanced agenda focused on the client's overall wealth...Work at officeLocal areaWork from homeFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...business where you can help your clients achieve their goals through... ...as a financial representative focused on client-building and... ...achieve their goals Grow relationships with clients to support them...Full timeContract workFor contractorsWork at office$45k - $100k
...crossroads, a career as a financial advisor may be the right change for... ...advisors partner with clients to help them achieve their long... ...lighten the load so you can focus on your clients A support... ...Responsibilities Build relationships to create new clients via face...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...financial services tailored to their clients needs. This exciting... ...invites you to join our employee advisor model as a Wealth Advisor... ...and maintain strong working relationships with all assigned branches.... ...paced environment, are client-focused, team oriented , and are able...Work at officeLocal area
$66.56k - $99.32k
...Description: The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients... ...developing and maintaining client relationships by providing on-going... ...meeting with an enhanced agenda focused on the client’s overall wealth...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours- ...Financial Advisor – Long Island, NY A unique succession opportunity... ...transition their established client book and purchase equity—... ...ability to build trusted client relationships. Financial Advisor Day-... ...rewards within an entrepreneurial, client-focused environment....Immediate start
- ...Financial Solutions Advisor - Eastern Long Island Market Hampton... ...and how we deliver for our clients, teammates, communities and shareholders... ...• Builds and nurtures strong relationships. • Collaborates effectively... ...• Customer and Client Focus • Oral Communications •...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...business where you can help your clients achieve their goals through... ...as a financial representative focused on client-building and... ...achieve their goals Grow relationships with clients to support them...Work at office- ...Financial Advisor The Wealth Alliance is an SEC-registered... ...ll serve as the primary relationship manager for a select group of clients, delivering holistic... ...or none at all, your focus will be on deepening relationships... ...~ Bachelor's degree in Finance, Economics, Business, or...
- ...Financial Solutions Advisor Registration Candidate - Central Long... ...Growth and delivering for our clients, teammates, communities and shareholders... ...in cultivating client relationships, assessing needs and... ...Management Customer and Client Focus Portfolio Management Prospecting...Temporary workWork at officeMonday to FridayShift workDay shift
- ...One of Insight Global's large banking clients is seeking a Financial Advisor Associate for a full-time role in West Babylon, NY. The Financial Advisor... ...grow and manage their client base by building strong relationships, coaching retail staff to generate referrals within an...Full timeTemporary work
$55k - $130k
...opportunity with deep support-helping advisors build meaningful businesses... ...a lasting impact on the clients and communities they serve.... ...approach is rooted in authentic relationships, customized business support,... ...advisors * Long-term focus - Support for sustainable scale...Flexible hours- ...Merrill Advisor Development Program - Financial Advisor: Long Island... ...and Wealth Management Client Associates help clients pursue... ...envision through a personal relationship with their advisory team committed... ...culture driven, resilient, results focused and effective. The Advisor...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$25.07 - $41.79 per hour
...Brentwood, New York, seeks a Sales Associate to identify customer needs and provide tailored solutions through proactive outreach and relationship management. The ideal candidate will have retail sales experience, strong communication skills, and a commitment to exceptional...Hourly pay- ...Plainview, New York is seeking a motivated individual to engage clients in the lobby and assist them with transactions. The ideal... ...Responsibilities include executing risk culture, managing cash, and building relationships with clients. Required qualifications include a High School...
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