Relationship Banker & Solutions Advisor
$19 - $23 per hourCathay Bank
Cathay Bank is seeking a motivated individual for a position focusing on teller transactions and customer service in New York, NY. You will perform deposits, withdrawals, and cross-sell bank products while providing exceptional customer support. Ideal candidates will have experience in cash handling or sales, possess strong communication skills, and may be bilingual in English and Chinese (Mandarin or Cantonese). The hourly rate ranges from $19.00 to $23.00 based on experience. #J-18808-Ljbffr Cathay Bank
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Bank of America seeks a financial advisor in New Jersey to provide tailored financial advice and investment solutions to clients. Responsibilities include triaging client... ...the financial services industry, and strong relationship-building skills. This role offers a...Suggested$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor Stage I to develop foundational advisor skills while obtaining Securities Industry... ..., Series7, Series66). This role emphasizes building client relationships and delivering tailored banking and investment solutions....SuggestedHourly payMonday to Friday- Bank of America is looking for a Financial Solutions Advisor Stage I in New York. This role focuses on earning securities industry licenses, developing client relationships, and advising on financial solutions. The ideal candidate will be responsible for maintaining licenses...Suggested
- A leading financial institution in New York is looking for a financial advisor to provide comprehensive advice and customized solutions for clients to help achieve financial goals. The advisor will develop financial plans, recommend brokerage products, and engage potential...SuggestedFull time
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Job Summary We are looking for a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals... ...where goals were met or exceeded. Goal‑setting, relationship building, collaboration, confident communication...Temporary workMonday to FridayDay shift- A financial solutions firm is looking for a Remote Account Advisor to assist clients with personalized financial solutions. This role involves engaging with clients, understanding their financial goals, and recommending appropriate solutions. Ideal candidates will possess...Remote job
$28.85 - $33.65 per hour
...learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining Securities... ...an advisor - from acquiring, building and managing client relationships to considering a client’s complex financial picture and...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...institution in Fort Lee is seeking a motivated Financial Advisor to provide customized financial solutions to clients. Responsibilities include developing... ...investment strategies, and managing client relationships. Ideal candidates will have relevant licenses and at...
- A leading financial institution in New York is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients. The role involves building financial plans, triaging client requests, and recommending investment strategies. Candidates must...
- Bank of America is seeking a Financial Solutions Advisor Stage I in New York to guide clients in their financial journeys. This role involves... ...and providing comprehensive advice to enhance client relationships. Successful candidates will progress to advanced advisory roles...Hourly payFull time
- ...of personal investing tools and resources. Role Overview The Merrill Financial Solutions Advisor (MFSFSA) supports affluent and high net worth clients, identifies needs, develops relationships, reviews investment goals, and prepares investment recommendations that align...Work at officeImmediate startShift workDay shift
$28.85 - $33.65 per hour
Job Overview Financial Solutions Advisor Stage I (FSA I) at Bank of America. Begin with Securities Industry licenses (SIE, Series7, Series66) and receive training to develop client relationships, advise on financial solutions, and deliver Bank of America’s core banking...Hourly payApprenticeshipWork at officeLocal areaMonday to FridayShift workDay shiftWeekday work$73k
...opportunity to contribute to the company’s success. As a Financial Solutions Advisor within PNC's Wealth Management, you will be based in our... ...as appropriate. Acquires, expands and maintains client relationships through branch business development and outbound calling....Full timeTemporary workPart timeWork experience placement$73k
PNC Financial Services Group, Inc. is seeking a Financial Solutions Advisor in Fort Lee, NJ, to provide investment and insurance strategies... ...requires consulting on financial plans, building client relationships, and coaching branch staff for better investment education....Full time$73k
## Financial Solutions Advisor - PNC Wealth ManagementApplylocations: NJ - Fort Lee: Oak Tree (NJ228)time type: Full timeposted on: Posted... ...as appropriate.* Acquires, expands and maintains client relationships through branch business development and outbound calling. Grows...Full timeTemporary workPart timeWork experience placementWork at office- PNC is looking for a Financial Solutions Advisor based in Fort Lee, NJ, to consult on investment and insurance strategies while developing financial plans for clients. The ideal candidate will grow and retain an investment book of business and provide exceptional client...
$120k - $210k
...Markets Business Risk Advisor, Financing and Portfolio Solutions, Vice President Markets Business Risk Advisor, Financing and Portfolio Solutions... ...& Stakeholder Management ~ Build strong relationships with senior leaders across Markets, Financial Solutions...Temporary workFlexible hours- Valley National Bank is seeking candidates to deliver exceptional customer service, educate clients about bank products, and recommend suitable financial services in Moonachie, New Jersey. The ideal candidate will assist customers in opening accounts, analyzing their needs...
- Koitecc Solutions in New York seeks a Relationship Banker to enhance client experiences and manage meaningful relationships. The role demands excellent communication and problem-solving skills, alongside an understanding of financial products and services. The ideal candidate...
- Valley National Bank is seeking individuals dedicated to providing exceptional customer service. Candidates should engage customers with friendly, professional service while having knowledge of all bank products. Responsibilities include assisting in opening accounts, analyzing...
- Valley Bank is looking for a Banking Service Professional to serve as a Personal Banker. In this role, you will be responsible for providing banking solutions and exceptional customer service while developing new business by educating clients about our products. Key responsibilities...
- Quality Talent Group is seeking bankers to join a global leader in financial services. This... ...New York involves building strong customer relationships, assisting with account openings, and providing tailored financial solutions. Applicants should have strong customer service...
- Quality Talent Group is looking for bankers to join their Consumer, Small, and Business Banking division in... ...York. This role emphasizes building strong customer relationships while providing tailored financial solutions and ensuring compliance with banking policies. The...
- JPMorgan Chase & Co. is looking for a motivated Relationship Banker in New York City. In this role, you will deliver outstanding service to... ...clients while managing relationships and providing financial solutions tailored to their needs. Ideal candidates will have sales experience...
- JPMorgan Chase & Co. is seeking a Relationship Banker in New York, NY. In this role, you will provide exceptional client service, manage client... ..., and utilize financial knowledge to offer tailored solutions. A minimum of 1 year of sales experience and a high school diploma...
- JPMorgan Chase & Co. is seeking a Relationship Banker in New York to represent our brand with hospitality and financial technology solutions. You will play a key role in managing client relationships by understanding their financial needs and providing tailored solutions...
$28.85 - $33.65 per hour
...bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with... ...managing time and capacity Experience in cultivating client relationships, assessing needs and recommending solutions Success creating...Hourly payTemporary workWork at officeMonday to FridayShift workDay shift$65k - $80k
...bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with... ...whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates...Temporary workWork at officeMonday to FridayShift workDay shift$65k - $80k
...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key... ...achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done....Temporary workMonday to FridayShift workDay shift
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