Virtual Financial Solutions Advisor
$24.25 - $26.25 per hourSunmark Federal Credit Union
Sunmark Federal Credit Union Inc. in Latham, NY (HQ) seeks a customer-focused representative to deliver tailored financial solutions over the phone, identify member needs, support consumer loan requests, open deposit accounts, and educate on options that fit goals. Starting pay is $24.25-$26.25 per hour, with training followed by a hybrid schedule (up to 2 days/week). You will grow member relationships through consultative conversations, promote digital banking tools, and collaborate across #J-18808-Ljbffr Sunmark Federal Credit Union
$120k - $180k
...to provide a comprehensive, end-to-end solution for a sophisticated and rapidly growing... ...-facing fund operations role within the financial services industry.Deep understanding of... ...paid dental, vision, telemedicine, and virtual mental health counseling, parental leave...VirtualFull timeWork at officeRemote work$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of... ...make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...Bank of America and Merrill to meet virtually all their financial needs.Required...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift$65k - $80k
...Bank Of America Financial AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...SuggestedTemporary workWork at officeMonday to FridayDay shift$50k
...Join a financial services firm where your contributions are valued.... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...clients via face-to-face and virtual sourcing strategies (e.g., residential... ...seeking the right solutions for clients Comfortable in...VirtualWork at officeWork from homeHome officeFlexible hours- ...Financial Solutions Advisor - Southern NJ Market Absecon, New Jersey;Toms River, New Jersey; Voorhees, New Jersey; Sewell, New Jersey To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
- ...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... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$45k - $100k
...volume of applicants. Join a financial services firm where your... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...clients via face-to-face and virtual sourcing strategies (residential... ...investment and financial solutions to your clients? Taking ownership...VirtualTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$90k - $150k
...client needs, and delivering tailored financial solutions. This individual will play a key role... ...client needs Collaborate with external advisors (CPAs, estate planning attorneys, etc.... ...effectively in both in‑person and virtual settings Compensation Salary Range:...VirtualFull timeWork at officeRelocationMonday to FridayFlexible hoursAfternoon shift$28.85 - $33.65 per hour
Job Description: This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE...Hourly payTemporary workMonday to FridayDay shift- Bank of America seeks a licensed financial advisor to provide tailored guidance and brokerage solutions to clients, including planning, referrals, and product recommendations. You will triage leads, meet clients, and build financial plans while completing required licenses...Monday to Friday
- Bank of America in New York, NY seeks a financial advisor to help clients achieve financial goals through brokerage products and banking solutions. You will triage client leads, refer to partners, and review goals with clients while maintaining regulatory compliance. The...
- Bank of America in New York seeks a client-focused Financial Advisor to help clients reach their financial goals with tailored investment, banking and mortgage solutions. You will triage leads, refer to partners, and meet with clients to review goals and progress. Success...
$100k
...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue... ...investment advisory strategies Understands client solutions that are best suited for their financial needs, such as core...Hourly payWork at officeShift workDay shift$65k - $80k
Job Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and...Temporary workMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...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... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...Hourly payTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$150k
You became an advisor to advise, not to prospect endlessly, juggle paperwork, and build... ...sales, and comfortable recommending annuity solutions when appropriate. This is not an entry-... ...built differently. You’ll step into a virtual-first, team-based environment with qualified...Virtual$100k
...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue... ...recommending investment advisory strategies Understands client solutions that are best suited for their financial needs, such as core...Hourly payWork at officeShift workDay shift- Bank of America in New York is seeking a Client Advisor to help clients plan financial futures by building brokerage plans with stocks, bonds, mutual funds, and other banking solutions. You will identify client needs, make strategic recommendations, and refer to appropriate...
$124k - $280k
...Our team helps clients optimise and align financial planning, consolidation, reporting and... ...transformation and enterprise performance management solutions that help clients modernize planning,... ...relationships and serve as a trusted advisor across finance transformation...Full timeH1b$23 - $25 per hour
...Caribbean-American communities that had been excluded from mainstream financial services. More than 65 years later, we remain dedicated to... ...calls to community members/businesses to discuss financial solutions; a minimum of two visits/calls with community organizations...Work at office2 days per week3 days per week1 day per week$131.25k - $175k
Navan Expense is an expense and corporate card solution that eliminates the hassles of expense management while giving finance leaders... ...easy place to control, manage, and track spend. With physical and virtual cards, smart policy management, and automated expense reports,...Virtual- Bank of America in New York is hiring a Financial Solutions Advisor Stage I to begin with securities licensing, building client relationships and delivering core banking and investment solutions. The role offers in‑office training, progression to Stage II, and a path across...Work at office
$10k
...tracks — and looking for people with sharp financial instincts, a builder's mindset, and the... ...— you dissect complex problems, find solutions, and drive them to completion with a high... ...reduced payEmployee Assistance Program and virtual care through Lumino HealthUnited...VirtualFull timeWork at officeHome officeFlexible hours$150k - $225k
Capital Solutions GroupGoldman Sachs operates at the fulcrum of one of the most important structural trends in finance: the convergence... ...BankingOur division works on some of the most complex financial challenges and transactions in the market today. Whether advising...Full timeTemporary workPart time- Credit Solutions Advisor - One Penn Plaza Financial Center Join to apply for the Credit Solutions Advisor - One Penn Plaza Financial Center role at Bank of America Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better...Work at officeFlexible hoursShift workWeekend workDay shift
- Bank of America is seeking a Financial Services Advisor in Brooklyn, NY, to provide comprehensive advice and customized solutions helping clients meet financial goals. The role includes reviewing goals, recommending products, and completing required licenses and training...
- A leading healthcare company is looking for a Head of Multidisciplinary Care Solutions to drive the strategy and execution of innovative virtual care offerings. This role requires 15+ years in healthcare leadership, balancing operational readiness with market success. The...Virtual
$100k - $140k
...involve large scale responsibilities across financial and managerial reporting, budgeting,... ...individual will report into the iCapital Solutions Business Controller, Senior Vice... ...paid dental, vision, telemedicine, and virtual mental health counseling, parental leave...VirtualFull timeWork at officeRemote work- Nomura in New York is seeking an Analyst or Associate for the Fund Financing & Solutions desk to execute bespoke financing solutions for private markets sponsors. You will work at the center of live transactions, summarizing collateral pools, underwriting funds and sponsors...Work at office
- An established industry player is seeking a dynamic Education Solutions Consultant to drive client engagement and sales within NYC schools... .... If you're passionate about education and ready to make an impact, this opportunity is for you. #J-18808-Ljbffr A+ Virtual LearningVirtualRemote jobLocal area
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