Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth & Investment Advisor: Build Trusted Client Solutions

Martha's Vineyard Bank

Martha's Vineyard Bank is seeking a Financial Advisor for a full-time position in West Tisbury, MA. The role involves developing client relationships and promoting financial planning and investment solutions for both families and institutions. Ideal candidates will possess a Bachelor's degree, Series 7 and 66 licenses, along with strong interpersonal skills and a commitment to putting clients' needs first. The position includes supporting audit and compliance infrastructure and participating in the bank's investment processes. #J-18808-Ljbffr Martha's Vineyard Bank

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth & Investment Advisor: Build Trusted Client Solutions in Oklahoma City, OK vacancy
  •  ...Relationship Banker I to foster customer relationships and provide personalized service. This role emphasizes the importance of building trust and understanding customer needs while adhering to regulatory standards. Join a team dedicated to making a positive impact in... 
    Suggested

    First United Bank and Trust

    Oklahoma City, OK
    1 day ago
  • Koitecc Solutions is looking for a Relationship Banker to enhance client experiences through attentive service and strong relationship management. You will work closely with clients to understand their financial needs and provide tailored solutions, integrating technology... 
    Suggested

    Koitecc Solutions

    Oklahoma City, OK
    2 days ago
  • Simmons Bank in Oklahoma City seeks a Relationship Banker to build and retain client relationships while delivering exceptional service. You will assess financial needs and provide solutions through bank products. The ideal candidate has a high school diploma and two years... 
    Suggested

    Simmons Bank

    Oklahoma City, OK
    2 days ago
  •  ...SA is seeking a Relationship Banker in Hyannis, MA to build strong relationships with customers by understanding their...  .... The ideal candidate will proactively engage with clients, offering tailored banking solutions while delivering exceptional customer service. This... 
    Suggested

    Banco Santander SA

    Oklahoma City, OK
    3 days ago
  • Summary The Financial Advisor is responsible for fostering and maintaining client relationships through comprehensive financial planning and tailored investment advice. This role demands a robust understanding...  ...adding value by anticipating solutions and partnering with clients... 
    Suggested
    Bank staff

    b1BANK

    Oklahoma City, OK
    5 days ago
  • $60k - $75k

     ...Union to find a Financial Advisor in Oklahoma City. This position...  ...union's referral system to build a strong client base. Ideal candidates will...  ...minimum of three years of investment sales experience. This role...  ...to create client-focused solutions in a supportive environment... 

    LPL Financial

    Oklahoma City, OK
    1 day ago
  •  ...Manufacturing Co is seeking a Financial Solutions Advisor Stage I (FSA I) in Oklahoma City. As an...  ...licenses and receive comprehensive training to build and manage client relationships. This role involves delivering banking and investment solutions in a supportive financial... 

    Dormont Manufacturing Co

    Oklahoma City, OK
    2 days ago
  • $20 - $22.36 per hour

    The Cape Cod Five Cents Savings Bank seeks a Relationship Banker to provide exceptional customer care. Responsibilities include advising customers on financial products, performing banking transactions, and maintaining customer confidentiality. The ideal candidate will ...

    The Cape Cod Five Cents Savings Bank

    Oklahoma City, OK
    3 days ago
  • Simmons Bank in Edmond, Oklahoma, seeks a Relationship Banker to create and manage client relationships while offering exceptional customer service and financial solutions. In this role, you will assess client needs and market Simmons' banking products effectively. The... 

    Simmons Bank

    Edmond, OK
    2 days ago
  • Koitecc Solutions is hiring a Relationship Banker in Massachusetts to enhance client relationships and deliver exceptional service. You'll engage with clients to understand...  ...to banking regulations and a focus on building trust with clients. #J-18808-Ljbffr Koitecc... 

    Koitecc Solutions

    Oklahoma City, OK
    4 days ago
  • Bank of America is hiring a Financial Solutions Advisor Stage I in Oklahoma City. The successful candidate will obtain Securities Industry licenses and develop client relationships by providing comprehensive financial advice. This role features extensive training and support... 

    Dormont Manufacturing Co

    Oklahoma City, OK
    3 days ago
  • $25 - $29.61 per hour

     ...responsible for originating loans for clients with residential mortgage...  ...stage of client’s life plan Builds and deepens relationships...  ...potential home lending product solutions, submits the mortgage...  ...needs, leadership ability, build trust, deepen relationships, and/or... 
    Hourly pay
    Full time
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Role, Inc.

    Oklahoma City, OK
    5 days ago
  •  ...Advisor Development Program Financial Solutions Advisor Stage I Merrill Wealth Management is a leading provider...  ...management and investment products and...  ...Wealth Management Client Associates help...  .... We believe trust comes from transparency...  ...acquiring, building and managing... 
    Traineeship
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Oklahoma City, OK
    3 days ago
  • TD is seeking a Financial Advisor Associate in North Andover, Massachusetts. The...  ...focuses on attracting and retaining clients by addressing their wealth management needs, requiring strong interpersonal...  ...financial information, recommend investment strategies, and continually manage... 

    Dormont Manufacturing Co

    Oklahoma City, OK
    2 days ago
  •  ...The Wealth Advisor is responsible for fostering new and existing client relationships by providing high‑level...  ...strategic investment opportunities, and driving...  ...appropriate financial solutions, building meaningful and long‑...  ...taxes, philanthropy, trust structures, insurance... 

    Stride Bank, N.A.

    Oklahoma City, OK
    16 hours ago
  •  ...Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available...  ...compensation grids? Why am I limited by solutions that don't always fit my clients' needs? Why am I spending more...  ...business builders, leaders, and trusted professionals. At SFC, you'll... 
    Remote work

    Wisepath Financial Group

    Edmond, OK
    8 days ago
  •  ...America is seeking a Financial Advisor in Edmond, Oklahoma,...  ...financial advice and customized solutions to clients. The role involves triaging client leads, building financial plans, and recommending...  ...one year of experience in the investments industry and hold relevant... 

    Bank of America

    Edmond, OK
    4 days ago
  • BOK Financial in Edmond, Oklahoma, seeks a Bilingual Personal Banker to deliver exceptional service and foster long-term client relationships. In this role, you will assess clients' financial needs and provide guidance on bank products. The position includes a comprehensive... 

    BOK Financial

    Edmond, OK
    3 days ago
  • Fuse3 Solutions is seeking a Personal Banking Associate in Oklahoma City to provide front-line support...  ...business growth through relationship-building and product recommendations. Key responsibilities include assisting clients with transactions, managing cash drawers, and... 
    Work at office

    Fuse3 Solutions

    Oklahoma City, OK
    2 days ago
  •  ...enthusiasm for helping our clients, taking care of our employees, building relationships, and...  .... Using a broad investment product and...  ...the best investment solutions to meet their...  ...Associate in J.P. Morgan Wealth Management, you...  ...to Private Client Advisors within Wealth... 

    JPMorgan Chase & Co.

    Oklahoma City, OK
    5 days ago
  •  ...Financial Solutions Advisor Stage I At Bank of America, we are guided...  ...Growth and delivering for our clients, teammates, communities, and...  ...At Bank of America, you can build a successful career with opportunities...  ...of America's core banking, investment solutions and approach to... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Oklahoma City, OK
    4 days ago
  •  ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...  ...thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.... 
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Dormont Manufacturing Co

    Oklahoma City, OK
    4 days ago
  • Dormont Manufacturing Co in North Andover, Massachusetts, is seeking a Financial Advisor. This position involves advising clients on financial planning and selling investment management solutions. Candidates should possess a Bachelor's degree and have a strong commitment... 

    Dormont Manufacturing Co

    Oklahoma City, OK
    2 days ago
  •  ...Growth and delivering for our clients, teammates, communities and...  ...At Bank of America, you can build a successful career with opportunities...  ...advice and customized solutions to clients to help them achieve...  ...to review financial and investment goals, building a financial plan... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Edmond, OK
    3 days ago
  • Job Description As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining...  ...to be an advisor - from acquiring, building and managing client relationships to considering a...  ...Bank of America’s core banking, investment solutions and approach to client care... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Dormont Manufacturing Co

    Oklahoma City, OK
    1 day ago
  • Bank of America seeks a Financial Solutions Advisor for its Merrill Wealth Management team in Oklahoma City. This...  ...your credentials while helping clients achieve their financial aspirations...  .... This includes providing valuable investment advice and nurturing client relationships... 
    Traineeship

    Bank of America

    Oklahoma City, OK
    1 day ago
  • Career Headhunter LLC is seeking a Wealth Advisor located in Edmond, Oklahoma. This role involves building comprehensive client relationships, offering advanced financial planning services, and developing referral networks. Offering remote or hybrid work models, the ideal... 
    Remote work

    Career Headhunter LLC

    Edmond, OK
    2 days ago
  • $120k - $160k

     ...Responsibilities Lead and contribute to client engagements focused on...  ..., and other stakeholders Build financial models, scenario analysis...  ...support innovative client solutions Contribute to practice...  ...relevant experience in consulting, investment banking, private equity,... 
    Local area

    LE001 Berkeley Research Group, LLC

    Oklahoma City, OK
    3 days ago
  • Career Headhunter LLC is seeking a Wealth Advisor in Oklahoma City. The role involves developing long-term client relationships and providing comprehensive financial planning...  ...opportunities, and extensive support to build a successful practice. The organization emphasizes... 

    Career Headhunter LLC

    Oklahoma City, OK
    2 days ago
  • $100k - $130k

     ...advanced retirement solutions that combine our...  ...services with robust investment options,...  ...technology, and dedicated client service. We focus...  ...partner, and earn the trust of those who rely...  ...inquiries from advisors, consultants, and...  ...including the ability to build, audit, and... 
    Work experience placement
    Work at office
    Local area
    Remote work
    Visa sponsorship

    Great Gray Group.

    Oklahoma City, OK
    16 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth & Investment Advisor: Build Trusted Client Solutions. Be the first to apply!