Branch Financial Solutions Advisor
$34.5k - $53kBanco Santander SA
Banco Santander SA is seeking an experienced Sales and Service Banker in New York. The role requires building relationships with customers by understanding their financial needs and providing tailored banking solutions. Qualified candidates should have at least 12 months of relevant experience, a high school diploma, and strong customer service skills. The position offers a competitive compensation package with a salary range between $34,500 and $53,000 per year. #J-18808-Ljbffr Banco Santander SA
$65k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client... ...US - NY - New York - 1293 Broadway - HERALD CENTER BRANCH BC (NY5149), US - NY - New York - 186 5th Ave - Flatiron...SuggestedTemporary workMonday to FridayShift workDay shift- At Bank of America, we help make financial lives better by connecting clients and communities... .... Role Overview The Merrill Financial Solutions Advisor (MFSFSA) supports affluent and high net... ...Growth Practice (EGP) within a Merrill branch, managing your own practice from...SuggestedWork at officeImmediate startShift workDay shift
$100k
...net‑worth clients in a Merrill branch with annual revenues of $100k... ...’s investor profile and financial resource objectives. Builds a... ...and provides opportunities for advisors to pursue a career within the... ...strategies. Identifies client solutions best suited for their financial...SuggestedHourly payShift workDay shift$73k
## Financial Solutions Advisor - PNC Wealth ManagementApplylocations: NJ - Fort Lee: Oak Tree (NJ228)time type: Full timeposted on: Posted Todayjob... ..., expands and maintains client relationships through branch business development and outbound calling. Grows client loyalty...SuggestedFull timeTemporary workPart timeWork experience placementWork at office$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 Fort... ..., expands and maintains client relationships through branch business development and outbound calling. Grows client loyalty...SuggestedFull 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 to clients. This role requires... ..., building client relationships, and coaching branch staff for better investment education. Ideal...Full time- ...deliver exceptional client experiences. In this role, you will build and maintain strong relationships by providing tailored banking solutions using advanced technology and friendly service. The ideal candidate has at least 1 year of sales experience in Retail Banking and...
$28.85 per hour
Bank of America is seeking a strong candidate in New York for a financial advisory role focused on providing tailored solutions to clients. Responsibilities include assisting clients in achieving their financial goals, triaging leads, and making referrals to appropriate...Hourly pay- 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...
$70k - $80k
Bank of America is looking for a Financial Advisor in New York, NY who will provide comprehensive advice and customized financial solutions to clients. This role includes building financial plans, reviewing investment goals, and recommending brokerage products. Qualified...- Bank of America is seeking a Financial Solutions Advisor Stage I in New York to guide clients in their financial journeys. This role involves obtaining necessary securities licenses and providing comprehensive advice to enhance client relationships. Successful candidates...Hourly payFull time
$70k - $80k
Job Summary We are looking for a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. The role involves triaging client leads, making referrals, meeting with clients, building financial plans...Temporary workMonday to FridayDay shift- A leading financial institution is seeking a Financial Solutions Advisor in the New York area to provide tailored financial advice and investment solutions to clients. The ideal candidate will have a solid background in the financial services industry and relevant licenses...
$65k - $80k
Bank of America seeks a financial advisor in New Jersey to provide tailored financial advice and investment solutions to clients. Responsibilities include triaging client needs, building financial plans, and recommending brokerage products. Candidates should have a Series...$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 licenses (SIE, Series7, Series66). This role emphasizes building client relationships and delivering tailored banking and investment...Hourly payMonday to Friday$65k - $80k
...Description At Bank of America the role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. This includes triaging client leads, making referrals to business partners based on client needs and...Temporary workMonday to FridayShift workDay shift$65k - $80k
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...Temporary workWork at officeMonday to FridayShift workDay shift- 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...Full time
- 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...
- ...Csi-Group is looking for a Branch Leadership and People Development professional in New York, NY. This role focuses on providing leadership... ...the CSI360™ experience. The ideal candidate will have strong financial services experience, leadership capabilities, and a commitment...
- 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...
$28.85 - $33.65 per hour
Job Overview 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 asset...Hourly payTemporary workShift workDay shift- Bank of America is seeking a Financial Solutions Advisor based in New York. This role involves providing comprehensive financial advice to clients, requiring strong communication and relationship-building skills. Advisors will receive training for necessary securities licenses...Hourly payFull timeTraineeship
$28.85 - $33.65 per hour
Financial Solutions Advisor Stage I (FSA I) At Bank of America, the Financial Solutions Advisor StageI (FSAI) is the first step on a career path through the Academy and the Bank. The role includes obtaining Securities Industry licenses (Securities Industry Essentials (SIE...Hourly payMonday to FridayShift workDay shift$20.67 - $31.25 per hour
...KeyBank is seeking a Personal Banker to engage clients, provide financial solutions, and build lasting relationships in the United States,... ...include opening accounts, ensuring compliance, and supporting branch operations. The ideal candidate will have strong sales skills...Hourly payFlexible hours- ...York to deliver exceptional customer service and promote banking solutions. Responsibilities include educating clients, performing banking... ...have a high school diploma (or GED) and at least 1 year of branch banking experience. A degree in business is preferred. Join Valley...
$250k
...delivering remarkable client experience* Provide Tellers and other branch staff with coaching and guidance on products and special... ...to uncover opportunities, and present product offers/financial solutions* Understand and comply with Citibank policies, standards and...Full time$28.85 - $33.65 per hour
...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining Securities...Hourly payWork at officeImmediate startMonday 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... ...bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with...Hourly payTemporary workWork at officeMonday to FridayShift 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
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