Junior Financial Planner: Grow Your Client Book
WealthBridge Financial Group
WealthBridge Financial Group is seeking motivated Financial Professionals to join our growing team. You will work closely with clients to develop customized wealth strategies while building your own practice with the support of an experienced, collaborative network. You will serve individuals, families, and business owners, offering retirement, investment, insurance, and estate planning guidance. A client‑first mindset, integrity, and self‑motivation are essential. #J-18808-Ljbffr WealthBridge Financial Group
- WealthBridge Financial Group is looking for motivated individuals to join as Financial Professionals in Levittown, New York. This role involves... ...skills, an entrepreneurial mindset, and a desire to help clients navigate complex financial decisions. Benefits include advanced...Junior
- ...sales and service activities while fostering customer loyalty. Responsibilities include delivering remarkable client experiences, assisting with strategies to grow small business clients, and ensuring compliance with Citibank policies. The ideal candidate holds a Bachelor...Suggested
- ...is seeking a Relationship Banker in Massapequa, NY. This role focuses on creating strong client relationships while providing top-notch customer service. You will utilize financial technology to understand and address client needs effectively, ensuring a welcoming experience...Suggested
- ConnectOne Bank is looking for Banking Relationship Specialists in Hicksville, NY to enhance client relationships and support a "People First" culture. Specialists will greet clients, develop relationships, and ensure compliance with banking regulations. The ideal candidate...SuggestedFlexible hours
- Koitecc Solutions is seeking a Relationship Banker in Massapequa, NY, to create memorable experiences for clients while managing banking relationships. The role involves delivering exceptional service, using the latest technology, and exceeding client expectations. We're...SuggestedFull timeWeekend workAfternoon shift
- ...involves working closely with the customer service team, assisting in sales activities, and identifying business opportunities for clients. Successful candidates should have a Bachelor's degree and 0–2 years of relevant experience in banking or sales. Competitive benefits...Junior
- ...Applicants should possess a bachelor's degree and 0-2 years of experience in banking or sales. Successful candidates will engage with clients, deliver services, and drive compliance with banking policies. The role offers competitive employee benefits, including medical...Junior
$66.56k - $99.32k
TD Bank is seeking a Financial Advisor Associate in Bethpage, NY, focused on developing and maintaining client relationships in wealth management. You'll analyze client financials, educate on investment strategies, and ensure tailored solutions for financial goals. The...Full time$66.56k - $99.32k
TD Bank in Hicksville, NY, is seeking a Financial Advisor Associate to attract and retain clients by addressing their wealth management needs. This role involves analyzing client financial information, educating prospects about investment strategies, and maintaining strong...- ...Hicksville, New York. This position involves assisting with sales and service activities while fostering strong relationships with clients to enhance sales and client loyalty. Key responsibilities include managing small business credit requests, developing referral opportunities...
- ...prior experience in banking or retail and be adaptable to new technologies. The role includes working with business credit, providing client services, and ensuring compliance with Citibank policies. Citi offers a comprehensive salary range and competitive benefits for...
- ...level position involves assisting with sales and providing exceptional customer service to build lasting relationships with consumer clients. The ideal candidate will have a Bachelor's Degree or equivalent experience, with 0-2 years in banking or retail, demonstrating...
- Bank of America is seeking a motivated individual to engage clients at their Elmont location. This role involves assisting clients with... ...skills, and have a desire to help clients succeed financially. The position requires flexibility for hours and locations within...
- ...Relationship Specialist in our Locust Valley, NY branch. You will acquire, retain, and expand banking relationships for business and consumer clients while embodying the ConnectOne culture. In this role you will cross-sell products, open deposit accounts, and ensure all...
$120k
New York Life - Uniondale is expanding and looking for an entry-level financial advisor. Candidates should possess strong communication and analytical skills, enabling them to help clients achieve monetary goals through tailored financial plans. The role involves advising...$250k
...sales to individual consumer clients. Responsibilities Work with business... ...Assist in strategies to grow the small business client and... ...appropriate sales plans to target Book of Business customers Deliver... ..., and present product offers/financial solutions Understand and comply...- WealthBridge Financial Group is looking for motivated Financial Professionals to develop customized financial strategies for clients. This role includes building long-term relationships and a practice with support from experienced colleagues. Ideal candidates are disciplined...
- Bank of America in Town of Huntington is seeking professionals to provide comprehensive financial advice and customized solutions to clients. Responsibilities include building financial plans, triaging client leads, and providing coaching based on individual client needs...
- ...development and career growth. The role includes building customer relationships, assisting with account management, and educating clients on banking tools. Applicants with strong customer service skills and professionalism are encouraged to apply to contribute to an inclusive...
- TD in Bethpage, New York is seeking a Financial Advisor Associate to manage relationships with clients in wealth management. The role includes analyzing financial information, providing tailored advice, and growing the client base through advisory services. The ideal candidate...
- ...New York, is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities. The role focuses on building client relationships to drive sales and enhance customer loyalty. Ideal candidates will possess a Bachelor's degree, experience in banking...
- JPMorgan Chase & Co. is seeking to hire a client-focused banking professional in New York who will deliver attentive service and tailor financial recommendations to clients. The role requires building lasting relationships through proactive meetings, both in person and...
- ...Plainview, New York is seeking a motivated individual to engage clients in the lobby and assist them with transactions. The ideal... ...will have a strong work ethic and passion for improving clients' financial lives. Responsibilities include executing risk culture, managing...
- ...represent the brand and culture with excellent customer service. This role focuses on acquiring and managing client relationships through effective communication and financial knowledge. The ideal candidate will have a sales background and the ability to address financial...
$350k
Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch... ...strong COI’s and or an established book of clients within the Long Island/Metro... ...selling opportunities. Provide integrated financial services advice to these clients...- ...seeking a Relationship Banker in Hicksville, NY, to provide exceptional service and support to clients. You will build and maintain relationships, offering tailored financial solutions and using technology to enhance client experiences. The ideal candidate will have sales...
- Charles Schwab is seeking a Financial Consultant Partner (FCP) to support Sr. Financial Consultants and their affluent wealth management practice. You will deepen client relationships and uncover business development opportunities while providing exceptional service and...
- ...NY is looking for a Relationship Banker to deliver exceptional client service while utilizing the latest banking solutions. You will... ...engage with clients, manage relationships, and provide thoughtful financial solutions to meet their needs. This position requires at least...
$120k
...Senior Associate Attorney/Junior Partner, Latham, NY Salary Range $120,000 - $175,000 Guercio... ...attorney (5+ years) to join its growing Capital Region office. The attorney will... ...and conducting legal research and drafting client memoranda. Candidate must possess outstanding...JuniorFull timeWork at office- J.P. Morgan Chase is looking for a Financial Advisor in Wantagh, NY, who will champion team success and manage client relationships. You will build a book of business, deliver personalized investment solutions, and educate clients on utilizing technology for their investments...
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