Strategic Financial Planner & Investment Advisor
$65k - $80kDormont Manufacturing Co
Dormont Manufacturing Co in New Rochelle is seeking a Financial Advisor to provide comprehensive financial advice and customized solutions to clients. Responsibilities include meeting with clients to review their financial goals and building financial plans. Candidates should possess strong relationship management skills and hold the necessary investment licenses. The role offers a competitive salary between $65,000 and $80,000 annually, based on experience. Eligible for benefits and incentivized based on performance. #J-18808-Ljbffr Dormont Manufacturing Co
$85k - $100k
TRIMAN INDUSTRIES INC is seeking a Senior Financial Analyst in Yonkers, NY. The role includes providing financial analysis and reporting to support strategic decision-making while developing financial models and monitoring performance. Candidate should possess a Bachelor...SuggestedFull time- ...individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate... ...achievement of sales, service, and operation goals, based on Webster's Strategic Guidelines. The role will process all customer related...SuggestedFlexible hoursWeekend work
- TradeJobsWorkForce is looking for a professional in financial planning based in Yonkers, New York. The individual will engage with clients to understand their financial needs, provide tailored advice, and develop effective strategies to meet their financial goals. The position...Suggested
- ...specializing in consumer, small, and business banking. The role emphasizes building strong customer relationships and providing tailored financial solutions. Candidates should have at least six months of customer experience, strong communication skills, and the ability to...Suggested
$19.5 - $23 per hour
...individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate... ...achievement of sales, service, and operation goals, based on Webster's Strategic Guidelines. The role will process all customer related...SuggestedFlexible hoursWeekend work- Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new account...
- ...Quality Talent Group is seeking bankers for a global financial services leader in the Town of Pelham, New York. The candidates will enjoy a supportive and inclusive culture while helping customers with financial solutions and account management. The job offers a full-time...Full timePart time
$40k - $50k
...local community! ABOUT YOUR ROLE Accurately process routine financial transactions for banking customers with an emphasis on... ...Cards, Credit Cards, Wealth and Trust services as well as other strategic sales goals as directed by management. Solicits new consumer...Work at officeLocal areaFlexible hoursNight shift- ...Job Summary Be a problem solver, trusted advisor, and partner to the people and... ...relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer... ...KeyBank’s client base with up to $2M in investable assets. The PCB helps new and existing clients...Temporary workDay shift
- ...a Personal Banker Associate I in Mount Vernon, IL. The position focuses on using a consultative sales approach to meet customers' financial needs and cross-sell services. Successful candidates will have a strong background in customer relations and financial assessment....
- ...and Business Banking division. This position offers both full-time and part-time roles, engaging with customers through tailored financial solutions and proactive outreach. Join a company recognized on LinkedIn’s 2025 “Top Companies to Grow Your Career” list, and benefit...Full timePart time
- Quality Talent Group is seeking bankers to join their Consumer, Small, and Business Banking division in Mount Vernon, NY. This role requires strong customer service skills and a commitment to compliance with regulatory standards. Join a workplace recognized for its supportive...
- Quality Talent Group is recruiting bankers in Mamaroneck, NY, for their Consumer, Small, and Business Banking division. The ideal candidates should have customer interaction experience, excellent communication skills, and the ability to work on Saturdays. This position ...Flexible hours
$44k - $70k
...in operations and Sales & Service. The Personal Banker I is a Financial Center position focused on using the consultative sales process... ...Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, holistic...Work experience placementWork at office- .../Credit Analyst evaluates customer creditworthiness, monitors financial risk, and recommends strategies to optimize credit decisions and... ...inquiries related to credit or account status. Provide strategic recommendations on credit approvals by reviewing customer orders...Full timeTemporary workFlexible hours
- ...Bank group in Yonkers, NY is looking for a Banking Center Relationship Banker 2. You will respond to customer needs and evaluate financial requirements while processing transactions and supporting the banking center's sales initiatives. The ideal candidate should possess...
$55k - $65k
...appropriate internal teams. Post customer remittances and payments accurately to Accounts Receivable records. Monitor customer financial health and promptly escalate potential risks or concerns to the Senior Credit Manager. Assist with accounts receivable...Work experience placementWork at office$130k - $160k
...is a premier independent Registered Investment Advisor (RIA) with more than 35 years of experience... ...We are seeking an experienced Senior Financial Planner to join our growing team in White... ...to planning discussions and strategic recommendations. Analyze complex financial...Work at officeLocal area$75k - $125k
Fairygodboss is seeking a financial advisor in Fort Lee, NJ to consult on investment and insurance strategies while growing client relationships. The role requires strong financial planning skills and at least 3 years of industry experience. You will consult with clients...$85k - $100k
...Salary Range: $85,000.00 To $100,000.00 Annually BASIC FUNCTIONS The Senior Financial Analyst is responsible for providing in-depth financial analysis, forecasting, and reporting to support strategic decision-making. This role partners with business leaders to deliver...Full timeWork at office- ...provide exceptional service to customers while supporting sales and operational goals. You will interact with clients, evaluate their financial needs, and recommend suitable banking products. This role also includes supervising fellow bankers, ensuring compliance with...
$94k - $100k
...OVERVIEW CR’s Accounting/Finance team manages the organization’s financial health and reporting. We’re hiring a Financial Systems Analyst... ...of the financial ecosystem to support accurate data and strategic decision-making. In this position, you’ll report to the Manager...Local areaRelocation package1 day per week$280k - $350k
...builds the infrastructure behind the world’s most innovative financial products. Our technology and capital solutions power payments,... ...What We’re Looking For Cross River is seeking a seasoned and strategic Chief Credit Officer to lead and oversee all aspects of credit...- ...brand in the marketplace. Seen as a trusted advisor, this position will work closely with... ...optimize working capital, and minimize financial and reputational risks. They will focus... ...Services. Provide subject matter expertise on strategic projects related to Cash Management. Act...Temporary workWork at officeLocal area
$131.6k - $171.5k
...year. Responsibilities Collect, validate, and maintain complex financial and operational data to ensure accuracy, timeliness, and... ...identify risks, and validate underlying assumptions in support of strategic and regulatory decision‑making. Perform actuarial research and...- ...culture. Ideal candidates will have customer service experience, strong communication skills, and the ability to work flexible hours, including possible Saturdays. Join a top-rated financial services employer committed to fostering inclusivity and growth. #J-18808-Ljbffr...Flexible hours
$20.67 - $31.25 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and... ...guidance and solutions to assist in client financial wellness both in person and through proactive... ...understand clients’ financial health, identify investment opportunities, and recommend strategies....Hourly payWork experience placementFlexible hoursDay shift$49.5k - $82.5k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...Quality Talent Group is seeking bankers for a leading financial services employer in New York. Join a team recognized as one of the top companies for career growth in financial services. The role involves building customer relationships, assisting with account management...
$44.72k - $57.5k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer’s financial wellbeing. Collaborates with ecosystem partners to grow customer’s share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
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