Client-First Financial Services Associate
$100k - $200kBlue Ocean Wealth Solutions
A financial services firm located in Greenvale seeks a motivated Financial Services Team Associate to support client relationships and deliver personalized guidance. Responsibilities include building client trust through needs assessments and providing customized financial recommendations. Ideal candidates will have strong interpersonal skills and a bachelor's degree or equivalent experience. The position offers a competitive compensation structure with estimated first-year earnings of $100,000 to $200,000 along with a comprehensive benefits package. #J-18808-Ljbffr Blue Ocean Wealth Solutions
- ...Specialist to acquire, retain, and expand client relationships for business and consumer customers, aligned with the bank's Client First culture. You will open accounts, educate... ...compliance while delivering outstanding service daily. This role emphasizes needs-based selling...Suggested
- Dormont Manufacturing Co is seeking a Financial Advisor in Hicksville, New York. The position focuses on providing financial planning guidance... ...and selling investment management solutions to TD Wealth clients. Responsibilities include developing client relationships, conducting...Suggested
- ...Act in Jericho, New York. This entry-level position involves executing sales and service activities while fostering customer loyalty. Responsibilities include delivering remarkable client experiences, assisting with strategies to grow small business clients, and ensuring...Suggested
$100k - $200k
...helps individuals and families achieve meaningful financial milestones through a holistic, client-first planning approach. Our firm delivers... ...solutions. We are seeking a motivated Financial Services Team Associate to support the development and servicing of long...SuggestedFull timeContract workFor contractorsWork at officeWork visa- ...Banker passionate about providing exceptional client experiences. You will manage client... ...cutting-edge banking solutions and superior service. The ideal candidate has at least one year of sales experience in banking or financial services and excels in communication. Emphasis...Suggested
- ...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...
- New York Life in Uniondale, NY, is looking for a dedicated Financial Services Professional to build lasting client relationships through personalized financial solutions. You will have access to industry-leading training and mentorship, empowering you to excel. The role...
- ...for a loan underwriting position in City of Norwich. The role involves supporting the Credit Officer, preparing financial analysis, and participating in client interactions. Ideal candidates will have a degree in Finance or Accounting, combined with five years of...
$65k - $80k
Dormont Manufacturing Co in Hewlett, New York, is seeking a financial advisor to provide comprehensive financial planning and investment solutions to clients. This position requires building financial plans with brokerage products and recommending strategies that align...$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...- ...Huntington is seeking professionals to provide comprehensive financial advice and customized solutions to clients. Responsibilities include building financial plans,... ...skills and experience in investment and financial services. Qualifications include a High School Diploma and...
- TD is seeking a Financial Advisor in Bethpage, New York. This role involves providing financial planning guidance to clients while leveraging a three-year program with growth opportunities... ...on delivering exceptional customer service and establishing client relationships....
- TD is seeking a Financial Advisor Trainee in Hicksville, New York, to learn skills necessary for the Financial Advisor Associate role. Responsibilities include analyzing client financial situations, providing advice on investment options, and building client relationships...Traineeship
$72.28k - $108.16k
Dormont Manufacturing Co is seeking a Financial Advisor in Bethpage, New York. This role is focused on providing comprehensive financial planning guidance and managing client relationships to help meet their investment goals. The ideal candidate will have a Bachelor's...$100k - $200k
...professional looking to accelerate your career with a premier financial service company ? Blue Ocean Wealth Solutions, LLC empowers... ...reach meaningful financial milestones through a holistic, client-first planning model. Our firm delivers comprehensive solutions across...Full timeContract workFor contractorsWork at officeLocal areaWork visa$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 in Hicksville, New York, seeks a Financial Advisor Associate to attract and retain clients by addressing their wealth management needs. Responsibilities include analyzing financial data, recommending tailored investment strategies, and maintaining relationships. The...$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... ...'s degree and relevant experience in financial services. Compensations range from $66,560 to $99,320, with...- TD in Bethpage, New York is seeking a Financial Advisor Associate to manage relationships with clients in wealth management. The role includes analyzing financial... ...advice, and growing the client base through advisory services. The ideal candidate will have a bachelor's...
- Dormont Manufacturing Co is seeking a Financial Advisor Associate to strengthen client relationships and address their wealth management advisory needs. You... ...Bachelor's degree, relevant experience in financial services, and the ability to educate clients on investment and...
- Dormont Manufacturing Co is seeking a Financial Advisor Associate in Bethpage, New York, to address wealth management needs for clients. The FAA will analyze financial information... ...'s degree and relevant financial services experience. Strong communication skills...
$90k - $100k
...Financial Professional & Managing Associate | Talent Scout | Building High-Performing Teams with... ...objectives. You’ll show clients where they are today and... ...appropriate products and services. Developing and maintaining... ...FRs in their first four years earn $90K to $...Permanent employmentContract work$24k
...Forest Hills Financial Group, a member of The Guardian Network®, is... ...will be an advocate for your clients, continually enhancing, enriching... ...to financial products and services that will protect their assets... ...; inexperienced FRs in their first four years earn $90K to $100K...Permanent employmentContract workLive inWork at officeFlexible hours$28 - $31 per hour
...has always been to put people first--doing whatever we can to... ...our colleagues achieve their financial goals. As a leading commercial... ...passionate about serving our clients and supporting our communities... ...responsible for achievement of sales, service, operation goals for the...Flexible hoursWeekend work- ...Financial Solutions Advisor - Greater Queens NY Market... ...and delivering for our clients, teammates,... ...appropriate internal service providers based on client... ...in-office expectations associated with your role. These... ...request process before your first day of work. This communication...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...looking for a Personal Banker SAFE Act in Merrick, New York to assist in client relations and sales execution. This entry-level position involves building customer loyalty through sales and service activities. Ideal candidates will possess a Bachelor’s degree and have...
$25 - $27.88 per hour
Bank of America is looking for a motivated banking professional in Hempstead, NY, to enhance financial lives through exceptional client service. This role involves executing the bank’s risk culture, managing client relationships, and providing banking education to clients...Hourly pay- ...Relationship Banker in Elmhurst, New York, who will provide exceptional client service and build meaningful relationships. This role involves managing client interactions, understanding financial needs, and leveraging technology to enhance banking solutions. The ideal...
- ...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...
- ...an entry-level Personal Banker SAFE Act to assist in sales and service activities, aiming to build customer loyalty. This role involves... ...requests, gathering referrals, and providing exceptional client services. Candidates should have 0-2 years of relevant experience...
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