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
Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Client-First Financial Services Associate in Greenvale, NY vacancy
- ...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
- ...Queens, NY) About the opportunity My client is a well-established, well-capitalized... ...lending and credit teams to move deals from first conversation through underwriting and... ...clients' operating accounts and treasury services to the bank. Represent the bank in the...SuggestedWork at office
Top Echelon
Glen Cove, NY1 day ago - ...Relationship Banker in New York to represent our brand with hospitality, delivering thoughtful financial solutions and excellent service at the branch. You will acquire, manage, and retain client relationships, leveraging banking products and digital tools to meet client needs...Suggested
- ...Our client is looking for a Financial Client Relationship Associate to support clients across financial planning, investment recommendations, and ongoing account... ...Handle client account maintenance and day-to-day service needs Develop financial plans based on clients...SuggestedFull time
JCW Group
Jericho, NY1 day ago $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$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial... ...where you can help your clients achieve their goals through financial... ...· Investment & Advisory Services · Trust Services · Retirement... ...designed to support your first three years in the business....Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Garden City, NY22 hours ago$45k - $100k
...the volume of applicants. Join a financial services firm where your contributions are... ...500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across... ...of our partnership. Edward Jones associates are seen, heard, respected, and supported...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Mineola, NY2 days ago- ...Roslyn Heights, NY to provide comprehensive financial guidance and customized solutions. The role involves meeting clients, reviewing goals, and building tailored financial... ...least one year in investments or financial services, and strong relationship-building skills. The...Weekday work
- ...New York. You will acquire, manage, and retain client relationships, and use our banking solutions and digital tools to address financial needs while delivering friendly, consultative service. The role requires a service-first mindset, exceptional communication, ability...
- ...seeks an entry-level Teller to assist with branch activities and client services. You will handle daily transactions, manage cash, and educate... ...cash handling, and collaboration with a team to deliver optimal financial solutions to Citi clients. #J-18808-Ljbffr Citigroup Inc.
$19.5 - $23 per hour
...always been to put people first--doing whatever we can... ...achieve their financial goals. As a leading commercial... ...about serving our clients and supporting our communities... ...1 role will provide services for Banking Center... .../Sciences (BA/BS) or Associate's Degree preferred...Flexible hoursWeekend workWebster Bank
Williston Park, NY1 day ago- ...positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is... ...recommendations and guidance. Product and Service Consultation: Discuss financial... ...biweekly stable pay for up to your first 24 months as a financial...Full timeWork experience placementWork at officeLocal areaFlexible hours
Equitable Advisors
Melville, NY2 days ago - ...a branch setting. You will acquire, manage, and retain client relationships, using financial knowledge to offer thoughtful solutions and improve clients... ...with banking regulations. Join a team dedicated to exceptional service and growth. #J-18808-Ljbffr Testing Site - JPMC
- ...confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private... ...use your knowledge of investments, financial planning, credit and banking to both... ...experience in Private Banking or Financial Services Bachelor's Degree required...Temporary workWork experience placementLocal area
Chase
Garden City, NY22 hours ago - JPMorgan Chase & Co. in New York is seeking a Private Client Advisor to deliver comprehensive financial planning and advised solutions for individual clients and families. You will build trusted relationships, educate clients on digital tools, and coordinate with Chase...
- ...Registered Representative - State Farm Agent Team Member. In this role, you will market financial products that manage everyday risks and provide comprehensive customer service to clients. The ideal candidate should have a Series 6 or 7 license, a strong knowledge of...
$50k
...Description Job Description Sales Rockstars Wanted! – In-Office Financial Consultant (Garden City, NY) Location : Garden City, NY (... ...starting at $50K + uncapped commission ~$100K+ OTE your first year (top reps earn $200K–$300K) ~ Draw + Commission options for...Work at officeLocal areaLFG11 LLC
Garden City, NY1 day ago- ...Financial ConsultantLocation: Garden City, NY 11530The Financial Consultant has the primary... ...to call on prospects and existing clients for sales opportunities. Proven sales execution... ...resolutions skills.Proven customer service skills and the ability to resolve problems...Bank staffLocal areaNight shift
Flagstar Bank
Garden City, NY1 day ago - ...Financial Solutions Advisor - Greater Queens NY Market... ...and delivering for our clients, teammates,... ...whether shaped by military service, community college education... ...-office expectations associated with your role. These... ...request process before your first day of work. This...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
Bank of America
Forest Hills, NY2 days ago - Bank of America seeks a financial advisor to provide comprehensive guidance and customized solutions for clients. The role includes triaging leads, referrals, and meeting clients to review goals and recommend products. Licenses and training are required, with potential...
$100k - $200k
...Financial Services Associate - ENTRY LEVEL Blue Ocean Wealth Solutions, LLC Position Overview Blue... ...financial goals through a comprehensive, client-centered planning approach. We offer... ...-based incentives. •Estimated first-year earning potential of $100,000-$20...Full timeContract workFor contractorsWork visa$55k
...Mutual is growing our team of financial representatives. The Abbass... ...security. We work with all types of clients ranging from individuals,... ...capital provided in the first year to help you get started.... ...discount, financial planning services, flexible schedule, flexible...Full timeWork at officeFlexible hoursNorthwestern Mutual
Melville, NY1 day ago- ...seeking a Relationship Banker to represent our brand in a Chase Branch, delivering hospitality and expert financial guidance. You will acquire, manage, and retain client relationships, offering thoughtful solutions to meet their financial needs and enhance their lives. You...
- ...seeking a customer-facing team member to educate clients at the lobby and assist with transactions through mobile, online, or ATM self-service tools. The role emphasizes deep client conversations to understand financial priorities, connect clients with appropriate solutions...Weekend work
- ...brand with hospitality and leverage banking solutions to help clients achieve financial goals. You will lead in acquiring, managing, and retaining... ...knowledge to provide tailored solutions and exceptional service. The role requires 1+ year of retail banking sales, strong...Weekend workAfternoon shift
- ...seeking an entry-level Personal Banker SAFE Act to support sales and service activities with the customer service team. The role focuses on... ...with tellers and branch staff, refer opportunities, handle client inquiries, and ensure compliance with Citigroup policies. This...Full time
- ...with hospitality while using the latest banking solutions and technology to help clients. You will lead in acquiring, managing, and retaining client relationships, tailor solutions to financial needs, and work within risk and regulatory requirements. Weekend/evening hours...Weekend workAfternoon shift
- JPMorganChase seeks a Relationship Banker to represent our Chase Branch, delivering hospitable service and using banking solutions to help clients with financial needs. You will build and retain meaningful client relationships and provide thoughtful solutions to simplify...
- ...Chase is seeking a Relationship Banker at a Chase Branch in New York. The role focuses on hospitality, client relationship management, and delivering thoughtful financial solutions to help clients meet needs. You will engage clients in person and by phone, educate them on...
- ...York invites an experienced Relationship Banker to join a Chase Branch. You will build and maintain meaningful client relationships, offering thoughtful financial solutions and leveraging digital tools to enhance everyday banking. You will communicate clearly, comply with...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-First Financial Services Associate. Be the first to apply!
