Wealth Advisor & Broker Grow Clients' Finances
$200kCXG Holdings Inc
A leading financial services firm seeks an experienced Sales Executive for a remote position. This role involves consultative sales with financial professionals, focusing on closing complex advisory engagements. Candidates must have knowledge of FINRA/SEC regulations and a proven B2B consultative closing track record. The compensation includes a competitive base salary with high earning potential exceeding $200,000 annually based on performance metrics. #J-18808-Ljbffr
$105k - $250k
Citizens Bank is seeking a Wealth Advisor to join their New York branch. In this role, you will develop personalized wealth management strategies and enhance relationships with partners to boost client engagement. Candidates should have licenses in Series 7, 63, 65 (or...SuggestedFlexible hours- ...York, NY is seeking innovative Financial Advisors to join their team. This role involves gathering and managing investment-oriented clients while developing lasting relationships based... ...access to superior tools and support to grow successfully. A commitment to helping...Suggested
$80k - $95k
TIAA is seeking a Wealth Advisor in New York, NY, to partner with clients in achieving their financial goals. The candidate will customize financial strategies and manage a book of business through referrals. Preferred qualifications include 5+ years in financial services...Suggested- Une institution financière renommée recherche un gestionnaire de relations pour conseiller ses clients en gestion de patrimoine. Le candidat doit posséder au moins 1 an d'expérience, des compétences solides en communication, et des certifications financières telles que...Suggested
- TD Bank recherche un gestionnaire de relations et conseiller financier pour TD Wealth, responsable de la gestion des relations clients, de l'analyse des besoins financiers et de la recommandation de solutions personnalisées. Ce poste requiert au moins un an d'expérience...Suggested
- TD Bank, N.A. is seeking a Financial Advisor Associate in New York City to help clients manage their wealth and financial needs. The role requires analyzing clients' financial situations and recommending tailored investment and insurance strategies. The ideal candidate...
$71k - $82k
...financial institution is seeking a Mortgage Loan Advisor to proactively build a network of business relationships and enhance client satisfaction through exceptional mortgage... ...process. Candidates should have a BA/BS in finance or a related field, 3+ years in mortgage...- A leading financial institution in Brooklyn is seeking a Senior Home Lending Advisor to guide clients through the home loan process. This role involves serving as a key point of contact, adhering to regulatory requirements, and achieving sales goals. Candidates should...Local area
$47.5k
...Equitable Advisors is seeking a motivated Financial Professional Advisor to build a career in financial services. In this role, you will establish trusted relationships with clients, proactively providing support and guidance. The position offers a remote work schedule...Work at officeRemote work$70k
...financial services firm is looking for an entry-level financial advisor to assist clients in achieving their financial goals. The ideal candidate... ...communication and math skills, a Bachelor's degree in finance or a related field, and a basic understanding of financial...$78.52k - $117.52k
TD is seeking a Financial Advisor (FA) in Jackson Heights, New York. This three-year role... ...as the central point of contact for TD Wealth clients, ensuring exceptional service and meeting... ...achieve their financial goals and grow your expertise in a supportive environment...- A leading financial services firm is seeking candidates for a position focused on managing existing clients and acquiring new ones. The role requires strong communication, organizational, and analytical skills, alongside minimum qualifications of a High School diploma and...
$85k - $145k
Mercer Advisors in Oklahoma is seeking a Wealth Advisor to deepen client relationships and grow their practice through referrals. The ideal candidate will have 7-10 years of experience, a CFP designation, and advanced knowledge of financial planning. This role focuses...$70k
Citigroup Inc. is looking for a Wealth Relationship Advisor based in Elmhurst, NY. This role involves building and maintaining client relationships to grow bank and brokerage assets. The ideal candidate will have 5-8 years of experience in sales within the financial services...$45k - $100k
A leading financial services firm is seeking financial advisors to build client relationships and achieve financial goals. As an advisor, you will benefit from extensive training, develop your own practice, and enjoy a flexible working environment. The firm values inclusive...Flexible hours$75k - $85k
...Verivest is seeking a Fund Accountant to manage full-cycle fund accounting and investor reporting for real estate investment clients in a fully remote setting. Responsibilities include cash entry, reconciliations, financial statement preparation, and year-end tax coordination...Remote work- An established industry player is seeking a dynamic Wealth Advisor to join their rapidly growing team. This role offers the chance to work with high-net-worth clients, utilizing cutting-edge technology and marketing resources to foster client relationships. The ideal candidate...
$61.28k - $85.52k
...in New York, NY. The role involves assisting customer service efforts to foster loyalty and increase sales to individual consumer clients. Responsibilities include managing small business credit requests, building referral opportunities, delivering client services, and...- Bank of America is seeking enthusiastic individuals for client engagement roles in New York. Responsibilities include assisting clients with transactions, educating them on self-service banking technologies, and building strong relationships to meet their financial goals...Weekend work
- JPMorgan Chase & Co. is seeking a Relationship Banker in New York, NY. In this role, you will manage client relationships by providing excellent customer service and financial solutions while using cutting-edge technology. Applicants should have a year of sales experience...Afternoon shift
- J.P. Morgan is seeking a Relationship Banker in New York, NY, to deliver exceptional client service and help clients achieve their financial goals. As a Relationship Banker, you'll manage client relationships, offer tailored banking solutions, and leverage technology to...
$20.67 - $31.25 per hour
KeyCorp is seeking a Personal Banker located in Kentucky who will engage clients to provide tailored financial solutions. The role requires 1+ years of experience in sales and customer relationship management, including understanding consumer credit. Essential functions...Hourly pay$80k - $105k
...accounting group remotely. The role involves managing fund operations, client onboarding, and contributing to fund infrastructure. Ideal candidates will have a Bachelor's degree in Accounting or Finance and 1-4 years of relevant experience. Strong Excel skills and an...Remote job- ...center customers while achieving sales and operations goals. Key responsibilities include processing financial transactions, evaluating client needs, and offering suitable financial products. Candidates should possess strong customer service skills, leadership experience,...
- JPMorganChase is seeking a Senior Home Lending Advisor in New York, NY. This role involves serving as the primary... ...mortgage lending. The position offers a chance to grow your career while making a meaningful impact on clients' homeownership dreams. #J-18808-Ljbffr...
- JPMorganChase seeks a Senior Home Lending Advisor in New York. In this role, you'll be the primary contact for customers through the loan process, requiring strong mortgage lending experience. Key responsibilities include coaching branch teams, collaborating on customer...
$150k
...A leading financial services organization is seeking experienced Financial Advisors with a transferable book of business. This role offers an elite payout structure of 60–80%+, unmatched client ownership, and opportunities for long-term growth. Candidates should have robust...$144k
...ensuring compliance and communication. We offer a compensation of $144,000 per year. The position is remote, enabling work from home with client interactions via Zoom, phone, and email. Ideal candidates will have effective communication skills and a growth mindset. #J-18808-...Remote workWork from home- ...seeking candidates for a role focused on recommending loan solutions and managing customer portfolios. Candidates will work closely with clients to develop appropriate loan products, ensuring compliance and enhancing customer relationships. The position requires strong sales...
$78.52k - $117.52k
TD is seeking a Financial Advisor in Richmond Hill, New York, to guide clients in financial planning and investment management. This role includes providing personalized services tailored to the diverse needs of clients while achieving sales goals. Candidates should have...
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