Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Community-Focused Financial Planner & Advisor

Modern Woodmen of America

A fraternal benefit society is seeking financial representatives to help individuals achieve their financial goals through tailored financial plans. You will provide guidance and protect families' futures while benefiting from extensive training and mentorship. The role requires integrity, leadership skills, and a passion for helping others. Competitive benefits include paid medical and dental insurance, a retirement plan, and bonuses. Excellent opportunity to make a positive community impact. #J-18808-Ljbffr Modern Woodmen

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Community-Focused Financial Planner & Advisor in Brooklyn, NY vacancy
  •  ...and discuss loan options to grow client relationships. As a Personal Banker, you’ll balance cash drawers, promote online banking, and ensure compliance with policies while delivering exceptional customer service in a community-focused bank. #J-18808-Ljbffr Valley Bank
    Community

    Valley Bank

    Bayonne, NJ
    15 hours ago
  • A national financial services organization is looking for an Entry Level Financial Representative to launch a career in finance. This...  ...futures. With supportive training programs and a strong community focus, you will play a key role in making a difference. Ideal candidates... 
    Community
    Full time

    Modern Woodmen of America

    Brooklyn, NY
    15 hours ago
  • A fraternal financial services organization is seeking financial representatives to help individuals achieve their financial goals...  ...401(k) retirement plan, and a motivating work environment focused on community impact. Candidates should possess leadership qualities and... 
    Community
    Full time

    Modern Woodmen of America

    Brooklyn, NY
    2 days ago
  •  ...Relationship Banker II to grow client relationships and provide tailored financial solutions. You will introduce clients to mortgage, business...  ...products, and delivering exceptional client service to a diverse audience across the #J-18808-Ljbffr Community Bankshares, Inc.
    Community

    Community Bankshares, Inc.

    Brooklyn, NY
    2 days ago
  • $23.08 - $26 per hour

     ...it here at Webster. Founded in 1935, our focus has always been to put people first--...  ...businesses and our colleagues achieve their financial goals. As a leading commercial bank, we...  ...serving our clients and supporting our communities. Integrity, Collaboration, Accountability... 
    Community
    Flexible hours
    Weekend work

    Webster Bank

    Brooklyn, NY
    2 days ago
  •  ...Consumers National Bank, our mission is make a difference in our communities —and that starts with our people. If you enjoy helping others...  ...Us Paid training Competitive pay + benefits Supportive, team-focused culture Career growth opportunities What You’ll Do Deliver... 
    Community
    Part time
    Night shift

    Consumers Bancorp

    Brooklyn, NY
    3 days ago
  •  ...committed to bringing passion and customer focus to the business.***It’s fun to work...  ...*Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique...  ...our associates to be a trusted advisor while providing them with the resources... 
    Community
    Night shift

    Simmons Bank

    Brooklyn, NY
    3 days ago
  •  ...TitleResponsibilities include but are not limited to:Focus on growing existing customer...  ...and cross-selling to meet their financial needs.Present a confident and professional...  ...within established limits.Participate in community events and supports CRA initiatives, activities... 
    Community

    Valley National Bancorp

    Bayonne, NJ
    2 days ago
  • $25 - $27.88 per hour

     ...guided by a common purpose to help make financial lives better through the power of every...  ...delivering for our clients, teammates, communities and shareholders every day. Being a Great...  ...starter with a strong work ethic and intense focus on results, acting in the best interest... 
    Community
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Sacbar

    Brooklyn, NY
    4 hours ago
  • A fraternal financial services organization in the United States is seeking financial representatives who are dedicated to helping individuals from various backgrounds achieve their financial goals. This role involves creating personalized financial plans and providing... 
    Community

    Modern Woodmen of America

    Brooklyn, NY
    4 days ago
  • $20.43 - $32.31 per hour

     ...positive impact in our local communities. We champion a culture of continuous...  ...out of our Manassas, VA financial center at 9012 Church Street....  ...processing. Incumbents will focus on customer-centric...  ...relationships and become a trusted advisor. Actively promote a variety of... 
    Community
    Hourly pay
    Full time
    Temporary work
    Work experience placement
    Local area
    Work visa
    Flexible hours

    Fulton Financial

    Brooklyn, NY
    4 days ago
  • $18.25 per hour

     ...Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality...  ...Clear thinking and sound judgement in a fast-paced, customer-focused environment Strong documentation and organizational skills with... 
    Community
    Bank staff
    Work at office
    Flexible hours
    Night shift

    Benefit Plans Administrative Services, Inc.

    Brooklyn, NY
    4 hours ago
  •  ...guided by a common purpose to help make financial lives better through the power of every...  ...delivering for our clients, teammates, communities and shareholders every day. Being a Great...  ...starter with a strong work ethic and intense focus on results, acting in the best interest... 
    Community
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Brooklyn, NY
    2 days ago
  • $41.71k - $65k

     ...provides advice and guidance regarding financial solutions that are in the best interests...  ...and building new relationships within the community. Addresses questions and resolves issues...  ...a personal customer experience. A focus on results and the ability to thrive in... 
    Community
    Part time
    Local area
    Immediate start
    Day shift

    Koitecc Solutions

    Brooklyn, NY
    4 hours ago
  • $49.5k - $82.5k

     ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners...  ...ecosystem partnerships as well as community Centers of Influence to acquire, expand...  ...expect our employees to be: Customer Focused - Knowledgeable of the values and practices... 
    Community
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Secaucus, NJ
    2 days ago
  • $63k - $105k

     ...Educates clients on options for managing financial transactions by leveraging technology,...  ...we expect our employees to be: Customer Focused - Knowledgeable of the values and practices...  ...impact for our employees, customers, communities, and shareholders. We believe our success... 
    Community
    Full time
    Temporary work
    Work experience placement
    Work at office

    PNC Financial Services Group

    Hoboken, NJ
    3 days ago
  •  ...service standards. You will educate customers on deposits and loans, assist with account maintenance, manage cash with accuracy, and build lasting relationships guided by integrity and trust. This role offers growth in a community-focused bank. #J-18808-Ljbffr Frost Bank
    Community

    Frost Bank

    Brooklyn, NY
    2 days ago
  • Huntington is seeking a Financial Relationship Banker in Middlefield, OH to help customers achieve their financial goals. You will...  ...knowledge of banking products. This on-site role emphasizes compliance, teamwork, and community-focused service. #J-18808-Ljbffr Huntington
    Community

    Huntington

    Brooklyn, NY
    2 days ago
  • $17.25 - $20 per hour

     ...additional services as options to meet customer financial needs. As the Personal Banker advances...  ...facilitates a welcoming and customer-focused environment utilizing Integrity Customer...  ...skills. Attends various functions/community events to enhance the image and presence... 
    Community
    Hourly pay
    Full time
    Work at office
    Monday to Friday
    Flexible hours
    Night shift

    Skowhegan Sa

    Brooklyn, NY
    1 day ago
  •  ...want U to be part of our team!****Join a Community That Cares - Grow Your Career at The...  ...supports the company’s core values and focuses on providing an exceptional client experience...  ...sales and client service. Promotes the financial institution and its lending services and... 
    Community
    Local area

    The Union Bank Co.

    Brooklyn, NY
    3 days ago
  • $22 - $28 per hour

     ...requisition id: 261544Wintrust provides community and commercial banking, specialty finance...  ...while staying true to the relationship-focused, personalized service of our community banking...  ...to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois,... 
    Community
    Hourly pay
    Full time
    Temporary work
    Flexible hours
    Shift work

    Wintrust Financial Corporation

    Brooklyn, NY
    1 day ago
  •  ...revitalization and sustainability of the communities we serve. We believe that these are...  ...role that has detailed work as a major focus of the job, and those details need to be...  ...options, and providing a broad base of financial and credit services. Additionally, Relationship... 
    Community
    Remote work
    Flexible hours

    Community Bankshares, Inc.

    Brooklyn, NY
    2 days ago
  • $23 - $30 per hour

     ...provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more... 
    Community
    Hourly pay
    Full time
    Work experience placement
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    California Bank & Trust

    Brooklyn, NY
    1 day ago
  •  ...Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify...  ...Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.* Establish... 
    Community
    Work experience placement
    Work at office

    Fifth Third

    Brooklyn, NY
    15 hours ago
  •  ...Available Application Deadline: 09/02/2026 BOK Financial Corporation Group includes BOKF, NA; BOK...  ...to ensure the delivery of an acutely focused client experience while assisting...  ...helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma... 
    Community
    Local area

    BOK Financial Corporation

    Brooklyn, NY
    1 day ago
  • $95.6k - $188.4k

     ...othersThe TeamOur Forensic, Discovery, & Financial Crime offering provides services to...  ...private or public sector AML and/or sanctions-focused activities, including project management...  ...matters for our people, clients, and communities. At Deloitte, purpose is synonymous with... 
    Community
    Visa sponsorship

    Deloitte

    Jersey City, NJ
    2 days ago
  •  ...depends on it. We believe that financial peace of mind forms the...  ...strong families and even stronger communities. If your idea of a dream...  ...* As a Financial Services Advisor, you will work directly with...  ...relationship builder with a focus on putting people first * Ability... 
    Community

    Lee Nolan & Koroghlian LLC

    Staten Island, NY
    15 hours ago
  •  ...About the role Our financial representatives at Modern Woodmen of America are dedicated to...  ...allowing for membership growth and greater community impact. We’re proud of the impact...  ...Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have... 
    Community
    Local area

    Modern Woodmen

    Brooklyn, NY
    15 hours ago
  •  ...Financial Solutions Advisor Registration Candidate - Greater Queens NY Market Forest Hills, New York...  ...for our clients, teammates, communities and shareholders every day. Being...  ...Client Management Customer and Client Focus Portfolio Management Prospecting... 
    Community
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Sunnyside, NY
    2 days ago
  •  ...The Finance Associate plays a vital role in maintaining the financial integrity of our organization by ensuring that all internal...  ...and support our mission of empowering small businesses and community-focused organizations through transparent financial analysis and management... 
    Community
    Remote work

    Human Capital Management Group

    Jersey City, NJ
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Community-Focused Financial Planner & Advisor. Be the first to apply!