Member Relations & Financial Solutions Advisor
Hudson Valley Credit Union
Hudson Valley Credit Union is seeking committed individuals to provide exceptional member service. Responsibilities include accurate transaction processing and a consultative sales approach to meet financial needs with HVCU products. The ideal candidates will have a high school diploma (or equivalent), customer service experience, and a NYS Notary Public license. The role includes opportunities for professional development and benefits such as paid time off and medical coverage. #J-18808-Ljbffr Hudson Valley Credit Union
- Hudson Heritage FCU in Middletown, NY is looking for a Financial Partner to provide exceptional service and support for members' financial well-being. The role involves promoting tailored solutions, handling transactions, and engaging with the community. Candidates need...Suggested
- Overview At Northeast Financial Network , we are dedicated to helping... ...both our clients and team members, full benefits, pension and compensation... ...role for a career Financial Advisor located in Holmdel, NJ. The... ...in Finance, Economics, or a related field is preferred Relevant...SuggestedFull time
- Bank of America is looking for a Financial Solutions Advisor Stage I (FSA I) in Eatontown, NJ. This entry-level role is geared towards client relationships and financial guidance. The position requires training for Securities Industry Essentials (SIE), Series 7, and Series...SuggestedHourly payFull time
$28.85 - $33.65 per hour
Job Overview Financial Solutions Advisor Stage I (FSA I) - an entry level advisor role focused on client relationship and financial solutions within Bank of America. The role begins with training and licensing in Securities Industry Essentials (SIE), Series 7 and Series...SuggestedHourly payMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...based on role‑specific considerations. As a Financial Solutions Advisor Stage I (FSA I), you will obtain Securities Industry licenses...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...Meets with customers to analyze financial needs and maximize sales... ...coaching and mentoring branch staff members. Ability to perform all... ..., finance, economics or a related field is preferred. Preferred... ...Experience: ~ FIS/IBS (Integrated Banking Solutions)....
- ...Business Banking division in Keansburg, New Jersey. The role involves building strong customer relationships and providing tailored financial solutions. Successful candidates will have strong customer service skills and experience in customer interactions. The position offers...
- ...About the job Financial Advisor (Experienced) Job Title: Financial Advisor (Experienced... ...to arrive at a client-centric financial solution. -Attending 1 on 1 trainings,... ...Representatives of Equity Services Inc., Member FINRA/SIPC, 200 Schulz Drive, Suite 125...Worldwide
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...Services · Trust Services · Retirement Solutions · Business Needs Analysis... ...investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual...Full timeContract workFor contractorsWork at office- Bank of America is looking for a Financial Solutions Advisor Stage I in Eatontown, New Jersey. This position involves obtaining essential securities licenses, receiving personalized training, and managing client relationships to deliver financial solutions. You will collaborate...Monday to Friday
$95k - $250k
...and we are looking for an experienced financial advisor to advise our clients and help them make... ...business administration, finance, or a related field is required Computer proficiency... ...industry, and offer tailored financial solutions. We are looking for driven...Start working today- ...features. Direct message the job poster from Prudential Financial Business Development Manager at Prudential Advisors Prudential Advisors is seeking an experienced... ...: Our open architecture platform for client solutions Competitive payouts (Standard and 1099 Contacts)...Full time
- ...dedicatedly navigate life stages? The Financial Advisor role may be for you. Description Are you... ...financial plans into the appropriate solutions based on client goals Building a Relationship... ...navigate situations and decisions related to life stages and wealth transfer Driving...Full timeInternshipWork at office
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...Temporary workWork at officeMonday to FridayShift workDay shift
$24.34 per hour
...Financial Assistance Representative Our team members are the heart of what makes us better. At Hackensack Meridian Health we help our patients live better... ...Care regulations, NJFC program and/or other related financial assistance/counseling programs. Licenses...Hourly payFull timePart timeApprenticeshipWork experience placementWork at officeShift workNight shiftWeekend workAfternoon shift- ...Your Role Accurately process routine financial transactions for banking customers with... ...directed by management. # Assists with related branch office functions as directed by the... ...regulations. # Ensures that all staff members meet compliance and disclosure...Work at officeLocal areaFlexible hoursNight shift
$38.25k
...and innovator in the financial services industry and... ...you serve as a trusted advisor to customers, focusing... ...involves providing tailored solutions for banking, lending... ...with other team members to drive branch sales... ...and internal policies related to risk and fraud defense...Hourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift$18.41 - $23.03 per hour
...to join one of the most highly regarded financial institutions in New Jersey with deep roots... ...candidate's skills and experience, job-related knowledge, education, geographic... ...goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday...Full timeWork at officeLocal areaFlexible hours- A member-owned financial institution in New Jersey is looking for a Member Service Representative/Specialist to assist with financial transactions... ...service. A high school diploma or GED is required, with up to 6 months of related experience preferred. #J-18808-Ljbffr FAFCUWork at office
$20 - $23 per hour
Join us as a Financial Partner and be the trusted guide for our members’ financial journeys. You’ll deliver exceptional service, offer smart solutions, and build lasting relationships, all while helping members achieve their goals. If you’re energetic, people-focused,...Hourly payWork at officeRemote workFlexible hours$83.13k - $117.46k
...and operations of the company identity solutions. The team member will work closely with the peer teams... ...and other IT resources on issues related to Security Provide assistance to... ...our employees’ physical, emotional, financial, personal, career, and community wellbeing...Work experience placementLocal areaFlexible hoursShift work- ...Member Service Representative/Specialist (Teller) - Part Time - New Branch Until Filled... ...a growing, member-owned, not-for-profit financial institution that is one of the Best of... ...or GED. Up to 6 months of similar or related experience, including preparatory...Hourly payFull timePart timeLive outWork at officeShift work
$80k - $135k
...seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that... ...our team to begin honing your skills related to risk management, estate planning, debt... ...industry, and offer tailored financial solutions. We are looking for driven...Start working todayWork at office$38.25k
...and innovator in the financial services industry and... ...you serve as a trusted advisor to customers, focusing... ...involves providing tailored solutions for banking, lending... ...with other team members to drive branch sales... ...and internal policies related to risk and fraud defense...Hourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift$18.41 - $23.03 per hour
...understand, identify and satisfy their financial needs and to provide a positive customer... ...candidate's skills and experience, job‑related knowledge, education, geographic location... ...goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday...Full timeWork at officeLocal areaFlexible hours- ...Group is seeking bankers for their Consumer, Small, and Business Banking division in Middletown Township, PA. As part of a leading financial services firm, you'll enjoy a comprehensive benefits package including health insurance and a 401(k) plan. The ideal candidates...
- ...dedicated to providing exceptional customer service. Responsibilities include educating customers about bank products, analyzing financial needs, and maximizing sales opportunities. As part of a team, the individual will assist with transactions, maintain cash management...
- ...reimbursement. Candidates should have customer service skills and be prepared to build strong relationships through proactive outreach and tailored financial solutions. Join a supportive culture focused on your professional growth! #J-18808-Ljbffr Quality Talent Group
$80k - $135k
...opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing... ...other financial situations related to wealth management to help... ...and training from other team members • Support clients’ progress...Work at office$100k - $150k
...seek to perfect our craft of personalized financial planning with our team-based Roundtable... ...New Jersey is looking for a Financial Advisor working as part of an advisory team to... ...exceeds the client's expectations. Our team members work together to meet company objectives...Full timeTemporary workWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Member Relations & Financial Solutions Advisor. Be the first to apply!


