Relationship Banker & Financial Solutions Advisor
$38.25k - $61kSantander Consumer USA Inc.
Santander Consumer USA Inc. is seeking a Relationship Banker in Boston. This role focuses on building customer relationships, understanding financial needs, and providing tailored solutions in banking and lending. Candidates should have experience in sales and customer service and possess strong relationship-building skills. The position offers a competitive salary range between $38,250.00 and $61,000.00 USD annually along with a comprehensive benefits package to support your well-being. #J-18808-Ljbffr Santander Consumer USA Inc.
$38.25k - $61k
Santander Consumer USA Inc. is hiring a Relationship Banker in Revere, Massachusetts. As a trusted advisor, you will build strong customer relationships and provide tailored banking solutions. The role demands a focus on sales targets while delivering exceptional customer...Financial- A leading financial services company in Watertown seeks a motivated financial advisor to provide tailored advice and solutions to clients. Responsibilities include financial planning, risk... ...industry, and strong client relationship skills. This role offers a competitive...Financial
$28.85 - $33.65 per hour
Bank of America is seeking a financial advisor in Boston. This role involves providing comprehensive advice and customized solutions to clients, helping them achieve their financial... ...will have experience in client relationship management and possess strong communication...FinancialHourly pay$70k - $80k
...America in Quincy, Massachusetts, is looking for a financial advisor responsible for providing tailored advice and solutions to clients to help them reach their financial... ..., and possess excellent communication and relationship-building skills. The position offers a salary...Financial$65k - $80k
Overview Financial Advisor - Client Solutions role at Bank of America. Responsible for providing comprehensive financial advice and customized solutions... .... Proven goal‑setting and achievement skills, strong relationship building, and effective communication with clients....FinancialTemporary workMonday to FridayShift workDay shift$65k - $80k
Bank of America is looking for a Financial Advisor in Brookline, MA to provide comprehensive financial advice and customized solutions to clients. You will build tailored financial plans while recommending banking and investment strategies that meet clients’ goals. This...Financial- Role, Inc. in Boston seeks a Mortgage Advisor to provide personalized financial guidance. This position requires at least 2 years of mortgage... ...needs, advising clients on home lending solutions, and building relationships with existing and new clients. Strong communication...Financial
- JPMorgan Chase & Co. is seeking an Associate Relationship Banker in Brookline, Massachusetts. This role... ...clients, assisting them using financial expertise, and enhancing their banking... ...educating clients on available banking solutions. The ideal candidate will have sales experience...Financial
$25 per hour
Citizens is seeking passionate individuals in Boston, MA to provide outstanding financial solutions to customers. If you love helping others and building relationships, this role is perfect for you. You will assist customers with their financial needs, work with partners...Financial$30k - $50k
GFI-Team Ikigai is seeking a passionate individual for a remote Customer Solutions role. You'll engage directly with clients to create tailored financial solutions and guide them through budgeting, investment, and retirement strategies. This position allows for a flexible...FinancialRemote jobFlexible hours- Rockland Trust is seeking a Relationship Banker in Needham, MA. The role involves engaging with customers, expanding relationships, and offering financial solutions. Applicants should have a Bachelor's degree and experience in a sales-oriented environment. Offerings include...Financial
$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients. Job Summary This role is responsible... .... Experience in cultivating client relationships, assessing needs, and recommending...FinancialHourly payMonday to FridayDay shift$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Responsibilities Triage client leads and... ...one sets their mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get...FinancialMonday to Friday$65k - $80k
...role provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position is subject to the SAFE Act... ...set and accomplish goals and build strong client relationships. Strong collaboration, communication, and time‑management...FinancialTemporary workMonday to Friday$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging... ...one sets their mind to Builds and nurtures strong relationships Collaborates effectively with others to get things...FinancialTemporary workImmediate startMonday to FridayShift workDay shift- Banco Santander SA in Revere, MA is looking for a Relationship Banker to serve as a trusted advisor to customers. The role focuses on building strong relationships by understanding customers' financial needs and goals while promoting banking, lending, and investment products...FinancialFull time
$65k - $80k
Bank of America is seeking a financial advisor in Winchester, Massachusetts. This role involves providing customized solutions to clients, focusing on achieving financial goals through investment products and strategies. The ideal candidate will hold relevant financial...Financial$78.52k - $117.52k
...TD Bank is seeking a Financial Advisor in Revere, Massachusetts. In this role, you will provide financial planning guidance and sell investment management solutions while building relationships with clients. You will also conduct thorough client discovery and ensure compliance...FinancialFull time$100k - $300k
...management firm that provides customized solutions designed to help clients grow and... ...and entrepreneurial Wealth Advisors to join our independent RIA. In this... ...will manage high-net-worth client relationships, provide holistic financial planning, and help lead the growth...FinancialLocal area$24.44 - $32.99 per hour
...Fishback Financial Corporation in Cambridge, Massachusetts is seeking a client-focused individual to manage client relationships and assist with deposit and loan accounts. This position involves achieving client satisfaction while adhering to compliance policies and procedures...FinancialHourly pay$90k - $120k
...experienced life agent, wealth advisor, or registered... ...as a trusted advisor in the financial services industry. With access... ...and offer the most relevant solutions. Plus, New York Life's renowned... ...Cultivate and maintain strong relationships with clients, ensuring their...Financial$19 - $23 per hour
...can make a difference in the financial future of our communities.... ...make appropriate financial solutions and recommendations and assist... ...customer contact to expand relationships and ensure customer retention... ...appropriate (e.g. Financial Advisors, Mortgage Loan Originators,...FinancialFull timeTemporary workWork experience placementFlexible hours- ...Relationship Banker As a Relationship Banker at Rockland Trust, you are... ...client base by identifying financial needs, efficiently processing... .... You are the trusted advisor of our customers and a champion... ...they trust you to find the solutions to their financial needs....FinancialLive inWork at officeFlexible hours
$38.25k
...global leader and innovator in the financial services industry and is evolving... ...The Difference You Make: As a Relationship Banker you serve as a trusted advisor to customers, focusing on... ...role involves providing tailored solutions for banking, lending and investment...FinancialHourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift$100k - $108k
Current Employees and Contractors Apply HereOsaic Careers Financial Relationship Advisor Opportunity in Financial Services Financial Advisor... ...comprehensive financial planning and investment solutions. Serves as a point of contact for operational and planning...FinancialFull timeFor contractorsWork at office- ...seeking experienced Senior Wealth Advisors to join Beacon Pointe in... ...and building long-term relationships with clients. The role partners... ...families to develop personalized financial strategies and help clients... ...to deliver integrated solutions Identify and pursue new business...Financial
$130k - $180k
...Responsibilities Serve as a key relationship manager for clients, meeting... ...based on clients' financial goals, risk tolerance, and preferences... .... Serve as a secondary advisor for selected clients as... ...programs, and workplace solution programs. Lead and/or actively...FinancialLocal areaFlexible hours- ...About the job Financial Advisor We are recruiting for a top tier advisor/team in the... ...investment, banking and trust/estate solutions for core clients with assistance from... ...out your practice and deepen existing relationships. - Demonstrated understanding of investments...Financial
- A growing financial services firm in Needham seeks a Financial Advisor who is self-motivated and possesses a strong work... ...financial services and build lasting relationships. Successful candidates should... ...development opportunities. #J-18808-Ljbffr TEEMA Solutions GroupFinancial
- ...focuses on understanding personal banking needs and providing tailored solutions to enhance clients' financial lives. You will educate clients on transaction processes and foster strong relationships within the financial center. The ideal candidate has sales experience...FinancialFull time
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