Senior Relationship Banker: Trusted Financial Advisor
Valley Bank
Valley Bank in Hackettstown, NJ is seeking a Senior Relationship Banker to serve as a trusted financial advisor for retail customers. The role blends consultative sales, account management, and high-quality service to deepen client relationships and drive branch revenue. You will manage a personal client portfolio, promote online banking, and collaborate with colleagues to meet sales goals while ensuring compliance with bank policies. #J-18808-Ljbffr Valley Bank
$91k - $321.5k
...Growing as a strategic advisor, you leverage your... ...the owners of PwC. As a Senior Manager you are expected... ...on tax and financial planning- Thorough technical... ...coaching others- Developing relationships within PwC and sharing... ...a secure and trusted workplace for all.Applications...FinancialSeniorFull timeH1bRemote work- ...Valley National Bank is seeking a Senior Relationship Banker who acts as a trusted financial advisor to retail customers, managing a personal client portfolio and supporting branch staff. You will identify customer needs, recommend financial solutions, and help clients...Financial
$20.43 - $32.31 per hour
...week) based out of our Hackettstown, NJ financial center at 176 Mountain Ave. Must be... ...operation hours (no Sundays). The Relationship Banker is responsible for providing an exceptional... ...to deepen relationships and become a trusted advisor. Actively promote a variety of...FinancialHourly payFull timeTemporary workWork experience placementLocal areaWork visaFlexible hours- ..., and advice--building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth--with over $6... ...includes all our associates as well. The Senior Relationship banker serves as a trusted financial advisor to retail banking customers,...Financial
$20.53 - $34.23 per hour
..., and advice--building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth--with over $6... ...includes all our associates as well. The Senior Relationship banker serves as a trusted financial advisor to retail banking customers,...FinancialFull timePart time$200k
...Financial AdvisorCompany: Simon Quick Advisors Position: Financial Advisor Location: Morristown, NJ Compensation... ...mind in knowing that they have a trusted partner in Simon Quick. This allows... ...attention on their careers, relationships, and hobbies. Similarly, we exist...FinancialWork at officeLocal area- w3r Consulting is looking for an Agile Product Management Senior Advisor for a healthcare company located in Morris Plains, NJ. The Agile... ...Communicate progress, risks, and outcomes to leadership, including financial impact, ROI, and value realization. Preferred Profile Proven...FinancialSenior
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern... ...· Investment & Advisory Services · Trust Services · Retirement Solutions · Business... ...to help them achieve their goalsGrow relationships with clients to support them through...FinancialFull timeContract workFor contractorsWork at office- Position Title: Senior Manager, International Order-to-Cash Process Control Advisor Work Location: Madison, NJ (Giralda Farms) or Lawrenceville, NJ Assignment Duration... ...controls (including Internal Controls over Financial Reporting or "ICFR"), as well as corporate policies...FinancialSenior
- ...Partners seeks an experienced wealth management professional to serve as a trusted advisor for UHNW clients, leading relationships from planning to implementation and developing comprehensive financial plans. You will advise on retirement, estate, tax and risk strategies...Financial
- ...Financial Solutions Advisor - Northwest NJ Market Morristown, New Jersey;Succasunna, New Jersey; Denville... ...to. • Builds and nurtures strong relationships. • Collaborates effectively with... ...of Bank of America Corporation. Trust, fiduciary and investment management...FinancialTemporary workWork at officeMonday to FridayShift workDay shift
- ...Associate Financial AdvisorThis job posting is anticipated to remain open for 30 days,... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud... ...clients, building and maintaining client relationships and contributing to the practice's overall...FinancialTemporary workFlexible hours
- Edward Jones is hiring an Associate Financial Advisor in New Jersey. You will work with a practice team to deliver personalized financial... ...client service. You’ll source new clients, build relationships, and contribute to the practice’s growth, while advancing financial...Financial
$116.2k - $229.1k
...Finance Transformation team serves as a trusted advisor and thought partner to CFOs, CAOs and... ...Report processes, with the goal to enhance financial and operational performance, manage... ...are seeking a motivated and analytical Senior Consultant to join our Operational Finance...FinancialSeniorLocal area$32.5 - $36 per hour
...TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “... ...attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage...FinancialSeniorLocal area- Wilmington Trust is seeking a Financial Advisor in Parsippany, New Jersey. This role involves building client relationships and delivering tailored investment and insurance solutions by partnering with a Senior Advisor. Candidates should have solid client-facing experience...Financial
- Wiss in Florham Park, NJ seeks a CAAS Senior Associate to lead client engagements in accounting advisory, focusing on process optimization and timely financial reporting. You will guide private company controllers, mentor staff, and contribute to growth with visibility...FinancialSenior
- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home... ...marketing and promoting the financial products offered by Chase.... ...services. Works together with bankers, meeting with their... ...and dotted-line reporting relationships Builds role as the internal...FinancialSeniorWork experience placementLocal areaImmediate startRelocation
$77k - $214k
...our State and Local Tax Financial Services practice,... ...and in the future.As a Senior Associate, you'll work... ...behavior to build quality relationships.Uphold the firm's code... ...-enabled tax advisors who provide significance... ...establish a secure and trusted workplace for all.SummaryLocation...FinancialSeniorFull timeH1bLocal area- Financial Advisor Launch your advisory career with M&T Bank.... ...re seeking a licensed banker or early‑career... ...with a top‑producing Senior Advisor while building... ...’ll Do Build client relationships through referrals and... ...States of America #J-18808-Ljbffr Wilmington TrustFinancialWork experience placement
- ...Company, P.C. is seeking an experienced Audit & Assurance Manager to lead financial statement audits, reviews, and compilations from planning through completion. You will serve as a trusted advisor to clients, overseeing engagement teams, developing staff, and shaping...FinancialSenior
$80k - $95k
About Egan Wealth Advisors is a private wealth management and financial planning team serving individuals, families,... ...confidence. We build our success on trusted relationships, exceptional client service,... ...goals. Reporting directly to a Senior Wealth Advisor, you will help...FinancialPermanent employmentWork at officeLocal area$125k - $150k
...opportunity for you. What You’ll Do Serve as a trusted advisor and primary point of contact for assigned clients. Lead client relationships from planning through implementation. Develop and present comprehensive financial plans. Provide guidance on retirement, estate,...FinancialSummer workWork at officeLocal areaWork from homeMonday to FridayAfternoon shiftEarly shift- ...Provides advice‑based approach to financial solutions for an assigned... .... Works with Investment Advisors, Fiduciary Advisors, Community... .... Support partnerships/relationships with Retail and Business Banking... ...solutions, including trust/fiduciary experience. FINRA...FinancialWork experience placementBank staffWork at office
$150.3k - $155k
Cigna-Evernorth Services Inc. seeks an Agile Product Management Senior Advisor for the Morris Plains, NJ location to define and execute product vision, roadmap, and goals for enterprise financial reporting tools, aligning with strategic business objectives and improving...FinancialSeniorWork from home- ...SalesPosition SummaryADP is seeking a Senior Director, Strategy &... ...Sales to serve as a strategic advisor and operational leader... ...leadership team and serves as a trusted advisor to the Sr. DVP, WWCO... ...growth sales environment.Strong financial acumen, forecasting, workforce...FinancialSenior
$124k - $335k
...will review and analyse financial data, prepare and file... ...as a strategic advisor, you leverage your influence... ...clients' needs. As a Senior Manager you are expected... ...expected to build trust with multi-level teams... ...and sustaining client relationships- Proven ability to develop...FinancialSeniorFull timeH1b$124k - $335k
...will review and analyse financial data, prepare and file... ...as a strategic advisor, you leverage your influence... ...sophistication. As a Senior Manager you are expected... ...networks of client relationships- Managing resource requirements... ...an atmosphere of trust in teams- Developing...FinancialSeniorFull timeH1b$124k - $335k
...SummaryA career in our Financial Services Tax practice,... ...in the future.As a Senior Manager, you'll work as... ...stakeholders to build trust.Uphold the firm's code... ...Serve as a strategic advisor, leveraging specialized... ...utilizing networks of client relationships- Managing resource...FinancialSeniorFull timeH1bLocal areaOverseas$134.48k - $269.88k
...are seeking an experienced Senior Manager to lead delivery, drive... ...quality, and serve as a trusted advisor to clients navigating the... ...clientsBuild strong, trusted relationships with client... ...deliver high-quality audits of financial statements and internal controls...FinancialSeniorWork at officeLocal areaVisa sponsorship
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