Personal Financial Advisor
Virtual Vocations Inc
Providing essential personal financial counseling services, the part-time Certified Personal Financial Counselor will support military service members and their families by delivering one-on-one counseling, conducting workshops, and developing financial education materials remotely. Key responsibilities Deliver personal financial counseling and management services to military personnel and their families Coordinate and facilitate a variety of financial management classes and workshops tailored to military lifecycle events Utilize virtual communication tools for counseling and maintain communication with installation leadership regarding trends and issues Required qualifications Bachelor's degree required, or an associate degree with 4 years of experience, or a high school diploma with 6 years of experience in financial counseling 3+ years of financial counseling experience Must be a U.S. citizen and fluent in English; bilingual in English and Spanish is preferred Must possess one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) Ability to obtain a favorably adjudicated Tier 2 investigation and pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process Virtual Vocations Inc
$100 per hour
Personal Financial Advisor | $200/hr Remote | Mercor role at Crossing Hurdles This range is provided by Crossing Hurdles. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $100.00/hr - $200.00/hr At...SuggestedRemote jobHourly payFull timeContract workFlexible hours$38.25k
...is a global leader and innovator in the financial services industry and is evolving from... ...Relationship Banker you serve as a trusted advisor to customers, focusing on building... ...elevated customer experience, delivering personalized, seamless, and attentive service....SuggestedHourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift$38.25k
...is a global leader and innovator in the financial services industry and is evolving from... ...Relationship Banker you serve as a trusted advisor to customers, focusing on building... ...elevated customer experience, delivering personalized, seamless, and attentive service. \n...SuggestedHourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift- ...approval circulation and to present packages to the required level of credit authority.Ensure that the bank is in possession of current financial information and that the information has been properly analyzed and on file. Monitor and report changes in credit quality.Bears...Suggested
- You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you. As a Relationship Executive on the Life Sciences Banking team, you will be responsible for growing and retaining profitable...Suggested
$192k - $288k
...adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing... ...as well as a track record of providing sound banking and financial advice and solutions to clientsDemonstrates intermediate to advanced...Full time- ...Overview Join to apply for the Seasonal Personal Banker role at Valley Bank Get AI-powered advice on this job and more exclusive features. Responsibilities Ability to perform all transactions required by a customer and use appropriate technology to provide services effectively...Full timeSeasonal workWork at office
- ...Citi is hiring an entry-level Personal Banker to support sales and service activities for consumer clients in Bedford Village, NY. You will work with the customer service team to build loyalty and grow sales through effective cross-selling and a remarkable client experience...
- ...planning & trust services, which are delivered through holistic financial planning. Private Bankers ensure the company’s credit quality... ...generating client relationships Delivers object and sound personal financial planning and advisory concepts to defined Private Wealth...Local area
- ...Citigroup Inc. in New York, NY, seeks an entry-level Personal Banker under the SAFE Act to assist in executing sales, products, or service activities with the customer service team. The role aims to foster customer loyalty and increase sales to individual consumer clients...
$49.33k - $63.16k
...today to make an impact in the local community! About Your Role Accurately process routine financial transactions for banking customers with an emphasis on personalized quality service. Contribute to the growth, profitability, and customer retention of the Branch...Work at officeLocal areaFlexible hoursNight shift$90k - $100k
...rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be... ...clients, helping them achieve their financial goals through personalized advice and guidance.Coachable and Open to Feedback: Stay receptive...Work at office- ...SPANISH A relationship banker is the liaison between the customer and the financial institution, building and maintaining that relationship and offering advice on everything from personal and business accounts to investments, loans and trust management services. As...
$21 - $25 per hour
...Personal Banker Job ID 2026-3200 # of Openings 1 Type Full-Time Category Retail Banking Job Locations US-NJ-Pine Brook The Personal... ...relationships by understanding client needs and introducing relevant financial solutions. Actively participate in ongoing training and...Full timeWork at officeAfternoon shift$192k - $288k
...a client’s life and business which have significant financial implications. Serve as a trusted advisor to clients who frequently seek strategic advice regarding... ...to team success and place team goals above personal achievement. Encourage team members to work together...Full time- ...We are seeking a detail-oriented and client-focused Personal Banker to support daily branch and operational activities for a growing... ...preferred or equivalent banking experience Previous in banking, financial services, or a related field Knowledge of banking regulations...Work at officeLocal area
$20.67 - $31.25 per hour
...4 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations... ...and solutions to assist in client's financial wellness both in person and through proactive...Hourly payWork experience placementDay shift- ...Citigroup Inc. is seeking an entry-level Personal Banker in New York to support sales, service, and relationship building with consumer clients. You will participate in cross-selling treasury and small business products while working with the customer service team. Responsibilities...
$49.5k - $82.5k
...have an opportunity to contribute to the company’s success. As a Personal Banker Bilingual Spanish within PNC’s Retail organization, you... ...by identifying opportunities to improve the customer’s financial wellbeing. Collaborates with ecosystem partners to grow customer...Full timeTemporary workPart timeWork experience placementWork at office- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ...Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand...Immediate startAfternoon shift
- .... Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate financial...
$20.55 - $34.25 per hour
...profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and present all appropriate product and service options by working cooperatively...Hourly pay$25 - $38.46 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and... ...relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer... ...realizing the impact we can have on their day, personally, professionally, and financially. Listen...Hourly payWork experience placementFlexible hoursDay shift- ...Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We...Work experience placementWork at officeFlexible hours
- ...Citibank (Switzerland) AG is seeking an entry-level Personal Banker SAFE Act to support sales and service activities in coordination with the customer service team. The role focuses on fostering client relationships, driving loyalty, and increasing sales to individual...
$65k - $180k
...Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community...Work at office$23 - $25 per hour
...Personal Banker Corporate Title: Personal Banker Department: Retail Banking Division Reports to: Branch Manager Schedule: In-office... ...Caribbean-American communities that had been excluded from mainstream financial services. More than 65 years later, we remain dedicated to...Work at office2 days per week3 days per week1 day per week- ...Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new...
$49.5k - $82.5k
...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow... ...Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,...Temporary workWork experience placementWork at office- ...focused on relationship banking, customer service, and internal career growth. We’re partnering directly with leadership on multiple Personal Banker openings across New Jersey, New York, Florida, and Alabama. Fast interview process and strong long-term growth potential....
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