Personal Financial Planner
$116kNew York Life
We are seeking an eager, strategic, and definitive financial advisor to fill an entry‑level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services including risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. Compensation: $116,000 at plan yearly #J-18808-Ljbffr
$116k
...We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through...SuggestedStart working today$25.07 - $41.79 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...SuggestedHourly pay- ...appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank... ..., issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains...Suggested
$120k
...Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary...SuggestedWork at office- ...About the Role As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities... ...appropriate products and services. Meet with customers to analyze financial needs and maximize sales opportunities; open new accounts (...SuggestedWork at office
$25.07 - $41.79 per hour
M&T Bank is looking for a proactive individual to join our Melville, New York branch. This role focuses on identifying customer needs and providing tailored sales solutions. Candidates should have a strong background in retail sales and customer service, with proven communication...Hourly pay$25 - $27.88 per hour
...Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....Hourly payWork at officeShift workWeekend workDay shift- ...Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....Work at officeFlexible hoursShift workWeekend workDay shift
- ...Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve...
$25.07 - $41.79 per hour
...customer profiles to assess potential ways to add value to clients' banking relationship and transition to needs‑based discussion on financial goals. Identify financial needs of customers and present all appropriate product and service options by working cooperatively with...Hourly payLocal area- ...the lobby and assist them with transactions. The ideal candidate will have a strong work ethic and passion for improving clients' financial lives. Responsibilities include executing risk culture, managing cash, and building relationships with clients. Required qualifications...
- ...About this role: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful...Hourly payMinimum wageWork experience placementWork at officeImmediate start
$21 - $22 per hour
...Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal... ...product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well‑being...Local areaFlexible hoursAfternoon shift- ...Citigroup Inc. is seeking a Personal Banker SAFE Act in Syosset, NY. This entry-level position involves assisting with sales and service activities, fostering customer relations, and recognizing lending opportunities. Applicants should possess a bachelor's degree and...
- ...appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank... ..., issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains...
$26.5 - $29 per hour
...has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Named one of America's... ...engaging members and expanding their membership with Teachers in person and virtually. The key functions of the role are centered on...Full timePart timeWork experience placementLocal areaImmediate start$19.5 - $23 per hour
...always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration...Flexible hoursWeekend work$19.5 - $23 per hour
...always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration...Flexible hoursWeekend work$40k - $50k
...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...Bank staffWork at officeLocal areaFlexible hoursNight shift$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- ...Citigroup Inc. is seeking a Personal Banker SAFE Act for their Wantagh location. This entry-level position involves assisting with sales and providing exceptional customer service to build lasting relationships with consumer clients. The ideal candidate will have a Bachelor...
$350k
...to maximize cross-selling opportunities. Provide integrated financial services advice to these clients including banking, credit,... ...Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: Bachelor's degree with 7+ years' experience...- ...Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in Hicksville, New York. This position involves assisting with sales and service activities while fostering strong relationships with clients to enhance sales and client loyalty. Key responsibilities include...
- ...Citigroup Inc. seeks a Personal Banker in Jericho, New York, to enhance customer relationships and increase sales. This entry-level position involves working closely with the customer service team, assisting in sales activities, and identifying business opportunities...
$25 - $27.88 per hour
..., online banking, ATM) Accurately and efficiently process cash transactions Build relationships with clients and understand their financial priorities Follow established processes, laws, and regulations to protect clients and the bank Manage financial center traffic, appointments...Hourly payShift workWeekend workDay shift- ...Citi is seeking a Personal Banker SAFE Act in Jericho, New York. This entry-level position involves executing sales and service activities while fostering customer loyalty. Responsibilities include delivering remarkable client experiences, assisting with strategies to...
- ...Citi in Merrick, New York, is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities. The role focuses on building client relationships to drive sales and enhance customer loyalty. Ideal candidates will possess a Bachelor's degree, experience...
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...resources across our culture to ensure that you experience personal and professional growth in this program. With interest,...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ConnectOne Bank in Glen Head, NY is hiring a Banking Relationship Specialist to acquire, retain, and expand client relationships for business and consumer customers, aligned with the bank's Client First culture. You will open accounts, educate clients on products, handle...
- ...at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goal Relationship Banker, Banking, Relationship, Banker, Operations, Customer Service...
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