Client-Focused Financial Advisor for Westchester & Bronx
$65k - $80kBank of America ATM
Bank of America in New Rochelle is seeking a Financial Advisor to provide customized solutions helping clients reach their financial goals. Responsibilities include developing financial plans, recommending strategies, and engaging new clients. The ideal candidate will possess Series 7 & 66 licenses, have a minimum of one year of relevant experience, and strong interpersonal skills. The role offers an annual salary range of $65,000 to $80,000 and industry-leading benefits. #J-18808-Ljbffr Bank of America
- ## Financial Advisor- Bronx/Manhattan/WestchesterPostulerremote type: Sur placelocations: Pelham, New... ...unique and complex needs of TD Wealth clients by reviewing financial goals and making... ...(ACR) meeting with an enhanced agenda focused on the client’s overall wealth needs,...SuggestedTemporary workWork at officeLocal areaWork from homeFlexible hours
$65k - $80k
...provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key Responsibilities Works with clients to plan... ...support to help employees make an impact. Locations Bronx: 3508 Johnson Ave Bronxville: 151 Parkway Rd New...SuggestedTemporary workMonday to FridayShift workDay shift$65k - $80k
Job Description This role provides comprehensive financial advice and customized solutions to help clients achieve their financial goals. Responsibilities include... ...Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions...SuggestedTemporary workMonday to FridayShift workDay shift$66.56k - $99.32k
...Line of Business TD Wealth Job Description The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing... ...Review (ACR) meeting with an enhanced agenda focused on the client’s overall wealth and financial planning...SuggestedTemporary workTraineeshipWork experience placementWork at officeLocal area- ...guided by a common purpose to help make financial lives better through the power of every connection... ...Growth and delivering for our clients, teammates, communities, and shareholders... ...Experience Branding • Customer and Client Focus • Oral Communications • Issue Management...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- J.P. Morgan Chase is seeking a Private Client Advisor in White Plains, NY. In this role, you will deliver comprehensive financial planning and advice to individuals and families, focusing on relationship management rather than portfolio management. The ideal candidate...
- Dormont Manufacturing Co is seeking a Financial Advisor Associate in Pelham, New York. The role involves working closely with clients to analyze their financial needs and provide personalized investment and insurance strategies. You will manage client relationships and...
$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor Stage I in Mount Vernon, NY. The role involves obtaining licenses and building relationships with clients while delivering tailored financial advice. Responsibilities include conducting client reviews and collaborating...Hourly pay- Bank of America in New Rochelle, NY seeks a customer-focused lobby associate to educate clients on self-service options and assist with transactions. You... ...relationships, and connect clients to appropriate financial solutions. The role requires strong communication, problem...Weekend work
- A leading financial institution is seeking a Financial Advisor in White Plains, NY to provide customized solutions and advice to clients. The role involves triaging client leads, meeting with clients to discuss their financial goals, and developing comprehensive financial...
$15 per hour
A leading financial services company is seeking a highly motivated individual to join as a Financial Advisor in White Plains, NY. In this role, you will develop client relationships, gather information for financial plans, and help clients prepare for retirement. The position...$78.52k - $117.52k
TD Bank in Pelham, New York is looking for a Financial Advisor to provide comprehensive financial planning guidance and manage investment solutions for our clients. This role emphasizes developing strong client relationships and ensuring tailored service delivery to exceed...- A reputable financial services firm in White Plains is seeking a Financial Advisor to assist clients with their financial planning. Candidates should have a strong sales background, hold active FINRA licenses, and be committed to client success. The company offers extensive...Remote job
- A leading financial services firm in White Plains is seeking a Private Client Advisor for Chase Wealth Management. You will provide financial planning and personalized investment solutions to clients, focusing on developing client relationships and educating them on available...
$48k
...Financial Counselor Salary Range $48,000.00 - $48,000.00 Salary/... ...organization that has served the South Bronx since 1963. The organization... ...to the community and focused on providing resources and opportunities... ...skills to allow students and clients to become more self-...Full timeContract workTemporary workCasual workSecond jobWork at officeLocal areaMonday to Friday- ...BronxWorks Financial Counselor BronxWorks helps individuals and families improve... .... Maintain confidentiality of client information and provide administrative... ...passion for service and working with the Bronx community Client focus and adaptability to different...Work experience placementWork at officeLocal areaFlexible hoursAfternoon shift
$25 - $38.46 per hour
...Private Client Banker Location: 270 Martine Avenue - White Plains... ...Be a problem solver, trusted advisor, and partner to the people... ...Private Client Program and will focus on the entire client... ...with a plan-based approach to financial advice. As a PCB, you will deliver...Hourly payWork experience placementDay shift$70k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help... ...Growth and delivering for our clients, teammates, communities and shareholders... ...Experience Branding Customer and Client Focus Oral Communications Active Listening...Temporary workWork at officeMonday to FridayShift workDay shift- ...Financial Solutions Advisor - Greater Queens NY Market Flushing, New York;Forest Hills, New York; Long... ...Growth and delivering for our clients, teammates, communities and shareholders... ...Experience Branding Customer and Client Focus Oral Communications Active Listening...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- Bank of America is hiring for a client service role focused on educating clients in the lobby and guiding them to self-service banking options.... ...client relationships, and connecting customers with tailored financial solutions. The role requires strong communication, problem...
- ...recruiting for an in-branch associate to engage clients in the lobby, educate them on self-... ...and identifying solutions to meet financial goals. The position requires flexible hours... ...evolving banking platforms. Join a team focused on responsible growth and client service...Flexible hours
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your... ...start as a financial representative focused on client‑building and obtaining...Work at office$19.23 - $28.37 per hour
KeyCorp is seeking a Financial Wellness Associate in Port Chester, NY. This role involves engaging clients to provide guidance and assist with financial wellness, balancing client servicing and transaction support. The ideal candidate will have a High School Diploma, experience...Hourly pay- ..., counseling more than 2,000 clients, and securing approximately $... ...Affordable Housing & Tenant Services, Financial Capability, and Energy... ...The Financial Capability Advisor plays a vital role in promoting... ...financial counseling sessions focused on budgeting, savings, credit...Work at officeLocal areaMonday to FridayAfternoon shift3 days per week
- KeyBank is looking for a Private Client Banker in White Plains, NY, focused on building relationships and delivering tailored financial solutions. The role involves assessing client needs and working with investment partners to enhance financial wellness. The ideal candidate...Hourly pay
$50k - $70k
...Associate Financial Advisor White Plains, NY | In-Office Bhashyam Wealth Management, a Private... ...growing team. This role is a key part of our client advisory and planning function—working... ...ideal candidate is analytical, client-focused, and motivated to grow into a lead...Private practiceWork at officeVisa sponsorship$80k - $90k
...goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...community that is culture driven, resilient, results focused and effective. The Advisor Development Program is...Interim roleWork at officeLocal areaImmediate startShift workDay shift$70k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help... ...Growth and delivering for our clients, teammates, communities and shareholders... ...Experience Branding, Customer and Client Focus, Oral Communications, Active Listening,...Temporary workWork at officeMonday to FridayShift workDay shift- Bankers Life offers a path to grow in insurance and financial solutions, starting with licensing support and SIE exam prep. You’ll work with clients one-on-one, delivering tailored plans and building lasting relationships. With mentorship and structured training, you can...Traineeship
- A leading financial services firm is seeking a Private Client Advisor in New York to offer comprehensive financial planning and advice. The ideal candidate will... ...2 years of experience and the necessary licenses, focusing on building client relationships and delivering personalized...
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