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
$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- ...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...Suggested
$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...SuggestedHourly pay$66.56k - $99.32k
TD Bank is seeking a Financial Advisor Associate in Pelham, New York. This role focuses on developing and managing client relationships while addressing their wealth management needs. Candidates should have a strong financial services background, effective interpersonal...SuggestedFull time- JPMorgan Chase Bank, N.A. in Palisades Park is seeking a Relationship Banker to provide exceptional client service and financial solutions. You will engage with clients to build lasting relationships, tailor services to their needs, and uphold compliance with banking regulations...
- Who We Are At Corebridge Financial, we believe action is everything. That’s why every day... ...will meet with existing and prospective clients to plan their financial future.* Utilize... ...years of experience working as a Financial Advisor.* A proven and successful sales track...Local areaImmediate startRemote workRelocation
$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...- JPMorgan Chase is looking for a Private Client Advisor in Town of Mamaroneck, NY. This role focuses on delivering personalized investment solutions and comprehensive financial planning to clients at various wealth levels. The ideal candidate will have at least 2 years of...
$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...
$23 - $31 per hour
...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to... ...other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong...Work experience placementFlexible hours$25 - $38.46 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...communities. The Private Client Banker (PCB) is part of the Key... ...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 placementFlexible hoursDay shift$63k - $105k
...Bilingual Korean Relationship Banker to enhance client experiences in Palisades Park, NJ. In... ...effectively while delivering tailored financial solutions. A Bachelor's degree is required... ...skills and a strong customer service focus. The position offers a salary range of $6...Full time$22 - $27 per hour
ConnectOne Bank in Fort Lee, New Jersey, is seeking a Banking Relationship Specialist to enhance client banking experiences. This role focuses on acquiring and expanding banking relationships while upholding our 'People First' philosophy. The ideal candidate will possess...Hourly pay$45k - $100k
...the volume of applicants. Join a financial services firm where your contributions... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud... ...to be privately-owned, placing the focus on our clients rather than shareholder...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique... ...start a business where you can help your clients achieve their goals through financial... ...you start as a financial representative focused on client-building and obtaining...Full timeContract workFor contractorsWork at office$48k
...Position Description Title Financial Counselor FLSA-... ...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$41.6k - $51.96k
...activities, including day-to-day delivery of client-facing services and processing... ...products and services based on client's financial goals Educate clients on digital and self... ...Type: Part time Primary Location: Bronx New York United States Primary Location...Hourly payFull timePart time- ...Relationship Banker 2. You will respond to customer needs and evaluate financial requirements while processing transactions and supporting the... ...’s degree is preferred. Join a team dedicated to guiding clients toward achieving their financial goals. #J-18808-Ljbffr Webster...
- Chase is seeking a Private Client Advisor in Mamaroneck to deliver personalized investment solutions while fostering a culture of diversity... ...requires building a client book and offering comprehensive financial planning services. Candidates should possess at least 2 years...
$29 - $32 per hour
...it here at Webster. Founded in 1935, our focus has always been to put people first--doing... ...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,...Flexible hoursWeekend work$28.85 - $33.65 per hour
Financial Solutions Advisor - Stage I At Bank of America, the Financial Solutions Advisor Stage I (FSA I) begins by obtaining Securities Industry... ...’ll learn core skills needed to acquire, build and manage client relationships, assess complex financial situations, and...Hourly payMonday to Friday$17.52 per hour
...Teen Advisor (Northeast Bronx YMCA) Part-Time / Regular $17.52 Hourly The YMCA of Greater New York is here for all New Yorkers — to empower... ...friends, and family members. Lead programming with a focus on Social Emotional Learning and skill development....Hourly payFull timePart timeNight shift- ...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities, and... ...As a Financial Solutions Advisor Stage I (FSA I) , your journey... ...Branding • Customer and Client Focus • Oral Communications •...Work at officeImmediate startMonday to FridayShift workDay shift
$73k
...contribute to the company’s success. As a Financial Solutions Advisor within PNC's Wealth Management, you... ...development of financial plans for clients. Grows and retains an investment and... ...guidelines. Employee Expectations Customer Focused - Knowledgeable of the values and...Full timeTemporary workPart timeWork experience placement$50k - $70k
Associate Financial Advisor White Plains, NY | In-Office Bhashyam Wealth Management, a Private... ...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 advisory...Private practiceWork at officeVisa sponsorship$73k
## Financial Solutions Advisor - PNC Wealth ManagementApplylocations: NJ - Fort Lee: Oak Tree (NJ228)time... ...development of financial plans for clients. Grows and retains an investment and... ...expect our employees to be:* **Customer Focused** - Knowledgeable of the values and...Full timeTemporary workPart timeWork experience placementWork at office- JPMorgan Chase & Co. is seeking a Relationship Banker in White Plains, NY. You will represent the brand while managing client relationships and offering financial solutions. The position requires over 1 year of sales experience, excellent communication skills, and a high...
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