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- ...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 Client...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
- ...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... ...Client Management Customer and Client Focus Portfolio Management Prospecting...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$28.85 - $33.65 per hour
...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... ...Week: 40Pay Transparency detailsUS - NY - Bronx - 65 Metropolitan Oval - PARKCHESTER BRANCH...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay shift$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- WealthBridge Financial Group in New York seeks a results-oriented Financial Consultant to engage clients, understand their objectives, and provide tailored advice in investments, retirement planning, and wealth management. You will use advanced financial tools and analytics...
- 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
- WealthBridge Financial Group seeks a results-oriented Financial Consultant to help clients define objectives and craft tailored strategies across investments, retirement planning, and wealth management. You will use advanced analytics to assess needs and present actionable...
$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 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...
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals. You will leverage your financial...
$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- TD Bank is seeking a Financial Advisor Associate to manage and grow TD Wealth client relationships in the Pelham, NY market. You will analyze client financials, educate clients on investments and insurance, and tailor strategies to meet long‑term goals. You will collaborate...
- ...Financial Solutions Advisor - Greater Queens NY Market Flushing, New York;Jamaica, New York; Forest... ...Responsible Growth and delivering for our clients, teammates, communities and... ...Experience Branding Customer and Client Focus Oral Communications Active Listening...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$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 At Northwestern Mutual Becoming a financial advisor at Northwestern... ...a business where you can help your clients achieve their goals through financial planning... ...start as a financial representative focused on client-building and obtaining...Full timeContract workFor contractorsWork at office- ...a Relationship Banker in Yonkers, NY to deepen existing client relationships and bring in new customers through consistent... ...mission and leverage product knowledge to meet clients’ financial needs. The role focuses on opening new accounts, cross-selling loans and deposits...
- Bank of America in Yonkers, NY is hiring for a client-focused Banking Specialist role focused on in-branch service and cash transactions, including support for self-service channels such as mobile and online banking. You will build relationships with clients, educate them...Weekend work
$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$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- Citizens Bank in New Rochelle, NY is seeking a personable Banking Associate to engage customers and deliver tailored financial guidance. You will help clients plan their future, open accounts, and introduce digital banking tools across app and ATM channels. You will...Weekend workAfternoon shift
- 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... .... 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- Part Time Style Advisor - Westchester VARLEY CLOTHING LIMITED White Plains, New York, United States... ...experiences, building meaningful client relationships, and supporting the store... ...Experience / The Ideal Candidate Customer‑focused and passionate about delivering...Part timeSeasonal workFlexible hoursAfternoon shift
$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- Citizens Bank in Yonkers, NY is seeking a Wealth Advisor to build a tailored wealth management practice for high-net-worth clients. You will conduct discoveries to understand short- and long-term goals and design comprehensive plans to meet them. Responsibilities include...Temporary work
- ...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
$17 per hour
...team as a Senior Home Lending Advisor in Chase Home Lending and put... ...marketing and promoting the financial products offered by Chase. You... ...Lending, you will take your clients on a first-class journey to home... .../Veterans Base Pay/Salary Bronx,NY $17.00 - $17.00 / hourWork experience placementLocal areaImmediate startRelocation
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