Client-Focused Financial Planner & Advisor
$80kWizeHire, Inc
WizeHire, Inc is seeking a Financial Advisor to aid clients in implementing financial recommendations and providing tailor-made financial advice based on individual risk tolerance and goals. The ideal candidate will possess a Bachelor’s degree in finance or business administration, exhibit strong communication and relationship-building skills, and have a previous success in financial services. Compensation at plan earnings starts at $80,000 or more. #J-18808-Ljbffr WizeHire, Inc
- Kappaalphapsi1911 is seeking a Financial Consultant in Greenville, Delaware, to engage clients face-to-face and provide personalized financial planning. The role... ...FINRA Series 7 & 66 licenses, a strong customer-focused attitude, and a proven ability to develop client...Suggested
- ...a Personal Banker SAFE Act in New York. This entry-level role focuses on enhancing customer loyalty and assisting with sales and service... ...credit requests, build referral opportunities, and deepen client relationships through effective service. Ideal candidates will...Suggested
$50k - $75k
A financial services company is seeking a motivated Business Development Manager in New Jersey. The role involves building client relationships, gathering information to develop financial plans, and preparing clients for retirement. Candidates should possess strong communication...SuggestedWork experience placement- A leading financial services firm in New York seeks a Financial Professional... ...to create and manage client relationships, develop individual... ...a supportive work culture focused on client wellness and... ...ideal for aspiring wealth managers. #J-18808-Ljbffr Equitable AdvisorsSuggestedWork at officeFlexible hours
$30 - $39 per hour
...accounting experience. They will provide exceptional service to clients, manage communication, and help improve processes. Competitive pay... ...and performance-based bonuses are offered, along with a strong focus on career growth and mentoring within a team-oriented...SuggestedRemote job- A financial advisory firm in New York is seeking a Servicing Financial Advisor to provide personalized financial guidance to clients. This role involves creating tailored financial plans, building... ...and a supportive, client-focused culture with no need for prospecting...
- ...this role, you will represent the brand by providing exceptional service and building meaningful relationships with clients. You'll leverage financial knowledge to address client needs and contribute to branch success. Ideal candidates will have sales experience in retail...
- Soteria Reinsurance Ltd. in Greenville, DE is looking for a Financial Consultant to work with clients and offer personalized financial planning. You will provide comprehensive investment solutions and retirement plans while engaging in meaningful interactions with clients...
- TD is seeking a Financial Advisor in Bear, Delaware. This role involves providing tailored financial planning and investment management solutions to clients. Responsibilities include managing client relationships, ensuring exceptional service, and achieving sales goals...
- TD Bank, N.A. is looking for a Financial Advisor in New York, New York to join an innovative three-year program. The advisor will provide financial planning guidance and manage client relationships effectively. Applicants should have a bachelor's degree, at least 2 years...
- Kestra Financial is seeking a Financial Advisor in New York, NY. The role involves identifying clients' financial goals, developing investment strategies, and delivering exceptional... ...a supportive, collaborative environment focused on professional growth. #J-18808-Ljbffr...
- JPMorgan Chase & Co. is seeking a Private Client Banker in Ridgewood, New York. The role focuses on managing relationships with affluent clients, helping them... ...weekends. Join us to help clients succeed in their financial journeys. #J-18808-Ljbffr JPMorgan Chase & Co.Flexible hours
- A leading financial services firm is seeking a Relationship Banker in Brooklyn, NY. The role involves building relationships with customers, managing their accounts, and delivering exceptional service. Candidates should have at least one year of retail banking experience...
- JPMorgan Chase & Co. is seeking a Private Client Banker in Flushing, NY, to manage affluent clients' banking relationships. This role focuses on building long-term client partnerships, providing tailored financial advice, and ensuring compliance with regulatory requirements...
- A leading financial institution in New York is seeking a motivated individual to engage clients and assist with transactions in a dynamic environment. Responsibilities include... ...have strong communication skills and a focus on client interests. The role offers competitive...Hourly pay
$61.28k - $85.52k
...Area to assist in execution of sales and customer service activities. This entry-level role focuses on fostering customer relationships, increasing sales to individual clients, and providing excellent service through inbound and outbound calls. Ideal candidates will have...- ...memorable experiences and build lasting client relationships. This role involves proactive... ...the use of banking technology to address financial needs. The ideal candidate will have over... ...exceptional communication skills, and a focus on client satisfaction. Educational requirements...
$61.28k - $85.52k
...Banker in New York. The role is designed for entry-level employees and focuses on customer relations and sales. Responsibilities include managing small business credit requests, delivering exceptional client services, and fostering relationships to drive sales. Candidates...- ...of America is seeking motivated staff for client engagement and transaction processing at their New York location. The role focuses on helping clients utilize self-service resources... ...build relationships with clients, manage financial center traffic, and adhere to established...
$25 - $38.46 per hour
## Private Client BankerApplylocations: Wexford, PAtime type: Full... ...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 placementFlexible hoursDay shift- A leading financial services firm is seeking a Relationship Banker in New York. This role focuses on creating client relationships through exemplary service and innovative banking solutions. Candidates must have sales experience and excellent communication skills, coupled...
$61.28k - $85.52k
...Banker in New York, NY to assist in sales and service activities, focusing on building customer loyalty. This entry-level position entails... ...with business credit opportunities, providing excellent client service, and promoting small-business products. The ideal candidate...- ...Banking Center Relationship Banker 2 in New York. This role focuses on providing exceptional service to banking center... ...operations goals. Key responsibilities include processing financial transactions, evaluating client needs, and offering suitable financial products....
$65k - $80k
Bank of America in Oklahoma seeks a Financial Advisor to assist clients in planning their short and long-term financial goals. This role requires holding Series 7 and 66 licenses and at least one year of experience in the investments and financial service industries. Key...Temporary work$32 - $38 per hour
Cetera Financial Group is seeking a Financial Planning Support Associate II in New Jersey. This role involves managing client inquiries, preparing review materials, and assisting Financial Planning Consultants. Ideal candidates should have a high school diploma and 2-5...Hourly pay- Bank of America is looking for a Financial Solutions Advisor Stage I in New York. This role focuses on earning securities industry licenses, developing client relationships, and advising on financial solutions. The ideal candidate will be responsible for maintaining licenses...
- ...Houston, TX. This full-time position involves supporting financial operations, contributing to client service, and conducting administrative duties.... ...skills. The role emphasizes a proactive mindset and a focus on accuracy across various tasks, from billing to event...Full time
$28.85 - $33.65 per hour
Bank of America is seeking a professional to provide comprehensive financial advice and customized solutions to clients. Responsibilities include planning financial goals, recommending banking and investment strategies, and triaging client requests. The ideal candidate...Hourly pay- ...having in-depth knowledge of mortgage products and the underwriting process. Candidates should be proficient with mortgage software and Microsoft Office Suite. Join Mmbba and contribute to helping clients secure loans and manage mortgages effectively. #J-18808-Ljbffr MmbbaWork at office
$145k
...is a global leader and innovator in the financial services industry and is evolving from a... ...Finance (EAF) team in the US , with a primary focus on Latin America and Multilateral... ...across LatAm markets, working closely with clients, multilaterals, and internal teams globally...Hourly payFull timeContract workWork experience placementWork at officeShift work
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