Client-Focused Financial Solutions Advisor
Bank of America
Bank of America in Fairfield, CT is seeking a client-focused financial advisor to provide comprehensive advice and tailored solutions helping clients meet their financial goals. The role includes triaging leads, referring to partners based on client needs and asset thresholds, and meeting clients to review goals and recommend products. Licensing and trainings are required; SAFE Act registration applies to mortgage loans. #J-18808-Ljbffr Bank of America
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client-Focused Financial Solutions Advisor in Brooklyn, NY vacancy
- Bank of America in California is seeking a Financial Solutions Advisor Stage I in Fresno. The role begins with obtaining Securities Industry licenses... ...to develop advisory skills for banking, investments and client care. You will build relationships, deliver end-to-end...Suggested
- Bank of America is hiring a Financial Solutions Advisor Stage I to begin with obtaining Securities Industry licenses (SIE, Series 7, Series 66). You’ll learn foundational advisor skills, build client relationships, and progress into higher roles within Bank of America and...SuggestedWork at office
- ...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...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
Bank of America
Forest Hills, NY1 day ago - ...is hiring a Relationship Banker to grow and retain client relationships, offering financial solutions and exceptional service. You will engage customers with... .... You will need strong communication, a customer-focused mindset, and be prepared to obtain an NMLS license after...Suggested
- ...face to face and guiding them to the best financial solutions. You will assess banking needs, collect... ...and account information, and educate clients on deposits and loans. You will... ...and support branch operations, with a focus on service excellence and responsible lending...Suggested
$70k - $80k
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...comprehensive advice and customized solutions to clients to help them... ...Branding Customer and Client Focus Oral Communications Active...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- ...common purpose to help make financial lives better through the power... ...company and how we deliver for our clients, teammates, communities and... ...advice and customized solutions to clients to help them achieve... ...Branding Customer and Client Focus Oral Communications Issue Management...Temporary workShift workDay shift
- ...Group (ISG) is seeking an experienced Financial Planner to support seven Advisors by preparing customized personal... ...needs. The role emphasizes client relationships, presentation skills... ...tax, estate planning, and insurance solutions. This is a hands-on planning position...
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...comprehensive advice and customized solutions to clients to help them... ...Management Customer and Client Focus Portfolio Management...Hourly payTemporary workWork at officeImmediate startFlexible hoursShift workDay shiftIshe
Brooklyn, NY6 hours ago- ...common purpose to help make financial lives better through the power... ...and delivering for our clients, teammates, communities, and... ...impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your... ...Management Customer and Client Focus Portfolio Management Prospecting...Work at officeImmediate startMonday to FridayShift workDay shift
- ...seeking a Banking Service Professional to support sales and service activities in the banking office. You will educate clients on banking solutions, perform teller and platform transactions, and assist the Market Manager in achieving quality service while adhering to...Work at office
Valley Bank
Secaucus, NJ2 days ago - Bank of America is hiring a client-facing associate to educate customers on self-service banking options and... ...the lobby. You will engage clients, assess their financial needs, and connect them with appropriate solutions while following bank policies. The role supports a...Weekend work
- ...Bank Of America Financial AdvisorAt Bank of America, we are guided by a common purpose to... ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...comprehensive advice and customized solutions to clients to help them achieve their financial...Temporary workWork at officeMonday to FridayFlexible hoursDay shift
Bank of America
Jamaica, NY4 days ago - Bank of America is hiring in Los Angeles to engage clients in the lobby, educate on self-service banking, and process cash transactions... ..., identify client needs, and connect them to banking solutions while upholding risk and compliance standards. The role requires...Weekend work
- ...Bankers in Iowa to build strong client relationships by meeting... ...to face and offering tailored financial guidance. You will assess banking... ..., while promoting suitable solutions. Role includes originating... ...and closing accounts, with a focus on delivering exceptional service...
- Bank of America in Atlanta seeks a Client Services Associate to engage clients in the lobby, educate on self-service resources,... ...build relationships, follow procedures, and connect clients to financial solutions while meeting regulatory requirements. Weekend and extended...Weekend work
- Bank of America is hiring a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, Series 66) and move into client-focused advisory work within a financial center in San Francisco. You will learn to build and manage client relationships,...Work at office
$25 - $26.77 per hour
...of America in Massachusetts, Waltham, seeks a customer-focused lobby associate to educate clients about self-service banking and to accurately process... ...small business, lending, and investments to meet clients' financial goals. Weekend/extended hours may be required; pay...Hourly payWeekend work- Bank of America is seeking a Financial Solutions Advisor Stage I in Summit, NJ. You will begin by obtaining... ...and then develop skills to advise clients and manage relationships, moving... ...responsibility. You will join a team that focuses on delivering comprehensive banking...
- Bank of America is hiring a Financial Solutions Advisor Stage I to begin with obtaining necessary securities licenses, then advising clients on comprehensive financial solutions. The role... ...work in an in-office culture with a focus on responsible growth, client relationships...Work at office
- Bank of America in Worcester, MA is seeking a client-focused financial advisor to help clients reach their financial goals through brokerage products and personalized planning. The role includes triaging leads, making referrals to partners, and meeting with clients to...
- National Black MBA Association seeks a driven Financial Solutions Advisor I to begin a licensed journey in securities, build client relationships, and guide clients toward comprehensive financial solutions. You’ll start in a financial center, gaining exposure to core banking...
- ...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...comprehensive advice and customized solutions to clients to help them... ...Branding Customer and Client Focus Oral Communications...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Willis Towers Watson in Chicago seeks an investment consulting professional to support client teams and deliver strategic investment solutions. You will serve as day-to-day contact for select client relationships, coordinating deliverables and providing trusted guidance...
- EP Wealth Advisors in Vancouver, WA is seeking a Financial Planning Associate to collaborate with advisors on tailored client plans. You will develop and deliver comprehensive financial plans for clients with $1M-$2M AUM, and assist in more complex cases under supervision...
- Bank of America is seeking a Financial Center Client Advisor to provide specialized service and guidance on borrowing and banking offerings across... ...and deepen existing relationships by offering customized solutions to help clients meet their financial goals. Role emphasizes...
- ...Huntington Bancshares Inc. is seeking a Financial Relationship Banker in Memphis Southwind to help customers achieve their financial goals. You will focus on retaining and growing consumer and business relationships by offering deposit and loan products and leveraging...
Huntington Bancshares Inc.
Brooklyn, NY3 days ago $25 - $38.46 per hour
...problem solver, trusted advisor, and partner to the... ...communities. The Private Client Banker (PCB) is part... ...Client Program and will focus on the entire client... ...plan-based approach to financial advice. As a PCB, you... ...appropriate financial solutions to KeyBank's client base...Hourly payWork experience placementFlexible hoursDay shiftKeyCorp
Brooklyn, NY4 days ago$26 - $34.67 per hour
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...meetings and presenting customized solutions to clients to help them... ...Advisory Customer and Client Focus Referral Identification Risk...Hourly payWork at officeFlexible hoursShift workDay shift- Bank of America is seeking a client-focused associate to engage clients in the lobby, educate them on self-service... ...emphasizes building relationships to understand financial needs and connecting clients with suitable solutions. The position requires strong communication,...Weekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Focused Financial Solutions Advisor. Be the first to apply!
Related searches
- online customer service assistant Brooklyn, NY
- customer service rep part time Brooklyn, NY
- customer support representative Brooklyn, NY
- client engagement specialist Brooklyn, NY
- spanish customer service representative Brooklyn, NY
- customer service account specialist Brooklyn, NY
- customer sales representative Brooklyn, NY
- benefits customer care representative Brooklyn, NY
- client service consultant Brooklyn, NY
- customer experience agent Brooklyn, NY