Financial Advisor
TradeJobsWorkforce10039 New York, NY, USFull-time
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial s... Show more
Financial services representative Jobs in Yonkers, NY
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Financial services representative • yonkers ny
Last updated: 1 day ago
Financial Counselor
East Side House SettlementBronx, NY, United StatesFull-time
Millbrook Community Center Program Jobs Plus.East Side House (ESH), founded in 1891, is a 501(c) (3) organization that has served the South Bronx since 1963.The organization is dedicated to the com... Show more
Future Opening: Financial Services Representative - State Farm Agent Team Member
Hielly Martinez - State Farm AgentBronx, NY, United States$65,000.00 yearly
Full-time
Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agenc... Show more
Financial Services Representative
Strategic People AdvisorsHackensack, NJ, US$60,000.00 yearly
Full-time
Quick Apply
About Strategic People Advisors Strategic People Advisors (https:.We identify and advocate for talented professionals looking to make a meaningful career pivot into high-growth industries.We are re... Show more
Guest Services Representative
Sole SolutionsParamus, NJ, USFull-time
The Guest Services Rep is responsible for providing exceptional customer service to guests, and visitors by creating a welcoming environment, assisting with inquiries, and supporting front desk ope... Show more
Financial Planner
TradeJobsWorkForce10030 New York, NY, USFull-time
Financial Planner Job Duties: Provide financial planning and investment advisory services.Res... Show more
Chief Financial Officer
TopSourced Talent, LLCEnglewood Cliffs, NJ, United StatesFull-time
Our client is a Nasdaq publicly traded company that is seeking a strategic and results-driven Chief Financial Officer to lead the financial organization as we execute on our vision to build a multi... Show more
Member Services Representative
Planet FitnessLittle Ferry, NJ, US$15.50 hourly
Part-time
Member Services Representative.Planet Fitness members, prospective members and guests.Essential Duties and Responsibilities .Greet members, prospective members and guests, providing exceptional cus... Show more
College Financial Representative, Internship Program
Northwestern Mutual Life Insurance CompanyParamus, NJ, United StatesFull-time +1
Northwestern Mutual College Financial Representative Internship.College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... Show more
Remote Financial Analyst
Micro1River Edge, New Jersey, USRemote
Full-time +1
Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more
Remote Financial Analyst
Micro1Palisades Park, New Jersey, USRemote
Full-time +1
Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more
Member Services Representative
Fitness Holdings - Crunch FitnessParamus, NJ, US$15.92 hourly
Part-time
Crunch Fitness is looking for Membership Sales Representatives to join our growing team.Come change lives through fitness!.Are you looking for a career opportunity in one of the fastest growing fit... Show more
Insurance and Financial Services Position - State Farm Team Member
edwin mata - State Farm Agentemerson, NJ, US$45,000.00 yearly
Full-time
As Insurance and Financial Services Position - State Farm Team Member for edwin mata - State Farm Agent, you are vital to our daily business operations and customers’ success.You grow our agency th... Show more
Insurance and Financial Services Position - State Farm Team Member
Hector Camilo - State Farm AgentBronx, NY, United States$20.00 hourly
Full-time
As Sales Representative for Camilo Insurance Agency Inc, you are vital to our daily business operations and customers' success.You grow our agency through meaningful customer relations and acting a... Show more
Financial Advisor
Northwestern MutualParamus, NJ, United States$61,000.00 yearly
Full-time
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 path to becomi... Show more
Remote Financial Analyst
Micro1Fort Lee, New Jersey, USRemote
Full-time +1
Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more
Senior Financial Analyst
Kadima HealthcareHackensack, NJFull-time
Senior Financial Analyst - Skilled Nursing Finance.Are you a motivated and detail-oriented financial professional looking for a new challenge? Do you have a passion for healthcare finance and a des... Show more
Financial Services Specialist
Interstate Waste ServicesTeaneck, NJ, United States$24.00 hourly
Full-time
The Financial Services Specialist serves as a primary point of contact for customers regarding billing, accounts receivable, and payment-related inquiries.This role is responsible for resolving fin... Show more
Assistant Director Program Services / Childrens Services
Bond Health StaffingBronx, NY, United StatesFull-time +1
Assistant Director Program Services / Children's Services.Full-Time Position We are seeking an experienced and motivated Assistant Director to support the overall operations, staff supervision, an... Show more
Manufacturing - Financial Analyst
Voyant BeautyRidgefield, NJ, United StatesFull-time
Voyant Beauty Financial Analyst.Voyant Beauty believes our people are more than just employees; they're the driving force behind everything we achieve.Our culture fosters teamwork, respect, and cam... Show more
- truck driving (from $ 61,559 to $ 300,001 year)
- caretaker (from $ 15,600 to $ 292,500 year)
- python developer (from $ 140,000 to $ 240,000 year)
- teaching (from $ 38,826 to $ 225,000 year)
- art director (from $ 96,250 to $ 218,976 year)
- optometrist (from $ 56,000 to $ 217,000 year)
- solutions architect (from $ 30,956 to $ 210,950 year)
- machine learning (from $ 197,208 to $ 210,000 year)
- machine learning engineer (from $ 206,385 to $ 210,000 year)
The average salary range is between $ 33,843 and $ 75,809 year , with the average salary hovering around $ 43,679 year .
Financial Advisor
TradeJobsWorkforce10039 New York, NY, US30+ days ago
Job type
- Full-time
Job description
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.Based on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customers.Profiles customers and deliver recommendations to ensure these needs are met.Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.Delivers a diversified set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests.Understands and adheres to the company's risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.Completes other related duties as assigned.