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The successful Private Client Wealth Advisor is comfortable building relationships with referral sources within Citizens (Citizens Securities Inc financial advisors, retail branch colleagues, mortgage loan officers, and business banking relationship managers) as well as external referral sources (attorneys, accountants, and estate planning councils) to develop an ongoing pipeline of prospective clients.
$110,000 - $160,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The successful Private Client Senior Wealth Advisor is comfortable building relationships with referral sources within Citizens (Citizens Securities Inc financial advisors, retail branch colleagues, mortgage loan officers, and business banking relationship managers) as well as external referral sources (attorneys, accountants, and estate planning councils) to develop an ongoing pipeline of prospective clients.
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Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. In this role, you will partner with the Vice President, Branch Leader to lead a team of successful licensed associates in one of our 200 investor centers across the country.
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Communicate branch audit findings to Audit Manager and/or Audit Director, branch management and regional management. Four to ten years audit experience in Financial Services Industry and/or large public accounting firm(s); preferably community banking.
$58,500 - $107,500 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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May act in the capacity of the Head Teller/Teller when necessary or as the lead supervisor based on branch needs. IRA's, NYS Notary, resolving member issues and performing all financial transactions including teller transactions.
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Participates/oversees the sales referral process ensuring customer financial needs are met and assists management in coaching and mentoring branch staff members. Act as Vault Teller ensuring adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency - coin and controlling - distributing cash to Tellers in prescribed limits.
$32,000 - $50,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Universal Banker, Relationship Banker, Customer Service Associate/Representative, Financial Service Associate). The CSA will open, close, and provide service of all bank deposit and consumer loan products to Dime customers in the branch market area.
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They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
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Job SummaryThe Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.
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Our Branch team exists to enhance the financial lives of people in the communities we serve. Green Acres Commons #502 (22502), United States of America, Valley Stream, New YorkFull Time Branch Ambassador- South Nassau AreaThe Reimagined Branch Experience:Welcome to a new idea in banking.
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Oppenheimer & Co. Inc. is a diversified financial services firm, offering a wide array of investment banking, securities, investment management and wealth management capabilities from over 90 offices.
$55,000 - $65,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along with the financial advisor. If you find yourself looking for a fulfilling career , the Branch Office Administrator (BOA) role may be the right opportunity for you.
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Summary The Branch Intern will perform a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management.
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As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
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At the direction of the District Operations Manager, must have the ability to travel to various branch locations to provide coverage which will continue to ensure high levels of customer service within the branch network.
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branch financial jobs in Hempstead, NY
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