20 banking advisor jobs at 6 companies in Bridgeport, CT
1w
Save
Mark Applied
Hide
1w
Relationship Advisor
Beacon, New York, United States
$21-$25/hrOnsiteFull Time
Hudson Valley Credit Union: Provides personal and business banking services to members.
1+ YOEHigh school diploma/GED, 1+ year customer service or sales experience in financial services or retail, cash-handling/teller experience preferred, NMLS registration and NYS notary within 12 months required, BSA training and strong communication skills.
TellerInfinity, ATM, Internet Banking, mobile app, Contact Center, NMLS
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
2+ YOEMinimum 2 years investment sales experience, high school diploma (bachelor's preferred), maintain state life insurance and FINRA registrations (Series 7, Series 63, Series 65/66), Microsoft Office proficiency.
Central Pacific BankNYSE: CPF: Regional bank providing commercial and personal banking in Hawaii.
2+ YOE2+ years investment sales experience, maintain FINRA registrations (Series 7,63,65/66), active life insurance license, high school diploma (BA preferred), Microsoft Office proficiency, strong sales and communication skills.
Business Solutions Advisor - Queens - Long Island Market
Jackson Heights, New York, United States
$26-$35/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEExperience in business-to-business or small business banking sales, strong communication and customer service skills, proven sales track record, high school diploma/GED, 1+ years relevant experience.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOEProvide financial advice, triage client leads, make referrals, recommend banking and investment products; obtain required industry licenses and SAFE Act registration; strong communication and client relationship skills.
Senior Home Lending Advisor - Bronx NY - Riverdale Branch
Bronx, New York, United States
$17/hrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOEBachelor's degree or equivalent sales or real estate experience; 3+ years of mortgage lending and retail banking sales experience; local real estate knowledge; FHA, VA, FNMA, and FHLMC knowledge.
Microsoft Windows, Chase.com, National Mortgage Licensing System and Registry (NMLS)
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
1+ YOEEnter operational data, reconcile ledgers and bank accounts, prepare payroll and periodic financial reports; high school diploma or equivalent and minimum 1 year related experience required.
H&R Block: A tax and financial services providing bookkeeping and client accounting support.
1+ YOEPerforms bookkeeping tasks including recording operational data, reconciling ledgers and bank accounts, preparing payroll and periodic reports, maintaining manual files, and identifying process issues; requires high school diploma and 1+ year related experience.