23 banking advisor jobs at 12 companies in Camden, NJ
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Banking Advisor III - PNC Private Bank
Philadelphia, Pennsylvania, United States
OnsiteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
5+ YOEManage and grow a book of private bank clients, provide credit and cash management advice, support high-net-worth clients, and mentor junior team members; typically requires a bachelor\u000and 5+ years of relevant experience.
Bachelor’s degree in business or related field; prior sales and customer service experience; ability to travel; NMLS registration; residential mortgage originations experience preferred.
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
2+ YOEActive Series 7 and 63/65 (or 66), life/health/variable insurance license within 60 days, minimum 2 years financial advisor experience, track record in new business development, team banking experience; bachelor’s preferred.
Citadel Credit Union: Provides banking, loans, and investment services to credit union members.
3+ YOE3+ years wealth management experience (or 7 years bank/CU), high school required (college preferred); Series 7, Series 63, state insurance license required; Series 65 within 90 days; clear CRD; strong client service and regulatory compliance skills.
Redtail, Microsoft Excel, Microsoft Word, EMoney, Money Guide Pro, RegEd
M&T BankNYSE: MTB: Provides retail, commercial, and institutional banking and trust services.
7+ YOEBachelor's degree and 7+ years relevant experience; deep expertise in planning, investments, banking and fiduciary; SAFE Act registration; strong communication and interpersonal skills.
7+ YOEBachelor's degree or equivalent experience, 7+ years relevant experience managing ultra-high net worth clients, deep expertise in planning/investments/banking, strong communication and influencing skills, SAFE registration required.
Trumark Credit Union: Provides banking, lending, and financial services to members.
2+ YOEHigh school diploma; 2+ years in financial institution contact center or branch; strong communication, customer service, multitasking, computer skills; banking product knowledge preferred.
Citizens & NorthernNASDAQ: CZNC: Provides community banking, lending, and wealth management services.
0+ YOEBachelor's preferred; 0-2 years banking/wealth experience or equivalent; must obtain FINRA Series 7 & 66 within 6 months and state life & health licenses within 1 year; strong communication, sales, and relationship skills.
Business Solutions Advisor - New Jersey/Philly Market
Philadelphia, Pennsylvania, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOE1+ year sales or banking experience, strong communication and customer service skills, proven sales track record, ability to analyze client needs and recommend banking solutions.
The BancorpNasdaq: TBBK: Provides specialized banking and payment solutions for institutional clients.
8+ YOE3+ Mgmt8+ years BSA/AML and Sanctions experience, 3+ years in a senior compliance role in banking/payments, undergraduate degree or equivalent, APRP/CAMS/CRCM preferred, strong documentation, regulatory liaison, and communication skills.
East Brunswick or Princeton or Woodbridge or East Brunswick or Monroe
$70k-$90k/yrOnsiteFull Time
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
2+ YOEHigh school diploma required; 2+ years investment sales experience; active Life Insurance license and FINRA registrations (Series 7, 63 if required, 65/66); state registrations as needed; Microsoft Office proficiency.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide financial advice, triage client leads, make referrals, and recommend banking and investment solutions; must obtain required industry licenses and complete SAFE Act registration for residential mortgage origination; high school diploma/GED required.