60 banking advisor jobs at 20 companies in Cold Spring, NY
2w
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Relationship Advisor
Beacon, New York, United States
$21-$25/hr OnsiteFull Time
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
1mo
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Advisory, Corporate Banking
New York City, New York, United States
OnsiteFull Time
Rogo: Provides a generative AI platform for financial institutions.
3+ YOE3+ years front-office experience in corporate or commercial banking; outstanding project management and communication skills; highly organized, detail-oriented, and action-oriented; LLM knowledge a plus.
1mo
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Sr. Sales Advisor - Innovation Banking
San Francisco or New York
$39-$52/hr HybridFull Time
1+ YOEBachelor's OR HS/GED with additional experience; 1+ year administrative/professional experience (or 5 years with HS); preferred 2+ years and expertise in Pitchbook and Outreach.IO.
Pitchbook, Outreach.IO, InMail, ZoomInfo
2w
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Relationship Advisor
Rhinebeck, New York, United States
$21-$25/hr OnsiteFull Time
1+ YOEHigh school diploma/GED required, NYS Notary within 12 months, NMLS registration required, minimum 1 year customer service/sales experience in banking or retail, cash handling/teller experience preferred.
TellerInfinity, ATM
3mo
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Private Client Advisor II
New York, New York, United States
OnsiteFull Time
12+ YOE12+ years private banking/complex financial services experience; Series 7,63,65 (or 7 and 66) required or willing to obtain; ability to drive new business, present holistic Private Bank solutions, and lead client teams.
3mo
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Private Client Advisor
New York, New York, United States
$100k-$275k/yr OnsiteFull Time
12+ YOESeries 7, 63 and 65 (or 7 and 66); 12+ years private banking/financial services; ability to drive new business; high-touch client focus; leadership and collaboration.
1w
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VP/Financial Advisor - Springfield
Springfield or Caldwell or Basking Ridge or Bernardsville or Millington
$45k-$88k/yr FieldFull Time
5+ YOERequires 5+ years in banking or financial institutions, FINRA Series 7, 63 and 66 or 65, state insurance license, investment sales success, retail investment expertise, and strong communication skills.
Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Outlook
3w
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Associate Financial Advisor
Parsippany, New Jersey, United States
$60k-$120k/yr HybridFull Time
1+ YOEFINRA Series licenses preferred, state life & health license required/obtainable within 30 days, 1–3 years client-facing experience in banking/insurance, strong coachability and communication.
1mo
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Wealth Advisor - Legal Specialty Group
New York, New York, United States
$225k-$250k/yr OnsiteFull Time
8+ YOEBachelor's degree, 8+ years private banking/wealth experience, Series 7/66 and insurance licenses or ability to obtain, strong client acquisition and relationship management skills.
CRM, Microsoft Office
4w
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Citi Wealth Lending | Lending Advisor
New York City, New York, United States
$170k-$300k/yr OnsiteFull Time
10+ YOERequires 10+ years of UHNW lending origination and private-bank credit analysis, a bachelor's degree or equivalent experience, sophisticated loan structuring expertise, and strong communication, negotiation, analytical, and collaboration skills.
2mo
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Senior Advisor, Financial Services | Forensic and Litigation Consulting
Atlanta or Washington or Dallas or Charlotte or Denver or Los Angeles or New York City or Miami or Chicago
$162k-$507k/yr HybridFull Time
10+ YOE10+ years in financial services (banking, compliance, risk), expert witness or litigation support experience preferred, strong analytical and communication skills, ability to analyze financial documents and provide testimony.
1mo
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Director, Regulatory Advisor (Global Security)
Jersey City, New Jersey, United States
$160k-$260k/yr OnsiteFull Time
10+ YOE10+ years cyber/risk experience in a Tier 1 bank; 3+ years strategic relationship experience; deep knowledge of NYDFS Part 500, SEC cybersecurity rules, and NIST; experience in Wealth, Payments, or Capital Markets.
NYDFS Part 500, SEC cybersecurity rules, NIST
1mo
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Institutional Growth Advisor (Part-Time)
United States or New York City
RemotePart Time
Currently employed on a top-tier bank or fund digital assets team; deep understanding of institutional blockchain adoption, build-vs-buy decisions, and strong institutional network for introductions.
2mo
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Credit Specialties DI Advisor
Houston or Dallas or New York City
$154k-$328k/yr HybridFull Time
10+ YOEBachelor in a financial field required (master's preferred), 10+ years in finance/banking/insurance, strong Excel and MS Office skills, P&C license mandatory or ability to obtain, strong communication and analytical skills.
Microsoft Office, Microsoft Excel
1d
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Senior Home Lending Advisor - CT
Hartford or Groton or Stamford or Stratford or Hamden or Bethel or Danbury or Monroe or Shelton
$17/hr OnsiteFull Time
3+ YOERequires 3+ years of mortgage lending and retail banking sales experience, local real estate market knowledge, communication skills, FHA/VA/FNMA/FHLMC guideline knowledge, and NMLS registration under the SAFE Act.
Windows, Chase.com
3d
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Supvy Attorney Advisor (Assistant Director for Bank Advisory), NB-905-VII
Denver or Washington or Chicago or New York City or Dallas
$139k-$258k/yr OnsiteFull Time
Requires one year of specialized attorney experience, active bar membership, and a J.D. or LL.M. from an ABA-accredited law school. Experience in bank regulation, legal analysis, drafting, and attorney leadership is required.
FBI Rap Back, Microsoft Word
1mo
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Digital Assets Compliance Advisor - New York, United States
New York, New York, United States
$126k-$214k/yr HybridFull Time
Bachelor's degree required; experience in a compliance department at a bank, broker-dealer or digital asset firm; subject-matter expertise in digital assets; strong communication, analytical and regulatory analysis skills.
3mo
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Financial Advisor - Peapack Private Bank and Trust - Bedminster, NJ
Bedminster, New Jersey, United States
$40k-$70k/yr OnsiteFull Time
3+ YOESeries 7 and 66 (63/65) required; Insurance license required; 3+ years investment sales experience
1mo
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Lending Transaction Manager – Lending and Banking Services
New York City or Boston or Springfield
$145k-$190k/yr HybridFull Time
6+ YOE6+ years financial services experience (or Bachelor's), including 4+ years lending transaction management; FINRA Series 7 required/obtainable within 90 days; strong transaction leadership, advisor-facing communication, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Degreed
1w
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Asset & Wealth Management, Talent Strategy, Advisor Development, Private Wealth Management (PWM), Vice President - New York
New York City, New York, United States
$125k-$250k/yr OnsiteFull Time
5+ YOERequires 5+ years in talent strategy, human capital management, or business management within wealth management, private banking, or financial services; strong project management, Excel, communication, and people-data skills.
Microsoft Excel
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