72 banking advisor jobs at 22 companies in Deer Park, NY
2mo
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Advisory, Corporate Banking
New York City, New York, United States
OnsiteFull Time
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.
2d
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Americas - Frontier Industry Advisor - Banking
New York City, New York, United States
$108k-$188k/yr HybridFull Time
5+ YOEBachelor's degree plus 7+ years or master's degree plus 5+ years of customer-facing experience in financial services, consulting, technology, or related work; banking transformation expertise required.
Microsoft cloud, Microsoft data, Microsoft AI, Frontier AI, Microsoft security, Microsoft low-code, Microsoft productivity, Microsoft business applications
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
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.
2w
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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
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
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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.
3w
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Private Client Advisor II
New York City, New York, United States
$100k-$275k/yr OnsiteFull Time
12+ YOERequires Series 7, 63, and 65 or Series 7 and 66, plus 12+ years of private banking or complex financial services experience. Requires business development, wealth planning, negotiation, and client relationship skills.
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.
4d
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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
Requires 3+ years of mortgage lending and retail banking sales experience, local real estate market knowledge, communication skills, FHA, VA, FNMA, and FHLMC guideline knowledge, and NMLS registration.
Microsoft Windows, Chase.com
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
1mo
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Wealth Advisor - Webster Bank
West Haven, Connecticut, United States
$59k-$70k/yr OnsiteFull Time
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.
Microsoft Office, Microsoft PowerPoint
6d
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Wealth Advisor - Webster Bank
New York City, New York, United States
$59k-$70k/yr OnsiteFull Time
2+ YOEHigh school diploma required; bachelor's preferred. Requires 2+ years of investment sales experience, active life insurance license, Series 7, Series 63 if applicable, and Series 65 or 66 registration.
Microsoft Office, Microsoft PowerPoint
2mo
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Client Advisor- Red Bank, NJ
Red Bank, New Jersey, United States
$19-$25/hr OnsiteFull Time
3+ YOERetail, luxury retail, hospitality, or relevant client experience; proven sales results; POS and client tracking proficiency; Microsoft Outlook/email; U.S. work authorization; flexible availability.
Point of Sales (POS) systems, Microsoft Outlook
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.
1w
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Wealth Management Advisor (Red Bank, NJ)
Red Bank, New Jersey, United States
$100k-$110k/yr HybridFull Time
5+ YOERequires 5+ years managing a book of business and affluent client relationships, investment and financial planning expertise, Series 7/63, Series 65 or 66, and Life and Health Insurance License.
AI
1w
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Wealth Management Advisor (Red Bank, NJ)
Red Bank, New Jersey, United States
$100k-$110k/yr HybridFull Time
5+ YOERequires 5+ years managing a book of business and affluent client relationships, investment and financial planning expertise, FINRA Series 7 and 63, Series 65 or 66, and life and health insurance licenses.
AI
2mo
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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
1mo
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Associate - US Capital Markets Financial Crimes KYC Advisory
Jersey City, New Jersey, United States
$85k-$145k/yr OnsiteFull Time
2+ YOEBachelor's degree, 2+ years AML/financial crimes experience in capital markets or banking, strong knowledge of BSA/Patriot Act/OFAC, risk-based review experience, analytical and communication skills; CAMS preferred.
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