19 banking advisor jobs at 8 companies in Everett, MA

3w
Save
Mark Applied
Hide
Personal Banking Advisor
East Bridgewater, Massachusetts, United States
$23-$27/hr OnsiteFull Time
South Shore Bank
South Shore Bank: Full-service mutual bank providing personal and business financial solutions.
High school diploma or equivalent; cash-handling and teller duties; experience with Internet/Mobile banking channels preferred; strong math, communication, and problem-solving skills.
Internet Banking, Mobile Banking, Mobile Deposit, eStatements, Bill Pay, ATM, calculator
3d
Save
Mark Applied
Hide
Relationship Advisor II- Start Up Banking
Boston, Massachusetts, United States
$67k-$90k/yr HybridFull Time
First Citizens Bank
First Citizens BankNasdaq: FCNCA: Provides full-service consumer, commercial, and wealth management banking.
1+ YOEBachelor's +1 year banking/financial services or HS/GED +5 years experience; strong communication, organizational and time-management skills; KYC/BSA/AML knowledge preferred.
3w
Save
Mark Applied
Hide
Relationship Advisor II- Life Science/Healthcare Banking
Boston, Massachusetts, United States
$67k-$90k/yr HybridFull Time
First Citizens Bank
First Citizens BankNasdaq: FCNCA: Provides full-service consumer, commercial, and wealth management banking.
1+ YOEBachelor's degree with 1 year banking/financial services or HS/GED with 5 years experience. Strong communication, organizational, time-management, and teamwork skills; knowledge of KYC/BSA/AML processes.
2mo
Save
Mark Applied
Hide
Member Relationship Advisor I - (Universal Banker)
North Providence, Rhode Island, United States
OnsiteFull Time
Navigant Credit Union
Navigant Credit Union: Provides banking and financial services to members in Rhode Island.
High school diploma or GED; strong service orientation with sales ability; multi-tasking; PC skills; banking software experience a plus.
Microsoft Word, Microsoft Excel, Microsoft Outlook, banking software
2mo
Save
Mark Applied
Hide
Member Relationship Advisor I - (Universal Banker)
Chepachet, Rhode Island, United States
OnsiteFull Time
Navigant Credit Union
Navigant Credit Union: Provides banking and financial services to members in Rhode Island.
High school diploma or GED. Strong communication and organization skills. Tech-savvy. Ability to travel within the credit union footprint. Banking experience encouraged.
Microsoft Word, Microsoft Excel, Outlook, Banking software
3d
Save
Mark Applied
Hide
Private Client Advisor
Boston, Massachusetts, United States
$90k-$120k/yr HybridFull Time
Henley & Partners
Henley & Partners: Advising on global residency and citizenship by investment programs.
3+ YOEUndergraduate degree preferred; 3+ years customer-facing sales in investment/private banking/wealth/real estate; experience with HNW clients, CRM and Microsoft Office; strong communication, negotiation, research, and multilingual skills advantageous.
Microsoft Office, CRM
3w
Save
Mark Applied
Hide
Senior Trade Finance Advisor
San Jose or Las Vegas or Dallas or Chicago or Los Angeles or Austin or Phoenix or San Diego or Boston
$149k-$184k/yr OnsiteFull Time
Western Alliance Bank
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
6+ YOE6+ years in trade finance/international or commercial banking, bachelor\u0002s degree or equivalent, knowledge of UCP 600/ISP98, regulatory and credit underwriting fundamentals, strong analytical and communication skills.
2mo
Save
Mark Applied
Hide
Member Relationship Advisor I. - Floating (Westerly, Wakefield, N. Kingstown, Coventry)
Warwick or Westerly or Wakefield or North Kingstown or Coventry
OnsiteFull Time
Navigant Credit Union
Navigant Credit Union: Provides banking and financial services to members in Rhode Island.
0+ YOEHigh school diploma or GED; excellent communication and service orientation; ability to multitask; willing to travel within the credit union's footprint; proficient with Microsoft Office and banking software a plus.
Microsoft Office, Banking software
2w
Save
Mark Applied
Hide
Member Relationship Advisor I - (Universal Banker)
Manville, Rhode Island, United States
OnsiteFull Time
Navigant Credit Union
Navigant Credit Union: Provides banking and financial services to members in Rhode Island.
High school diploma or GED required; strong verbal/written skills; proficient with Microsoft Word, Excel, Outlook and online tools; ability to multitask; sales orientation and banking/customer service experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, CuneXus
1w
Save
Mark Applied
Hide
Member Relationship Advisor I - (Universal Banker)
Cumberland, Rhode Island, United States
OnsiteFull Time
Navigant Credit Union
Navigant Credit Union: Provides banking and financial services to members in Rhode Island.
High school diploma/GED required; strong customer service, sales and communication skills; proficiency with Microsoft Word/Excel/Outlook and banking software; ability to multitask, lift 25 lbs, and travel within the credit union footprint.
Microsoft Word, Microsoft Excel, Microsoft Outlook, CuneXus
3w
Save
Mark Applied
Hide
Member Relationship Advisor I - (Universal Banker)
Woonsocket, Rhode Island, United States
OnsiteFull Time
Navigant Credit Union
Navigant Credit Union: Provides banking and financial services to members in Rhode Island.
High school diploma/GED required; strong verbal/written communication, Microsoft Office and internet proficiency, customer service and sales orientation; ability to multitask, lift 25 lbs, and travel within the credit union footprint. Banking experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Internet, CuneXus
1mo
Save
Mark Applied
Hide
Senior Home Lending Advisor - Medway MA - Medway Branch
Medway, Massachusetts, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOEBachelor's degree or equivalent experience, 3+ years mortgage lending and retail banking sales experience, knowledge of FHA/VA/FNMA/FHLMC guidelines, local real estate market knowledge, excellent communication, NMLS registration required.
NMLS, Windows
1mo
Save
Mark Applied
Hide
Senior Home Lending Advisor - Hudson MA - Hudson Branch
Hudson, Massachusetts, United States
$15/hr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOEBachelor's degree or equivalent; 3+ years mortgage lending and sales in retail banking; knowledge of local real estate; FHA/VA/FNMA/FHLMC guidelines; strong communication.
1w
Save
Mark Applied
Hide
Business Solutions Advisor - Malden Centre Street Financial Center - Malden, MA
Malden, Massachusetts, United States
$26-$35/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Experience in B2B or small business sales, strong communication and customer service skills, outbound phone sales experience, ability to analyze client needs and recommend banking solutions; high school diploma/GED required.
3w
Save
Mark Applied
Hide
Lending Transaction Manager – Lending and Banking Services
New York City or Boston or Springfield
$145k-$190k/yr HybridFull Time
MassMutual
MassMutual: Sells life insurance, retirement plans, and investment services.
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
Save
Mark Applied
Hide
2027 Global Private Bank Advisor Program (Full-time Analyst) - US Private Bank
New York or Atlanta or Austin or Baton Rouge or Baltimore or Birmingham or Boston or Chicago or Cleveland or Dallas or Denver or Greenwich or Los Angeles or Irvine or Las Vegas or Minneapolis or Palo Alto or Pasadena or San Diego or San Francisco or Seattle or Westlake Village or Summit or Washington or Long Island City or Rochester or Walnut Creek or Manhattan Beach or Philadelphia or Pittsburgh or Cincinnati or Scottsdale or St Louis or New Orleans or Oklahoma City or Tulsa or Columbus or Miami or Jacksonville or San Antonio or Orlando or Tampa or Fort Lauderdale or Fort Worth or Grand Rapids or Indianapolis or Milwaukee or Naples or Nashville or Palm Beach or Raleigh
$100k-$110k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Pursuing Bachelor's or Master’s (non-MBA) with graduation Dec 2026–Jun 2027, attending a U.S. college, authorized to work in the U.S.; strong interpersonal, analytical, communication, and organizational skills.
1mo
Save
Mark Applied
Hide
2026 US Private Bank Full-time Advisor Program (Full-time Associate)
Las Vegas or San Diego or Salt Lake City or San Francisco or Seattle or Los Angeles or Austin or Dallas or Fort Worth or Houston or New Orleans or San Antonio or Birmingham or Chicago or Winnetka or Indianapolis or Milwaukee or Minneapolis or St Louis or New York or Long Island City or Baltimore or Boston or Cincinnati or Cleveland or Columbus or Greenwich or Pittsburgh or Philadelphia or Summit or Washington or Atlanta or Charlotte or Fort Lauderdale or Miami or Palm Beach or Garden City or Tampa or Century City or Denver or Walnut Creek or Orange County
$150k-$165k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOEMBA candidates graduating in 2026 with 3+ years' work experience; U.S. university attendance; strong communication, quantitative and client-facing skills; authorized to work in the U.S.; no visa sponsorship provided.
HireVue, Oracle Cloud
2d
Save
Mark Applied
Hide
Wealth Management Client Associate
Providence, Rhode Island, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, manage client materials, follow policies, and promote banking solutions; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1w
Save
Mark Applied
Hide
Wealth Management Client Associate
Boston, Massachusetts, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to financial advisors, manage client requests, ensure accuracy of materials, and promote banking solutions; strong computer and communication skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce