8 banking advisor jobs at 5 companies in Hampton Bays, NY
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Wealth Advisor - Webster Bank
West Haven, Connecticut, United States
$59k-$70k/yrOnsiteFull Time
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.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOERequires 3+ years of mortgage lending and retail banking sales experience, local real estate market knowledge, FHA/VA/FNMA/FHLMC guideline knowledge, strong communication, and NMLS registration under the SAFE Act.
Windows, Chase.com, National Mortgage Licensing System and Registry (NMLS)
Senior Home Lending Advisor - Suffolk County NY Branches
Westhampton Beach, New York, United States
$17/hrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
Windows, Chase.com, National Mortgage Licensing System and Registry (NMLS)
Senior Home Lending Advisor - Melville NY - North Nassau County NY
Melville, New York, United States
$17/hrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOERequires 3+ years of mortgage lending and retail banking sales experience, local real estate market knowledge, communication skills, and FHA, VA, FNMA, and FHLMC guideline knowledge. NMLS registration required.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to financial advisors, manage client requests, promote banking products, and follow policies to protect clients and manage risk.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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.