6 banking advisor jobs at 4 companies in Ledyard, CT
3mo
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Member Relationship Advisor I. - Floating (Westerly, Wakefield, N. Kingstown, Coventry)
Warwick or Westerly or Wakefield or North Kingstown or Coventry
OnsiteFull Time
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
3w
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Wealth Advisor - Webster Bank
West Haven, Connecticut, United States
$59k-$70k/yr OnsiteFull Time
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.
Microsoft Office, Microsoft PowerPoint
3w
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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
1mo
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Member Relationship Advisor I - (Universal Banker)
Manville, Rhode Island, United States
OnsiteFull Time
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
1mo
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Member Relationship Advisor I - (Universal Banker)
Woonsocket, Rhode Island, United States
OnsiteFull Time
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
3w
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Wealth Management Client Associate
Providence, Rhode Island, United States
$25-$44/hr OnsiteFull Time
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