68 banking advisor jobs at 23 companies in Lindenhurst, NY
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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
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
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
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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
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
1mo
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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
1mo
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HR Business Advisor – Commercial & Investment Bank Global Markets (Sales and Trading)
New York or Jersey City
$152k-$260k/yr OnsiteFull Time
Strategic HR advisor for Global Markets/Sales & Trading; strong relationship management, analytics, talent and performance management, change management, commercial mindset, and AI adoption; able to operate in a matrixed global environment.
4d
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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
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.
4d
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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
3d
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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
1mo
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Senior Estate Settlement Advisor - PNC Private Bank
Millburn, New Jersey, United States
$134k-$250k/yr OnsiteFull Time
8+ YOEProvides fiduciary estate administration for complex estates, handles trusts, tax and court filings, advises beneficiaries, and supports business retention; typically requires a bachelor's degree and 8+ years of industry experience.
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