66 banking advisor jobs at 28 companies in Mercerville, NJ

1mo
Save
Mark Applied
Hide
Banking Advisor III - PNC Private Bank
Philadelphia, Pennsylvania, United States
OnsiteFull Time
PNC Financial Services Group
PNC Financial Services GroupNYSE: PNC: Diversified financial services providing banking and investment solutions.
5+ YOEManage and grow a book of private bank clients, provide credit and cash management advice, support high-net-worth clients, and mentor junior team members; typically requires a bachelor\u000and 5+ years of relevant experience.
2mo
Save
Mark Applied
Hide
Advisory, Corporate Banking
New York City, New York, United States
OnsiteFull Time
Rogo
Rogo: Financial AI platform automating research and workflows for investment banks, private equity firms, and asset managers.
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.
1d
Save
Mark Applied
Hide
Americas - Frontier Industry Advisor - Banking
New York City, New York, United States
$108k-$188k/yr HybridFull Time
Microsoft
MicrosoftNASDAQ: MSFT: Multinational technology providing software, cloud, and AI solutions.
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
Save
Mark Applied
Hide
Wealth Advisor - Whiting, NJ
Whiting, New Jersey, United States
$105k-$250k/yr OnsiteFull Time
Citizens Financial Group
Citizens Financial GroupNYSE: CFG: US regional bank holding providing diverse financial services.
2+ YOEActive Series 7 and 63/65 (or 66), life/health/variable insurance license within 60 days, minimum 2 years financial advisor experience, track record in new business development, team banking experience; bachelor’s preferred.
3mo
Save
Mark Applied
Hide
Private Client Advisor II
New York, New York, United States
OnsiteFull Time
Bank of America Private Bank
Bank of America Private BankNYSE: BAC: U.S. private wealth bank serving wealthy individuals, families and institutions with banking, lending, investment and trust services.
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
Save
Mark Applied
Hide
Member Advisor III
Fort Washington, Pennsylvania, United States
OnsiteFull Time
Trumark Financial Credit Union
Trumark Financial Credit Union: A not-for-profit, member-owned credit union serving individuals, families, businesses, and nonprofits in Southeastern Pennsylvania.
2+ YOEHigh school diploma; 2+ years in financial institution contact center or branch; strong communication, customer service, multitasking, computer skills; banking product knowledge preferred.
1d
Save
Mark Applied
Hide
Product Management - Advisor
Berkeley Heights, New Jersey, United States
$100k-$166k/yr OnsiteFull Time
Fiserv
FiservNYSE: FI: Global leader in financial services technology solutions.
3+ YOEBachelor's degree in business, finance, IT, or related field; 3+ years in banking, financial services, fintech, or related fields; strong communication, organization, decision-making, and multitasking skills.
Microsoft Office, Waterfall, Agile
2w
Save
Mark Applied
Hide
VP/Financial Advisor - Springfield
Springfield or Caldwell or Basking Ridge or Bernardsville or Millington
$45k-$88k/yr FieldFull Time
Kearny Bank
Kearny Bank: Full-service community bank serving individuals, businesses, and government entities across New Jersey, Brooklyn, and Staten Island.
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
Save
Mark Applied
Hide
Associate Financial Advisor
Parsippany, New Jersey, United States
$60k-$120k/yr HybridFull Time
Wisepath Group
Wisepath Group: Private financial-services firm helping individuals and small businesses with insurance, investments, retirement, estate planning, and financial strategies.
1+ YOEFINRA Series licenses preferred, state life & health license required/obtainable within 30 days, 1–3 years client-facing experience in banking/insurance, strong coachability and communication.
1mo
Save
Mark Applied
Hide
Wealth Advisor - Legal Specialty Group
New York, New York, United States
$225k-$250k/yr OnsiteFull Time
Truist
TruistNYSE: TFC: US-based banking and financial services institution.
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
1mo
Save
Mark Applied
Hide
Citi Wealth Lending | Lending Advisor
New York City, New York, United States
$170k-$300k/yr OnsiteFull Time
Citi
CitiNYSE: C: Global financial services organization enabling growth and economic progress.
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
Save
Mark Applied
Hide
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
FTI Consulting
FTI ConsultingNYSE: FCN: Global business advisory firm helping organizations manage complex challenges.
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
Save
Mark Applied
Hide
Private Client Advisor II
New York City, New York, United States
$100k-$275k/yr OnsiteFull Time
Bank of America Private Bank
Bank of America Private BankNYSE: BAC: U.S. private wealth bank serving wealthy individuals, families and institutions with banking, lending, investment and trust services.
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
Save
Mark Applied
Hide
Institutional Growth Advisor (Part-Time)
United States or New York City
RemotePart Time
Starknet Foundation
Starknet Foundation: Nonprofit foundation stewarding Starknet by supporting developers and community growth.
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
Save
Mark Applied
Hide
Credit Specialties DI Advisor
Houston or Dallas or New York City
$154k-$328k/yr HybridFull Time
Marsh
MarshNYSE: MRSH: Marsh Risk is a private global insurance broker and risk advisor serving businesses, governments, professional organizations, and individuals.
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
5d
Save
Mark Applied
Hide
Wealth Advisor - Webster Bank
New York City, New York, United States
$59k-$70k/yr OnsiteFull Time
LPL Financial
LPL FinancialNasdaq: LPLA: Independent broker-dealer and wealth management platform.
2+ YOEHigh school diploma required; bachelor's preferred. Requires 2+ years of investment sales experience, active life insurance license, Series 7, Series 63 where applicable, and Series 65 or 66 registration.
Microsoft Office, Microsoft PowerPoint
5d
Save
Mark Applied
Hide
Wealth Advisor - Webster Bank
New York City, New York, United States
$59k-$70k/yr OnsiteFull Time
LPL Financial
LPL FinancialNasdaq: LPLA: Independent broker-dealer and wealth management platform.
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
2d
Save
Mark Applied
Hide
Associate Bank Financial Advisor
Collingswood or Glassboro
OnsiteFull Time
Wells Fargo Advisors
Wells Fargo Advisors: U.S. financial advisory and brokerage firm serving investors with investment planning, wealth management, retirement, and online trading.
0.5+ YOERequires 6+ months of customer service, sales, or relationship-building experience and completion of the SIE exam. FINRA Series 7 and 66, insurance licenses, and financial services experience are preferred or may be required after hire.
2mo
Save
Mark Applied
Hide
HR Business Advisor – Commercial & Investment Bank Global Markets (Sales and Trading)
New York or Jersey City
$152k-$260k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services and investment banking firm.
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.
1w
Save
Mark Applied
Hide
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
Office of the Comptroller of the Currency
Office of the Comptroller of the Currency: U.S. federal executive department managing government finances and revenue while enforcing tax laws for the American public.
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