71 banking advisor jobs at 22 companies in Paramus, NJ
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Relationship Advisor
Beacon, New York, United States
$21-$25/hrOnsiteFull Time
Hudson Valley Credit Union: Provides personal and business banking services to members.
1+ YOEHigh school diploma/GED, 1+ year customer service or sales experience in financial services or retail, cash-handling/teller experience preferred, NMLS registration and NYS notary within 12 months required, BSA training and strong communication skills.
TellerInfinity, ATM, Internet Banking, mobile app, Contact Center, NMLS
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.
MicrosoftNASDAQ: MSFT: Develops software, services, devices, and cloud computing solutions.
3+ YOEMaster's in CS/IT/Engineering/Business +3yrs customer-facing experience OR Bachelor's +5yrs; 5+ years advisory or consultative sales preferred; deep banking domain and transformation experience.
First Citizens BankNasdaq: FCNCA: Provides full-service consumer, commercial, and wealth management banking.
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.
Capital OneNYSE: COF: Financial services offering credit cards, banking, and loans.
5+ YOEBachelor's degree or military experience, 5+ years compliance/risk/legal/regulatory/audit in financial services, 5+ years advising on Regulation W and US banking law, strong stakeholder and communication skills.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management 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.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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.
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.
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
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.
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/yrHybridFull Time
FTI ConsultingNYSE: FCN: Global business advisory firm helping organizations manage change and risk.
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.
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
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.
Starknet Foundation: A foundation supporting the development and adoption of blockchain infrastructure and institutional engagement.
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.
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
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.
East Brunswick or Princeton or Woodbridge or East Brunswick or Monroe
$70k-$90k/yrOnsiteFull Time
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
2+ YOEHigh school diploma required; 2+ years investment sales experience; active Life Insurance license and FINRA registrations (Series 7, 63 if required, 65/66); state registrations as needed; Microsoft Office proficiency.
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; FHA/VA/FNMA/FHLMC knowledge; local real estate market knowledge; strong communication; intermediate PC skills.
12+ YOE12+ years in UHNW lending/private or commercial banking; proven leadership in lending businesses; expertise structuring complex transactions; outstanding credit judgment; Series 7, 63, and SIE required (or obtainable within 4 months).
Digital Assets Compliance Advisor - New York, United States
New York, New York, United States
$126k-$214k/yrHybridFull Time
Societe GeneraleEuronext Paris: GLE: Global provider of retail, investment, and private banking services.
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.
Senior Estate Settlement Advisor - PNC Private Bank
Millburn, New Jersey, United States
$134k-$250k/yrOnsiteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
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.
ChimeNasdaq: CHYM: Provides mobile banking and financial tools for everyday consumers.
9+ YOE9+ years consumer compliance experience in fintech/banking, 7+ years advisory experience, deep knowledge of UDAAP, Reg E/Z, ECOA, FCRA, BSA, experience advising through product lifecycle, strong analytical and communication skills; CRCM or JD preferred.