17 banking advisor jobs at 5 companies in Patchogue, NY
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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
2w
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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
3mo
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Senior Home Lending Advisor - Flushing NY
Flushing, New York, United States
$17/hr OnsiteFull Time
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.
1w
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Business Solutions Advisor - Queens - Long Island Market
Jackson Heights, New York, United States
$26-$35/hr OnsiteFull Time
1+ YOEExperience in business-to-business or small business banking sales, strong communication and customer service skills, proven sales track record, high school diploma/GED, 1+ years relevant experience.
1w
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Business Solutions Advisor - Williamsburg Financial Center - Brooklyn, NY
Brooklyn, New York, United States
$26-$35/hr OnsiteFull Time
1+ YOE1+ years experience in business-to-business or small business banking, proven sales track record, strong communication and customer service skills, ability to manage client relationships and refer to partners.
1w
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Business Solutions Advisor - Williamsburg Financial Center - Brooklyn, NY
Brooklyn, New York, United States
$26-$35/hr OnsiteFull Time
Experience in B2B or small business banking sales, strong communication and client management skills, high school diploma/GED required, ability to meet sales goals and handle client problem resolution.
3w
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Financial Solutions Advisor Registration Candidate - Fairfield Financial Center
Fairfield, Connecticut, United States
$29-$34/hr OnsiteFull Time
Provides comprehensive financial advice, triages client leads, makes referrals, recommends banking and investment products; must obtain required industry licenses and register under SAFE Act when applicable.
2w
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Financial Solutions Advisor Registration Candidate - East Danbury Financial Center
Danbury, Connecticut, United States
$29-$34/hr OnsiteFull Time
1+ YOEProvide financial advice, triage client leads, refer to partners, meet clients to review goals and recommend banking/investment products; aptitude to obtain required licenses and strong client relationship skills.
1w
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Financial Solutions Advisor Registration Candidate - East Danbury Financial Center
Danbury, Connecticut, United States
$29-$34/hr OnsiteFull Time
1+ YOEAbility to obtain required industry licenses, build client relationships, triage leads, recommend banking and investment solutions, manage time and adapt to technology; high school diploma and ~1 year financial services experience preferred.
2mo
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Senior Home Lending Advisor - New York NY - Sutton Place
New York, New York, United States
OnsiteFull Time
3+ YOEBachelor's degree or equivalent; 3+ years mortgage lending and retail banking sales; knowledge of real estate market; FHA/VA/FNMA/FHLMC guidelines.
2mo
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Senior Home Lending Advisor - New York NY - Third Ave & 51st
New York or New York
OnsiteFull Time
3+ YOEBachelor's degree or equivalent; 3+ years mortgage lending and retail banking sales; real estate market knowledge; strong communication; FHA/VA/FNMA/FHLMC guidelines knowledge.
2mo
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Senior Home Lending Advisor - Melville NY - Central Nassau County (Mandarin Bilingual Preferred)
Melville or Nassau County
OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience, 3+ years mortgage lending/retail banking sales, knowledge of FHA/VA/FNMA/FHLMC guidelines, NMLS registration required, strong communication and consultative skills; Mandarin preferred.
National Mortgage Licensing System (NMLS), Microsoft Windows
1mo
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2027 Global Private Bank Advisor Program (Full-time Analyst) - US Private Bank
New York or Atlanta or Austin or Baton Rouge or Baltimore or Birmingham or Boston or Chicago or Cleveland or Dallas or Denver or Greenwich or Los Angeles or Irvine or Las Vegas or Minneapolis or Palo Alto or Pasadena or San Diego or San Francisco or Seattle or Westlake Village or Summit or Washington or Long Island City or Rochester or Walnut Creek or Manhattan Beach or Philadelphia or Pittsburgh or Cincinnati or Scottsdale or St Louis or New Orleans or Oklahoma City or Tulsa or Columbus or Miami or Jacksonville or San Antonio or Orlando or Tampa or Fort Lauderdale or Fort Worth or Grand Rapids or Indianapolis or Milwaukee or Naples or Nashville or Palm Beach or Raleigh
$100k-$110k/yr OnsiteFull Time
Pursuing Bachelor's or Master’s (non-MBA) with graduation Dec 2026–Jun 2027, attending a U.S. college, authorized to work in the U.S.; strong interpersonal, analytical, communication, and organizational skills.
3w
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Wealth Management Client Associate
Melville, New York, United States
$25-$44/hr OnsiteFull Time
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
1mo
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Wealth Management Client Associate
Stamford, Connecticut, United States
$25-$44/hr OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, learn banking and investment platforms, and manage client materials; 1 year experience preferred; high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Block Advisors Bookkeeper
Lindenhurst, New York, United States
$17-$58/hr OnsiteFull Time
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.
2mo
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Block Advisors Bookkeeper
Lindenhurst, New York, United States
$17-$58/hr OnsiteFull Time
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.
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