30 banking advisor jobs at 15 companies in Roebling, NJ
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Banking Advisor III - PNC Private Bank
Philadelphia, Pennsylvania, United States
OnsiteFull Time
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.
3mo
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Mortgage Banking Advisor
Wilmington, Delaware, United States
$44k/yr OnsiteFull Time
Bachelor’s degree in business or related field; prior sales and customer service experience; ability to travel; NMLS registration; residential mortgage originations experience preferred.
1w
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Virtual Banking Relationship Advisor II
Exton, Pennsylvania, United States
HybridFull Time
2+ YOEHigh school diploma required; college degree preferred. Requires 2–4 years of retail or contact center experience, contact center technology and data analysis knowledge, strong communication, service, and performance skills.
1mo
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Wealth Advisor - Whiting, NJ
Whiting, New Jersey, United States
$105k-$250k/yr OnsiteFull Time
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.
3w
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Senior Client Advisor
Wilmington, Delaware, United States
$154k-$256k/yr HybridFull Time
7+ YOEBachelor's degree and 7+ years relevant experience; deep expertise in planning, investments, banking and fiduciary; SAFE Act registration; strong communication and interpersonal skills.
3w
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Senior Client Advisor
Wilmington, Delaware, United States
$154k-$256k/yr HybridFull Time
7+ YOEBachelor's degree or equivalent experience, 7+ years relevant experience managing ultra-high net worth clients, deep expertise in planning/investments/banking, strong communication and influencing skills, SAFE registration required.
3mo
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Member Advisor III
Fort Washington, Pennsylvania, United States
OnsiteFull Time
2+ YOEHigh school diploma; 2+ years in financial institution contact center or branch; strong communication, customer service, multitasking, computer skills; banking product knowledge preferred.
2w
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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
2mo
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VP Payments Compliance Advisor (Hybrid)
Wilmington, Delaware, United States
HybridFull Time
8+ YOE3+ Mgmt8+ years BSA/AML and Sanctions experience, 3+ years in a senior compliance role in banking/payments, undergraduate degree or equivalent, APRP/CAMS/CRCM preferred, strong documentation, regulatory liaison, and communication skills.
1d
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Associate Bank Financial Advisor
Collingswood or Glassboro
OnsiteFull Time
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.
3mo
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Financial Advisor - Flagstar Bank
Sayreville, New Jersey, United States
OnsiteFull Time
3+ YOESeries 7 and 66 required; Insurance license; 3+ years investment sales experience.
3mo
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Financial Advisor - Flagstar Bank
Sayreville, New Jersey, United States
$60k-$120k/yr OnsiteFull Time
3+ YOESeries 7 and 66 required; Insurance license; 3+ years investment sales experience.
Investment Platform, Financial Advisory Software, Third-Party Product Sponsors
1w
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Senior Home Lending Advisor - Warren NJ
Warren, New Jersey, United States
$16/hr OnsiteFull Time
3+ YOERequires 3+ years of mortgage lending and retail banking sales experience, local real estate market knowledge, strong communication, and FHA, VA, FNMA, and FHLMC guideline knowledge; NMLS registration required.
Microsoft Windows, Chase.com, National Mortgage Licensing System and Registry (NMLS)
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Private Client Advisor II- Executive Coverage
New York or Chicago or San Francisco or Los Angeles or Dallas or Boston or Pennington
$225k-$298k/yr OnsiteFull Time
5+ YOE5+ years experience; lead client management for executive clients, provide wealth structuring, credit and banking solutions; SAFE Act registration required for residential mortgage origination; strong sales, negotiation and communication skills.
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
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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.
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1w
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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.
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