21 banking advisor jobs at 13 companies in Spring House, PA
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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.
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.
2d
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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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Wealth Advisor - Northfield Bank
East Brunswick or Princeton or Woodbridge or Monroe
$70k-$90k/yr OnsiteFull Time
2+ YOE2+ years investment sales; active FINRA licenses; HS diploma; MS Office proficiency; state-specific licenses.
Microsoft Office, PowerPoint
3mo
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Wealth Advisor - Northfield Bank
East Brunswick or Princeton or Woodbridge or East Brunswick or Monroe
$70k-$90k/yr OnsiteFull Time
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.
Microsoft Office, PowerPoint
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)
3w
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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.
1d
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Managing Director - Wealth Advisory
Wayne, Pennsylvania, United States
OnsiteFull Time
10+ YOE5+ MgmtBachelor’s degree in finance or related field, relevant professional designation, 10+ years in wealth advisory, and 5+ years managing wealth advisors. RIA or private bank experience preferred.
1mo
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Wealth Management Client Associate
Wyomissing, Pennsylvania, United States
OnsiteFull Time
Provide client service support to Financial Advisors, educate clients on bank offerings, ensure accuracy of client materials, and support operational excellence; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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