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20 banking advisor jobs at 6 companies in Stratford, CT

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Relationship Advisor
Beacon, New York, United States
$21-$25/hr OnsiteFull Time
Hudson Valley Credit Union
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
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2d
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Senior Home Lending Advisor - CT
Hartford or Groton or Stamford or Stratford or Hamden or Bethel or Danbury or Monroe or Shelton
$17/hr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Requires 3+ years of mortgage lending and retail banking sales experience, local real estate market knowledge, communication skills, FHA, VA, FNMA, and FHLMC guideline knowledge, and NMLS registration.
Microsoft Windows, Chase.com
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1mo
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Wealth Advisor - Webster Bank
West Haven, Connecticut, United States
$59k-$70k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
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
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1mo
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Wealth Advisor - Webster Bank
West Haven, Connecticut, United States
$59k-$70k/yr OnsiteFull Time
Central Pacific Bank
Central Pacific BankNYSE: CPF: Regional bank providing commercial and personal banking in Hawaii.
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
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1mo
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Wealth Management Client Associate
Melville, New York, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
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1mo
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Wealth Management Client Associate
Stamford, Connecticut, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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
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2mo
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Block Advisors Bookkeeper
Lindenhurst, New York, United States
$17-$58/hr OnsiteFull Time
H&R Block
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
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.
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