9 banking advisor jobs at 5 companies in Thomaston, CT

2w
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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
3w
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Relationship Advisor Bilingual
Wappingers Falls, 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, English and Spanish fluency, NYS Notary within 12 months, NMLS registration, 1+ year customer service or teller experience, cash-handling and sales skills.
TellerInfinity, Lean Six Sigma
2w
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Relationship Advisor
Rhinebeck, New York, United States
$21-$25/hr OnsiteFull Time
Hudson Valley Credit Union
Hudson Valley Credit Union: Provides consumer and commercial banking and lending services.
1+ YOEHigh school diploma/GED required, NYS Notary within 12 months, NMLS registration required, minimum 1 year customer service/sales experience in banking or retail, cash handling/teller experience preferred.
TellerInfinity, ATM
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
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
1w
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Centralized Advisor - M&T Bank
Hartford, Connecticut, United States
$70k-$73k/yr OnsiteFull Time
Central Pacific Bank
Central Pacific BankNYSE: CPF: Regional bank providing commercial and personal banking in Hawaii.
3+ YOERequires Series 7 and 66 or 63/65, an insurance license, and at least three years of investment sales experience.
LPL Financial
1w
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Centralized Advisor - M&T Bank
Hartford, Connecticut, United States
$70k-$73k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
3+ YOERequires Series 7 and Series 66 or Series 63/65, an insurance license, and at least three years of investment sales experience.
2mo
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Lending Transaction Manager – Lending and Banking Services
New York City or Boston or Springfield
$145k-$190k/yr HybridFull Time
MassMutual
MassMutual: Sells life insurance, retirement plans, and investment services.
6+ YOE6+ years financial services experience (or Bachelor's), including 4+ years lending transaction management; FINRA Series 7 required/obtainable within 90 days; strong transaction leadership, advisor-facing communication, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Degreed
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