9 banking advisor jobs at 5 companies in Thomaston, CT
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Relationship Advisor
Beacon, New York, United States
$21-$25/hrOnsiteFull Time
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
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.
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.
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.
Lending Transaction Manager – Lending and Banking Services
New York City or Boston or Springfield
$145k-$190k/yrHybridFull Time
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
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