74 banking advisor jobs at 22 companies in Valhalla, NY
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Relationship Advisor
Beacon, New York, United States
$21-$25/hr OnsiteFull Time
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
2w
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Frontier Industry Advisor - Banking
New York, New York, United States
$146k-$206k/yr HybridFull Time
3+ YOEMaster's in CS/IT/Engineering/Business +3yrs customer-facing experience OR Bachelor's +5yrs; 5+ years advisory or consultative sales preferred; deep banking domain and transformation experience.
Frontier AI
1mo
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Advisory, Corporate Banking
New York City, New York, United States
OnsiteFull Time
Rogo: Provides a generative AI platform for financial institutions.
3+ YOE3+ years front-office experience in corporate or commercial banking; outstanding project management and communication skills; highly organized, detail-oriented, and action-oriented; LLM knowledge a plus.
3w
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Sr. Sales Advisor - Innovation Banking
San Francisco or New York
$39-$52/hr HybridFull Time
1+ YOEBachelor's OR HS/GED with additional experience; 1+ year administrative/professional experience (or 5 years with HS); preferred 2+ years and expertise in Pitchbook and Outreach.IO.
Pitchbook, Outreach.IO, InMail, ZoomInfo
3mo
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Private Client Advisor II
New York, New York, United States
OnsiteFull Time
12+ YOE12+ years private banking/complex financial services experience; Series 7,63,65 (or 7 and 66) required or willing to obtain; ability to drive new business, present holistic Private Bank solutions, and lead client teams.
3mo
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Private Client Advisor
New York, New York, United States
$100k-$275k/yr OnsiteFull Time
12+ YOESeries 7, 63 and 65 (or 7 and 66); 12+ years private banking/financial services; ability to drive new business; high-touch client focus; leadership and collaboration.
2d
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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
2w
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Associate Financial Advisor
Parsippany, New Jersey, United States
$60k-$120k/yr HybridFull Time
1+ YOEFINRA Series licenses preferred, state life & health license required/obtainable within 30 days, 1–3 years client-facing experience in banking/insurance, strong coachability and communication.
1mo
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Wealth Advisor - Legal Specialty Group
New York, New York, United States
$225k-$250k/yr OnsiteFull Time
8+ YOEBachelor's degree, 8+ years private banking/wealth experience, Series 7/66 and insurance licenses or ability to obtain, strong client acquisition and relationship management skills.
CRM, Microsoft Office
2mo
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Senior Advisor, Financial Services | Forensic and Litigation Consulting
Atlanta or Washington or Dallas or Charlotte or Denver or Los Angeles or New York City or Miami or Chicago
$162k-$507k/yr HybridFull Time
10+ YOE10+ years in financial services (banking, compliance, risk), expert witness or litigation support experience preferred, strong analytical and communication skills, ability to analyze financial documents and provide testimony.
1mo
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Director, Regulatory Advisor (Global Security)
Jersey City, New Jersey, United States
$160k-$260k/yr OnsiteFull Time
10+ YOE10+ years cyber/risk experience in a Tier 1 bank; 3+ years strategic relationship experience; deep knowledge of NYDFS Part 500, SEC cybersecurity rules, and NIST; experience in Wealth, Payments, or Capital Markets.
NYDFS Part 500, SEC cybersecurity rules, NIST
1mo
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Institutional Growth Advisor (Part-Time)
United States or New York City
RemotePart Time
Currently employed on a top-tier bank or fund digital assets team; deep understanding of institutional blockchain adoption, build-vs-buy decisions, and strong institutional network for introductions.
3d
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SVP, Senior Foreign Exchange Advisor
San Francisco or Boston or San Jose or Los Angeles or New York City
$140k-$184k/yr OnsiteFull Time
6+ YOERequires 6+ years of related experience, a bachelor's degree or equivalent, advanced banking and regulatory knowledge, Reuters or Bloomberg experience, and advanced communication skills; master's, MBA, and CFA preferred.
Reuters, Bloomberg
1mo
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Credit Specialties DI Advisor
Houston or Dallas or New York City
$154k-$328k/yr HybridFull Time
10+ YOEBachelor in a financial field required (master's preferred), 10+ years in finance/banking/insurance, strong Excel and MS Office skills, P&C license mandatory or ability to obtain, strong communication and analytical skills.
Microsoft Office, Microsoft Excel
3w
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Wealth Advisor - Webster Bank
West Haven, Connecticut, United States
$59k-$70k/yr OnsiteFull Time
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
2mo
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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
1mo
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HR Business Advisor – Commercial & Investment Bank Global Markets (Sales and Trading)
New York or Jersey City
$152k-$260k/yr OnsiteFull Time
Strategic HR advisor for Global Markets/Sales & Trading; strong relationship management, analytics, talent and performance management, change management, commercial mindset, and AI adoption; able to operate in a matrixed global environment.
4w
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Digital Assets Compliance Advisor - New York, United States
New York, New York, United States
$126k-$214k/yr HybridFull Time
Bachelor's degree required; experience in a compliance department at a bank, broker-dealer or digital asset firm; subject-matter expertise in digital assets; strong communication, analytical and regulatory analysis skills.
1mo
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Senior Estate Settlement Advisor - PNC Private Bank
Millburn, New Jersey, United States
$134k-$250k/yr OnsiteFull Time
8+ YOEProvides fiduciary estate administration for complex estates, handles trusts, tax and court filings, advises beneficiaries, and supports business retention; typically requires a bachelor's degree and 8+ years of industry experience.
1w
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EY Capital Advisors - Inv Banking - Equity Capital Markets - Manager - Multiple Positions - 1716910
New York, New York, United States
$179k/yr HybridFull Time
5+ YOE1+ MgmtBachelor's degree in business, economics, or finance; 5 years of capital markets or investment banking experience; equity financing analysis, client advisory, staff management, presentations, and securities licenses required.
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