24 banking advisor jobs at 12 companies in Wyncote, 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.
3d
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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.
2w
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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.
2w
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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.
2mo
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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.
1mo
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Associate Wealth Advisor
Doylestown, Pennsylvania, United States
OnsiteFull Time
0+ YOEBachelor's preferred; 0-2 years banking/wealth experience or equivalent; must obtain FINRA Series 7 & 66 within 6 months and state life & health licenses within 1 year; strong communication, sales, and relationship skills.
1mo
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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.
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
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
5d
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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)
2w
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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.
1mo
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Financial Solutions Advisor Registration Candidate - Bordentown
Bordentown, New Jersey, United States
$29-$34/hr OnsiteFull Time
Provide financial advice, triage client leads, make referrals, and recommend banking and investment solutions; must obtain required industry licenses and complete SAFE Act registration for residential mortgage origination; high school diploma/GED required.
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