Get the job you really want.

Top Tech Jobs & Startup Jobs

Reposted 18 Days AgoSaved
In-Office
Pennington, NJ, USA
24-26
Entry level
24-26
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Financial Services Representative I connects with clients through phone-based services, focuses on relationship management, provides financial solutions, and guides clients through asset transitions. Responsibilities include identifying client needs, facilitating documentation, and supporting financial goals.
Top Skills: Strong Computer Skills
Reposted 18 Days AgoSaved
In-Office
Aspen, CO, USA
25-37
Entry level
25-37
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The role provides client service support to Financial Advisors, focusing on client management, operational excellence, and strengthening client relationships based on their needs.
Reposted 18 Days AgoSaved
In-Office
Frisco, TX, USA
Senior level
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Market Client Relationship Manager leads service delivery in wealth management, manages client associates, drives business growth, resolves issues and ensures compliance while fostering a client-centric culture.
Top Skills: Series 10Series 3Series 31Series 63Series 65Series 66Series 7Series 8Series 9Sie
Reposted 19 Days AgoSaved
In-Office
Los Angeles, CA, USA
110K-215K Annually
Senior level
110K-215K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Responsible for expanding client relationships, advising on financial needs, and managing complex credit opportunities for high-net-worth clients.
Reposted 19 Days AgoSaved
In-Office
Walnut Creek, CA, USA
25-37
Entry level
25-37
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
This role provides client service support to Financial Advisors, ensuring client satisfaction and assisting with operational tasks within Merrill Wealth Management.
New

Cut your apply time in half.

Use ourAI Assistantto automatically fill your job applications.

Use For Free
Application Tracker Preview
Reposted 19 Days AgoSaved
In-Office
Reading, PA, USA
25-30
Mid level
25-30
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Responsible for originating loans for residential mortgage clients, providing specialized service, analyzing client financial needs, and ensuring an exceptional client experience.
Reposted 20 Days AgoSaved
In-Office
5 Locations
70K-80K Annually
Junior
70K-80K Annually
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Responsible for advising clients on financial goals, building financial plans, and recommending investment strategies while managing client relationships and fulfilling regulatory requirements.
Top Skills: Banking SolutionsBrokerage ProductsFinancial PlanningInvestment ProductsSeries 66Series 7
Reposted 20 Days AgoSaved
In-Office
2 Locations
Junior
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provide comprehensive advice and customized solutions for clients to achieve financial goals, including triaging leads and recommending products.
Top Skills: Banking ProductsBrokerage ProductsFinancial Planning SoftwareInvestment ProductsSeries 66Series 7
Reposted 20 Days AgoSaved
In-Office
Pasadena, CA, USA
25-37
Entry level
25-37
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Wealth Management Client Associate supports Financial Advisors by providing client service, managing client relationships, and ensuring compliance with banking policies.
Reposted 20 Days AgoSaved
In-Office
Gaithersburg, MD, USA
29-34
Entry level
29-34
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
As a Financial Solutions Advisor, you will obtain licenses, manage client relationships, and provide financial advice within a supportive training environment.
All Filters
New Jobs
Job Category
Experience
Industry
Company Name
Company Size

Sign up now Access later

Create Free Account