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Reposted One Month AgoSaved
In-Office
Forest Hills, Ada Twp, MI, USA
Senior level
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Private Client Advisor II is responsible for acquiring and retaining clients, providing tailored financial services, and leading client relationship management efforts.
Reposted One Month AgoSaved
In-Office
Pennington, NJ, USA
65K-85K Annually
Mid level
65K-85K Annually
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Financial Solutions Advisor engages participants in financial goal discussions, provides personalized advice, and helps manage retirement savings and investments in a contact center setting.
Top Skills: BankingBrokerage ProductsFinancial MarketsInvestmentsMS Office
Reposted One Month AgoSaved
In-Office
San Jose, CA, USA
29-34 Hourly
Entry level
29-34 Hourly
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
As a Financial Solutions Advisor, you will obtain securities licenses, manage client relationships, and provide financial advice to meet client needs.
Top Skills: FinraSecurities Industry Essentials (Sie)Series 66Series 7
Reposted One Month AgoSaved
In-Office
Boston, MA, USA
145K-193K Annually
Senior level
145K-193K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Senior Threat Hunter analyzes large data sets to identify threats and attack techniques, mentors junior team members, and collaborates across teams to improve the bank's cybersecurity posture.
Top Skills: HadoopHuePandasPythonSplunkSQL
Reposted One Month AgoSaved
In-Office
3 Locations
Mid level
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provide comprehensive advice and customized solutions for clients to achieve their financial goals, recommend products, and manage relationships.
Top Skills: Brokerage ProductsFinancial Planning SoftwareInvestment ProductsSeries 66Series 7
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Reposted One Month AgoSaved
In-Office
3 Locations
Junior
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provide comprehensive financial advice and customized solutions to clients, build financial plans, and recommend banking and investment strategies.
Top Skills: Banking SolutionsBrokerage ProductsFinancial PlanningInvestment Products
Reposted One Month 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 One Month AgoSaved
In-Office
Phoenix, AZ, USA
Entry level
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Responsible for providing resolution of multi-product fraud related client requests via calls, chats, or emails in an inbound contact center, ensuring great client experiences.
Reposted One Month AgoSaved
In-Office
2 Locations
80K-90K Annually
Junior
80K-90K Annually
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Build and manage client relationships with high-net-worth individuals, identify financial needs, recommend suitable investment products, source prospects, meet performance targets, complete training and compliance tasks, and document client interactions in Salesforce.
Top Skills: ExcelMicrosoft WordPowerPointSalesforce
Reposted One Month AgoSaved
In-Office
Chicago, IL, USA
75K-85K Annually
Mid level
75K-85K Annually
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
This role involves providing personalized financial advice to high-net-worth clients, developing relationships, assessing financial goals, and recommending investment strategies to help clients succeed financially.
Top Skills: Banking SolutionsFinancial Planning SoftwareInvestment Products
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