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Reposted YesterdaySaved
In-Office
Yakima, WA, USA
80K-80K Annually
Entry level
80K-80K Annually
Entry level
Fintech
The Associate Private Client Advisor assists Private Client Advisors with investment and financial planning for Mass Affluent clients, focusing on client management and referrals, while partnering with branch teams.
Top Skills: Certified Financial PlannerFinra License S63Finra License S65Finra License S66Finra License S7Finra Securities Industry EssentialsResident State Insurance Licenses
Reposted YesterdaySaved
In-Office
Bellingham, WA, USA
50K-80K Annually
Entry level
50K-80K Annually
Entry level
Fintech
The Private Client Advisor will manage investment services for Mass Affluent clients, focusing on expanding relationships, providing financial wellness, and achieving sales goals through consultative strategies and strong collaboration with branch personnel.
YesterdaySaved
Remote
OH, USA
52K-80K Annually
Senior level
52K-80K Annually
Senior level
Fintech
Lead consultative cross-sales and client service for merchant portfolio: own end-to-end sales, handle escalations, support implementations and equipment training, analyze vendor reports, drive interchange savings, and partner internally to improve processes and client experience.
Top Skills: Bank Complaint Tracking SystemsMS OfficePayment TerminalsPcsPoint-Of-Sale SystemsThird-Party Var Integration
2 Days AgoSaved
In-Office
West Haven, CT, USA
Mid level
Mid level
Fintech
The Private Client Advisor will provide investment solutions to mass affluent clients, focusing on financial wellness and relationship growth, utilizing a consultative sales approach and collaboration with banking center staff.
Top Skills: Accident/Health InsuranceFinra License S63Finra License S66Finra License S7Finra Security Industry EssentialsLife & Disability InsuranceLife InsuranceVariable Insurance
Reposted 2 Days AgoSaved
In-Office
8 Locations
57K-87K Annually
Junior
57K-87K Annually
Junior
Fintech
The Compliance Analyst conducts onsite inspections and compliance reviews, evaluating adherence to regulations and documenting findings while communicating results to stakeholders.
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Reposted 2 Days AgoSaved
In-Office
Colorado Springs, CO, USA
Junior
Junior
Fintech
The Private Client Advisor focuses on investment services for Mass Affluent clients, leveraging financial wellness and planning to grow client relationships and achieve sales targets.
2 Days AgoSaved
In-Office
4 Locations
63K-96K Annually
Junior
63K-96K Annually
Junior
Fintech
The Lead Treasury Analyst manages treasury portfolios, analyzes market conditions, collaborates across teams, and monitors impact on risk and accounting outcomes.
Top Skills: Blackline)Blackrock AladdinCalypso)Data Visualization Tools (E.G.Erp Platforms (E.G.Oracle)Power Bi)Reconciliation Tools (E.G.SAPSQLTreasury Workstation Systems (Bloomberg
Reposted 2 Days AgoSaved
In-Office
Salt Lake City, UT, USA
50K-55K Annually
Entry level
50K-55K Annually
Entry level
Fintech
The Private Client Advisor focuses on providing investment solutions to Mass Affluent clients, enhancing client relationships, and achieving sales targets through a consultative approach.
Top Skills: Financial Planning SoftwareFinra License S66Finra License S7Finra Security Industry Essentials
Reposted 2 Days AgoSaved
In-Office
9 Locations
112K-210K Annually
Senior level
112K-210K Annually
Senior level
Fintech
The Senior Compliance Manager leads operational risk testing teams, ensuring compliance with regulations, executing monitoring activities, and developing risk management strategies while collaborating with internal teams and maintaining relationships with management.
Top Skills: AclExcelMicrosoft PowerpointMicrosoft WordSASTableau
Reposted 2 Days AgoSaved
In-Office
Tacoma, WA, USA
116K-216K Annually
Senior level
116K-216K Annually
Senior level
Fintech
The Commercial Relationship Manager serves as a trusted advisor for commercial clients, managing business development, credit processes, and delivering customized banking solutions while ensuring ethical and regulatory compliance.
Top Skills: Customer Relationship Management Systems
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