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Reposted 2 Hours AgoSaved
In-Office
Lincoln, NE, USA
65K-85K Annually
Junior
65K-85K Annually
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The role involves managing client relationships, providing financial advice, and collaborating with clients to meet their financial needs. This includes handling client queries and recommending investment strategies.
Top Skills: Brokerage ProductsFinancial AdvisoryFinancial Planning SoftwareInvestment Strategies
Reposted 2 Hours AgoSaved
In-Office
Washington, DC, USA
200K-292K Annually
Expert/Leader
200K-292K Annually
Expert/Leader
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Federal Government Relations Executive is responsible for developing strategic priorities, advocating for legislation, engaging with government officials, and coordinating with internal stakeholders on banking policy and financial services issues.
Reposted 2 Hours 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
Reposted 2 Hours 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 2 Hours 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
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Reposted 2 Hours 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 2 Hours 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
Reposted 2 Hours AgoSaved
In-Office
Pasadena, CA, USA
25-37 Hourly
Entry level
25-37 Hourly
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 2 Hours AgoSaved
In-Office
Mechanicsville, VA, USA
29-34 Hourly
Entry level
29-34 Hourly
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The role involves obtaining securities licenses, managing client relationships, providing financial solutions, and progressing through advisor stages at Bank of America.
Top Skills: Securities Industry Essentials SieSeries 66Series 7
Reposted 2 Hours AgoSaved
In-Office
Charlotte, NC, USA
Junior
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provide financial advice and customized solutions to clients, manage client issues, and enhance client care while building financial plans and recommending products.
Top Skills: Brokerage ProductsFinancial AdvisoryFinancial PlanningInvestment Strategies
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