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Reposted 19 Hours AgoSaved
In-Office
Seattle, WA, USA
19-28 Hourly
Junior
19-28 Hourly
Junior
Fintech
The Financial Wellness Associate engages clients to uncover their financial needs, provides tailored guidance, and supports branch performance through client servicing and transactions.
Top Skills: AppsDigital Technology (MobilePc With Windows-Based ApplicationsWeb-Based Browsing)
Reposted 19 Hours AgoSaved
In-Office
7 Locations
71K-125K Annually
Mid level
71K-125K Annually
Mid level
Fintech
Lead design and implementation of CI/CD pipelines, cloud deployments, monitoring/observability, and automation. Mentor junior engineers, collaborate across teams, ensure security/compliance, and drive DevOps best practices and tooling adoption.
Top Skills: AWSAzureCi/CdGCPGitMonitoring/ObservabilityScripting/Automation
Reposted 19 Hours AgoSaved
In-Office
Portland, ME, USA
57K-87K Annually
Mid level
57K-87K Annually
Mid level
Fintech
Manage and construct investment portfolios, advise clients on strategies, ensure compliance, monitor investments, and mentor junior staff.
Top Skills: Asset AllocationFinancial MarketsPortfolio ManagementProject ManagementTrading
Reposted 19 Hours AgoSaved
In-Office
Portland, ME, USA
57K-87K Annually
Mid level
57K-87K Annually
Mid level
Fintech
The KPB Senior Portfolio Analyst manages investment portfolios, advises clients on strategies, ensures compliance, and mentors junior staff, focusing on optimal investment performance and client satisfaction.
Reposted 19 Hours AgoSaved
Remote
United States
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 19 Hours AgoSaved
In-Office
Pittsburgh, PA, USA
Entry level
Entry level
Fintech
The Private Client Advisor provides investment services to Mass Affluent clients, utilizing a consultative sales process to grow client relationships and meet sales goals.
Top Skills: Certified Financial PlannerFinra License S63Finra License S66Finra License S7Finra Security Industry EssentialsResident State Insurance Licenses
Reposted 19 Hours AgoSaved
Remote
United States
128K-268K Annually
Senior level
128K-268K Annually
Senior level
Fintech
The Senior Relationship Manager serves as the primary contact for commercial clients, leading business development, managing client relationships, and ensuring profitable growth by providing tailored banking solutions.
Top Skills: Commercial Banking Products And ServicesCustomer Relationship Management Systems
Reposted 19 Hours AgoSaved
In-Office
Albany, NY, USA
50K-62K Annually
Junior
50K-62K Annually
Junior
Fintech
The Private Client Advisor manages investment services for Mass Affluent clients, providing comprehensive financial solutions and developing relationships with clients and branch personnel to achieve sales goals.
Top Skills: Certified Financial PlannerFinra License S66 Or S63 And 65Finra License S7Finra Security Industry EssentialsResident State Insurance Licenses
Reposted 19 Hours AgoSaved
In-Office
East Greenbush, NY, USA
50K-62K Annually
Entry level
50K-62K Annually
Entry level
Fintech
The Private Client Advisor targets mass affluent clients, providing investment solutions and financial planning while managing client relationships and achieving sales goals.
Top Skills: Certified Financial PlannerFinra License S63Finra License S66Finra License S7Finra Security Industry EssentialsResident State Insurance Licenses
Reposted 19 Hours AgoSaved
In-Office
Schenectady, NY, USA
50K-62K Annually
Entry level
50K-62K Annually
Entry level
Fintech
The Private Client Advisor will grow relationships with Mass Affluent clients by providing tailored investment solutions and financial planning, while collaborating with branch staff and attaining sales production goals.
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