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24 results for Banking And Financial Services jobs

Financial Services Representative

Charleston, SC
onsite
Temporary to Hire
18.2115 - 23 USD / Hourly
We are looking for an experienced Financial Services Representative to join our team in Charleston, South Carolina. In this Contract to permanent position, you will play a key role in providing exceptional support to customers while handling banking transactions and assisting with account creation. This role offers an opportunity to grow professionally within the banking industry while delivering excellent service to members. Responsibilities: • Process customer transactions efficiently, including deposits, withdrawals, and payments. • Assist members with opening new accounts and guiding them through available banking products. • Deliver high-quality customer service by addressing inquiries and resolving issues promptly. • Ensure compliance with banking regulations and policies in all interactions. • Handle cash accurately and maintain proper cash drawer balancing. • Educate customers on credit union and banking services to help them make informed financial decisions. • Collaborate with team members to achieve customer satisfaction goals. • Maintain detailed and accurate records of transactions and account activities. • Stay informed about updates to banking services and products to provide current information to customers. • Support team efforts in meeting organizational objectives and promoting a positive work environment.
2026-05-12T00:00:00Z

Business Analyst - Financial Services

Carpinteria, CA
onsite
Permanent / Full Time
68000 - 75000 USD / Yearly
We are looking for a detail-oriented Business Analyst to support operational teams within a financial services environment in Carpinteria, California. This role contributes to day-to-day business analysis activities while also taking ownership of intermediate-level projects, operational reviews, and cross-functional coordination efforts. The ideal candidate brings strong analytical judgment, clear communication skills, and the ability to identify process improvements that strengthen accuracy, efficiency, and service quality. Responsibilities: • Provide flexible support across operations teams by assisting high-volume work areas and adapting to shifting departmental priorities. • Manage business analysis assignments that include quality control reviews, audit support activities, and special projects tied to operational performance. • Partner with operations leaders and technology teams to gather business needs, document functional specifications, coordinate project activities, and support system testing efforts. • Investigate recurring processing issues or workflow disruptions, assess root causes, and present practical recommendations to leadership. • Handle departmental service and research requests with accuracy, timeliness, and appropriate follow-through. • Review existing procedures with managers to uncover inefficiencies, strengthen controls, and suggest process enhancements. • Track operational patterns and performance trends to help identify training opportunities and support continuous improvement initiatives. • Maintain readiness to perform essential responsibilities remotely when business continuity needs require off-site support.
2026-05-29T00:00:00Z

Money Market / Repo Trade Support - Banking

New York, NY
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
Robert Half Financial Services is recruiting for a Money Market/Repo Trade Support role for a global boutique Bank firm located in midtown Manhattan. Our client requires 3+ years Money Market or Repo Trade Operations experience at a Bank, with knowledge of MM, Repo, FX products. Experience using Opics system is advantageous. This role is hybrid remote requiring 2-3 days per week in the midtown Manhattan office. Responsibilities<ul><li>Price fix/floating rate notes based on swap, credit risk and yield curve considerations</li><li>Price Repo collateral based on specific issue and technical factors in the treasury market</li><li>Price USD/FX Depo Swap based on exchange rates</li><li>Other financial instruments that the Branch considers strategically appropriate</li><li>Forecast running cash position and calculate how each transaction influences current and future cash flows</li><li>Maintain Repo I/O ratio in conjunction with internal limits</li><li>Maintain DTC clearing fund requirements and prevent any limit breaches</li><li>Develop relationship with counterparties (inter-Bank, Dealers, FICC, MMF, and FRB)</li><li>Participate in meetings/events where the market participants participate and make/keep relationships with them</li><li>Inputting transactions into the Opics System</li><li>Perform daily settlement of the Bank’s balances with Branch’s primary bank, assuring positive balances and no over drawn accounts</li><li>Execute all short-term funding needs and trading activities within authorized limits</li><li>Make FICC margin call RINGI</li><li>Make transaction RINGI reports</li><li>Monitor credit lines for potential problems and devise solutions to minimize the Branch’s risk exposure</li><li>Acquire and analyze market information and share with the TR group and management when needed</li><li>Control, reconcile and adjust the Opics system, ensuring accuracy of all cash trader’s details</li><li>Quote rates to our Loan Group and accommodate their funding/repayment needs and adjustments</li><li>Make internal tickets of loan transactions for the Operation Group</li><li>Prepare and secure all necessary documents in accordance with internal compliance guidelines</li><li>Prepare “Know Your Customer Questionnaire” for new counterparties</li><li>Participate in various projects at the beginning stage and make suggestions</li></ul>
2026-05-18T00:00:00Z

Financial Analyst - Financial Services

West Des Moines, IA
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a detail-oriented Accountant to join our clients team in Des Moines, Iowa. In this role, you will play a key part in the preparation and review of financial statements, ensuring compliance with regulatory standards and supporting quarterly and annual reporting processes. This position offers the opportunity to collaborate closely with external auditors and contribute to process improvement initiatives within the financial reporting domain. Responsibilities:• Support the quarterly financial statement close process by preparing and reviewing reconciliations and analysis files.• Assist in the creation and review of financial statements and other regulatory filings, including Form 10-Q and Form 10-K.• Collaborate with external auditors to facilitate audits and reviews effectively.• Participate in the preparation of presentations and proxy statements for stakeholders.• Contribute to the improvement of financial reporting processes to enhance efficiency and accuracy.• Maintain compliance with SEC reporting requirements and ensure accurate documentation.• Engage in actuarial and related discussions to support financial decision-making.• Perform additional tasks as assigned to support the financial reporting team.A
2026-05-08T00:00:00Z

Financial Analyst - Financial Services

Moline, IL
remote
Permanent / Full Time
70000 - 90000 USD / Yearly
🚨 Hot Opportunity Alert! 🚨💼 Are you ready to take your career to the next level? 💼We’re on the hunt for a Senior Financial Analyst who thrives on data, embraces challenges, and has the skills to make an impact with a growing organization in the financial services industry (specifically banking). 🚀👉 Why Make the Leap? 👈🌟 Incredible Culture: Small family-like environment where ideas are heard, people are valued, and you’re not just a number.💡 Endless Opportunity: Be part of a growing, game-changing team where your contributions matter. No “cookie-cutter” days here—your insight will shape projects, reporting, and profitability across the organization.🛠️ Innovative Team Collaboration: Work with approachable leadership and a dynamic team that’s building something extraordinary.📈 Career Growth Awaits: If you have a vision, they’ll empower you to act on it. Develop with a company that’s willing to innovate and invest.👉 The Role Highlights:✔️ Be the bridge for financial intelligence—help turn data into actionable insights.✔️ Dive into analytics-heavy initiatives—profitability, forecasting, budgeting, and month-end processes.✔️ Collaborate with product and channel managers to refine decision-making tools.✔️ Opportunities to improve systems (hello, SQL and PowerBI!) and drive impactful results.✔️ Not just "doing" the work but enhancing and molding the organization’s path forward.🌍 Remote Flexibility: The team remote., but with scheduled in-person meetups to stay connected. Prefer to be on-site? You can do that, too. Candidate must be within a reasonable commute to HQ.🫶 Why Now?This is your chance to work with a fun, smart, and growth-driven team making waves in the financial services industry. If you’re gainfully employed but looking for somewhere to grow, collaborate, and make an impact—this is it. Let’s discover some mutual possibilities 🌟
2026-05-15T00:00:00Z

Financial Services Accountant

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a detail-oriented Financial Services Accountant to join our team in Dallas, Texas. This role supports complex accounting and financial reporting activities within a healthcare environment, with a strong focus on accuracy, compliance, and executive-level reporting. The ideal candidate brings deep technical accounting knowledge and can manage recurring deadlines while responding effectively to urgent business needs. Responsibilities: • Interpret accounting standards and apply them to complex transactions, ensuring financial treatment is accurate and well supported • Produce monthly enterprise-level financial reports for senior executives and board audiences, delivering clear and timely reporting packages • Coordinate quarterly bond disclosure activities, including drafting detailed disclosures and partnering with legal and treasury stakeholders through the review process • Prepare annual audited financial statements and supporting schedules, maintaining high standards for completeness, consistency, and compliance • Review a large portfolio of audited financial statements, updating disclosures for new accounting guidance and standardizing presentation where appropriate • Research technical accounting matters, resolve complicated reporting issues, and contribute financial analysis for due diligence and merger or acquisition activity • Manage recurring reporting cycles that include monthly leadership reports, quarterly debt compliance materials, and annual audit deliverables across multiple entities • Respond to urgent ad hoc requests by developing analyses, transaction support, and presentation materials for executive leadership • Contribute to process improvement efforts during lower-volume periods by identifying efficiencies and helping implement enhancements to team workflows
2026-05-28T00:00:00Z

Corporate Finance

San Francisco, CA
onsite
Permanent / Full Time
140000 - 160000 USD / Yearly
We are looking for a talented Financial Analyst to join our team in San Francisco, California. This role involves analyzing financial data, building models, and providing insights to support decision-making processes. The ideal candidate will have a strong analytical mindset and a proven ability to work with complex data sets. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<ul><li>Serve as the central finance partner for forecasting, annual and long-range planning, and consolidation of revenue, expenses, headcount, and key financial metrics.</li><li>Own financial consolidations and improve budget-to-actuals insight and forecast accuracy through data-driven modeling and close cross-functional collaboration.</li><li>Support monthly close and forecasting by analyzing results, identifying trends, and clearly communicating risks and opportunities to drive business decisions.</li><li>Prepare monthly and quarterly management reporting, including budget vs. actuals analysis, dashboards, and Board materials.</li><li>Enhance operational efficiency by leading system and process improvements, building automation to streamline recurring workflows and reduce errors.</li><li>Take on evolving priorities and ad hoc analyses as business needs arise.</li></ul>
2026-05-20T00:00:00Z

Financial Services Administrative Assistant

Buffalo, NY
onsite
Permanent / Full Time
55000 - 65000 USD / Yearly
Jenny Bour with Robert Half is working with a financial firm that is looking for a highly organized and detail-oriented Financial Services Administrative Assistant to join their team in Amherst, New York. This Administrative Assistant role is integral to ensuring smooth daily operations within a detail-focused office setting, requiring exceptional multitasking skills and a strong sense of confidentiality. If you thrive in a fast-paced environment and have a background in administrative support, particularly in the financial sector, we encourage you to apply! Responsibilities:<ul><li>Serve as the first point of contact by answering client calls, addressing basic inquiries, and coordinating paperwork for financial transactions.</li><li>Greet clients courteously and prepare conference rooms for meetings.</li><li>Manage and update team and support staff calendars to ensure seamless scheduling.</li><li>Handle incoming and outgoing mail, including notifications to the appropriate team members.</li><li>Prepare and process client account paperwork, ensuring accuracy and compliance with custodian requirements.</li><li>Maintain client accounts by managing updates such as address changes, name updates, and authorized signer modifications.</li><li>Facilitate client check deposits and prepare meeting folders with necessary documentation.</li><li>Download daily financial transactions from mutual fund custodians and handle related reporting tasks.</li><li>Draft and track charity donation letters, ensuring copies are sent to clients and recipients.</li><li>Update and manage various spreadsheets, including client mailing lists and task logs, using tools like mail merge.</li></ul>
2026-05-22T00:00:00Z

Accounting & Finance - Digital Banking Fraud Analyst I

Morristown, NJ
onsite
Temporary / Contract
20 - 25 USD / Hourly
We are looking for a detail-oriented Fraud Analyst I to support fraud prevention and investigative activities for a financial institution in Morristown, New Jersey. This Long-term Contract position focuses on reviewing digital banking activity, researching suspicious transactions, and helping protect customers and the organization from financial crime. The ideal candidate brings strong analytical judgment, comfort with technology, and the ability to manage multiple priorities in a fast-paced, regulated environment. Responsibilities:• Examine alerts generated by fraud monitoring tools and assess account activity to determine whether escalation or intervention is needed.• Research suspicious transactions using bank records, internal reporting, and external information sources to support thorough investigations.• Apply investigative judgment across multiple systems and digital channels to identify unusual patterns and possible fraudulent behavior.• Recommend appropriate action on customer accounts or banking relationships when findings indicate elevated fraud risk.• Communicate with internal partners, customers, and outside institutions to verify transaction details and resolve investigative questions.• Coordinate with fraud teams and financial institutions to validate incidents, identify linked activity, and recognize developing fraud patterns.• Prepare Suspicious Activity Reports and related case documentation in accordance with internal standards and regulatory requirements.• Track payment and return item decisions by reviewing branch input and ensuring timely follow-up within established procedures.• Maintain accurate electronic case files, produce investigation reports, and complete assigned analytical projects from management
2026-05-29T00:00:00Z

VP Operational Risk - Banking/Fintech/Payments

New York, NY
onsite
Permanent / Full Time
200000 - 240000 USD / Yearly
The Vice President of Enterprise/Operational Risk Management is an organizational leader responsible for maintaining, and enhancing the firm’s enterprise and operational risk framework to ensure the safety, soundness, and resiliency of the organization. This role partners closely across all business units, technology, security, compliance, as well as, internal audit to identify, assess, monitor, and mitigate risks across the organization. The ideal candidate will be a strategic thinker with a deep understanding of the financial services industry, possessing strong leadership skills to drive operational excellence and risk mitigation across the institution. They will possess strong leadership skills to guide cross-functional teams, excellent communication abilities to engage with senior leadership and external stakeholders, and critical thinking to analyze complex situations and drive effective solutions. Duties and ResponsibilitiesRisk Framework & Governance<ul><li>Manage the delivery of the Enterprise Risk Management framework with a focus on continuous improvement.</li><li>Play a leading role in the delivery of ERM/ORM’s strategic objectives (e.g., leading maturity efforts, project managing and reporting on key initiatives, providing training and awareness).</li><li>Participate in risk governance activities, including risk committees, issue escalation processes, and cross-functional coordination forums. </li><li>Optimize second line risk reporting and visualization standards.</li><li>Maintain and update second line risk policies, standards, and procedures. </li></ul>Risk Identification, Assessment & Measurement<ul><li>Conduct and oversee periodic risk and control assessments (RCSAs), scenario analyses, and emerging risk reviews across business lines. </li><li>Evaluate risk exposures including operational failures, cyber threats, process weaknesses, third-party risk, and business disruption vulnerabilities. </li><li>Partner with business stakeholders to identify control gaps and define actionable remediation plans. </li></ul>Monitoring, Reporting & Issue Management<ul><li>Monitor and report on key risk indicators (KRIs) and prepare loss-event analytics, and risk dashboards to enable data‑driven decision-making. </li><li>Provide timely and accurate reporting to executive leadership and board committees regarding risk exposures, trends, and issues. </li><li>Ensure Enterprise/Operational Risk issues are properly tracked, escalated, mitigated, and validated for closure. </li></ul>Business Partnership & Advisory<ul><li>Serve as a trusted adviser to business lines, guiding risk-aware decision-making and promoting a strong risk culture across the enterprise. </li><li>Provide risk expertise on new products, strategic initiatives, and major process changes. </li><li>Support internal audit reviews as well as external reviews by preparing documentation, responding to inquiries, and overseeing remediation actions in a timely and complete manner. </li></ul>Leadership & Risk Culture<ul><li>Lead and develop a team of operational risk professionals, providing mentorship, training, and fostering a culture of accountability and excellence</li><li>Assist in the design and maturation of efforts to promote a strong Risk Culture and Awareness Program</li></ul>
2026-05-07T00:00:00Z

Financial Liaison

Chicago, IL
onsite
Temporary to Hire
21.85 - 25.3 USD / Hourly
We are looking for a Medical Collector to support private-pay account management within a healthcare in Lincolnwood IL. This contract-to-permanent opportunity is ideal for someone who can combine patient-facing communication with strong accounts receivable follow-through to improve payment outcomes and limit outstanding balances. The person in this role will work closely with admissions teams, residents, and family contacts to clarify financial obligations, coordinate payment arrangements, and help maintain accurate collection activity across assigned facilities. Responsibilities:• Guide residents and family members through private-pay obligations by explaining balances, payment expectations, and due dates in a clear and thorough manner.• Partner with admissions staff to secure recurring payment arrangements, such as debit or credit card authorizations, during the intake process or shortly after admission and before the first payment becomes due.• Collect and forward payment documentation to the appropriate financial team members so transactions can be posted and reconciled without delay.• Confirm that self-pay residents provide required upfront funds at admission or within the designated timeframe when no primary insurance coverage is in place.• Distribute past-due notices and account statements promptly, and coordinate address corrections with facility teams and family contacts when mailed documents are returned.• Review aging accounts on a daily basis to identify overdue balances and take timely action to resolve outstanding private-pay amounts.• Record collection outreach, account updates, and follow-up activity in tracking tools to maintain a complete and current view of account status.• Escalate non-payment concerns, refusals, or high-risk balances to the appropriate leadership and facility contacts as soon as issues are identified.
2026-05-27T00:00:00Z

Bilingual Banker

Milwaukee, WI
onsite
Temporary to Hire
18 - 22 USD / Hourly
We are looking for a dedicated and approachable Bilingual Banker to join our team in Milwaukee, Wisconsin. In this Contract to permanent position, you will play a vital role in delivering exceptional service to members while efficiently handling financial transactions. This opportunity is ideal for someone passionate about customer service and eager to contribute to a non-profit organization. Responsibilities:• Process deposits, withdrawals, loan payments, and other financial transactions with precision and care.• Respond to member inquiries and provide tailored solutions to meet their financial needs.• Promote credit union products and services to strengthen member relationships and enhance satisfaction.• Ensure compliance with all policies and procedures while maintaining accurate financial records.• Balance cash drawer daily, identifying and resolving discrepancies promptly.• Foster a welcoming environment through outstanding service and professionalism.• Assist with email correspondence, order entry, and scheduling appointments when necessary.• Collaborate effectively with team members to ensure smooth branch operations.• Travel to support other branches as needed, providing consistent service across locations.
2026-05-27T00:00:00Z

Finance and Risk Analyst

New Haven, CT
onsite
Temporary / Contract
19 - 21 USD / Hourly
We are looking for a Finance and Risk Analyst to support treasury and risk-related activities for a healthcare organization in New Haven, Connecticut. This Contract position focuses on analyzing insurance exposure, reviewing claims and loss trends, and contributing to financial activities tied to debt, investments, and daily treasury operations. The role is well suited for an individual who can connect financial analysis with risk management priorities and help strengthen informed decision-making across the department. Responsibilities: • Evaluate insurance claims activity and loss patterns to identify trends, assess financial impact, and support risk-related recommendations. • Assist the Treasury Department with monitoring cash-related activities, financial obligations, and operational processes tied to treasury functions. • Contribute to the analysis of debt portfolios and investment activity to support sound financial planning and reporting. • Prepare summaries, models, and reports that help leadership understand risk exposure, claim performance, and treasury results. • Partner with internal stakeholders and external service providers to support claim administration and insurance-related financial matters. • Review financial and risk data for accuracy, completeness, and compliance with departmental standards and reporting needs. • Support process improvements, documentation updates, and system-related activities affecting treasury and risk operations when applicable.
2026-05-19T00:00:00Z

Personal Banker

Olney, IL
onsite
Temporary / Contract
26 - 29 USD / Hourly
We are looking for a customer-focused Personal Banker to join our team on a Contract basis. This role supports daily branch operations by assisting clients with account services, processing routine banking transactions, and helping identify financial products that align with customer needs. The ideal candidate brings strong communication skills, sound judgment, and a solid understanding of banking practices and compliance standards. Responsibilities:• Deliver attentive and detail-oriented service to customers, ensuring each interaction is handled promptly and respectfully.• Guide clients through account openings, certificate of deposit transactions, and other deposit-related services while confirming documentation is complete and accurate.• Address account questions and service concerns by researching issues and providing practical, timely resolutions.• Recommend appropriate banking products and share relevant information with customers to support relationship growth and service needs.• Complete teller and branch transactions, including deposits, withdrawals, check handling, night drop processing, and daily balancing activities.• Verify customer identity, review required information, and follow compliance procedures when opening, maintaining, or closing accounts.• Support operational tasks such as debit card requests, check orders, cash shipments, supply monitoring, proof balancing, and monthly reporting assistance.• Represent the bank in the local community and contribute to business development efforts by building strong customer relationships.• Assist branch leadership and provide broader support for deposit operations and other assigned banking activities as needed
2026-05-14T00:00:00Z

Financial Services/Creditors Rights Attorney

Baltimore, MD
onsite
Permanent / Full Time
125000 - 175000 USD / Yearly
We are looking for an Attorney/Lawyer to support a growing financial services and creditors’ rights practice in Baltimore, Maryland. This opportunity is suited for a mid-level attorney who can advise lenders, creditors, and commercial clients across contested and transactional matters. The role offers a mix of courtroom advocacy, strategic counseling, and document drafting for matters involving recovery, enforcement, and insolvency-related issues. Responsibilities: • Advocate for creditors, lending institutions, landlords, and commercial clients in state and federal matters involving bankruptcy, foreclosure, collections, and related disputes. • Counsel clients on debt recovery approaches, restructuring options, and negotiated resolutions designed to protect financial interests. • Prepare and revise court filings, briefs, motions, and legal analyses connected to enforcement actions and collection-related litigation. • Draft and negotiate agreements such as settlements, forbearance arrangements, loan modifications, and other finance-related documents. • Research statutes, case law, and regulatory issues affecting commercial recovery, insolvency proceedings, and secured transactions. • Partner with senior attorneys and clients to shape litigation strategy, evaluate risk, and maintain compliance with applicable legal requirements. • Manage multiple active matters simultaneously while tracking deadlines, filings, and client communication in a fast-paced practice environment.
2026-05-26T00:00:00Z

Customer Service

Auburn, WA
onsite
Temporary / Contract
21 - 23 USD / Hourly
Job Summary:We are seeking a reliable and customer-focused Customer Service Representative to join a team in Federal Way. This role serves as a key point of contact for customers, providing support, resolving inquiries, and ensuring a positive experience across all interactions.Key Responsibilities:<ul><li>Respond to inbound calls, emails, and inquiries in a timely and professional manner</li><li>Assist customers with questions related to services, accounts, or requests</li><li>Resolve issues efficiently while maintaining a high level of customer satisfaction</li><li>Enter and update customer information accurately in internal systems</li><li>Coordinate with internal teams to address and escalate concerns as needed</li><li>Maintain detailed records of customer interactions and follow-ups</li><li>Support additional administrative or clerical tasks as assigned</li></ul>
2026-05-22T00:00:00Z

Customer Service

Hermitage, PA
onsite
Temporary / Contract
20.9 - 24.2 USD / Hourly
We are looking for a dedicated and personable Customer Service Representative to join our team in Hermitage, Pennsylvania. In this role, you will play a crucial part in ensuring customer satisfaction by addressing inquiries, resolving issues, and promoting banking products and services. This is a long-term contract position offering the opportunity to thrive in the financial services industry. Responsibilities: • Respond to a high volume of inbound calls, providing timely and attentive assistance to customers. • Support customers with tasks such as opening new accounts, updating account information, and resolving concerns. • Deliver accurate and detailed information about banking products and services. • Record customer interactions and transactions thoroughly in the system to maintain accurate records. • Work collaboratively with team members to ensure a seamless and efficient customer experience. • Analyze customer needs and recommend suitable banking solutions. • Handle sensitive customer information responsibly and in compliance with banking regulations. • Stay informed about banking products, services, and procedures to provide up-to-date assistance.
2026-05-01T00:00:00Z

Financial Advisor

Portsmouth, NH
onsite
Permanent / Full Time
80000 - 180000 USD / Yearly
We are looking for an experienced Financial Advisor to join our dynamic team in Portsmouth, New Hampshire. This role offers an exciting opportunity for professionals with an established client base who are eager to deliver exceptional financial services while leveraging cutting-edge technology and resources. The ideal candidate will thrive in a collaborative environment focused on providing tailored solutions and fostering long-term client relationships. Responsibilities:<ul><li>Build and maintain strong relationships with clients, ensuring their financial needs are met effectively.</li><li>Develop customized financial plans and investment strategies aligned with clients' goals and risk tolerance.</li><li>Provide expert advice on wealth management, retirement planning, and asset allocation.</li><li>Utilize advanced technology tools to enhance client engagement and streamline service delivery.</li><li>Identify and pursue new business opportunities to grow the client base.</li><li>Collaborate with internal teams to ensure seamless execution of financial strategies.</li><li>Manage client portfolios with precision, ensuring optimal performance and risk management.</li><li>Conduct regular reviews of financial plans to adapt to changing circumstances and objectives.</li></ul>
2026-05-20T00:00:00Z

Financial Advisor

Albany, NY
onsite
Permanent / Full Time
60000 - 80000 USD / Yearly
We are looking for a dedicated Financial Advisor to join our team in Albany, New York. This role involves assisting clients with comprehensive financial planning, including retirement strategies, tax considerations, and estate management. The ideal candidate will provide expert guidance while fostering strong client relationships to help individuals achieve their financial goals. Responsibilities: • Develop detailed financial plans tailored to client needs, including retirement strategies, tax optimization, and estate planning. • Conduct thorough financial analyses and prepare reports, projections, and recommendations. • Collaborate directly with clients to understand their financial objectives and provide personalized solutions. • Create estate flowcharts and other visual aids to simplify complex financial concepts. • Manage some aspects of investment portfolios, ensuring alignment with client goals and risk tolerance. • Offer financial counseling and advice to support clients in making informed decisions. • Utilize computer systems and tools to efficiently manage data and client information. • Handle inside sales activities to promote financial services and expand client relationships. • Provide remote assistance and virtual consultations to clients as needed.
2026-05-08T00:00:00Z

Financial Advisor

Westborough, MA
onsite
Permanent / Full Time
80000 - 125000 USD / Yearly
A growing wealth management firm is looking for a Financial Advisor to support senior advisors, strengthen client relationships, and help drive business growth. This is a great opportunity for a motivated financial professional ready to advance toward a lead advisor role in a collaborative, client-focused environment. This is fully in office in their North Shore location. Key Responsibilities:Support senior advisors with client relationship managementBuild relationships with prospective clients and leverage referral networksDevelop new business through networking and centers of influenceProvide personalized financial guidance across investment, retirement, estate, tax, and insurance planningConduct regular client reviews and stay current on market trends
2026-05-06T00:00:00Z

Financial Advisor

Edgartown, MA
onsite
Permanent / Full Time
65000 - 70000 USD / Yearly
Currently partnering with a well-established financial institution seeking a licensed investment professional to join their team. This is a highly visible role that blends investment strategy, client relationship management, and business development.This individual will play a key role in supporting the investment process, working closely with internal teams, and engaging directly with clients to deliver tailored financial solutions. Responsibilities:• Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives.• Analyze client portfolios and recommend investment strategies to optimize performance.• Manage ongoing client relationships through regular financial plan reviews and responsive communication.• Execute investment transactions in strict adherence to industry regulations and company policies.• Resolve client issues effectively and ensure high levels of customer satisfaction.• Develop and implement targeted sales strategies to meet organizational goals.• Collaborate with Banking Center teams to enhance cross-functional performance and drive results.• Oversee and support the training of a Financial Services Assistant to ensure operational excellence.• Stay updated on regulatory changes and market trends to maintain expertise in the field.• Participate in community engagement and marketing initiatives to promote investment services.
2026-05-06T00:00:00Z

Financial Advisor

Minneapolis, MN
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
We are looking for a dedicated Financial Advisor to join our team in the Twin Cities. In this role, you will provide expert investment management and tailored financial planning services to clients, helping them achieve their financial goals. You will collaborate with other detail oriented individuals and continuously develop your skills to stay ahead in the industry. Responsibilities:• Build and maintain strong relationships with clients, ensuring a thorough understanding of their financial needs and objectives.• Develop personalized financial plans that encompass income, expenses, insurance coverage, tax strategies, and risk tolerance.• Analyze market trends and client portfolios to create effective investment strategies.• Work with tax, legal, and insurance experts to create comprehensive financial roadmaps for clients.• Conduct regular reviews of client accounts to assess progress and recommend adjustments based on changing circumstances.• Prepare detailed financial summaries, income projections, and investment performance reports to support sound decision-making.• Ensure compliance with local and national financial regulations by staying informed about relevant legislation.• Participate in ongoing detail oriented development through workshops, webinars, and industry resources to enhance expertise in financial planning and investment management.• Utilize financial planning software to optimize client portfolio management and reporting.
2026-05-01T00:00:00Z

Financial Advisor

San Carlos, CA
onsite
Permanent / Full Time
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-27T00:00:00Z

Financial Planner Lead - Wealth Management

Alamo, CA
onsite
Permanent / Full Time
150000 - 250000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 days onsite A highly respected wealth management firm is seeking a senior financial planning leader to oversee and elevate its planning function. The firm is known for its client-first approach, sophisticated advisory work, and strong culture serving high-net-worth families. This is a leadership role with both strategic and hands-on responsibility. You’ll lead complex planning work, manage and develop a team, and improve processes to drive higher quality, consistency, and efficiency. The firm offers a flexible hybrid schedule, strong compensation, and a standout culture benefit with shortened Fridays that support work-life balance. Responsibilities<ul><li>Lead the financial planning function and set standards </li><li>Manage, mentor, and develop the planning team </li><li>Review and refine complex planning deliverables </li><li>Partner with clients and advisors on advanced planning needs </li><li>Improve workflows, processes, and team efficiency </li><li>Drive accountability, quality, and performance standards</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-27T00:00:00Z