60793 Automotive Service Advisor/Writer Rockland Chrysler Dodge Jeep Ram60793 Automotive Service Advisor/WriterNanuet, NYFull timeThey greet and consult customers on service needs, perform a thorough vehicle walk around inspection as part of the write-up, sell and up sell services by emphasizing value, keep customers updated on services, field all live service calls, and take ownership of the customers' experience by carrying out those additional assignments that allow the dealership to leave an impressionable experience with the customer. . We are committed to serving all our customers’ sales and after-sales needs with an extensive network of over 2,500 dealerships nationwide.
Mortgage Advisor-CGS Weichert, RealtorsMortgage Advisor-CGSMorris Plains, NJThe MA-CGS is responsible for prospecting, pipeline and funnel metrics based on target goals established by the SVP of Sales, including but not limited to, contact %’s, mortgage pre-approvals, mortgage applications, closed loan % and closed loans. The MA-CGS is responsible for originating residential mortgage loans generated by the Company through Weichert Realtor’s Open Houses, QR Code Open House App, Weichert Lead Network and other Company Generated Leads (as defined by the Company).
NewBrand Standards, Guest Experience & Food Safety Advisor Ecolab Inc.Brand Standards, Guest Experience & Food Safety AdvisorNew Rochelle, NY$58,400–$87,600 / yearBuilding on a century of innovation, our 48,000 associates help deliver comprehensive science-based solutions, data-driven insights and world-class service to advance food safety, maintain clean and safe environments, and optimize water and energy use, and improve operational efficiencies and sustainability for customers in the food, healthcare, life sciences, hospitality and industrial markets in more than 170 countries around the world. Adhere to HIPAA guidelines (where applicable) while completing operational visits within hotels, restaurants, convenience stores, the education sector, healthcare and senior living facilities by interacting with staff and residents .
NewBrand Standards Guest Experience and food Safety Advisor Ecolab Inc.Brand Standards Guest Experience and food Safety AdvisorNew York City, NY$58,400–$87,600 / yearBuilding on a century of innovation, our 48,000 associates help deliver comprehensive science-based solutions, data-driven insights and world-class service to advance food safety, maintain clean and safe environments, and optimize water and energy use, and improve operational efficiencies and sustainability for customers in the food, healthcare, life sciences, hospitality and industrial markets in more than 170 countries around the world. Adhere to HIPAA guidelines (where applicable) while completing operational visits within hotels, restaurants, convenience stores, the education sector, healthcare and senior living facilities by interacting with staff and residents .
NewFood Quality & Restaurant Experience Advisor Ecolab Inc.Food Quality & Restaurant Experience AdvisorNew York City, NY$58,400–$87,600 / yearBuilding on a century of innovation, our 48,000 associates help deliver comprehensive science-based solutions, data-driven insights and world-class service to advance food safety, maintain clean and safe environments, and optimize water and energy use, and improve operational efficiencies and sustainability for customers in the food, healthcare, life sciences, hospitality and industrial markets in more than 170 countries around the world. Adhere to HIPAA guidelines (where applicable) while completing operational visits within hotels, restaurants, convenience stores, the education sector, healthcare and senior living facilities by interacting with staff and residents .
NewFinancial Advisor New York Life - UniondaleFinancial AdvisorUniondale, NYli>Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
Retail Customer Advisor American Residential Services LLCRetail Customer AdvisorUnion, NJ$22–$30 / hourPerri Plumbing, Heating, and Cooling is the nation's largest provider of residential HVAC, plumbing, and electrical services, with more than 7,000 professionals and over 45 years of experience helping homeowners improve comfort, efficiency, and reliability in their homes. Pay: $20 per hour + commissionEarning potential: $22 - $30/hour on average with commissionSchedule: weekdays and weekend availability Location: Stores will be assigned based on commutable distance.
Retail Customer Advisor A. J. Perri Plumbing, Heating, CoolingRetail Customer AdvisorUnion, New Jersey$22–$30 / hourCompany Name: A. J. Perri Plumbing, Heating, Cooling Overview: . Perri Plumbing, Heating, and Cooling is the nation’s largest provider of residential HVAC, plumbing, and electrical services, with more than 7,000 professionals and over 45 years of experience helping homeowners improve comfort, efficiency, and reliability in their homes.
Customer Advisor Gainsight, Inc.Customer AdvisorNJ$145,000–$155,000 / yearThis is a great opportunity for someone who thrives in a highly consultative, fast-evolving environment and enjoys working cross-functionally with prospective and existing customers, customer success, and leadership teams. Develop and deliver strategic consulting engagements that enhance customer experience (CX) strategies, actively engage cross-functional stakeholders, and equip teams to maximize the value of Gainsight solutions.
Strategic Customer Advisor Databricks IncStrategic Customer AdvisorNY$136,000–$187,000 / yearYou will be deployed into Databricks' most critical accounts and opportunities where executive alignment is fragile, deal velocity has stalled, or the path forward requires sharper thinking and stronger leadership. More than 10,000 organizations worldwide - including Comcast, Condé Nast, Grammarly, and over 50% of the Fortune 500 - rely on the Databricks Data Intelligence Platform to unify and democratize data, analytics and AI.
Advisor 1, Car Care Customer Service & Sales AAA Club AllianceAdvisor 1, Car Care Customer Service & SalesMiddletown, New JerseyAt ACA, we are committed to cultivating a welcoming and inclusive workplace of team members with diverse backgrounds and experiences to enable us to meet our goals and support our values while serving our Members and customers. Previous experience in the automotive industry preferred, or three years relevant experience in a fast paced environment with a proven Sales and Customer Satisfaction record.
Customer Advisor - TurboTax Store Intuit IncCustomer Advisor - TurboTax StoreNY$29.20–$34.40 / hourp>If you are a results-oriented and innovative individual with a demonstrated understanding of customers' individual needs and a natural skill and drive for consultative selling who loves helping people and wants to make a significant impact on a high-profile program, we want to hear from you. Overview: We are seeking a results-driven customer experience expert with a natural talent for consultative selling for groundbreaking new TurboTax customer-focused Retail locations across the United States.
Customer Sales Advisor - Englewood, NJ The Goodyear Tire & Rubber CoCustomer Sales Advisor - Englewood, NJEnglewood, NJ$15.92–$25 / hourveteran #army #marine #navy #airforce #coastguard #nationalguard #womensupportingwomen #femcanicgarage #nowhiring #applytoday #instajob #womeninautomotive #community #autorepair #mechaniclife #carmaintenance #autojobs #automotivecareers #womentrades #diversityintech #skilledtrades #futureofworkSales Associate, Customer Service Representative, Sales Representative, Sales Support Specialist, Retail Sales Associate, Parts specialist, Sales and Service Specialist. Responsibilities will include, but not be limited to: Help drive and reach sales goals through guest interactions including tire and service sales Build guest relationships and ensure guest satisfaction through understanding their needs Understand and be able to describe all warranties, advertising, and promotion of products and services Take responsibility for guest interactions from initial experience through completed service, including checking in, scheduling appointment, accurately estimating time requirements, and checking out.
Customer Sales Advisor - Levittown, NY The Goodyear Tire & Rubber CoCustomer Sales Advisor - Levittown, NYLevittown, NY$17–$20 / hourveteran #army #marine #navy #airforce #coastguard #nationalguard #womensupportingwomen #femcanicgarage #nowhiring #applytoday #instajob #womeninautomotive #community #autorepair #mechaniclife #carmaintenance #autojobs #automotivecareers #womentrades #diversityintech #skilledtrades #futureofworkSales Associate, Customer Service Representative, Sales Representative, Sales Support Specialist, Retail Sales Associate, Parts specialist, Sales and Service Specialist. Responsibilities will include, but not be limited to: Help drive and reach sales goals through guest interactions including tire and service sales Build guest relationships and ensure guest satisfaction through understanding their needs Understand and be able to describe all warranties, advertising, and promotion of products and services Take responsibility for guest interactions from initial experience through completed service, including checking in, scheduling appointment, accurately estimating time requirements, and checking out.
Customer Sales Advisor - Lawrence, NY The Goodyear Tire & Rubber CoCustomer Sales Advisor - Lawrence, NYNY$17–$20 / hourveteran #army #marine #navy #airforce #coastguard #nationalguard #womensupportingwomen #femcanicgarage #nowhiring #applytoday #instajob #womeninautomotive #community #autorepair #mechaniclife #carmaintenance #autojobs #automotivecareers #womentrades #diversityintech #skilledtrades #futureofworkSales Associate, Customer Service Representative, Sales Representative, Sales Support Specialist, Retail Sales Associate, Parts specialist, Sales and Service Specialist. Responsibilities will include, but not be limited to: Help drive and reach sales goals through guest interactions including tire and service sales Build guest relationships and ensure guest satisfaction through understanding their needs Understand and be able to describe all warranties, advertising, and promotion of products and services Take responsibility for guest interactions from initial experience through completed service, including checking in, scheduling appointment, accurately estimating time requirements, and checking out.
Remote Travel Advisor/Customer Service Coordinator Fran's ExploreMore TravelRemote Travel Advisor/Customer Service CoordinatorGlendale, NYRemote$25,000–$65,000In this role, you'll be able to design and book a wide range of travel experiences — including cruises, all-inclusive resorts, group and corporate travel, theme park adventures, sporting events, Disney vacations, and more. With access to industry-leading booking tools, exclusive pricing, and innovative lead-generation support, you’ll have everything you need to grow your client base and thrive in the travel industry.
Customer Sales Advisor - Jericho, NY The Goodyear Tire & Rubber CoCustomer Sales Advisor - Jericho, NYJericho, NY$17–$20 / hourYour Goodyear application dashboard shows status updates and your recruiter"s contact detail for assistance.#veteran #army #marine #navy #airforce #coastguard #nationalguard #womensupportingwomen #femcanicgarage #nowhiring #applytoday #instajob #womeninautomotive #community #autorepair #mechaniclife #carmaintenance #autojobs #automotivecareers #womentrades #diversityintech #skilledtrades #futureofworkSales Associate, Customer Service Representative, Sales Representative, Sales Support Specialist, Retail Sales Associate, Parts specialist, Sales and Service Specialist. Responsibilities will include, but not be limited to: Help drive and reach sales goals through guest interactions including tire and service sales Build guest relationships and ensure guest satisfaction through understanding their needs Understand and be able to describe all warranties, advertising, and promotion of products and services Take responsibility for guest interactions from initial experience through completed service, including checking in, scheduling appointment, accurately estimating time requirements, and checking out.
Advanced Specialist, Customer Success - Faculty Advisor - Nursing and Health Professionals Pearson plcAdvanced Specialist, Customer Success - Faculty Advisor - Nursing and Health ProfessionalsNYRemote$68,000–$73,000 / yearThe Faculty Advisor will also be responsible for equipping faculty at pre-identified accounts with the necessary skills and information they will need to maximize the impact of the Pearson digital product in their course each term, which includes facilitating face-to-face and virtual trainings or workshops and/or creating implementation-specific product tutorials or videos to support proper rollout and usage. The Faculty Advisor will have expert-level knowledge of Pearson digital implementation models within courses related to their own teaching/research field and be able to extrapolate those skills into the rest of the Nursing and Health Professions curriculums and tools.
NewCustomer Accounts Advisor Aaron's IncCustomer Accounts AdvisorThe Bronx, NY$18–$19 / hour_*_ _Note that the pay range provided above_ _is the lowest to highest_ _rate_ _we in good faith believe we would pay for this role at the time of this posting_ _._ _We may_ _ultimately pay_ _more or less than the posted range, and the range may be_ _modified_ _in the future_ _._ _An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs._ Aaron’s Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product.
Customer Experience Advisor PolestarCustomer Experience AdvisorMahwah, New JerseyWe believe innovation is a team effort and that just like each component is critical to the performance of our cars, each person working at Polestar is as important to the team and its performance. We’re looking for a creative, innovative, experienced, and hands-on professional to be the primary point of contact with our customers and be the ambassador of Polestars premium brand experience.
Customer Service Advisor AN3143- Cranbury Valvoline IncCustomer Service Advisor AN3143- CranburyCranbury, NJYou will create lasting impressions and build loyal relationships while presenting oil change options and preventive maintenance services. No matter your experience, our training program will prepare you to communicate successfully with our guests and provide you with the skills and confidence to be exceptional under the hood.
NewLead Customer Service Advisor Pep BoysLead Customer Service AdvisorEatontown, NJ$15.92–$19.80 / hourIn addition to performing all Customer Service Advisor responsibilitiesat an advanced level, the CSL assumes key holder responsibilities, including opening and closing the store based on scheduled hours and acting as the primary on-site leader when management is not present. Perform all Customer Service Advisor duties at an advanced level, serving as a role model in delivering exceptional customer experiences, building trust, and resolving complex or escalated customer concerns.
Advisor 1, Car Care Customer Service & Sales AAA-Mid-Atlantic, Inc.Advisor 1, Car Care Customer Service & SalesEdison, NJ$24.70–$26.30 / hourp>As an Advisor 1, Car Care Customer Service & Sales for AAA, you'll be the driving force behind our customers' exceptional experience, seamlessly coordinating their vehicle service needs with our skilled technicians in-shop. At ACA, we are committed to cultivating a welcoming and inclusive workplace of team members with diverse backgrounds and experiences to enable us to meet our goals and support our values while serving our Members and customers.
Advanced Specialist, Customer Success - Faculty Advisor - Business and Economics Pearson plcAdvanced Specialist, Customer Success - Faculty Advisor - Business and EconomicsNY$68,000–$73,000 / yearThe Faculty Advisor will also be responsible for equipping faculty at pre-identified accounts with the necessary skills and information they will need to maximize the impact of the Pearson digital product in their course each term, which includes facilitating face-to-face and virtual trainings or workshops and/or creating implementation-specific product tutorials or videos to support proper rollout and usage. The Faculty Advisor will have expert-level knowledge of Pearson digital implementation models within courses related to their own teaching-research field and be able to extrapolate those skills into a variety of fields within Business and further apply their mastery to related disciplines that utilize the same core learning tools.
AN3143- Cranbury Customer Service Advisor Valvoline IncAN3143- Cranbury Customer Service AdvisorCranbury, NJYou will create lasting impressions and build loyal relationships while presenting oil change options and preventive maintenance services. No matter your experience, our training program will prepare you to communicate successfully with our guests and provide you with the skills and confidence to be exceptional under the hood.
Customer Experience Advisor Polestar Automotive Holding UK PLCCustomer Experience AdvisorMahwah, NJYou have excellent verbal and written communication skills You are an agile learner and comfortable with technology, learning new tools, and able to work with a variety of content areas/teams. Associate degree or higher Previous experience in call center environment, automotive, luxury retail, or sales is highly desirable Fluency in English required, Bilingual is a plus!
Customer Success Advisor Couchbase IncCustomer Success AdvisorNY$130,000–$152,000 / yearWe have reimagined the database with our fast, flexible and affordable cloud database platform Capella, allowing organizations to quickly build applications that deliver premium experiences to their customers- all with best-in-class price performance. Your mission is to de-risk mission-critical applications by building deep familiarity with a customer's specific environment-their data systems, topology, and engineering teams-to ensure long-term stability and success on the Couchbase platform.
Remote Customer Support Advisor | Entry Level Aisles & AbroadRemote Customer Support Advisor | Entry LevelNew York, New YorkRemote$35,000–$65,000 / yearWe may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. This is a fully remote, entry-level friendly position ideal for individuals who are organized, proactive, and comfortable working in a structured, service-focused environment.
Customer Care Advisor Circle Internet Financial LLCCustomer Care AdvisorNew York, NYRemote$29.50–$41 / hourCircle's platform includes the world's largest regulated stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet. What you'll be responsible for: You'll be a part of a truly amazing team of people working directly with customers around the world, helping them to utilize the full potential of Circle while providing an outstanding customer experience with every interaction.
Customer Services Advisor Halfords LtdCustomer Services AdvisorSomerset, NJp>We invest heavily in training to give our colleagues skills to develop their careers, so whatever career path you want to follow and whatever pace you want to progress, we have the support here to help you make your ambitions a reality, whether it's in Retail or elsewhere in the Group. This role delivers a wide range of fitting services, including car parts fitting, technology fitting, cycle building and cycle servicing.
Eyewear Customer Service/Sales Advisor MyEyeDr IncEyewear Customer Service/Sales AdvisorAstoria, NY$16–$21 / hourOur trusted community doctors and knowledgeable teams are all focused on helping our patients live their best lives by delivering an exceptional, personalized experience to each of our patients in every interaction. you play an essential role by providing personalized eyecare through supporting your trusted community of doctors and knowledgeable teams who help our patients see, look, and be their best.
Eyewear Customer Service/Sales Advisor Part Time MyEyeDr IncEyewear Customer Service/Sales Advisor Part TimeMassapequa, NY$16–$21 / hourOur trusted community doctors and knowledgeable teams are all focused on helping our patients live their best lives by delivering an exceptional, personalized experience to each of our patients in every interaction. you play an essential role by providing personalized eyecare through supporting your trusted community of doctors and knowledgeable teams who help our patients see, look, and be their best.
Outlet Customer Experience Specialist, Advisor Best BuyOutlet Customer Experience Specialist, AdvisorEast Brunswick, New JerseyWhat does a Sales Consultant - Appliance Outlet do?The Sales Consultant - Appliance Outlet ensures Best Buy delivers a world-class customer experience as THE destination and authority for technology products and services. You will provide velocity and solution support to solve customer needs to ensure that no customer is left...
Eyewear Customer Service/Sales Advisor Part Time MyEyeDr.Eyewear Customer Service/Sales Advisor Part TimeMassapequa, NY$16–$21 / hourPart timeOur trusted community doctors and knowledgeable teams are all focused on helping our patients live their best lives by delivering an exceptional, personalized experience to each of our patients in every interaction. you play an essential role by providing personalized eyecare through supporting your trusted community of doctors and knowledgeable teams who help our patients see, look, and be their best.
Eyewear Customer Service/Sales Advisor MyEyeDr.Eyewear Customer Service/Sales AdvisorBrooklyn, NY$16–$21 / hourFull timeOur trusted community doctors and knowledgeable teams are all focused on helping our patients live their best lives by delivering an exceptional, personalized experience to each of our patients in every interaction. you play an essential role by providing personalized eyecare through supporting your trusted community of doctors and knowledgeable teams who help our patients see, look, and be their best.
Customer Sales Advisor Summit Wash HoldingsCustomer Sales AdvisorFair Lawn, New JerseyBenefits, and Perks- Commissions are paid every pay period- Medical, Dental, and Vision Insurance- Flexible scheduling- Paid Time Off (PTO)- Career Growth based on Performance and not Seniority – 75% of employees were promoted within Summit Wash Holdings- Referral Bonus up to $800.00 per qualified hire, dependent on position- Free Car Wash Membership. We seek high-energy personalities that thrive in a fast-paced environment to provide a welcoming atmosphere for our Unlimited Wash Pass Members and a memorable first impression on our new car wash guests.
Financial Solutions Advisor Registration Candidate - Park Slope 7th Ave Bank of America CorpFinancial Solutions Advisor Registration Candidate - Park Slope 7th AveBrooklyn, NY$28.85–$33.65 / hourI was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor Registration Candidate - Flatiron Bank of America CorpFinancial Solutions Advisor Registration Candidate - FlatironNY$28.85–$33.65 / hourOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as MLPF&S or Merrill) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.).
Financial Solutions Advisor Registration Candidate - Lexington Avenue & 75th Street Bank of America CorpFinancial Solutions Advisor Registration Candidate - Lexington Avenue & 75th StreetNew York, NY$28.85–$33.65 / hourI was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor Registration Candidate - Middlesex Bank of America CorpFinancial Solutions Advisor Registration Candidate - MiddlesexMiddlesex, NJ$28.85–$33.65 / hourI was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
NewFinancial Advisor Forest Hills Financial GroupFinancial AdvisorNew York, NY$80,000–$150,000p>• The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.
Financial Solutions Advisor - Western Long Island Market Bank of America CorpFinancial Solutions Advisor - Western Long Island MarketNY$65,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor Registration Candidate - Wantagh Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Wantagh Financial CenterWantagh, NY$28.85–$33.65 / hourMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Financial Solutions Advisor - Williston Park Financial Center Bank of America CorpFinancial Solutions Advisor - Williston Park Financial CenterNYAccount Management • Advisory • Client Experience • Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications. Key responsibilities include: • Triage client leads • Making referrals to business partners based on client needs and asset thresholds • Meeting with clients to review financial and investment goals • Building a financial plan and recommending brokerage products.
Financial Solutions Advisor - Westchester / Bronx Market Bank of America CorpFinancial Solutions Advisor - Westchester / Bronx MarketNY$65,000–$80,000 / yearResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor - Scotch Plains Bank of America CorpFinancial Solutions Advisor - Scotch PlainsScotch Plains, NJ$70,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor Registration Candidate - Freeport Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Freeport Financial CenterFreeport, NY$28.85–$33.65 / hourMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Financial Solutions Advisor - Greater Queens NY Market Bank of America CorpFinancial Solutions Advisor - Greater Queens NY MarketFlushing, NY$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor - Northwest NJ Market Bank of America CorpFinancial Solutions Advisor - Northwest NJ MarketMorristown, NJ$70,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").