37 Results for

1st Shift Banking Jobs in Trinity, NY

Jobs

Melville, NY30+ days ago

$80,000–$130,000 Per Year
Full-time

Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.

New!

New York, NY3 days ago

$250,000–$300,000 Per Year
Full-time
Employee

Proven Assets: A demonstrated ability to successfully transition and manage an existing book of business (AUM thresholds are negotiable based on strategy alignment).Technical Literacy: Deep understanding of asset allocation, risk management, and liquidity planning within a sophisticated investment framework. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.

New York, NY30+ days ago

The organization leverages one of the world’s largest clinical laboratory databases to provide insights that help identify and treat diseases, promote healthy behaviors, and improve healthcare outcomes. This position requires direct patient interaction and focuses on creating trust and confidence with patients while explaining procedures and performing blood collection in a safe, accurate, and professional manner.

New York, NY13 days ago

$145,000–$185,000

It is provided to help job seekers understand the responsibilities and qualifications typically associated with early-career banking, capital markets, and strategic finance roles. This job description represents a sample Banking & Finance Analyst position commonly found through the Career Launch AI Talent Network.

New York, NY30+ days ago

Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes including venture capital, private equity, private credit, and real estate (abbreviated “VC/PE”). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Mahwah, NJ30+ days ago

Remote

Full-time

The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support.

New York, New York17 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

New!

New York, NY4 days ago

$38,000–$150,000 Per Year

Monitor markets, research financial products, and stay updated with new developments in the financial sector. If you do not already have the SIE, Series 7, 66, you will work towards obtaining these to offer associated services, in addition to your continued professional development.

New York City, NY30+ days ago

$100,000–$150,000 Per Year

At Strategies for Wealth, we specialize in helping driven professionals transition into financialservices - and build careers that compound over time, financially and personally. Strategies for Wealth is one of the most successful firms in theGuardian Wealth Network, with flagship offices in New York City and Westchester County.

New York, NY23 days ago

$80,000–$150,000

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.

New York City, NY30+ days ago

$53,625–$64,350 Per Year

Proven track record of continued success in all industries and careers including, but not limited to: * Accountants * Attorneys * Bankers * CERTIFIED FINANCIAL PLANNER professionals* * Community leaders * Consultants * Entrepreneurs * Fundraisers * Insurance agents * Military personnel * Professional athletes * Real estate agents and developers * Risk managers * Sales and marketing professionals * Teachers and educatorsAbout Our CompanyWe're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. Ability to obtain required licenses within 150 days of hire:o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)o State Securities (Series 63 or Series 66)o State IAR (Series 65 or Series 66)o State Life, Health Insurance and Variable Products linesPreferred Qualifications* Four-year college degree, or equivalent* Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.*

Hauppauge, NY17 days ago

$50,000–$100,000

In this role, you will support clients in making informed financial decisions and developing long-term wealth management strategies. Key responsibilities include understanding client needs, providing tailored financial advice, and maintaining strong client relationships.

New York City, NY30+ days ago

$200,000–$500,000 Per Year

We believe the best client outcomes happen when advisors are empowered, supported, and aligned with a firm that puts people first - clients and advisors alike. If you’re an experienced Financial Advisor looking for a firm that helps you grow - not limit you - Strategies for Wealthoffers a platform designed to elevate high performers.

New York, NY30+ days ago

$125,000–$150,000

Comprehensive Financial Planning: Conduct thorough interviews with clients to understand their financial status, including income, expenses, tax considerations, and risk tolerance, and create personalized financial plans to meet their short-term and long-term goals. Advisory Services: Offer strategic financial advice related to investments, debt management, tax planning, cash flow management, insurance, and retirement planning.

New City, NY30+ days ago

Leveraging the world’s largest clinical laboratory database, the organization provides insights to identify and treat diseases, promote healthy behaviors, and improve healthcare management. Serving millions of patients and healthcare providers worldwide, the company is committed to advancing a healthier world through inclusive care and innovative diagnostic services.

Islandia, NY30+ days ago

Additionally, the Head Teller will assist in establishing new customer accounts and maintaining strong relationships with existing customers by identifying and cultivating referral opportunities across Retail Banking, Consumer Lending, Commercial Lending, Mortgage Lending, and other service channels. Supervise and guide staff, ensuring the accurate completion of Personal Banker tasks, including account opening/closing, debit card servicing, wire transfers, fraud claims, and account maintenance.

New York, NY30+ days ago

Remote

$45,000–$95,000

As an Entry-Level Financial Advisor, you will play a crucial role in providing comprehensive financial guidance and support to our clients, helping them achieve their long-term financial goals. Brand & Associates is seeking a passionate and motivated individual to join our team as a Remote Entry-Level Financial Advisor.

New York, NY30+ days ago

$120,000–$130,000 Per Year

The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market.

New York, NY30+ days ago

$0–$300,000

Launch a career in financial services through a structured development program focused on relationship management, financial planning, and long-term practice growth. Ideal for professionals seeking a long-term career in financial services with structured training, mentorship, and development support.

New!

Melville, NY2 days ago

$55,000–$130,000 Per Year

We deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve. Whether your next step is expansion, succession planning, or deeper specialization, you’ll gain access to the infrastructure, strategic guidance, and collaborative environment needed to scale with intention.

Brooklyn, NY27 days ago

Remote

$85,000–$105,000

We strive to be the leading hub for values-aligned advisors, helping clients navigate this transformative time for the world with holistic financial life planning, and drive impact through centralizing shareholder engagement and private high-impact investing efforts. YourStake, the leading software company in the values-aligned wealthtech space, has acquired Formative to build something new: a modern, tech-enabled platform purpose-built for values-aligned financial advisors.

Stamford, CT9 days ago

$60,000–$100,000 Per Year

With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.

New!

New York, NY6 days ago

$60,000–$100,000 Per Year

New York, New York30+ days ago

$90,000–$350,000 Per Year

We partner with a curated network of RIAs, Independent Broker Dealers, Wirehouses, Regional Firms, Multi Family Offices, Trust Companies and Boutique Wealth Firms across the United States. We support roles ranging from early career Financial Advisor to Senior Wealth Advisor, Private Wealth Director, RIA Lead Planner and Personal Trust Advisor.

Woodbury, NY11 days ago

$80,000–$250,000 Per Year

CWP delivers white-glove client service through a boutique model built for advisors who want authority, flexibility, and real support. If you want authority without micromanagement, problems worth solving, and a fast-moving environment where results matter more than process—this is where you belong.

New York, NY30+ days ago

$110,770–$157,000 Per Year

Provides support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite and ensure client meetings are properly prepared for in advance. + Act as the primary point of contact for assigned client relationships, deepen client relationships through getting to know details of client's lives to ensure life milestones are appropriately recognized.

Great Neck, NY30+ days ago

$60,000–$70,000 Per Year

The Bank provides a broad range of business, commercial, and personal banking products and services to individuals, small businesses, private and public middle-market and corporate enterprises and institutions, municipalities, and local government entities. The Bank was ranked by Independent Community Bankers of America among the top ten successful loan producers for 2023 by loan category and asset size for commercial banks with more than $1 billion in assets.

New York, NY30+ days ago

Full-time

Provides investment support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite . Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

New!

Saddle Brook, NJ6 days ago

$50,000–$100,000 Per Year

As a Financial Services Advisor, you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom. If your idea of a dream career combines business ownership with the opportunity to create impact, you may have just landed on a winning combination.

White Plains, NY30+ days ago

Full-time

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

Jersey City, New Jersey30+ days ago

Remote

$92,114–$156,880 Per Year

Key measures of success include acquisition of new small business relationships, deposit and fee income growth from both new and existing relationships, new lending origination and loan retention that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as establishing strong relationships with internal partners to drive referrals and deepen relationships. This is an in-market role, requiring regular in-market collaboration with RBC USWM Financial Advisors, educating them on our small business capabilities to establish the most qualified client introductions, providing financial advice to clients and prospects, and consistently connecting client needs with CNB's service and offerings.

New York, NY30+ days ago

$105,000–$250,000 Per Year

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

Brooklyn, NY30+ days ago

$105,000–$250,000 Per Year

Elizabeth, NJ30+ days ago

$105,000–$250,000 Per Year

Newark, NJ30+ days ago

$105,000–$250,000 Per Year

New York, NY30+ days ago

$105,000–$250,000 Per Year

New York, NY30+ days ago

$105,000–$250,000 Per Year

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1st Shift Banking Jobs in Trinity, NY

Financial Advisor (sales) **Licensing and Training Provided** New York Life

Financial Advisor/Client Portfolio Manager Company Confidential

Phlebotomist - 1st Shift GTT

Banking & Finance Analyst Initio Capital

Director/Managing Director, Fund Banking (Fund Finance) Stifel

FINANCIAL ADVISOR (ENTRY-LEVEL) Career Headhunter LLC

Financial Advisor Northwestern Mutual

Experienced Financial Advisor Fifth Avenue Financial

Aspiring Financial Advisor Strategies for Wealth

Financial Advisor Forest Hills Financial Group

Financial Advisor Ameriprise Financial

Financial Advisor- Entry Level Denis Development

Financial Advisor Strategies for Wealth

Financial Advisor Chemistry Wealth Management

Phlebotomist Patient Services Representative GTT

Branch Operations Specialist III - Head Teller Suffolk Credit Union

Remote Entry Level Financial Advisor Brand & Associates

Financial Advisor Senior City National Bank

Financial Advisor (Entry Level) – Training & Licensing Provided New York City- Northwestern Mutual Purple Unicorn

Financial Advisor Charter Oak Financial

Senior Financial Planner, Advisor Services YourStake

Financial Advisor - Stamford, Connecticut Lenox Advisors

Financial Advisor - New York Lenox Advisors

Wealth Advisor The Misch Group

Financial Advisor Center for Wealth Preservation

J.P. Morgan Advisors - Relationship Manager, Vice President - New York, NY JPMorgan Chase

Head Teller Metropolitan Commercial Bank

J.P. Morgan Advisors - Investment Associate - New York, NY JPMorgan Chase Bank, N.A.

Financial Advisor Lee, Nolan & Koroghlian, LLC

J.P. Morgan Advisors - Senior Client Associate - White Plains, NY JPMorgan Chase Bank, N.A.

RBC Relationship Manager Sr City National Bank

Private Client Financial Advisor - Canal Street (Manhattan) Citizens

Private Client Financial Advisor - Borough Park, Brooklyn Citizens

Private Client Financial Advisor - Elizabeth, NJ Citizens

Private Client Financial Advisor - Newark, NJ Citizens

Private Client Financial Advisor - Midtown Manhattan, NYC Citizens

Private Client Financial Advisor - Upper Manhattan, NYC Citizens

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