Client Outreach

Client Outreach Finance Jobs

32 jobs found

Licensed Premier Relationship Banker (Series 7/66, Life/Health)

Rhinebeck Bank Poughkeepsie, NY

7d ago

$65k - $85k/yr Full time 66 Advisor Banker

66 Advisor Banker

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Job Description

This on-site, branch-based role in Poughkeepsie focuses on growing deposits, expanding consumer lending, and identifying investment opportunities while delivering high quality customer experiences. The position requires a bachelor’s degree in Finance, Economics, Business, or a related field, along with FINRA licenses and a NYS Life/Health Insurance license. The compensation range for this role is between $65,000 and $85,000 annually, depending on experience.

Responsibilities

Proactively engage with customers to uncover banking, lending, and investment opportunities aligned with their financial goals.
Oversee the end-to-end origination of consumer loans, including home equity loans, while ensuring all regulatory requirements are met.
Direct clients to Financial Advisors or Mortgage Loan Partners as appropriate to achieve optimal outcomes.
Provide coaching and mentorship to junior Universal Bankers to support their development.
Travel between branches as needed to serve customers and support the growth of the branch network.

Requirements

Licensing: FINRA Series 7 and 66, plus NYS Life/Health Insurance License.
Proven sales success in outbound outreach and relationship management.
Strong verbal and written communication skills with a focus on delivering exceptional service.
Organizational and coaching abilities to prioritize tasks and mentor junior staff.
Education: Bachelor’s degree in Finance, Economics, Business, or related field preferred.
Valid driver’s license and the ability to travel between branches as needed.

Benefits

Competitive compensation: $65,000 to $85,000 based on experience.
Health, dental, and vision coverage to support your well-being.
Tuition reimbursement to assist with continuing education and career growth.
20 days of paid time off to recharge.
Generous 401(k) match to help plan for the future.
Structured training and development during onboarding, including classroom, webinar, and hands-on learning.
Ongoing mentorship from experienced professionals to foster growth in the role.
Paid volunteer hours to support community involvement and social impact.

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Financial Advisor

Northwestern Mutual Cape Girardeau, MO

8d ago

$65k - $112k/yr Full time Advisor Business Development Client Relations

Advisor Business Development Client Relations

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Job Description

Join Northwestern Mutual as a Financial Advisor in Cape Girardeau, where you help clients translate aspirations into actionable plans. Working onsite with The Lowery Group, you’ll guide individuals and families through personalized strategies across protection, investments, retirement, college planning, and business considerations in a fast-paced, client-centered environment.

Responsibilities

Develop and expand a personal client base through referrals, networking, community involvement, and targeted outreach.
Meet with clients to assess goals and craft comprehensive financial plans spanning protection, investments, retirement, college planning, and business considerations.
Present tailored solutions and ensure smooth implementation while delivering outstanding client service.
Collaborate with firm resources and internal teams to provide integrated service and holistic planning.
Maintain precise CRM records and ensure adherence to firm policies and regulatory standards.
Pursue ongoing professional development, licensing, and certifications with firm support.
Represent The Lowery Group at local events and community activities to expand the Cape Girardeau presence.

Requirements

Self-motivated, entrepreneurial professional with a client-service orientation.
Minimum of one year in a client-facing role in sales, financial services, insurance, or related fields preferred.
Strong interpersonal, presentation, and communication abilities.
Goal-oriented with a track record of building relationships and delivering results.
Willingness to work in the office during standard hours and participate in occasional after-hours or weekend events.
Willingness and ability to obtain state insurance licenses and FINRA registrations as required; the firm provides licensing support and training.
Valid driver’s license.

Technologies

Benefits

Competitive compensation structure
Comprehensive medical, dental, and vision benefits
Retirement savings plan with employer match
Paid time off and paid holidays
Robust training, mentoring, and career development through Northwestern Mutual and The Lowery Group leadership
Support for professional designations, including CFP and other certifications
A collaborative, high-integrity team environment focused on long-term client relationships

How to Apply

Please submit your resume and a brief cover letter via Indeed. In your cover letter, tell us why you want to join Northwestern Mutual — The Lowery Group in Cape Girardeau and highlight relevant experience. Applications will be reviewed on a rolling basis.

Questions?

If you have questions about the role, include them in your application or contact our office directly via the contact information listed on our Indeed posting.

Pay

Salary: $65,000 – $112,000 per year

Work Location

Onsite, Cape Girardeau, MO (in-person role)

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Ag/Business Banker

Border Bank Greenbush, MN

10d ago

$75k - $115k/yr Full time Agriculture Agriculture Lending Banker

Agriculture Agriculture Lending Banker

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Job Description

Border Bank offers a stable, community‑focused career in Greenbush, MN (onsite). The Ag/Business Banker role pays $75,000 to $115,000 per year and centers on building long‑lasting relationships with agricultural and business clients, delivering loan, deposit, and cash‑management solutions, and representing the bank as a trusted regional partner and active community participant.

Benefits

Paid Time Off & Paid Holidays
Health, Dental & Vision Insurance
Flexible Spending Account (FSA)
Health Savings Account (HSA)
401(k) with Employer Match
Bank‑Paid Life Insurance & Long‑Term Disability
Supplemental insurance options including Accidental Injury, Heart & Stroke, Cancer, Intensive Care, Hospital Indemnity, Critical Illness, Life, and Short Term Disability
Employee Assistance Programs (EAP)
Wellness Dollars
Education Assistance

Responsibilities

Originate agricultural and commercial loans and oversee an assigned portfolio with emphasis on growth, product mix, margin, credit quality, and fee income
Drive new loan volume through proactive outreach and deepening existing client relationships
Deliver outstanding service to all clients, new and existing
Monitor delinquent loans and work toward maintaining a high‑quality loan portfolio
Establish new deposit relationships and expand current ones
Negotiate loan rates and terms within established guidelines
Represent Border Bank in local community and civic organizations

Requirements

Strong relationship‑building and communication skills
Passion for business development and community involvement
Solid credit analysis skills
5+ years of banking experience
Bachelor's degree in Business Administration or equivalent experience

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Wealth Advisor - Albany, NY

Citizens East Greenbush, NY

10d ago

$105k - $250k/yr Full time Marketing Advisor Albany

Marketing Advisor Albany

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Job Description

Based onsite in East Greenbush, New York, this Wealth Advisor role at Citizens combines client discovery with the creation of tailored financial plans within a branch-based, collaborative setting. You will partner with specialists to uncover opportunities that align with each client’s goals.

Responsibilities

Develop a high quality wealth management practice delivering personalized strategies for clients.
Strengthen and expand relationships with key partners to increase client introductions and engagement.
Conduct proactive outreach to clients and prospects to showcase Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet individual client needs.
Leverage the knowledge of internal stakeholders and specialists to deliver services across financial planning, investment management, insurance, and estate planning.

Requirements

Active and valid Series 7, 63, and 65 (or 66) licenses.
A valid, active Life/Health/Variable Insurance license is required or must be obtained within 60 days of starting the role as a condition of employment.
Minimum two years of experience as a Financial Advisor or equivalent in financial services.
A demonstrated track record in new business development and client book management.
Experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Ability to operate effectively in a dynamic, entrepreneurial environment.
Bachelor’s degree is preferred.

Benefits

Competitive compensation
Comprehensive medical, dental, and vision coverage
Retirement benefits
Maternity and paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off policy that exceeds mandatory local and state requirements

Description

Citizens employs a team of experienced advisors who assist individuals and families in reaching their financial goals. Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term objectives, then craft a tailored financial plan. The role is branch-based and thrives in a collaborative environment that prioritizes client interests and the personal and professional growth of the team.

Hours and Work Schedule

Hours per week: 40. Work schedule: Monday through Friday, aligned with branch hours.

Pay Transparency

Compensation is commission-based, with historically earned annual totals ranging from USD 105,000 to USD 250,000 depending on performance against the commission plan. For an overview of benefits, visit https://jobs.citizensbank.com/benefits.

Equal Employment Opportunity

Citizens and its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants without regard to age, ancestry, color, citizenship, disability (physical or mental), perceived disability, or history or record of disability; ethnicity; gender; gender identity or expression; genetic information; marital or domestic partner status; family status or parenthood; and other protected characteristics as defined by law.

Why Work For Us

Citizens promotes a customer-centric culture focused on helping clients and supporting local communities. Joining the team means becoming part of a collaborative and supportive workforce, with access to training and tools to accelerate potential and advance career growth.

Background Check

Any offer of employment is contingent upon successful completion of a background check, which may include initial credit, motor vehicle record, public records, prior employment verification, and criminal background checks. Results are reviewed in accordance with regulatory requirements and job responsibilities, with additional information provided to candidates as applicable.

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Financial Professional

New York Life Insurance Company & NYLIFE... Township of Wall, NJ

11d ago

$70k - $150k/yr Full time Advisor Business Development Client Relations

Advisor Business Development Client Relations

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Job Description

New York Life Insurance Company and NYLIFE are seeking a Financial Professional to build a personal client base and deliver tailored insurance and financial strategies. This hybrid role in Township of Wall, NJ blends entrepreneurial independence with industry-leading training and uncapped earning potential, with a clear path to management or wealth advisory.

Responsibilities

Build and maintain your own client base through networking, referrals, and outreach
Help individuals, families, and businesses achieve financial security through insurance and financial strategies
Develop customized financial solutions tailored to clients’ goals
Grow a personal practice with long-term income through client relationships and renewals
Work to protect and grow clients' finances

Requirements

Highly motivated, entrepreneurial individuals
Strong communication and relationship-building skills
Self-disciplined with a drive to succeed in a performance-based environment
Coachable and open to learning

Benefits

Unlimited earning potential through commission-based compensation with no cap on earnings, plus a training allowance for the first two years, bonuses, and additional incentives
Typical earnings range: $60,000 – $150,000+ per year
Average advisors reach six figures within 2–3 years; top performers earn $300,000+
Flexible schedule with hybrid in-office work 2–3 days a week
Training and development through a comprehensive, industry-leading program with ongoing mentorship
Sponsorship for licensing (life/health, Series 6/63)
Clear career growth path to Financial Advisor / Wealth Advisor, with opportunities to move into management and leadership roles
Strong brand and stability backed by New York Life’s 175+ year legacy and high financial-strength rating

Compensation Disclosure

This is a commission-based position with performance-based bonuses. Income is uncapped and based on individual performance.

Apply Today

Submit your application to take advantage of a career that supports building a client-focused business, offers flexibility, and unlocks earning potential.

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Private Client Relationship Manager

Citizens Broadview Heights, OH

13d ago

Full time Manager Advisor Banking

Manager Advisor Banking

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Job Description

The Private Client Relationship Manager role is based onsite in Broadview Heights, OH and focuses on delivering tailored financial planning and high touch relationship management for affluent clients.

Responsibilities

Identify and welcome new affluent and high net worth clients into the book of business via outbound outreach and in branch or partner referrals.
Grow net deposits, investments, and lending balances by conducting discovery and financial planning conversations, understanding client goals, and presenting personalized strategies aligned with objectives.
Deepen and retain relationships through proactive outbound engagements driven by life events, financial triggers, and other insights.
Provide exceptional, high touch client experiences.
Collaborate with Wealth Advisors and Certified Financial Planners to help clients achieve their financial goals.
Coordinate with colleagues across Retail, Business Banking, Mortgage and Wealth to deliver a seamless Citizens experience.
Leverage Salesforce CRM to track activity and progress.

Requirements

Bachelor’s degree preferred.
3 to 5 years of banking, wealth management, or equivalent experience.
Experience working with affluent and high net worth clients.
SIE license.
Series 6 or Series 7 license.
Series 63 or Series 66 license.
Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
Proven success in a client-centric, proactive sales environment.
Experience building and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a compliant control environment.
Excellent written and verbal communication skills.

Technologies

Salesforce CRM

Measures of Success

Growth in net new investment assets in collaboration with Wealth Partners.
Increase in new deposits including checking, savings, and CD balances.
Expansion of lending activity and balances through mortgages, home equity lines, and securities-based lending.
Positive results from client satisfaction surveys.

Compensation

Salary plus opportunity to earn incentive compensation.
Compensation commensurate with experience.

Hours & Schedule

Hours per week: 40.
Work schedule: Monday through Friday, potential Saturday hours.

Background Check

Offer of employment is contingent on successful background checks, which may include initial credit, motor vehicle records, public records, prior employment verification, and criminal history review. Results are assessed according to regulatory requirements and the specifics of the role.

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Wealth Advisor - Danvers/Gloucester, MA

Citizens Danvers, MA

15d ago

$105k - $250k/yr Full time Advisor Business Development Client Relations

Advisor Business Development Client Relations

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Job Description

Citizens is seeking a Wealth Advisor in Danvers, MA, to conduct in-depth client discoveries and tailor bespoke financial plans within a collaborative, branch-based environment. The role emphasizes proactive outreach, partnering with colleagues to uncover opportunities for clients and deliver a holistic suite of services across financial planning, investments, insurance, and estate planning.

Responsibilities

Develop a high quality wealth management practice and craft a personalized strategy for clients.
Strengthen and preserve relationships with key partners to boost client introductions and engagement.
Proactively reach out to clients and prospects to promote Citizens Wealth Management capabilities.
Grow existing relationships through referrals from partnerships.
Tailor wealth management planning to meet individual client needs.
Leverage knowledge from internal stakeholders and specialists to deliver services including financial planning, investment management, insurance, and estate planning.

Qualifications, Education, Certifications and/or Other Professional Credentials

Active Series 7, 63, 65 (or 66) registrations.
A valid, active Insurance Life/Health/Variable license is required or must be obtained within 60 days of starting as a condition of employment.
Minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Proven track record in new business development and client book management.
Experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfort operating in a dynamic, entrepreneurial environment.
Bachelor’s degree is preferred.

Benefits

Competitive pay
Comprehensive medical, dental, and vision coverage
Retirement benefits
Maternity and paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off policy exceeds mandatory requirements

Pay Transparency

Compensation is commission-based, with earnings historically ranging from $105,000 to $250,000 per year depending on performance and productivity against the commission plan parameters.
For an overview of benefits, visit https://jobs.citizensbank.com/benefits.
Citizens’ paid time off policy exceeds the mandatory paid sick or paid time away requirements across local and state jurisdictions.