• JP Morgan Wealth Management - Private Wealth…

    JPMorgan Chase (New York, NY)
    …clients and team members while maintaining professionalism. + A valid and active Series 7 license is required or must be obtained within 60 days of starting in the ... employment + A valid and active Series 66 (63/65) license is required or must be obtained within 60...offered through JP Morgan Securities LLC (JPMS), a registered broker -dealer and investment advisor, member of FINRA and SIPC.… more
    JPMorgan Chase (08/29/25)
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  • Manager, Sales I

    Centene Corporation (East Syracuse, NY)
    …encouraged to apply.** **Position Purpose:** Manages either the Medicare Sales or the Broker Field Sales teams to drive and achieve company defined regional or ... with brokers/agents along with territory management experience is preferred. ** License /Certification:** Active health insurance license required. Requires state… more
    Centene Corporation (08/22/25)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (Nanuet, NY)
    …and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a ... and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60...offered through JP Morgan Securities LLC (JPMS), a registered broker -dealer and investment advisor, member of FINRA and SIPC.… more
    JPMorgan Chase (09/07/25)
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  • Self Directed Services SDS

    Catholic Charities Family Community Services (Rochester, NY)
    …with intellectual/developmental disabilities, the Circle of Support, Broker , Fiscal Intermediary Coordinator, service coordinator, supervisor, interagency ... preferred. **Credentials** : Valid, and clean, New York State Driver License **Experience** : One-year practical experience working with individuals with… more
    Catholic Charities Family Community Services (09/01/25)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (West Harrison, NY)
    …culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a 60 day condition of ... active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting...offered through JP Morgan Securities LLC (JPMS), a registered broker -dealer and investment advisor, member of FINRA and SIPC.… more
    JPMorgan Chase (09/01/25)
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  • US Head of Finance

    Robert Half Finance & Accounting (New York, NY)
    …is recruiting for a US Head of Finance & Accounting role for a global Broker Dealer/Swap Dealer firm located in midtown Manhattan. Our client requires a CPA, Series ... 27 FINOP License , and 15+ years of Accounting and Finance experience...+ Must hold active CPA and Series 27 FINOP License + Must have experience with Financial Accounting (GAAP),… more
    Robert Half Finance & Accounting (08/13/25)
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  • Business Development Lead

    Hold Brothers (New York, NY)
    About the Job: Hold Brother's Capital is a self-clearing broker -dealer with a specialization in proprietary trading in US equities markets, headquartered in New York ... company's organizational structure. + Have or be willing to obtain the Series 7 license . Benefits + Health Care Plan (Medical, Dental & Vision) + Retirement Plan… more
    Hold Brothers (09/08/25)
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  • Financial Advisor - Centralized, Whitestone

    Santander US (Queens, NY)
    …defined on a quarterly basis. * Maintain compliance with all applicable bank, broker /dealer, State and Federal regulations associated with the sale of investment and ... and meet appointment objectives. * Maintain required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the… more
    Santander US (09/06/25)
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  • CRC Benefits - Sales Executive, Small Group Health…

    CRC Insurance Services, Inc. (White Plains, NY)
    …our team you will generate new business by developing relationships with broker partners. The Account Service Division (ASD) at CRC Benefits (formerly BenefitMall) ... individuals with disabilities to perform the essential functions. + **Life/Health Agent's License is required.** + Bachelor's degree preferred, along with a minimum… more
    CRC Insurance Services, Inc. (09/05/25)
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  • Account Executive - Professional Employer…

    CVS Health (Albany, NY)
    …of financial objectives, and nurturing and growth of important customer and broker relationships. Excellent opportunity to work in a unique, fast paced and ... to evaluate strategic options and opportunities - Exceptional communication skills - Insurance license , as required by state law (or must obtain within 90 days of… more
    CVS Health (09/02/25)
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