- Bank of America (Pennington, NJ)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Pennington, New Jersey **To proceed with your application, you must be at least 18 ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pennington/Consumer-Investments Investment-Specialist-Trainee--Obtain-SIE- Series -7-66-\_25020724) **Job Description:** At Bank of America, we are… more
- Bank of America (Wayne, NJ)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... partner closely with advisor teams to deliver a branded client service model focusing on digital solutions...policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or … more
- JPMorgan Chase (Paramus, NJ)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer...goals-based planning and advice + A valid and active Series 7 + A valid and active Series… more
- Wells Fargo (Marlton, NJ)
- …and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + ... with customers + Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to listen to customer needs… more
- Truist (Paramus, NJ)
- …the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering ... tolerance to determine which financial strategies and solutions best meet the client 's needs. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the… more
- JPMorgan Chase (Madison, NJ)
- …by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a ... **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively...of clients more convenient by sharing and setting up self- service options to access their accounts 24 hours a… more
- MetLife (Bridgewater, NJ)
- …The Client Executive is responsible for delivering high quality service and administration of nonqualified executive and corporate owned life insurance plans ... all plan related inquiries and reporting. In addition, the client executive partners with a cross disciplinary team (examples:...What You Need to Succeed (Required Qualifications) * FINRA Series 6 license * Minimum of 2-3+ years of… more
- Jimcor Agency Inc. (Montvale, NJ)
- …Handle entry of new clients + Correspond for paperwork as needed + Maintain client related updates + Mergers and acquisitions + Update Submission related contacts + ... and provide recommendation. + Customer focused attitude and customer service skills to resolve inquiries quickly and effectively +...math skills Education*: + Insurance 101 + New Employee Series (PIA) + Business Skills (USLI, work with manager… more
- Wells Fargo (Holmdel, NJ)
- …complement of clients serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees who are not fully ... banking, credit and investment financial solutions and services + Identify client needs and goals for business, mortgage, retirement, and investment services,… more
- Wells Fargo (Woodbury, NJ)
- …based on customers' needs + Analyze tactical business challenges related to full- service banking experience to emerging affluent and high-value customers + Present ... recommendations for resolving inquiries and service requests regarding customers' accounts + Open and ...Qualifications:** + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or… more