• Consumer Investments - Investment Specialist…

    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 ... where the representative is expected to take several inbound service calls daily to solve for financial needs. Key...pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66.… more
    Bank of America (06/28/25)
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  • JP Morgan Wealth Management - Private…

    JPMorgan Chase (Freehold, NJ)
    …Client Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private ... and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a 60… more
    JPMorgan Chase (07/13/25)
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  • JP Morgan Wealth Management - Private…

    JPMorgan Chase (Wallington, NJ)
    …+ Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
    JPMorgan Chase (08/03/25)
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  • Financial Advisor - Private Client Group

    Truist (Paramus, NJ)
    …in Business, Accounting, Finance or Banking, or equivalent education and related experience. 2. FINRA Series 7 , 66 (63 and 65 in lieu of 66) licenses. 3. ... the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering… more
    Truist (07/21/25)
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  • Registered Client Associate

    Wells Fargo (Linwood, NJ)
    …and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + ... US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
    Wells Fargo (07/11/25)
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  • Private Client Banker - Jersey City, NJ…

    JPMorgan Chase (Jersey City, NJ)
    …if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/ 7 , state registration (including 63 or 66 if required) and Life ... tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main...of clients more convenient by sharing and setting up self- service options to access their accounts 24 hours a… more
    JPMorgan Chase (08/03/25)
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  • Principle Review Analyst

    TD Bank (Marlton, NJ)
    …College degree or equivalent experience required. + 5+ years of Brokerage industry experience + FINRA Series 7 Required + FINRA Series 24 Required (or FINRA ... Client Wealth, (TDPCW), a US registered Investment Advisory Service and a US Broker Dealer and TD Wealth...or ability to obtain within scheduled time) + FINRA Series 65 or 66 (Preferred) + FINRA Series… more
    TD Bank (07/22/25)
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  • Wealth Management Specialist

    Bank of America (Iselin, NJ)
    …investment management, or relationship management. Key responsibilities include providing quality client service , and operations support and executing problems ... up to and including termination. **Responsibilities:** + Provides quality client service and effective operations support by.../ Secondary School or equivalent **Role Requirements** + Either Series 7 and 66 licenses or … more
    Bank of America (07/10/25)
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  • Financial Advisor-Union County

    TD Bank (Bernardsville, NJ)
    …The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet ... A FA will need to leverage their experience to service the unique and complex needs of clients in...and investment sales + Required Licenses & Registrations: SIE, Series 7 , Series 66 (or… more
    TD Bank (07/12/25)
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  • Financial Solutions Advisor - Northeast NJ Market

    Bank of America (Summit, NJ)
    …client needs and potential product services recommended **Required** **Qualifications** : + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If ... client requests and makes referrals to appropriate internal service providers based on client needs and...that a passing score is received for the missing series within 60 days. + Has at least one… more
    Bank of America (07/24/25)
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