- Citigroup (New York, NY)
- …skills and interpersonal relationships with ability to influence. + Required: US FINRA Registration: SIE; Series 7 ; Series 63 + Series 65 (or ... and messaging to all market direct reports towards driving the new CPWM client centric and segment strategy. + Motivates, persuades, and leads a diverse group… more
- Bank of America (Rochester, NY)
- …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...appropriate solutions. * Earn your Security Industry Essentials (SIE), Series 7 and Series 66… more
- TD Bank (Middle Village, NY)
- …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 TD Wealth...of providing advice, planning and investment sales + SIE, Series 7 , Series 63 required… more
- USIC (Buffalo, NY)
- Compensation $30.00 Hourly Job Description The Electrical Service Technician (Contact Voltage Field Inspector) is given a circuit map for a specific geographic area ... for our client in which to conduct their testing and inspection....voltage using a HD LV-5 low voltage detector. A series of field audit questions are then entered into… more
- Citizens (Rochester, NY)
- …receive training materials, coaching, and dedicated time and support to successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely ... between operations and internal departments, promptly responding to all client service requests, client appointment...SIE licenses required + Must be able to obtain Series 7 and 66 within specific timeframe… more
- Veterans Affairs, Veterans Health Administration (New York, NY)
- Summary The Assistant Chief of Sterile Processing Service (SPS) is responsible and accountable for all elements of nursing process when providing supervision in the ... SPS department. Assists with the documented outcomes at the service level. Service level outcomes must be...license from any US State or territory Work Schedule: 7 :30am 4:00pm Telework: Not available Virtual: This is not… more
- City National Bank (New York, NY)
- …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 ... tandem with an assigned SFA to provide sales and client and colleague service support coverage. The...Minimum 3 years experience in investment sales * FINRA Series 7 and 63 and 65 or… more
- TD Bank (Brooklyn, NY)
- …The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet ... Transitional FA will need to leverage their experience to service the unique and complex needs of clients in...of investment products and services + Required Registrations: SIE, Series 7 and Series 65/66… more
- Bank of America (Yorktown Heights, NY)
- …of 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 (Lynbrook, NY)
- …of client needs and potential product services recommended Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you ... 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
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