- Citigroup (Hewlett, NY)
- …+ Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. + Must meet ALL US FINRA Registration requirements ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more
- Citigroup (New York, NY)
- …+ Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. + Must meet ALL US FINRA Registration requirements ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more
- Atria Wealth Solutions (Corning, NY)
- …Pennsylvania, as well as their immediate family members. This role requires a FINRA series 7 licensed candidate who possesses the drive and passion to deliver ... the highest level of service to credit union members and clientele to help...Education planning, Retirement planning, etc.) Required Qualifications: + Active Series 7 , 63/65 (or 66) licenses along… more
- Veterans Affairs, Veterans Health Administration (Bath, NY)
- …management of the Wound Care and Pressure Injury Prevention Program within Nursing Service . "The 2-page Resume requirement does not apply to this occupational ... series . For more information, refer to Required Documents below."...injury prevention and management indicators at the unit and service level, along with the Nursing PI Coordinators. Role… more
- Charles Schwab (Garden City, NY)
- …role is for you. **What you have** **Required Qualifications:** + A valid and active FINRA Series 7 license required + Obtaining or acquiring FINRA Series 66 ... advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client ...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more
- JPMorgan Chase (New York, NY)
- …effectively with clients and team members while maintaining professionalism. + A valid and active Series 7 license is required or must be obtained within 60 days ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Charles Schwab (Manhasset, NY)
- …the role for you. **What you have** **Required Qualifications:** + A valid and active Series 7 license is required ( _license may be obtained under a condition ... Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr.… more
- KeyBank (Tarrytown, NY)
- …and business development experience with proven results required **Licenses and Certifications** + FINRA Series 7 and 66 (or 63 & 65) (preferred) + Certified ... The Relationship Manager is at the center of this client promise acting as the primary client ...come together to make decisions, solve problems, and develop products/ service ; establishes shared goals to foster collaboration and ensures… more
- Google (New York, NY)
- …consultants and analysts in these roles are all dedicated to top-notch client service . Whether negotiating with Fortune 500 companies, solving technical ... Google _place_ Mountain View, CA, USA; Atlanta, GA, USA; +8 more; + 7 more _bar_chart_ Intern & Apprentice _info_outline_ X Participation in the internship… more
- Bank of America (New York, NY)
- …in developing and monitoring the team's client book segmentation strategy **Required Qualifications:** + Series 7 & 66 or BOTH 63 & 65; must obtain all state ... relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with … more
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