• Financial Consultant Partner

    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
    Charles Schwab (10/31/25)
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  • Key Private Bank Sr Relationship Manager

    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
    KeyBank (10/17/25)
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  • MBA Intern, Summer

    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
    Google (10/14/25)
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  • Relationship Manager (EGP)

    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
    Bank of America (08/28/25)
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  • Financial Advisor, Truist Investment Services

    Truist (New York, NY)
    …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 (09/30/25)
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  • Financial Professional - Retirement Benefits Group…

    Equitable (Melville, NY)
    …demonstrating how these solutions can be tailored to meet their unique needs + ** Client Service and Implementation** : Analyze and organize client data, ... balance and champion limitless income potential! **Role Highlights** + ** Client Engagement** : Cultivate and expand your network within...experience + **Licensing** : State Life & Health, SIE, Series 7 , Series 66 +… more
    Equitable (11/01/25)
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  • Trade Execution Lead

    City National Bank (New York, NY)
    …and areas of improvement to Director of Operations/Trading. * Participate in various Client Service meetings, as a representative of the Trading Team. * ... corporate actions, margin alerts, and low cash balances in client portfolios. * Address margin calls and cash shortfalls...of experience leading other individual(s) on a team * Series 7 and 55 or 57 *Additional… more
    City National Bank (09/24/25)
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  • JP Morgan Advisors - Market Executive - Executive…

    JPMorgan Chase (New York, NY)
    …locally. You will establish, maintain, and build relationships while delivering exceptional client service . As a Market Executive within JP Morgan Advisors, ... role will involve establishing, maintaining, and building relationships while delivering exceptional client service . You will have the opportunity to attract and… more
    JPMorgan Chase (10/30/25)
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  • Assistant Vice President Associate Banker SAFE Act

    Citigroup (New York, NY)
    …to manage relationships both internal and external; Ability to multi-task + FINRA Securities Licenses: Series 7 and 66 (or 63 & 65) required to obtain within 150 ... account opening and closing, loan disbursals, etc. + Provide complete service support to client , including solving complex client inquiries + Ensure… more
    Citigroup (10/09/25)
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  • RIA Enterprise Associate

    Neuberger Berman (New York, NY)
    …Capacity to adjust to multiple demands and shifting priorities in a fast-paced environment + Series 7 and 66 preferred (or obtained within 6 months of start ... The RIA Enterprise Associate is responsible for supporting senior client advisors providing strategic relationship management, investment solutions and capital… more
    Neuberger Berman (10/03/25)
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