- Bank of America (Brooklyn, NY)
- Financial Solutions Advisor Registration...solutions . * Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 ... grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I...and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once… more
- Bank of America (Staten Island, NY)
- Merrill Financial Solutions Advisor - SD...remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of ... Program (ADP) Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary… more
- Bank of America (Niagara Falls, NY)
- Financial Solutions Advisor Registration...have a general awareness of core banking and investment solutions . Required Skills: Series 7 & 66 ... Join us! **Job Description:** The primary role of the Financial Solutions Advisor Stage I...must be obtained within 120 days; Series 7 and Series 66 (63 &… more
- Bank of America (New York, NY)
- Financial Solutions Advisor - Manhattan...Fridays and rotating Saturdays **Required Qualifications:** * Currently holds Series 7 & 66 (63 & 65 in lieu of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/ Financial - Solutions - Advisor Manhattan-Central-Market\_25036092) **Job Description:** Please… more
- Atria Wealth Solutions (Corning, NY)
- … Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base ... their immediate family members. This role requires a FINRA series 7 licensed candidate who possesses the drive and... to help clients pursue their goals. As a Financial Advisor your responsibilities include, but are… more
- Edward Jones (Watkins Glen, NY)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...our comprehensive training program? + Delivering personalized investment and financial solutions to your clients? + Taking… more
- JPMorgan Chase (New York, NY)
- …Equity Professional (CEP) certification is preferred. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to ... Join JP Morgan Workplace Solutions as an Advisor Engagement Manager...with participants across wealth levels, piquing interest in broader financial planning benefits. + Develop and manage leads management… more
- Edward Jones (Syracuse, NY)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial … more
- JPMorgan Chase (New York, NY)
- …with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will ... and skills** + At least 2 years in a Financial Advisor role or equivalent financial...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… more
- City National Bank (New York, NY)
- * FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... financial information while ensuring that clients understand the solutions being provided. * Maintain all appropriate training and...Minimum 3 years experience in investment sales * FINRA Series 7 and 63 and 65 or 66 *Additional… more