- KeyBank (Pearl River, NY)
- …production. + Be an active member of the Branch team. + Assist Private Client Advisor in engaging licensed and non- licensed Branch personnel to identify ... Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life, Variable, and Accident/ Health or Life & Disability)… more
- Edward Jones (Fresh Meadows, NY)
- …training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program1. + Salary for the first five years as ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors… more
- Thrivent Financial (New York, NY)
- …up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and ... veterans are encouraged to apply. + Attainment of FINRA SIE, life and health licenses ( licensed role only) before contracting. + Satisfactory background check,… more
- CenterWell (Hauppauge, NY)
- …ongoing evaluation of patient needs and coordinates team of professionals and other licensed clinicians and home health aides to ensure optimal clinical ... part of our caring community and help us put health first** Make a meaningful impact every day as...to the life they love. The RN Clinical Assessment Advisor directly completes and oversees development/ of the plan… more
- JPMorgan Chase (Buffalo, NY)
- …Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, ... to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...condition of employment + A valid and active Life, Health and Long Term Care Insurance license… more
- KeyBank (Albany, NY)
- …Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life, Variable, and Accident/ Health or Life & Disability) ... Albany, New York 12207 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...Be an active member of the Branch team. Engage licensed and non- licensed Branch personnel to identify… more
- JPMorgan Chase (New York, NY)
- …Industry Essential (SIE) exam + A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the ... Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made...through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase… more
- KeyBank (Chatham, NY)
- …+ FINRA Security Industry Essentials (SIE) Upon Hire (required) + Life and Health Insurance Licenses Upon Hire (required) **Tactical Skills** + Is knowledgeable ... Street - Chatham, New York 12037 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The… more
- New York State Civil Service (New York, NY)
- …pharmacy benefit managers as well as the fiscal solvency of accident and health insurance companies; Life Business Unit, responsible for regulating licensed ... Bureaus. Property Business Unit, responsible for regulating property/casualty and title insurance companies; Health Business Unit, responsible for regulating … more
- JPMorgan Chase (Brooklyn, NY)
- …Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, ... capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track...capabilities, and skills** + Bachelor's Degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED * NOT… more