- JPMorgan Chase (New York, NY)
- …software applications for efficient data management and reporting. + Must hold FINRA Series 7 and one or more of the following licenses: FINRA Series ... Join JP Morgan Asset & Wealth Management , a global leader in investment management...precision and clarity. **Required Qualifications, Capabilities, and Skills:** + 7 years of experience in the securities/investment industry, with… more
- JPMorgan Chase (Fayetteville, 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 ... needs. As a Private Wealth Associate in Chase Wealth Management , you will offer comprehensive financial planning and advice...a condition of employment + A valid and active Series 66 (63/65) license is required or… more
- JPMorgan Chase (New York, NY)
- …and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a ... a Private Client Investment Associate in JP Morgan Wealth Management , you will provide client service, operational marketing and...Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting… more
- JPMorgan Chase (Bronx, NY)
- …and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the ... needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice...and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60… more
- Veterans Affairs, Veterans Health Administration (Buffalo, NY)
- …Clinics is a member of the facility Care Coordination and Integrated Case Management (CCICM) team. The incumbent reports to the Specialty Clinics Nurse Manager and ... incumbent will follow the VHA-adopted framework for evidence-based case management (CM) practices, with responsibilities including identification, screening, assessment,… more
- Wells Fargo (Purchase, NY)
- …leadership experience + US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 , 9, 10, and 63 examinations (or FINRA recognized ... employee engagement and growth in a branch or a series of branches + Responsible for overall management...necessary + US only: Obtaining and/or maintaining appropriate FINRA license (s) is required for ongoing employment in this position.… more
- Veterans Affairs, Veterans Health Administration (Syracuse, NY)
- …responsibility for the coordination of care focused on patient education, self- management , and customer satisfaction throughout the continuum of care. Follows ... outcomes by collaborating with members of the interdisciplinary team. Responsibilities Case Management (CM) Registered Nurse (RN) focus is on individual growth and… more
- First Horizon Bank (New York, NY)
- …OFFICE EQUIPMENT SKILLS:** + Microsoft Office suite **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license , etc):** + Preferred **Hours** ... On site at location listed in job posting **Summary:** The Senior Treasury Management Sales Officer is responsible for Treasury Management sales activities,… more
- Wells Fargo (New York, NY)
- …+ Strong risk management and compliance skills + FINRA registration including Series 7 and 24 (or FINRA recognized equivalents) **Job Expectations:** + ... Wealth & Investment Management (WIM) is one of the United States' leading providers of...Registration for FINRA Series 7 & 24 must be completed within a 90… more
- City National Bank (New York, NY)
- …of investment related experience * Minimum 3 years experience in investment sales * FINRA Series 7 and 63 and 65 or 66 *Additional Qualifications* * The SFA ... CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and 63 securities licenses and...7 and 63 securities licenses and state insurance license required. * CFP designation highly preferred. *WHAT'S IN… more