- Santander US (New York, NY)
- …financing market and highlighting Santander's capabilities and track record. Certifications: SIE, Serie 7 , and Series 63 **What Else You Need To Know** **:** ... done out our warehouses. + Partner closely with internal global teams across sales , banking, capital markets, and wealth management to help educate, develop, and… more
- JPMorgan Chase (New York, NY)
- …numbers + Adaptable, innovative, and results oriented, with excellent teamwork skills + Series 7 & 63 **Preferred qualifications, capabilities and skills** + ... and developing marketing materials. Collaborating closely with portfolio managers, sales channels, other investment specialists, and internal support and operations… more
- Citigroup (New York, NY)
- …team player able to work without direction + Securities Industry Essentials - SIE, Active Series 7 , 66 (or 63 and 65) licenses + Group 1 Insurance License ... serving in a financial advisory capacity + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical and… more
- Neuberger Berman (New York, NY)
- …highly collaborative and demanding environment *Ability to identify and address operational risk issues * Series 7 and 66 required or the ability to attain within ... seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective… more
- Guardian Life (New York, NY)
- …help resolve complex issues + Ability to simultaneously manage multiple processes or functions + Series 6 or 7 and 63, 65, or 66 preferred **Salary Range:** ... In addition to salary, this role may also be eligible for annual, sales , or other incentive compensation. **Our Promise** At Guardian, you'll have the support… more
- JPMorgan Chase (New York, NY)
- …construction and strategic asset allocation. **Preferred qualifications, capabilities and skills** + Series 3, 7 and 63 certifications (or willingness to ... not limited to marketing, deep client engagement, product development and sales /retention strategy. As a Managing Director, Private Market Investment Specialist… more
- JPMorgan Chase (New York, NY)
- …conduct **Required Qualifications, Capabilities, and Skills** + Bachelor's degree required + Series 7 , 66 and Insurance licenses required for position; ... + Build excellent working relationships with internal clients + Support coordination of sales effort with Investors + Adhere to internal and external policies and… more
- Neuberger Berman (New York, NY)
- …or related experience in the financial services industry. + An undergraduate degree and Series 7 and 66 licenses (required within the first 180 days). + ... seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective… more
- Bank of America (New York, NY)
- …Ability to manage and execute multiple projects + Excellent written and verbal communication skills + Series 7 and 63/65 or 66 preferred at time of hire or must ... assets, credit and special situations **Job Responsibilities:** + Working in conjunction with Sales and due Diligence to determine appropriate funds to offer to ML… more
- Citigroup (New York, NY)
- …under tight deadlines + Excellent verbal and written communication skills + FINRA Series 7 and 66 preferred **Education:** + Bachelor's/University degree or ... of our core client coverage team + Partner with sales teams to exceed client expectations and make client...their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or… more