- JPMorgan Chase (New York, NY)
- …and skills** + Bachelor's degree required + Two years of financial service experience and/or related sales leadership experience + Series 7 and Series 63 ... their investment goals. We are in search of a dynamic, consultative, sales -oriented team member with a genuine passion for the markets. **Job Responsibilities:**… more
- Nuveen Investments (New York, NY)
- …+ 3+ Years Required; 5+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63 **Physical Requirements** + Physical Requirements: ... by reviewing industry publications, and contributes to overall Insurance team with sales and client service ideas, best practices and learned industry knowledge. +… more
- JPMorgan Chase (New York, NY)
- …Capacity to build relationships across entire organization and with our partner firms + Series 7 and Series 63 **Preferred Qualifications, Capabilities, and ... by being completely aligned on the objectives needed to achieve the territory's sales goals + Demonstrate effective territory management skills by focusing on timely… more
- NBT Bank (Williamsville, NY)
- …knowledge of all broker dealer advisory platforms Unique Job Characteristics and Requirements: FINRA Series 7 , Series 63 and life insurance license or a ... equivalent education and experience + Minimum 3 years investment and insurance sales experience required Skills and Abilities: + Thorough knowledge of investment and… more
- Bank of America (Melville, NY)
- …other team members * Takes on a leadership role on the team and within the business community * Series 7 , 63 and 65 (or Series 7 and 66) required (may ... * Ability to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be a skilled negotiator * Ability… more
- BankOnBuffalo (Buffalo, NY)
- …education funding, and financial planning. CFP or similar professional designation preferred. FINRA Series 7 and 63 licenses plus Series 65 or ... in related field or equivalent combination of education and/or experience. Minimum of 7 years' experience in Wealth Management or a related field required. 10+… more
- JPMorgan Chase (New York, NY)
- …with office software applications for efficient data management and reporting. + Must hold FINRA Series 7 and one or more of the following licenses: FINRA ... and findings to senior management for strategic decision-making. + Collaborate with the Sales Practice Review team to ensure best practices are followed. + Resolve… more
- Bank of America (New York, NY)
- …team members + Takes on a leadership role on the team and within the business community + Series 7 , 63 and 65 (or Series 7 and 66) required; unlicensed ... credit: general understanding of investments, trust and wealth transfer + Solutions oriented; sales and financial aptitude a must + Present to clients a holistic… more
- Bank of America (New York, NY)
- …+ Builds relationships with internal and external partners and centers of influence **Required Qualifications:** * Series 7 , 63 and 65 (or Series 7 and ... * Ability to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be a skilled negotiator * Ability… more
- TD Bank (Flushing, NY)
- …of success + In-depth knowledge of investment products and services + Required Registrations: SIE, Series 7 and Series 65/66 required - if the TFA only ... a differentiated service model/experience for MA clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client needs and suggesting… more