- JPMorgan Chase (New York, NY)
- …+ Ability to work collaboratively in a fast-paced environment + Bachelor's degree + Series 7 , 63, 24 **Preferred qualifications, capabilities and skills** + MBA ... vendor strategy with key strategic partnerships + Partner with marketing and sales to evolve branding and positioning across Everyday 401k and Retirement Link… more
- TD Bank (New York, NY)
- …+ Strong knowledge of MS Office Excel, Word, and PowerPoint a plus + SIE and/or Series 7 , 63 a plus. **Inclusiveness** At TD, we are committed to fostering an ... could be an ideal opportunity for you. **Responsibilities:** + Support the MBS trading/ sales desk directly + Trace Monitoring, Fed Dollar Reporting + Assisting the… more
- JPMorgan Chase (New York, NY)
- …understanding of investments, wealth planning, credit and banking concepts + Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, ... and skills** + A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence +… more
- JPMorgan Chase (Rochester, NY)
- …experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7 , 66 and Insurance licenses required for position; unlicensed ... but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established… more
- TD Bank (New York, NY)
- …training / equivalent work experience + 3+ Years of related experience + FINRA Series 7 & 63 + Ability to work independently with minimal supervision, ... can provide you more specific details for this role. **Job Description:** The Associate Sales & Trading is responsible for serving as support for the US Repo Trading… more
- JPMorgan Chase (Pittsford, NY)
- …and investment industry, demonstrating a strong understanding of industry practices. + Valid and active Series 7 , 9/10 (or 4, 24, and 53), 66 (or 63/65) FINRA ... rules and regulations through research and training. + Collaborate with the Sales Practice Review team to escalate potential issues to the Disciplinary Action… more
- Citizens (Flushing, NY)
- …insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials + Series 7 , 63, 65 (or 66) active and valid. + A ... boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a… more
- HSBC (Buffalo, NY)
- …+ Bachelor's degree in business, Finance, related field, or equivalent experience + FINRA Series 7 , 63 + Working knowledge of banking and brokerage operations, ... in this role: + Minimum of three years proven experience in Wealth Management Sales support / Middle-Office Operations and or related or equivalent experience… more
- Bank of America (New York, NY)
- …Investments Management + Customer Service Management + Process Simplification **Required Qualifications:** + Series 7 , 63/65 or 66 or equivalent; must obtain all ... Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior… more
- Neuberger Berman (New York, NY)
- …Aladdin Wealth, Charles River, client reporting, and portfolio accounting systems is a plus. + Series 7 and 66 licenses are a plus (or willingness to obtain). ... seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective… more