- 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 ... opening efforts as a part of our core client coverage team + Partner with sales teams to exceed client expectations and make client onboarding and account opening a… more
- Bank of America (Buffalo, NY)
- …development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations ... partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional… more
- JPMorgan Chase (New York, NY)
- …and strong decision-making capabilities. Preferred qualifications, capabilities, and skills: + Series 7 and 63 licenses required; additional certifications are ... and inform strategic planning. + Collaborate with senior leadership across sales , research, and trading teams to deliver integrated and comprehensive solutions… more
- Guardian Life (New York, NY)
- …+ 3 or more years of extensive industry experience + Securities license preferred ( Series 7 or 6) + Knowledge of retail client onboarding/new account process, ... 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)
- …managing a team. + Ability to work in a fast-paced, high-pressure environment. + Series 7 and 63 licenses required; JPMorganChase, one of the oldest financial ... market conditions and trends to inform trading decisions. + Collaborate with sales , research, and other trading teams to deliver comprehensive solutions to clients.… more