- US Bank (New York, NY)
- …in a financial sales position, preferably working with the affluent client segment + FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable ... state insurance license Preferred Qualifications + Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding + Extensive knowledge of the securities industry,… more
- JPMorgan Chase (Brooklyn, NY)
- …Advisor team + Ability to travel 50% of the time + A valid and active FINRA Series 7, 66 (or equivalent) is required + A valid and active FINRA Series 9/10 ... (or equivalent) is required and must be obtained or retained within a 60 day condition of employment + Proven ability to recruit, source and attract internal and external Advisor talent by building and maintaining personal network of contacts + High degree of… more
- Citizens (New York, NY)
- …study for and pass the Securities Industry Essentials (SIE) exam as well as the Series 86 and Series 87 exams. Responsibilities: + Create and maintain financial ... models + Perform financial analysis and due diligence + Write company specific and thematic investment-driven research reports + Conduct research from the primary literature, proprietary databases, tailored industry surveys + Attend meetings with management… more
- NBT Bank (Williamsville, NY)
- …of all broker dealer advisory platforms Unique Job Characteristics and Requirements: FINRA Series 7, Series 63 and life insurance license or a Registered ... Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to uncover additional investment and insurance needs and to develop deeper relationships through financial planning with a focus on retention and replication of their best… more
- The Estee Lauder Companies (New York, NY)
- …and territories under brand names including: Estee Lauder, Aramis, Clinique, Lab Series , Origins, MAC, La Mer, Bobbi Brown Cosmetics, Aveda, Jo Malone London, ... our approach as a strengths-based learning organization, you will be offered a series of diverse rotations, where you will gain extensive company and industry… more
- Amazon (New York, NY)
- …members can customize their viewing experience and find their favorite movies, series , documentaries, and live sports - including Amazon MGM Studios-produced ... series and movies; licensed fan favorites; and programming from Prime Video add-on subscriptions such as Apple TV+, Max, Crunchyroll and MGM+. All customers,… more
- Bank of America (New York, NY)
- …relationships with internal and external partners and centers of influence **Required Qualifications:** * Series 7, 63 and 65 (or Series 7 and 66); unlicensed ... candidates may be considered if willing to obtain licenses within 90 days of start date * 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience * Ability to drive new business development… more
- GE Vernova (Saratoga Springs, NY)
- …the protection and control aspects of static VAR compensation (SVC). fixed series capacitors (FSC), and synchronous condenser solutions within GE's Flexible AC ... the protection and control aspects of static VAR compensation (SVC). fixed series capacitors (FSC), and synchronous condenser solutions within GE's Flexible AC… more
- Guardian Life (New York, NY)
- …while focusing on the customer. We do this through leveraging a series of core capabilities, which includes accountability, interpersonal effectiveness, ability to ... + Minimum 3-5 years' recent experience in financial services fraud investigations + Series 7 and CAMS and/or CFE designation strongly preferred (or willingness to… more
- NBC Universal (New York, NY)
- …one of the world's leading producers of high-quality, award-winning, animated films and series , reaching consumers around the globe. We push to feel more, laugh ... more, and build immersive new worlds. DreamWorks creates a diverse array of original content in a variety of formats, delivering compelling stories with unique characters. We place tremendous value on the experiences our talent brings to the table from their… more