- Truist (Paramus, NJ)
- …in Business, Accounting, Finance or Banking, or equivalent education and related experience. 2. FINRA Series 7 , 66 (63 and 65 in lieu of 66) licenses. 3. ... files are correctly completed and maintained to conform to regulatory policies. 7 . Remain knowledgeable of and familiar with all products currently offered by… more
- JPMorgan Chase (Summit, NJ)
- …experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7 , 66 and Insurance licenses required for position; unlicensed ... behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve… more
- Bank of America (Jersey City, NJ)
- …result in disciplinary action up to and including termination. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.** ... field. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC) is a plus. +… more
- Bank of America (Red Bank, NJ)
- …investing and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** + ... + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance… more
- Bank of America (Short Hills, NJ)
- …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 ... + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent… more