- Citigroup (New York, NY)
- …in addressing a spectrum of financial and investment needs: + FINRA Series 7 , 63/65 or 66 + CFP , CPA, or JD/LL.M. designations preferred + Familiarity ... with NaviPlan or MoneyGuide Pro planning software preferred + Broad understanding of financial services, investments, and all aspects of planning strategies and concepts + Microsoft Office skills including Word, Excel, and PowerPoint + Client-centric skills… more
- Guardian Life (New York, NY)
- …alternative investments + Bachelor's degree or equivalent work experience + Series 7 , 65/66 required; professional designations (CIMA, CFP , CPWA) a plus + ... Strong relationship and consultative management skills + Excellent presentation skills, articulate, polite, confident, able to establish relationships with the Field, including GAs, Investment Specialists, FRs, MDs, and Home Office personnel. **Location** + In… more
- City National Bank (New York, NY)
- …of investment related experience * Minimum 3 years experience in investment sales * FINRA Series 7 and 63 and 65 or 66 *Additional Qualifications* * The SFA ... MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation....CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and 63 securities licenses and… more
- JPMorgan Chase (New York, NY)
- …Skills** + Minimum of 5 years' experience in investments and financial institutions + SIE, Series 7 , and Series 66 licenses (mandatory to obtain within 90 ... advisors with client proposals. + Present on national and regional call series , manage communication with your assigned regional coverage areas. + Partner with… 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 ... 90 days of start date) Desired skills: * MBA or Post-Graduate Degree preferred * CFP , CPA, CFA, CTFA, CFM or JD a significant plus **Skills:** + Business Development… 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 66, plus ... 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
- Atria Wealth Solutions (Corning, NY)
- …Pennsylvania, as well as their immediate family members. This role requires a FINRA series 7 licensed candidate who possesses the drive and passion to deliver ... (ie, Social Security, Education planning, Retirement planning, etc.) Required Qualifications: + Active Series 7 , 63/65 (or 66) licenses along with Life, Accident… more
- T. Rowe Price (New York, NY)
- …of education and relevant experience AND + 8+ years of total relevant work experience + FINRA Series 7 AND 63/65, OR Series 7 AND 66 Preferred: + ... Proven consultative sales results and sophisticated communication skills + CAIS, CIMA, CFP or CFA designation(s) FINRA Requirements FINRA licenses are required and… 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 ... day in this position **Desired Skills:** * MBA or Post-Graduate Degree preferred * CFP , CPA, CFA, CTFA, CFM or JD a significant plus **Skills:** + Client Management… 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 ... and within the business community Desired Qualifications: * MBA or Post-Graduate Degree * CFP , CPA, CFA, CTFA, CFM or JD a significant plus **Skills:** + Business… more