- Broadview FCU (Albany, NY)
- …or equivalent experience. Licenses required: NYS Life , Accident & Health Insurance, and NASD Series 7 and 66 (or 63 & 65 ) licenses. Work toward obtaining ... advanced financial designation. CFP designation preferred. + Excellent mathematical ability + Excellent computer skills, including knowledge of spreadsheets +… more
- JPMorgan Chase (New York, NY)
- …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
- 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). + ... Additional certifications such as MBA, CFA, CFP , or CIMA are beneficial but not required. + Proficiency with Microsoft Office and prior CRM experience preferred,… 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 ... + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent… more