- Bank of America (Pennington, NJ)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Pennington, New Jersey **To proceed with your application, you must be at least 18 ... to sales with existing Merrill clients * Provides exceptional client care, growing client relationships, and guiding...pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66.… more
- Bank of America (Pennington, NJ)
- National Financial Solutions Advisor I (Pennington, NJ) ( Series 7 Required) Pennington, New Jersey **To proceed with your application, you must be at least 18 ... a defined consultative approach with clients to systematically identify client needs and appropriate solutions. + **Build your network.**...first to meet their evolving needs. **Required skills** + Series 7 , and 66 or equivalent (if… more
- Bank of America (Wayne, NJ)
- …compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 ... Merrill Market Client Relationship Manager Wayne, New Jersey **To proceed... Series 65), Series 9 AND Series 10 (or Series 8) or equivalent… more
- Bank of America (Princeton, NJ)
- Private Client Advisor II Princeton, New Jersey;Paramus, New Jersey **To...on the team and within the business community * Series 7 , 63 and 65 (or Series ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Princeton/Private- Client -Advisor-II\_25036951-2) **Job Description:** At Bank of America, we are… more
- JPMorgan Chase (Jersey City, NJ)
- …and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a 60 ... solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you...Industry Essential (SIE) exam + A valid and active Series 66 (63/65), and Life and Health Insurance license… more
- JPMorgan Chase (Englishtown, NJ)
- …+ Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is ... the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning… more
- 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. ... the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering… more
- Guardian Life (Holmdel, NJ)
- …more years of extensive industry experience + Securities license preferred ( Series 7 or 6) + Knowledge of retail client onboarding/new account process, and ... advisory products + Possess a high degree of self-confidence, work independently and have rapid decision-making ability. Must demonstrate strong and analytical and organizational skills. + Demonstrate ownership and follow through when reviewing workflows,… more
- TD Bank (Mount Laurel, NJ)
- …or equivalent work experience + 5+ years of experience **Preferred Background & Experience** + **FINRA Series 7 , 63 and 24.** + **FINRA Series 55, 65 or 66 ... advisory and insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management Services Inc) with independent and complex… more
- Citizens (Newark, NJ)
- …insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials + Series 7 , 63, 65 (or 66) active and valid. + A ... that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client… more