- Edward Jones (Jersey City, NJ)
- …in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial ... One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones… more
- Charles Schwab (Millburn, NJ)
- …Qualifications:** + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active Series ... business plan focused on growth of market share and client assets. As a branch leader, you will coach...day condition of employment) + A valid and active Series 9/10 (8) license required (may be obtained within… more
- Edward Jones (Sewell, NJ)
- …and/or military career progression **Licensing:** + SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not ... to serve clients and contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate trust and help them stay… more
- Equitable (Woodbridge, NJ)
- …or equivalent skills and work experience + **Licensing** : State Life & Health, SIE, Series 7 , Series 66 + **Personal Attributes** : values-driven with a ... balance and champion limitless income potential! **Role Highlights** + ** Client Engagement** : Cultivate and expand your network within...can be tailored to meet their unique needs + ** Client Service and Implementation** : Analyze and organize … more
- TD Bank (Ramsey, NJ)
- …(ie track record of high client satisfaction and retention) required + Securities Licensed: Series 7 , 63 + 65 or 66 + Understanding of HNW client ... of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of... Relationship Manager (ARM) is a high-touch point of client contact accountable to serve the unique and complex… more
- Bank of America (Summit, NJ)
- …result in disciplinary action up to and including termination. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.** ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- PNC (Cherry Hill, NJ)
- …be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 and 66 (or 63,65) required. Candidates being ... Description** + Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and… more
- Bank of America (Pennington, NJ)
- …* Ability to grasp and apply complex technical material quickly **Required Qualifications** * Series 7 , and 66 or equivalent required * Passion for excellence ... a long term career in finance, passionate about delivering client centric solutions, want the ability to learn more...and willingness to work to exceed client expectations * Strong computer skills with an ability… more
- Bank of America (Fort Lee, 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** + ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- JPMorgan Chase (Jersey City, NJ)
- …idea sharing and client deepening opportunities **Required qualifications, capabilities, and skills** + Series 7 , 66 licensed + A minimum of 7 years of ... education, and deep knowledge of liquidity management. You will identify new client opportunities, propose solutions for existing client needs, and promote… more