- PNC (Cherry Hill, NJ)
- …may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 and 66 (or 63,65) required. Life and ... and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing… more
- Raymond James Financial, Inc. (Mount Laurel, NJ)
- …**Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 and 9 & 10 (or 8) required. + Series ... trading and other office activities. + Documents and resolves client complaints. + Performs reviews of client ...resolves client complaints. + Performs reviews of client accounts. + Develops and implements plans to meet… more
- Navy Federal Credit Union (Cherry Hill, NJ)
- …and/or internal audits. + Perform other duties as assigned or appropriate Qualifications + FINRA Series 7 and combination of NASAA Series 63/65 or 66 ... of insurance/investment products and services to achieve the financial client 's goals as a registered representative/advisor/agent of Navy Federal Investment… more
- Navy Federal Credit Union (Cherry Hill, NJ)
- …to generate GDC based on defined thresholds within a specified period of time + FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration ... of insurance/investment products and services to achieve the financial client 's goals as a registered representative/advisor/agent of Navy Federal Investment… more
- JPMorgan Chase (Jersey City, NJ)
- …be to revolutionize how the Bank services and advises clients, deepen client engagements, and drive process transformation. You will analyze existing processes and ... our global clientele. J **ob Responsibilities:** + Collaborate across Bankers, Client Services, Operations, Product and Technology teams to understand existing… 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 ... becoming a wealth manager through licensing and employment. **Role Highlights** + ** Client Engagement** : Build and nurture client relationships through… more
- TD Bank (Mount Laurel, NJ)
- …guidance on advertising and marketing materials for a broker-dealer/bank.** + **FINRA Series 7 , 63 and 24 preferred.** **Customer Accountabilities:** + ... through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management Services Inc)...Experience:** + Undergraduate degree or equivalent work experience + 7 + years of experience **Preferred Background & Experience** +… more
- JPMorgan Chase (Summit, NJ)
- …experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7 , 66 licenses required for position; unlicensed candidates considered, ... both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an… more
- TD Bank (Mount Laurel, NJ)
- …proven track record in a high-level management role within wealth management or private banking + FINRA Series 7 , 24, and 66 (or equivalent - Series 9, 10) + ... projects + Exceptional communication and interpersonal abilities for top-tier client interaction and relationship management. + Deep understanding of regulatory… more
- Port Authority of New York and New Jersey (Jersey City, NJ)
- …facilities. This individual needs to bring advanced technical expertise in 9800- series Wireless LAN Controllers (WLCs) and Wi-Fi 6E-capable 9100- series ... Configure and manage diverse Cisco wireless hardware, including 3700, 3800, and 9100 series access points, along with 5520 and 9800 Wireless LAN Controllers (WLCs),… more