- Bank of America (Jersey City, NJ)
- …investment offerings, including our Firm Discretionary solutions preferred. + Bachelor's degree preferred. + Series 7 and 63/65 or 66 preferred at time of hire ... platforms to optimize usage of IAP to help meet client needs and add scale and efficiency to advisor...Consultant Analyst provides advice and guidance to Financial Advisors, Client Associates, and Advisory Leadership to help identify appropriate… more
- Citigroup (Ridgewood, NJ)
- …team player able to work without direction + Securities Industry Essentials - SIE, Active Series 7 , 66 (or 63 and 65) licenses + Group 1 Insurance License ... the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
- JPMorgan Chase (Summit, NJ)
- …(CFP), and/or Chartered Financial Analyst (CFA) professional designations strongly preferred + Series 7 , 66 and Insurance licenses required for position; ... goals. In addition, you will be an internal and client facing advocate for the use our Wealth Strategy...guidance to clients and prospective clients, based on deep client discovery and understanding + Work with advisors to… more
- Bank of America (Pennington, NJ)
- …Must display a passion for achieving aggressive goals in innovative and highly professional way + Series 7 and 63/65 or 66 preferred at time of hire, or must be ... Investment Advisory Specialist provides advice and guidance to Financial Advisors, Client Associates and Advisory Leadership to help identify appropriate and… more
- First National Bank of Omaha (Ridgewood, NJ)
- …to detail **MINIMUM EDUCATION AND EXPERIENCE** + BA/BA degree required + FINRA SIE, 7 , 63 and Series 79 License (or equivalent registrations) + MBA highly ... bankers to ensure proper coverage of existing firm relationships and new client origination. + Provide support with new business development efforts, including: +… more
- Bank of America (Wayne, NJ)
- …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 ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Wells Fargo (Short Hills, NJ)
- …demonstrated through work experience, training, military service, or education. + Successfully completed FINRA Series 7 , 63 and 65 (or 66) exams to qualify for ... Advisors and internal stakeholders to deliver tailored lending solutions, optimize client outcomes, and ensure compliance with regulatory standards. The Lending… more
- First National Bank of Omaha (Ridgewood, NJ)
- …highest level of client satisfaction **The Ideal Candidate for This Role:** + Series 7 , 63 required (24 optional) + Previous experience at a reputable ... and family offices, providing market insights, and fostering strong, long-term client relationships. Willingness to lead by example in all activities including,… more
- Broadridge Financial Solutions (Newark, NJ)
- …and champion the growth of your people all while providing extraordinary client service and satisfaction during periods of rapid growth. Responsibilities: Provide ... quality service and operational performance within the parameters of both the client needs and contract Lead and supervise Fedwire Security Settlement functions and… more
- TD Bank (Mount Laurel, NJ)
- …and competing priorities.** + **Proficiency with Microsoft Office applications.** + **FINRA license Series 7 , 63 &24** + **Life and Health insurance license** + ... & Experience:** + Undergraduate degree or equivalent work experience + 7 + years of experience **Desired Qualifications:** + **Demonstrated business writing… more