- JPMorgan Chase (New York, NY)
- …with office software applications for efficient data management and reporting. + Must hold FINRA Series 7 and one or more of the following licenses: FINRA ... Management, a global leader in investment management and private banking solutions, managing client assets worth $4 trillion. As a Supervisory Manager, you will be… more
- JPMorgan Chase (New York, NY)
- …and skills:** + 5 plus years' experience in Financial Services industry + FINRA Series 7 and 66 licenses required + Bachelor's degree required + Proven ... + Act as the primary point of contact for assigned client relationships, deepen client relationships through getting to know details of client 's… more
- JPMorgan Chase (New York, NY)
- …construction and strategic asset allocation. **Preferred qualifications, capabilities and skills** + Series 3, 7 and 63 certifications (or willingness to ... looking for candidates who share our enthusiasm for delivering a first-class client experience through an engaging and proactive client relationship approach.… more
- Citigroup (New York, NY)
- …additional languages preferred + Must be able to obtain the following licenses: Series 7 , 63 **Education:** + Bachelor's degree/University degree or equivalent ... Advisory Services team to increase mindshare + Develop, implement and drive client acquisition, coverage, and growth strategy + Develop action plans and… more
- Equitable (New York, NY)
- …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
- Robert Half Finance & Accounting (Utica, NY)
- …for career advancement. Requirements Qualifications + Active securities and advisory licenses ( Series 7 , Series 65/66, or equivalent). Required + ... About the Role We are seeking a motivated and client -focused Financial Advisor to join our team. In this...and estate planning. + Monitor financial markets and adjust client portfolios as needed. + Stay current with financial… more
- Charles Schwab (Brooklyn, NY)
- …skills include: + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active Series 66 ... active investing, managed banking, and lending needs. To learn more about our client offerings visit:Charles Schwab - Investor Services. **What you have** We place a… more
- Citigroup (New York, NY)
- …Relevant experience in Capital financial industry; compliance/supervisory/business risk experience preferred + FINRA Series 7 , 66 (63/65), 24 and 31. Series ... + Bachelor's/University degree or equivalent experience, **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time Type:** Full… more
- Citigroup (New York, NY)
- …(mutual funds, SMAs, alternatives, ETFs, etc) + FINRA Securities Industry Essentials (SIE), FINRA Series 7 and Series 66 (or 65/63). + In-depth knowledge ... propositions are delivered via tailored offerings across the Citigold, Citi Private Client , International Private Bank and Citi Private Bank brands _._ The Senior… more
- Scotiabank (New York, NY)
- …Calc and Intex DealMaker + Strong Word, Excel, PowerPoint and Bloomberg skills + Series 7 , 79 and 63 **Interested?** At Scotiabank, every employee is empowered ... track record of sourcing transaction opportunities, experience in developing client relationships, evaluating warehouse financing opportunities and experience managing… more