- JPMorgan Chase (New York, NY)
- …experience of meeting or exceeding sales goals; proven top contributor + Undergraduate Degree + Series 7 and 63 preferred, but will be required with in 12 months ... JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global...and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform… more
- Citigroup (New York, NY)
- …training program preferred + Bachelor's Degree required (or equivalent experience) + Licenses: Series 7 , 66 (or 63/65) preferred. **Job Family Group:** Private ... provides competitive borrowing solutions that are strategically integrated into our client 's broader Wealth Management goals. Our team provides lending solutions… more
- Bank of America (New York, NY)
- …Ability to manage and execute multiple projects + Excellent written and verbal communication skills + Series 7 and 63/65 or 66 preferred at time of hire or must ... Join us! **Job Description:** Acts as the senior product representative on a client team and is solely responsible for all product transactions with key clients.… more
- Truist (New York, NY)
- …enable individuals with disabilities to perform the essential functions. 1. BA/BS degree 2. Licenses: Series 7 or 79, 63 3. 6 years of related work experience 4. ... America) **Please review the following job description:** Responsible for providing client coverage banking services to corporate clients, to include corporate… more
- Truist (New York, NY)
- …individuals with disabilities to perform the essential functions. 1. BA/BS degree 2. Licenses: Series 7 or 79, 63 3. Proven analytical ability and attention to ... America) **Please review the following job description:** Responsible for providing client coverage banking services to corporate clients, to include corporate… more
- Charles Schwab (Manhasset, NY)
- …Investment Consultant role. **What you have** **Required Qualifications:** + A valid and active Series 7 license is required (license may be obtained under a ... Branch Network Licensing Program) + A valid and active Series 66 (63/65) license required (license(s) may be obtained...brokerage/banking products and services + Openness to build strong client relationships **In addition to the salary range, this… more
- KeyBank (New York, NY)
- …market. **Licenses and Certifications** + Candidates will be required to complete the FINRA Series SIE, 7 , 63, 86, 87 licenses. **Tactical Skills** + Strong ... procedures, including professional conduct, ethical business practices, and prioritizing client interests. **Required Qualifications:** + Bachelor's degree in Finance,… more
- Wells Fargo (New York, NY)
- …team, Corporate Banking Relationship Management and Industry Bankers to support client coverage needs related to credit products. Lead credit analysis support ... & Environmental Finance to achieve goals **Required Qualifications:** + 7 + years of Experience in CIB Portfolio Management, or...Registration for FINRA exams including Securities Industry Essentials (SIE), Series 63 and Series 79 must be… more
- JPMorgan Chase (New York, NY)
- …of experience in the equity plan or workplace industry. + FINRA Securities Industry Essentials, Series 7 , and Series 63 licenses required for the position; ... for participants and advisors. You should be a problem-solver with a client -first mindset, and inspiring confidence and trust among advisors and internal… more
- Raymond James Financial, Inc. (New York, NY)
- …Required Licenses/Certifications: + Successful completion of the SIE Exam and obtainment of the Series 7 and Series 79 within 180 days of employment. ... sector coverage, M&A, and capital markets teams to deliver integrated client solutions. + Supporting origination efforts through idea generation, market analysis,… more