- JPMorgan Chase (New York, NY)
- …required + Two years of financial service experience and/or related sales leadership experience + Series 7 and Series 63 required + Self-starter with passion ... invested, and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will...markets by providing timely solutions. In collaboration with a Client Advisor, you will aim to meet the objectives… more
- JPMorgan Chase (Bronx, NY)
- …+ Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is ... the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning… more
- US Bank (New York, NY)
- …Three to five years of experience in a financial sales position, preferably working with the affluent client segment + FINRA Series 7 and 66 or, Series ... significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a… more
- Coinbase (New York, NY)
- …designations: CFA, CAIA. * Strong understanding of region marketing rules and regulations. * Series 3 or 7 . Role requires substantial travel. When off the road ... and alignment. Attendance is expected and fully supported. The Client Strategist (CS) team is a key function within...we look for in you (ie. job requirements):* * 7 + years of institutional sales experience at top tier… more
- Neuberger Berman (New York, NY)
- …or related experience in the financial services industry. + An undergraduate degree and Series 7 and 66 licenses (required within the first 180 days). + ... NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+... wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and investment teams,… more
- Citigroup (New York, NY)
- …a high proficiency in Excel and PowerPoint + Must be able to obtain the Series 7 , 63 **Job Family Group:** Product Management and Development **Job Family:** ... As part of the Client Financing Product Management team, the individual will...be responsible for optimizing and facilitating growth for the Client Financing product within the Prime Services business at… more
- Citizens (Brooklyn, NY)
- …insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials + Series 7 , 63, 65 (or 66) active and valid. + A ... that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client… more
- JPMorgan Chase (New York, NY)
- …understanding of investments, wealth planning, credit and banking concepts + Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, ... Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to… more
- Guardian Life (New York, NY)
- …more years of extensive industry experience + Securities license preferred ( Series 7 or 6) + Knowledge of retail client onboarding/new account process, and ... advisory products + Possess a high degree of self-confidence, work independently and have rapid decision-making ability. Must demonstrate strong and analytical and organizational skills. + Demonstrate ownership and follow through when reviewing workflows,… more
- JPMorgan Chase (New York, NY)
- …if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/ 7 , state registration (including 63 or 66 if required) and Life ... tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main...options to access their accounts 24 hours a day/ 7 days a week + Adheres to policies, procedures,… more