• Institutional and Non-Profit Commercial…

    Huntington National Bank (Charlotte, NC)
    …+ 7 or more years of Large Government/Higher Education/Non-Profit Lending experience + Series 52 or Series 7 license + Preferred Qualifications: + ... Description Summary: Huntington Bank's Institutional and Non-Profit Commercial Relationship III, Licensed serves...relationships within a targeted market segment by coordinating all sales and service efforts. + Required metrics for the… more
    Huntington National Bank (05/21/25)
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  • Front Office Trade Surveillance VP

    Truist (Charlotte, NC)
    …made to enable individuals with disabilities to perform the essential functions.1. BA/BS degree 2. Licenses: Series 7 , Series 99, Series 24, Series ... **Please review the following job description:** An independent team within CIB - Sales , Trading and Research that supports the Surveillance program within CIB. The… more
    Truist (06/14/25)
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  • US Private Bank - Private Banker - Vice President

    JPMorgan Chase (Charlotte, NC)
    …experience in Private Banking or Financial Services * Bachelor's Degree required * Series 7 , 66 and Insurance licenses required for position; unlicensed ... part of a local team and supported by an institutional platform that has the resources, specialists and intellectual...licenses within 90 days of start date * Proven sales success and strong business acumen * Strong community… more
    JPMorgan Chase (07/25/25)
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  • US Private Bank - Private Banker - Executive…

    JPMorgan Chase (Raleigh, NC)
    …experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7 , 66 and Insurance licenses required for position; unlicensed ... part of a local team and supported by an institutional platform that has the resources, specialists and intellectual...licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community… more
    JPMorgan Chase (07/24/25)
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  • US Private Bank - Investment Specialist - Vice…

    JPMorgan Chase (Charlotte, NC)
    …staff **Required Qualifications, Capabilities, and Skills** + Bachelor's degree required + Series 7 , 66 and Insurance licenses required for position; unlicensed ... policy statements and advise on asset allocation + Closes sales of complex investment products + Support coordination of...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
    JPMorgan Chase (08/03/25)
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  • Merrill Financial Solutions Advisor - Raleigh…

    Bank of America (Wilmington, NC)
    …investing and giving they need to remain vibrant and vital. **Required Qualifications:** **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** Two ... at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.Deliver advice through… more
    Bank of America (06/30/25)
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  • Merrill Financial Solutions Advisor - Charlotte…

    Bank of America (Charlotte, NC)
    …lending, investing and giving they need to remain vibrant and vital. **Required skills:** * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. * Has ... Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. * Deliver advice… more
    Bank of America (06/30/25)
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