• 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 (Wilson, 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 (Huntersville, 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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