- First Horizon Bank (New York, NY)
- …OFFICE EQUIPMENT SKILLS:** + Microsoft Office suite **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license , etc):** + Preferred **Hours** ... : + Monday - Friday + 8:00 AM - 5:00 PM **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in… more
- NBT Bank (Fairport, NY)
- …high quality service provider. Unique Job Characteristics and Requirements: NASD Series 6 and Life License . Series 7 preferred. If not Series 7 ... licensed, FC will be required to obtain license within 90 days. Tasks Performed: + 50% Interviews and profiles customers/prospects to determine investment and insurance needs, recommend appropriate products, and makes appropriate referral to branch or to… more
- MUFG (New York, NY)
- …environment + Proactive attitude accustomed to taking initiative and solving problems + FINRA Series 7 , 63 or 79 license **Compensation & Benefits:** The ... typical base for this role is $ 275,000 depending on job-related knowledge, skills, experience, and location. Depending on corporate title, role in the transaction, productivity, and type of incentive payout, participants can be eligible for compensation that… more
- Guardian Life (New York, NY)
- …queues daily. **You have** + 3 or 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… more
- NBT Bank (Vestal, NY)
- …platforms Unique Job Characteristics and Requirements: FINRA Series 7 , Series 63 and life insurance license or a Registered Investment Advisor (RIA) ... Tasks Performed: + 40% Conducts regular client review meetings to uncover additional investment and insurance needs and to develop deeper relationships through financial planning with a focus on retention and replication of their best clients. + 20% Develops… more
- NBC Universal (New York, NY)
- …is a full-service production company that focuses on documentary features and series , narrative podcasts and scripted adaptations of NBC News IP. Leveraging the ... of editorial intellectual property, Studios develops and produces premium documentary series , specials and films for distribution on NBCU and third-party platforms.… more
- Truist (New York, NY)
- …performing/utilizing the aforementioned. * Must have passed at least 1 of the following exams: SIE; 7 Top Off (or Series 7 if licensed prior to 2019); ... Series 63; Series 87; or Series 86 or FINRA waiver for those w/ completed CFA II license ). * The annual base salary for this position: $180,000 - 195,000… more
- Veterans Affairs, Veterans Health Administration (Northport, NY)
- …goals, optimize outcomes and maximize functional independence. Work Schedule: Monday - Friday, 7 :30 - 4:00PM Telework: Not available. Virtual: This is not a virtual ... be required to complete pre-employment requirements (https://www.uscis.gov/i-9-central/form-i-9-acceptable-documents). Effective May 7 , 2025, driver's licenses or state-issued dentification cards that… more
- Raymond James Financial, Inc. (New York, NY)
- …and/or training as approved by Human Resources. **Licenses/Certifications:** * Appropriate series license (s) for assigned functional area required or the ... ability to obtain within an established timeframe. o Required to have a Series 7 , 24 or willing to obtain within 120 days of employment o Series 9 and 10 can… more
- Raymond James Financial, Inc. (New York, NY)
- …education, and/or training approved by Human Resources. **Licenses/Certifications:** * Appropriate series license (s) for assigned functional area required or the ... ability to obtain within an established timeframe. o Required to have a Series 7 , 24 or willing to obtain within 120 days of employment o Series 9 and 10 can… more