- Bank of America (Rochester, NY)
- …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, ... appropriate solutions. * Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63...put your mind to. * Is comfortable in a sales role, finding ways to nurture strong relationships with… more
- Bank of America (Brooklyn, NY)
- …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, ... appropriate solutions. * **Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses** (63...minimum of one year of financial services industry or sales experience** **Skills:** * Advisory * Account Management *… more
- Wells Fargo (Purchase, NY)
- …grow financial outcomes through increased net asset flows, lending balances and same store sales . + Develop the culture to drive employee engagement and growth in a ... branch or a series of branches + Responsible for overall management of...US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7, 9, 10, and 63 examinations (or FINRA… more
- Bank of America (Lynbrook, NY)
- …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, ... appropriate solutions. * Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63...minimum of one year of financial services industry or sales experience **Schedule:** Monday - Fridays and rotating Saturdays… more
- Bank of America (New York, NY)
- …the franchise. Coach and counsel Advisor Trainees on strategic business drivers. + Sales Force Expansion: Support sales management in executing sale force growth ... plans and support effective Advisor recruiting strategies. + Sales Supervision: Administer superior sales supervision/practices in...and building, leading, managing and coaching a team + Series 7 & 66 (63 and 65) required and… more
- Truist (New York, NY)
- …the needs of the individual analyst, may work closely with Capital Markets, sales , and trading to help leverage the analyst's research product into the institutional ... Required: the SIE and the 7 Top Off (or Series 7 for those licensed prior to October 2019),...communication skills and teaming ability. 6. Strong analytical and sales skills 7. Proven ability to work well in… more
- Truist (New York, NY)
- …flow, reacting with quick-takeaways to stock-moving developments Interacts with sales , trading, corporate management teams/ contacts, and institutional clients ... Required: the SIE and the 7 Top Off (or Series 7 for those licensed prior to October 2019),...communication skills and teaming ability. 6. Strong analytical and sales skills **Preferred Qualifications:** 1. Advanced Life Sciences Degree… more
- NBT Bank (Fairport, NY)
- …makes appropriate recommendations. Meets regularly with assigned branches to discuss sales ideas, referral opportunities, sales efforts, current investment ... and experience + Minimum 2-3 years investment and insurance sales experience required Skills and Abilities: + Thorough knowledge...quality service provider. Unique Job Characteristics and Requirements: NASD Series 6 and Life License. Series 7… more
- Truist (New York, NY)
- …ideas. * Write draft research commentary. * Work closely with Capital Markets, sales , and trading to help leverage the analyst's research product into the ... 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… more
- T. Rowe Price (New York, NY)
- …Role Summary The Alternative Investment Internal Consultant partners with external sales professionals to develop territories and manage relationships with Financial ... and retain advisors through a consultative process, contributing to sales targets and territory goals alongside external counterparts. As...8+ years of total relevant work experience + FINRA Series 7 AND 63/65, OR Series 7… more