- Kestra Financial (Wappingers Falls, NY)
- …advisor position and prepare to service clients independ + Identify sales and asset retention opportunities; including viable alternatives when traditional solutions ... of business objectives + Active engagement in marketing and sales efforts on behalf of the firm; not required...independent financial services culture preferred Certificates, Licenses, Registration + Series 7 and 63 required + Series … more
- TD Bank (Flushing, NY)
- …a differentiated service model/experience for MA clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client needs and suggesting ... of investment products and services + Required Registrations: SIE, Series 7 and Series 65/66 required -...services and overall industry. + Proven ability to achieve sales goals + Proficient with retail and small business… more
- JPMorgan Chase (New York, NY)
- …daily operational requirements, such as booking and confirming trades, communicating with sales and sales assistants, reporting desk P&L, and working on ... experience is required. No exceptions. + Undergraduate degree + SIE, Series 7, Series 63 required + Strong interpersonal and communication skills + Interest… more
- Atria Wealth Solutions (Corning, NY)
- …Pennsylvania, as well as their immediate family members. This role requires a FINRA series 7 licensed candidate who possesses the drive and passion to deliver the ... relationship center professionals and identified credit union leaders regarding sales practices and business development initiatives. Work with Relationship Center… more
- BlackRock (New York, NY)
- …groups and FINRA staff to help ensure regulatory compliance of marketing and sales collateral, digital content, and market commentary. This position is part of ... product marketing, web, tools, social media, thought leadership and sales presentations. + Cultivate and deepen expertise in the...Strong familiarity with FINRA and SEC advertising rules. + Series 7 registration required; Series 63 and… more
- Citigroup (New York, NY)
- …(mutual funds, SMAs, alternatives, ETFs, etc) + FINRA Securities Industry Essentials (SIE), FINRA Series 7 and Series 66 (or 65/63). + In-depth knowledge of ... and contribute to a collaborative team environment. **Job Family Group:** Institutional Sales **Job Family:** Investor Sales **Time Type:** Full time **Primary… more
- HSBC (New York, NY)
- …business development and retention of client relationships. Accountable for overall sales culture, operational, and servicing activities of the wealth center in ... be achieved through the consistent leadership with respect to sales and servicing of financial service products within the...degree in business administration or equivalent experience preferred + Series 7, 63, 65 or 66 (in lieu of… more
- The Estee Lauder Companies (New York, NY)
- …and territories under brand names including: Estee Lauder, Aramis, Clinique, Lab Series , Origins, MAC, La Mer, Bobbi Brown Cosmetics, Aveda, Jo Malone London, ... with key growth retailers (Macy's & Bloomingdales) to maximize sales *Set vision for sustainable growth in the medium-to-long...allocation between B&M and .com *Negotiate seasonal stock & sales plans with input from Account & Sales… more
- The Estee Lauder Companies (New York, NY)
- …and territories under brand names including: Estee Lauder, Aramis, Clinique, Lab Series , Origins, MAC, La Mer, Bobbi Brown Cosmetics, Aveda, Jo Malone London, ... category strategies, sell⁃through and sell⁃in forecasts, negotiating stock & sales plans, delivering gross shipments, and managing key metrics...overall account strategy (eg, Category Plan and Stock & Sales Plan). Reports to Head of Account & … more
- The Estee Lauder Companies (New York, NY)
- …and territories under brand names including: Estee Lauder, Aramis, Clinique, Lab Series , Origins, MAC, La Mer, Bobbi Brown Cosmetics, Aveda, Jo Malone London, ... a retailer, managing the relationship from strategy to execution and achieving sales targets. Creates and executes marketing calendars tailored to each retailer.… more