- Banco Popular Puerto Rico (New York, NY)
- …NY, US, 10017 Company: Popular Workplace Type: Hybrid Financial Consultant Popular Insurance Sales - NY Metro We are currently searching for a Financial Consultant ... with strong investment sales experience to join our dynamic Popular Investment team!...preferred along with relevant years of experiences. + FINRA Series 7 AND 63, and NY State Life and… more
- Neuberger Berman (New York, NY)
- …information. + Collaborate with internal teams-including portfolio management, sales /marketing, and legal/compliance-to deliver timely and accurate responses to ... work) is a plus. + Experience in financial services, sales , or customer service is a plus. + Excellent...attention to detail. + Ability to obtain the SIE, Series 6, and Series 63 licenses within… more
- Neuberger Berman (New York, NY)
- …including sporting events and dinners. **Requirements:** + 4+ years asset management, sales or marketing experience + Proficient in Excel, PowerPoint, Salesforce and ... (CFA, MBA, CAIA, CIMA, etc.) + Strong analytic and sales skills + Effective presenter both orally and in...to work on a wide range of projects + Series 7, 63 and 65 or Series … more
- Neuberger Berman (New York, NY)
- …is seeking an Alternatives Specialist to join the North American Intermediary Sales team in the New York office. **Responsibilities** + Support of Alternatives ... of the Fund, including the Private Markets Investment Team, Sales Management, Client Advisors, and Marketing. + Present Neuberger's...ideas effectively both orally and in written form. + Series 7, 63 and 65 or Series … more
- Bank of America (Jamaica, NY)
- …of client needs and potential product services recommended Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you ... that a passing score is received for the missing series within 60 days. * Has at least one...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *… more
- TD Bank (Rego Park, 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
- Janus Henderson Investors (New York, NY)
- …own, we would love to hear from you! Your Opportunity + Meet or exceed stated sales goal by servicing a focused list of identified top DC advisors and consultants in ... employee Happy Hours Must have skills + Client facing sales and/or product specialist experience + A college degree...(CFA or CFP) is preferred, but not required + Series 7 and Series 63 is required.… more
- Bank of America (New York, NY)
- …of client needs and potential product services recommended **Required** **Qualifications** : + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you ... that a passing score is received for the missing series within 60 days. + Has at least one...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +… more
- Bank of America (Yonkers, NY)
- …of client needs and potential product services recommended **Required Qualifications:** * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you ... that a passing score is received for the missing series within 60 days. * Has at least one...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *… more
- Scotiabank (New York, NY)
- …equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy, foreign ... Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and...related discipline) + CFA designation an asset + SIE, Series 7 and Series 63 licenses. +… more