- Citizens (Rochester, NY)
- … training materials, coaching, and dedicated time and support to successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely with ... career in Wealth Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc....SIE licenses required + Must be able to obtain Series 7 and 66 within specific timeframe… more
- Veterans Affairs, Veterans Health Administration (Canandaigua, NY)
- …uniquely prepared for this role by virtue of their education, training , and experience which prepares them to understand the person-in-situation and the ... a collaborative effort to meet the agreed upon goals for a Veteran's treatment needs and include liaison with...assist with functional decline. Work Schedule: Monday to Friday: 7 :30 am to 4:00 pm Recruitment Incentive (Sign-on Bonus):… more
- TD Bank (Middle Village, NY)
- …degree strongly preferred + 2+ years of providing advice, planning and investment sales + SIE, Series 7 , Series 63 required + Required to have L&H and ... your recruiter who can provide you more specific details for this role. **Line of Business:** TD Wealth **Job...the overall Wealth team + Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business… more
- Citigroup (New York, NY)
- …to manage relationships both internal and external + Ability to multi-task + FINRA SIE, Series 7 , Series 66 required (or obtained within 150 days) ... new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and...informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of… more
- Equitable (Syracuse, NY)
- …**Qualifications** **Required Qualifications** + 3 Years of Experience with FINRA Series 7 and Series 63 or Equivalent ... make us stronger as a team and a force for good in our communities. Here, you'll work with...Financial Professionals' compliance audits + Ongoing Financial Professional compliance training Operations: + Manage Advisor Assist Program renewals and… more
- Raymond James Financial, Inc. (New York, NY)
- …and/or training approved by Human Resources. **Licenses/Certifications:** * Appropriate series license(s) for assigned functional area required or the ... direction, uses knowledge and skills obtained through experience, specialized training and/or certification in securities industry to conduct onsite*...within an established timeframe. o Required to have a Series 7 , 24 or willing to obtain… more
- Wells Fargo (New York, NY)
- …+ Proficient in excel, PowerPoint, etc. **Job Expectations:** + Up to 50% travel + Registration for FINRA Series 7 must be completed within 90 days of hire ... as a skilled advisor to leadership **Required Qualifications:** + 7 + years of Securities Sales experience, or equivalent demonstrated...hire. FINRA recognized equivalents will be accepted. + Registration for FINRA Series 63 (or 66) must… more
- Veterans Affairs, Veterans Health Administration (Syracuse, NY)
- …of this qualification standard are considered to have met all qualification requirements for the title, series and grade held, including certification ( for ... dentist when required by the clinic. Maintain current required training . Other dental supportive services authorized by the licensed...6. Ability to perform maintenance on dental equipment used for routine and specialty dentistry. 7 . Ability… more
- Edward Jones (Watkins Glen, NY)
- …1 For the 25th consecutive year, Edward Jones was named a top company for training . The firm ranked No. 17 on Training magazine's prestigious 2025 ... to be a financial advisor with the industry's top training program1. + Salary for the first...+ SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66… more
- Veterans Affairs, Veterans Health Administration (Northport, NY)
- …identifies developmental training needs of employees and provides or arranges for training when required. Responsibilities Duties include but not limited to: ... and maintaining employee work schedules; orienting and providing on-the-job training for new and current employees; ensuring...documented on your resume and must include job title, series and grades for all federal positions… more
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