- JPMorgan Chase (Fayetteville, NY)
- …60 days of starting in the role as a condition of employment ** Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) or Wealth ... Management Certified Planner (WMCP) certification is preferred + Bachelor's degree preferred INVESTMENT AND...offered through JP Morgan Securities LLC (JPMS), a registered broker -dealer and investment advisor, member of FINRA and SIPC.… more
- KONE, Inc (Allen, TX)
- …international trade, business, supply chain management, or a related field is preferred . **Hiring requirements** + Strong knowledge of US trade regulations, customs ... and technical data accurately + Experience with risk management + A US Customs Broker License or relevant Customs Related Certificate Programs is preferred but… more
- Sedgwick (Naperville, IL)
- …& Licensing** Bachelor's degree from an accredited college or university preferred . State mandated adjusting licenses as required. Insurance designations such as ... CPCU, AIC, ARM preferred . **Experience** Six (6) years of related experience or...equivalent combination of education and experience required. Experience with agency/ broker distribution relationships in a high-net-worth market and cross-training… more
- TIAA (Frisco, TX)
- …of our Third Party Advisor platform. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 5+ Years Required; 7+ Years Preferred ... + Experience working with Registered Investment Advisors (RIA) and Broker Dealer (B/D) Regulatory Environment. + 5+ years of...client facing role interacting with internal and external relationships. Preferred Skills + 7+ years of experience in a… more
- HUB International (Fort Lauderdale, FL)
- …Limited ("HUB") is one of the largest global insurance and employee benefits broker , providing a broad array of property, casualty, risk management, life and health, ... license and RIA affiliation licensing requirements + Bachelor's degree preferred + 0-2 years of experience preferred ...degree preferred + 0-2 years of experience preferred in financial services, retirement plans, and investments +… more
- TD Bank (Greenville, SC)
- …TDBG charity and community initiatives **Education & Experience:** + Bachelor's degree preferred + Valid and active Series S65 is required, or obtained within ... Mass Affluent and HNW clients + Consultative sales experience preferred + Ability to establish relationships and partner effectively...Language:** + This position is with a FINRA member, broker and/or dealer and is subject to the requirements… more
- JPMorgan Chase (Mattapan, MA)
- …of starting in the role as a condition of employment * Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP(R)) certification is ... preferred * Bachelor's degree preferred INVESTMENT AND...offered through JP Morgan Securities LLC (JPMS), a registered broker -dealer and investment advisor, member of FINRA and SIPC.… more
- Adecco US, Inc. (Gillette, WY)
- …**healthcare** and **construction/contracting** is ideal. + **Licensed Insurance Agent** preferred ; ** Broker license/CPCU/ARM** a plus. + Bachelor's degree ... in business/finance/risk Mgmt. preferred . + Strong regulatory knowledge (state/federal), analytics, negotiation, and org skills. + **Skills** : Excellent… more
- SMBC (Jersey City, NJ)
- …financial institutions. Based in New York City, we are an SEC registered Broker dealer that provides financial products and services to global institutional clients, ... Knowledge of various products (US Treasuries, Credit Bonds, MBS/ABS, etc.) strongly preferred + Experience in multiple Operational Departments preferred + BA/BS… more
- TEKsystems (Baltimore, MD)
- …time zone. MUST HAVE: Any mortgage closer experience! Bachelor's degree is preferred ! Description OVERVIEW: Liaison for the gathering of information for submission ... necessary parties involved in closing a transaction, from the customer, broker , correspondent, settlement agent, loan officer, post-closing, loan delivery, mortgage… more