• JP Morgan Advisors - Senior Client

    JPMorgan Chase (Chicago, IL)
    …College degree or equivalent experience + Minimum 3 years of client service experience + FINRA Series 7 and Series 63 licenses required (or must ... The Client Service Associate is the primary...The Client Service Associate is the primary point of contact...This role is responsible for establishing, maintaining, and building client relationships. The Client Service more
    JPMorgan Chase (08/03/25)
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  • Consumer Investments - Investment Specialist…

    Bank of America (Lincoln, RI)
    Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Lincoln, Rhode Island **To proceed with your application, you must be at least 18 ... where the representative is expected to take several inbound service calls daily to solve for financial needs. Key...pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66.… more
    Bank of America (07/25/25)
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  • Life Services Financial Solutions Advisor…

    Bank of America (Chandler, AZ)
    Life Services Financial Solutions Advisor ( Series 7 & 66 required) Chandler, Arizona **To proceed with your application, you must be at least 18 years of age.** ... and regulatory policies, procedures, and processes **Required Qualifications:** + Series 7 , and 66 or equivalent (required)...client requests and makes referrals to appropriate internal service providers based on client needs and… more
    Bank of America (08/22/25)
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  • National Financial Solutions Advisor I (Lincoln,…

    Bank of America (Lincoln, RI)
    National Financial Solutions Advisor I (Lincoln, RI) ( Series 7 Required) Lincoln, Rhode Island **To proceed with your application, you must be at least 18 years ... a defined consultative approach with clients to systematically identify client needs and appropriate solutions. + **Build your network.**...first to meet their evolving needs. **Required skills** + Series 7 , and 66 or equivalent (if… more
    Bank of America (08/02/25)
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  • Small Business National Financial Solutions…

    Bank of America (Chandler, AZ)
    Small Business National Financial Solutions Advisor ( Series 7 and 66 Required) Chandler, Arizona **To proceed with your application, you must be at least 18 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chandler/Small-Business-National-Financial-Solutions-Advisor-- Series - 7 -and-66-Required-\_25035269) **Job Description:** At Bank of America,… more
    Bank of America (08/22/25)
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  • Licensed Investment Principal - Series 24…

    TEKsystems (Fort Worth, TX)
    …involve rotation of job responsibilities for purposes of cross-training and career development Skills series 7 , series 63, series 24, financial services, ... and direct at fund accounts. Resolve and respond to advisor/ client inquiries communicating concepts and strategies in simple and...computer skills Top Skills Details series 7 , series 63, series more
    TEKsystems (08/26/25)
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  • Senior Branch Operations Manager (Savannah, GA)…

    Raymond James Financial, Inc. (Savannah, GA)
    …**Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 , 9 & 10 required. + Series 63, 65 ... statements. + Researches and resolves complex problems relating to client accounts and inquiries. + Assists Branch Manager in...lead others in providing a high level of customer service in a calm and professional manner, constantly projecting… more
    Raymond James Financial, Inc. (06/06/25)
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  • Merrill Market Client Relationship Manager

    Bank of America (Walnut Creek, CA)
    …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... partner closely with advisor teams to deliver a branded client service model focusing on digital solutions...policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66… more
    Bank of America (08/29/25)
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  • Merrill Market Client Relationship Manager

    Bank of America (Mobile, AL)
    …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions...delegating team work. **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66… more
    Bank of America (08/08/25)
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  • Private Wealth Client Relationship Manager

    Bank of America (Los Angeles, CA)
    …Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. ... responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded...the role:** + Candidates are **required** to currently hold Series 7 AND Series 66… more
    Bank of America (08/08/25)
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