• Financial Advisor Senior

    City National Bank (New York, NY)
    …* Minimum 5 years of investment related experience * Minimum 3 years experience in investment sales * FINRA Series 7 and 63 and 65 or 66 *Additional ... work in tandem with an assigned SFA to provide sales and client and colleague service support coverage. The...CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and 63 securities licenses and… more
    City National Bank (08/07/25)
    - Related Jobs

  • Sr. Affluent Market Sales Assistant

    M&T Bank (Williamsport, PA)
    …(LAH) license **Education and Experience Preferred:** Minimum of 5 years' sales and/or sales administrative experience FINRA Series 7 and 99 licenses M&T ... **Overview:** Provides administrative and sales support to Registered Representatives (Financial Advisors) to...to support follow-up activities with required servicing. + Support sales process by participating in preparing, planning and executing… more
    M&T Bank (08/02/25)
    - Related Jobs

  • Manager, Investment Services

    Atria Wealth Solutions (Dublin, CA)
    …investment industry experience and/or training. + 3+ years of prior management experience, including sales coaching experience. + Series 7 , 63, 65 (or 66) ... coordinate the preparation of daily, monthly, and annual reports related to sales activities, income, expenses, and referrals. + Assist in preparing annual operating… more
    Atria Wealth Solutions (05/15/25)
    - Related Jobs

  • Product Specialist Analyst

    HSBC (New York, NY)
    …to succeed in this role: Demonstrated experience in sales or marketing business. + Series 7 , Series 63 & 65 or Series 66 + High Proficiency in ... supporting the Alternatives Product Specialist in maintaining Alternatives platform, supporting sales initiatives as well as smooth functioning of the day-to-day… more
    HSBC (07/09/25)
    - Related Jobs

  • Consumer Investments - Investment Specialist…

    Bank of America (Chandler, AZ)
    Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Chandler, Arizona **To proceed with your application, you must be at least 18 ... responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point...pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66.… more
    Bank of America (08/01/25)
    - Related Jobs

  • Trade Desk - Series 7 , 63, & 66

    TEKsystems (Fort Worth, TX)
    Description MUST HAVE SERIES 7 , 63 &/OR 66 Trade Desk, Mutual Fund Trader, incoming call center, 100% service, work with field office/financial advisors and ... per day Skills Trade Desk, customer service, Brokerage Experience, Series 7 , Series 63, ...volunteer opportunitieso Concierge services with daily lunch specials, vendor sales , discount tickets to community events and attractionso Robust… more
    TEKsystems (07/29/25)
    - Related Jobs

  • 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 ... first to meet their evolving needs. **Required skills** + Series 7 , and 66 or equivalent (if...obtained within 90 days) + Is comfortable in a sales role, finding ways to nurture strong client relationships.… more
    Bank of America (08/02/25)
    - Related Jobs

  • Asset Management - Wealth Management Wirehouse…

    JPMorgan Chase (New York, NY)
    …and skills** + Bachelor's degree required + Two years of financial service experience and/or related sales leadership experience + Series 7 and Series 63 ... goals. We are in search of a dynamic, consultative, sales -oriented team member with a genuine passion for the...aligned on the objectives needed to achieve the territory's sales goals + Demonstrate effective territory management skills by… more
    JPMorgan Chase (07/03/25)
    - Related Jobs

  • HFA Financial Advisor Senior - Branch

    Huntington National Bank (Bridgeport, WV)
    …as assigned. Basic Qualifications: + High School Diploma + Minimum of 1 year of investment sales experience + Series 7 , 63, 65/66 and Life and Health ... goals and provide appropriate solutions as needed. + Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all… more
    Huntington National Bank (07/31/25)
    - Related Jobs

  • HFA Financial Advisor Senior - Branch

    Huntington National Bank (Oak Lawn, IL)
    …as assigned. Basic Qualifications: + High School Diploma + Minimum of 1 year of investment sales experience + Series 7 , 63, 65/66 and Life and Health ... goals and provide appropriate solutions as needed. + Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all… more
    Huntington National Bank (07/16/25)
    - Related Jobs