• Asset Management - Internal Client Advisor…

    JPMorgan Chase (Chicago, IL)
    …record of success in performance related to academics and work history + Bachelor's degree + Series 7 ; Series 63 needed (All Licensing is required within 90 ... one of the firm's top strategic priorities. **Job Summary** As an Internal Client Advisor Retirement Plan Specialist within the Chase Middle Market Banking team, you… more
    JPMorgan Chase (08/08/25)
    - Related Jobs

  • Private Client Financial Advisor - Borough…

    Citizens (Brooklyn, NY)
    …insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials + Series 7 , 63, 65 (or 66) active and valid. + A ... that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client… more
    Citizens (08/08/25)
    - Related Jobs

  • Client Account Director, South…

    Vanguard (Malvern, PA)
    …competence. + Ability and willingness to travel a minimum of 60% required. + FINRA Series 6 or 7 and 63 or ability to obtain. Special Factors Sponsorship ... service to our plan sponsors, consultants, and retirement plan participants. Summary The Client Account Director for the South and Mid-Atlantic Region is one of the… more
    Vanguard (07/30/25)
    - Related Jobs

  • JPMorgan Private Client Relationship…

    JPMorgan Chase (Palo Alto, CA)
    …understanding of investments, wealth planning, credit and banking concepts + Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, ... Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to… more
    JPMorgan Chase (07/23/25)
    - Related Jobs

  • Private Client Banker-Southlake & Village…

    JPMorgan Chase (Southlake, TX)
    …if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/ 7 , state registration (including 63 or 66 if required) and Life ... **Short Description** As a Private Client Banker, you are the point of contact...options to access their accounts 24 hours a day/ 7 days a week + Adheres to policies, procedures,… more
    JPMorgan Chase (08/08/25)
    - Related Jobs

  • Registered Client Associate

    Wells Fargo (Marlton, NJ)
    …education + US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) ... **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the… more
    Wells Fargo (08/08/25)
    - Related Jobs

  • Client Relationship Specialist

    Robert Half Finance & Accounting (Chicago, IL)
    …Requirements: + Bachelor's degree + Minimum of 4+ years relevant experience + FINRA Series 7 and 66 licenses strongly preferred + Familiarity with estates ... to promote from within. Job Description: We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated… more
    Robert Half Finance & Accounting (08/08/25)
    - Related Jobs

  • Key Private Client Wealth Market Leader

    KeyBank (Seattle, WA)
    …+ Minimum 5-10 years industry sales management experience; bachelor's degree preferred. + Series 7 , 24 and 66; Life & Health Insurance licenses (Required). ... within a defined territory through a team of Private Client Advisors. The Wealth Market Leader Position requires an...this is accomplished through the sales practices of Private Client Advisors and Private Client Bankers (licensed… more
    KeyBank (08/01/25)
    - Related Jobs

  • Investment Services Client Representative

    Kestra Financial (Deerfield, IL)
    …internal partners and influence others without direct control + Smartoffice CRM knowledge a plus + Series 6 and 63 or 7 and 65/66, or ability to obtain within a ... planning. Being a "full service" firm allows for us to better service our client needs from personal investing and retirement planning to life insurance, long term… more
    Kestra Financial (06/09/25)
    - Related Jobs

  • Citi Wealth - Head of Lending Solutions - Citi…

    Citigroup (New York, NY)
    …+ Bachelor's degree / University degree required (or equivalent experience) + Licenses: Series 7 , 66 (or 63/65) preferred **Job Family Group:** Private ... provides competitive borrowing solutions that are strategically integrated into our client 's broader Wealth Management goals. Our team provides lending solutions… more
    Citigroup (05/14/25)
    - Related Jobs