• Capital Markets Managing Director I-Sales (IC)(F)

    PNC (Chicago, IL)
    …and 63 within 180 days of employment. DCM (Loan Syndications & Equipment Finance) - SIE, Series 79, Series 7 , and 63 within 120 days of employment. ... specific product(s) or transaction(s) and managing and developing select client relationships. Provides superior client experience. Ensures...Derivatives - SIE, Series 7 and 63 within 120 days… more
    PNC (06/11/25)
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  • Broker-Dealer Operations Specialist

    Guardian Life (Holmdel, NJ)
    …more years of extensive industry experience + Securities license preferred ( Series 7 or 6) + Knowledge of retail client onboarding/new account process, and ... advisory products + Possess a high degree of self-confidence, work independently and have rapid decision-making ability. Must demonstrate strong and analytical and organizational skills. + Demonstrate ownership and follow through when reviewing workflows,… more
    Guardian Life (07/08/25)
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  • Manager Client Executive

    Aegon Asset Management (FL)
    …Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7 ,000 people. It's part of Aegon, an integrated, diversified, international ... Summary Responsible for relationship management of assigned clients to ensure client satisfaction, retention and profitability of retirement 401(k) plans. May also… more
    Aegon Asset Management (07/23/25)
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  • Senior Private Client Relationship Manager

    First Horizon Bank (Chattanooga, TN)
    …client 's behalf **PREFERRED QUALIFICATIONS** + MBA, JD, CFA, or CFP preferred + Series 7 , 66 and Insurance licenses preferred + Proactive, takes initiative, ... strategy to advise prospects on all aspects of their balance sheet to generate new client acquisition. You will be part of a local team and supported by a platform… more
    First Horizon Bank (08/02/25)
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  • JP Morgan Advisors - Senior Client…

    JPMorgan Chase (Palo Alto, CA)
    …**Required qualifications, capabilities, and skills:** + Bachelor's degree or equivalent experience + Series 7 & 66 licenses upon hire or must successfully ... Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll...firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality… more
    JPMorgan Chase (08/01/25)
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  • Associate, Banks, Institutional Client…

    HSBC (New York, NY)
    …skills, proficiency in Microsoft Office applications, willingness to accelerate learning + FINRA Series 7 , 63, and 79 licenses are required. A contingency period ... the planet we all share. Our Associate, Banks, Institutional Client Group will be a member of the Correspondent...Associate may have the opportunity to take on direct client responsibility at some point. The role is based… more
    HSBC (07/25/25)
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  • National Client Banker, Vice President

    JPMorgan Chase (San Francisco, CA)
    …experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7 , 66 and Insurance licenses required for position; unlicensed ... your career to the next level. As a National Client Banker, you are responsible for advising families on...and re-introduce the capabilities of the Private Bank. National Client Bankers are responsible for a large book of… more
    JPMorgan Chase (07/25/25)
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  • Client Service Representative/Paraplanner…

    Kestra Financial (Bellaire, TX)
    …advisor. Qualifications: * Bachelor's Degree preferred * Active 7 , 63 and 65, or Series 7 and 66 preferred * Texas Insurance License ideal * 3 years or ... . Process distributions, Roth conversions, and other transactions. . Respond to client inquiries. . Scheduling meetings with clients. . Assist clients with website… more
    Kestra Financial (06/09/25)
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  • JP Morgan Wealth Management -Active Trader Desk…

    JPMorgan Chase (Plano, TX)
    …strategies and products, proficiency in trading platforms, Microsoft Office software, + FINRA Series 7 , 66 (or equivalent), life and health insurance, 9/10 (or ... Join JP Morgan Wealth Management team as the VP, Client Service Center Manager, where you'll play a pivotal...Manager, where you'll play a pivotal role in transforming client experiences across all 50 states. Lead a dynamic… more
    JPMorgan Chase (07/31/25)
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  • JP Morgan Advisors - Senior Client…

    JPMorgan Chase (Palm Beach Gardens, FL)
    …**Required qualifications, capabilities, and skills:** + Bachelor's degree or equivalent experience + Series 7 & 66 licenses upon hire or must successfully ... allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business support to… more
    JPMorgan Chase (06/19/25)
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