• Vice President, US Wealth Advisory Sales…

    BlackRock (San Francisco, CA)
    …(MBA, CIMA, CFP, CRPS, ARPC a plus) + 5+ years relevant financial services experience preferred + Series 7 and 66 required + Series 24 required or must be ... of an organization that makes a difference. We serve institutional and retail clients in more than 60 countries,...BlackRock's premier Client Businesses Group. **Responsibilities** As a Divisional Sales Desk Manager, you will develop a team of… more
    BlackRock (07/20/25)
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  • Inside Sales Senior Associate - RIA Bank

    Aristotle Capital Management (Newport Beach, CA)
    …specifically RIA, required. + Bachelor's degree from an accredited college or university, preferred. + Series 7 required: or the ability to obtain the Series ... specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. Our mission is to...7 within 6 months of being hired. + Series 6, 63, or 66: strongly desired. + CFA,… more
    Aristotle Capital Management (06/13/25)
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  • Cash Equities Electronic Sales…

    Citigroup (New York, NY)
    …additional languages preferred + Must be able to obtain the following licenses: Series 7 , 63 **Education:** + Bachelor's degree/University degree or equivalent ... managing and reporting control issues with transparency. **Qualifications:** + 7 + years of sales experience + Experience...experience + Master's degree preferred **Job Family Group:** Institutional Sales **Job Family:** Investor Sales… more
    Citigroup (06/15/25)
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  • Sales Assistant Sr

    First Horizon Bank (Memphis, TN)
    …pass the following tests within a timely manner if licenses are not already held - SIE, Series 7 , Series 52 and Series 63. Requirements + Bachelor's ... + Knowledge of Bloomberg application is a plus + Series 7 is a plus + Knowledge...FHN Financial is an industry leader in fixed income sales , trading and strategies for institutional customers… more
    First Horizon Bank (08/02/25)
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  • Asset Management - Sales Manager - Vice…

    JPMorgan Chase (New York, NY)
    …sales acumen + Deep understanding of and ability to teach capital markets and consultative sales + Series 24, 7 and 63 required + Bachelor's degree ... multi-asset, alternatives). **Job Summary** We are looking for a Sales Desk Manager for our Institutional Advisor Channel (IA) that will work with our team… more
    JPMorgan Chase (08/03/25)
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  • Director, Family Office - Citi Wealth

    Citigroup (San Francisco, CA)
    …and verbal) and presentation skills + Demonstrated ability to motivate staff + US: must obtain Series 7 and Series 66 registration if they do not already ... end goal of surfacing new commercial opportunities and improving client outcomes. ** Institutional Wealth Sales :** In partnership with coverage and product… more
    Citigroup (07/25/25)
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  • Associate, Equity Derivatives Sales

    BMO Financial Group (New York, NY)
    …of trading or sales procedures and broader regulatory and financial concepts. + Series 7 and 63 licenses required or attained within 6 months. + Demonstrates ... as research and advisory services to clients around the world. #bmocapitalmarkets The Institutional Equity Derivatives Sales Team is looking for a financial… more
    BMO Financial Group (08/01/25)
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  • Equity Derivatives Sales - Associate

    JPMorgan Chase (New York, NY)
    …well under pressure + Strong knowledge of Bloomberg, Microsoft Excel, Word and PowerPoint + FINRA Series 7 and 63 licenses are required for the role, but can be ... The Equity Derivatives Sales Desk covers Institutional clients including Asset Managers, Hedge Funds, Insurance Companies, Pension Funds and… more
    JPMorgan Chase (08/03/25)
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  • Equity Research Associate - IT Services

    Truist (Houston, TX)
    …to perform the essential functions. 1. BA/BS degree 2. Licenses Required: the SIE and the 7 Top Off (or Series 7 for those licensed prior to October ... in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients. 2. Conduct due diligence and provide industry expertise… more
    Truist (07/04/25)
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  • Global Cash Equities - US Equity Franchise…

    JPMorgan Chase (Boston, MA)
    …on organization will be critical. Required qualifications, capabilities, and skills : + +10 years of sales experience + Series 7 & 63 license + Team player: ... a motivated individual to join JP Morgan's Equity Franchise Sales team in Boston, MA. The Equity Franchise ...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
    JPMorgan Chase (07/25/25)
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