• US Private Bank- Market Team Lead

    JPMorgan Chase (Tulsa, OK)
    …position + Bachelor's degree required; MBA, JD, CFA, or CFP preferred + FINRA Series 7 , 66, 9, 10 and Insurance licenses required for position; however, ... part of a local team and supported by an institutional platform that has the resources, specialists and intellectual...player-coach within a high performing team model + Proven sales success and strong business acumen + Ability to… more
    JPMorgan Chase (06/27/25)
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  • JP Morgan Advisors - Senior Client Service…

    JPMorgan Chase (Chicago, IL)
    …degree or equivalent experience + Minimum 3 years of client service experience + FINRA Series 7 and Series 63 licenses required (or must obtain within ... Service Associate works in a team-oriented environment with Financial Advisors, Sales Associates, Product Management, Middle Office, and operations teams to deliver… more
    JPMorgan Chase (08/03/25)
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  • Financial Consultant

    TIAA (Seattle, WA)
    …Experience** + 3+ Years Required; 5+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63 **Licenses and Certifications** + Life and ... company initiatives. + Develops and maintains strong relationship with Institutional Plan Sponsors. **Educational Requirements** + University (Degree) Preferred… more
    TIAA (07/19/25)
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  • Citi Wealth at Work - Law Firm Group - Associate…

    Citigroup (Palo Alto, CA)
    …to manage relationships both internal and external + Ability to multi-task + FINRA SIE, Series 7 , Series 66 required (or obtained within 120 days) ... sub-function/job family. **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to… more
    Citigroup (07/16/25)
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  • Associate Banker SAFE Act LO - C12/AVP for Wealth…

    Citigroup (New York, NY)
    …to manage relationships both internal and external + Ability to multi-task + FINRA SIE, Series 7 , Series 66 required (or obtained within 150 days) ... of the individual. **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire… more
    Citigroup (06/19/25)
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  • Asset Management - Head of Private Wealth…

    JPMorgan Chase (New York, NY)
    …travel required + 4-year degree required; MBA, CFA, CIMA a plus. + FINRA Series 7 , 63. JPMorganChase, one of the oldest financial institutions, offers innovative ... nearly $200 Billion in alternative assets and manage over $1. 7 Trillion in assets for wealth managers worldwide. Our...the PWA client teams, including national accounts and field sales (external & internal). This role is responsible for… more
    JPMorgan Chase (07/10/25)
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  • Markets Program Analyst - (New York, City)- Early…

    Wells Fargo (New York, NY)
    …financial markets, banking, or financial services industry. **JOB EXPECTATIONS:** + Registration for FINRA Series 7 must be completed within 90 days of hire date ... rates, commodity and equity risks. You may be placed in one of the following businesses: ** Sales & Trading** + Macro + Commodities + Municipal Sales & Trading +… more
    Wells Fargo (07/15/25)
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  • AVP, Bilingual Customer Service Sr Analyst…

    Citigroup (Miami, FL)
    …improvements and generates new ideas to streamline processes/transactions. **Qualifications and Education:** + Series 7 & 63 licenses for US based employees + ... budget goals of assigned team. Provide banker with suggestions on potential sales opportunities based on perceived client needs, utilizing cash management, large… more
    Citigroup (07/18/25)
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  • Portfolio Consultant - Asset Management Service

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …+ Opportunities for career advancement within a leading investment firm **Certifications:** + FINRA Series 7 required upon hire. + The ability to obtain other ... We are seeking a dynamic and motivated Internal Sales Representative to join our growing Investment Solutions...and nurturing relationships with financial advisors, wealth managers, and institutional clients. Your mission: to promote and sell our… more
    Raymond James Financial, Inc. (06/19/25)
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  • US Private Bank - Investment Specialist - Vice…

    JPMorgan Chase (Charlotte, NC)
    …staff **Required Qualifications, Capabilities, and Skills** + Bachelor's degree required + Series 7 , 66 and Insurance licenses required for position; unlicensed ... policy statements and advise on asset allocation + Closes sales of complex investment products + Support coordination of...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
    JPMorgan Chase (08/03/25)
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