- 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 (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
- 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
- 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 (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
- 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
- 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
- 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
- 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
- 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
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