- MTA (New York, NY)
- Construction Auditor/Investigator Series Job ID: 10587 Business Unit: MTA Inspector General Location: New York, NY, United States Regular/Temporary: Regular ... Authority Office of the Inspector General Job Title: Construction Auditor/Investigator Series Closing Date: Open Until Filled Agency: Office of the Metropolitan… more
- Bank of America (Winston Salem, NC)
- …Management + Customer Service Management + Process Simplification **Required Qualifications:** + **Either Series 7 and 66 licenses or Series 7 , 63 ... Fully Paid Wealth Management Specialist - NR (non-registered) (FP) with a...achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 &… more
- Ventura County (Ventura, CA)
- …to employees in this classification who possess and maintain a valid, current CPA license or certificate. + Flexible Workweek - A compressed work schedule (eg, 9/80 ... clerical staff. DISTINGUISHING CHARACTERISTICS: Each successive level in the Accountant series is distinguished by scope of independence and responsibility. The… more
- TIAA (Houston, TX)
- **Wealth Management Coach** The Director, Wealth Management ...7 + Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; ... financial solutions through coaching and skill development and effective practice management . **Key Responsibilities and Duties** + Build and maintain close… more
- JPMorgan Chase (Larchmont, NY)
- …and maintaining client relationships, and integrating with key partners + A valid and active Series 7 and 66 (63/65), and Life and Health Insurance license ... As a Private Client Advisor in JP Morgan Wealth Management , you will offer comprehensive financial planning and advice...a condition of employment + A valid and active Series 7 , Series 66 (63/65)… more
- Bank of America (Newport Beach, CA)
- …client centric individual who has or is able to obtain the following in a specified timeframe: Series 7 (SIE, 7 Top-Off) AND Series 66 (or Series ... Los Angeles, California;Newport Beach, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ...(or Series 8) or equivalent licenses, and Series 3 or 31 license (If warranted).… more
- Bank of America (Cincinnati, OH)
- …to become fully licensed and achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses and approved designation ... Wealth Management Specialist Cincinnati, Ohio **Job Description:** Merrill Wealth...Forecasting and Modeling + Wealth Planning **Required Qualifications:** + Series 7 , 63/65 or 66 or equivalent;… more
- TIAA (Philadelphia, PA)
- …relationships with affluent clients or equivalent experience; Required **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... **Wealth Management Advisor** Supported with a robust array of...66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified… more
- Citigroup (San Antonio, TX)
- …business applications preferred + Required Securities Licensure (depending on role select from the following): + Series 7 license ; and + Series 63 and ... experience in the financial industry; compliance or other risk management experience helpful + Knowledge of Bank and broker-dealer... 65 or Series 66; and + Series 8 or Series 9 and … more
- Vanguard (Charlotte, NC)
- …requires a regulatory license and/or registration (eg FINRA, state, SFC), the SIE, Series 7 and 63/65 or 66. Certain professional designations may be used in ... As the dedicated point of contact to our Wealth Management clients who hold between $5-25M in Vanguard assets,...Compliance based on role-specific duties. + The SIE & Series 7 are required prior to starting… more
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