• Registered National Financial

    Bank of America (Pennington, NJ)
    Registered National Financial Solutions Advisor I (Pennington, NJ) (Series 7 & 66 or equivalent Required) Pennington, New Jersey **Job Description:** At Bank ... review financial and investment goals, building a financial plan, and recommending brokerage products. Job...all of their financial needs. **As a Financial Solutions Advisor , you can… more
    Bank of America (03/22/24)
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  • Registered Client Associate

    Wells Fargo (Doylestown, PA)
    …of business at wellsfargojobs.com . **In this role, you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such as ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
    Wells Fargo (04/13/24)
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  • Internal Wholesaler - Market Sales Partner

    BlackRock (Princeton, NJ)
    …Wholesaler to effectively execute a business plan to drive BlackRock products and solutions to Financial Advisors within a specific segment and defined ... Exhibit high-level market knowledge and ability to converse with financial advisors on investment solutions and current...+ 2+ years of experience in mutual fund or brokerage industry required + Series 7 & 66 (63… more
    BlackRock (04/26/24)
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