- Bank of America (Chandler, AZ)
- Financial Service Representative- Retirement and Benefits Investment Specialist Bilingual Spanish Chandler, Arizona;Tampa, Florida **Job Description:** At Bank ... make a difference. Join us! The Retirement & Benefits Investment Specialist is a foundational role designed...in the offer letter. You must achieve your SIE, Series 7 and Series 63… more
- Bank of America (Hunt Valley, MD)
- National Financial Solutions Advisor I (Hunt Valley, MD) ( Series 7 Required) Hunt Valley, Maryland **Job Description:** At Bank of America, we're creating real, ... we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each...first to meet their evolving needs. **Required skills** + Series 7 , and 66 or equivalent (if… more
- Bank of America (Pennington, NJ)
- National Financial Solutions Advisor I ( Series 7 Required) Pennington, New Jersey **Job Description:** At Bank of America, we're creating real, meaningful ... we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each...clients first to meet their evolving needs. **Required skills** * Series 7 , and 66 or equivalent (if… more
- BMO Financial Group (SD)
- …service focus in the financial planning, securities, or insurance industry + Valid and active SIE, Series 7 , 66 (or 65+63) is required + Series 65 obtained ... Monday-Friday,** **10 am to 7pm Central Time** The BMO Investment Services (BIS) Investment Service Specialist 's primary responsibility is to provide… more
- Bank of America (Modesto, CA)
- Investment Management Specialist Modesto, California **Job...and Modeling + Wealth Planning **Role Requirements** + Either Series 7 and 66 licenses or ... (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business… more
- Bank of America (Boston, MA)
- …+ Financial Analysis + Financial Forecasting and Modeling + Wealth Planning. Role Requirements * Either Series 7 and 66 licenses or Series 7 , 63, and ... Private Wealth Investment Management Specialist Boston, Massachusetts **Job Description:** At Bank of America, we are guided by a common purpose to help make… more
- Equitable (Charlotte, NC)
- Investment Product Sales Specialist (Remote Possible) (...years investment industry experience + FINRA Licenses Series 7 , 63, 65 (or 66) required + ... will help unlock your potential? The key objectives of the Investment Product Sales Specialist are to build relationships with the Equitable Advisors field force… more
- Bank of America (Pennington, NJ)
- …experience Bachelor's degree required 5+ years' experience in financial services industry preferred Series 7 and 63/65 or 66 required Knowledge of professionally ... Investment Advisory Specialist Pennington, New Jersey **Job Description:** The Merrill Lynch Investment Advisory Program (IAP) combines the advice and… more
- JPMorgan Chase (New York, NY)
- …bonds, structured products, mortgages and tax-aware strategies. **Job Summary** As an Investment Specialist Analyst in the Fixed Income, Currencies and ... will be a key member of the municipal bond investment specialist team. The muni specialist...and results oriented, with excellent teamwork skills + SIE, Series 7 , 63 or must complete within… more
- Fifth Third Bank, NA (Evansville, IN)
- …in Finance, Economics, or Business Management preferred. + Securities Industry Essentials (SIE), Series 7 , 66 (or 65 and 63), appropriate state resident ... banking at Fifth Third Bank. GENERAL FUNCTION: The Licensed Investment Support Specialist I provides office management...the Fifth Third Securities Licensing Guidelines candidate with active Series 6 and 63 licenses preferred. + Two (2)… more
- Bank of America (Chandler, AZ)
- Sr Registered Phone Rep- Retirement and Benefits Investment Specialist Chandler, Arizona;Tampa, Florida **Job Description:** At Bank of America, we are guided by ... Brokerage. As a Senior Registered Merrill Retirement & Benefits Investment Specialist you will provide first-call resolution...& Experience: + FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series … more
- JPMorgan Chase (Westerville, OH)
- …directed to the right channel **Required qualifications, capabilities, and skills:** + A valid and active Series 7 + A valid and active Series 63 or must be ... through a variety of marketing campaign initiatives, identify new investment and advice opportunities, and drive business development. You...days. + Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM… more
- Bank of America (Providence, RI)
- …Analysis + Financial Forecasting and Modeling + Wealth Planning **Required Qualifications:** + Series 7 , 63/65 or 66 or equivalent; must obtain all state ... Senior Investment Manager Providence, Rhode Island **Job Description:** At...controlled way + Minimum of 10 years' experience performing specialist level responsibilities or equivalent industry experience **Shift:** 1st… more
- T. Rowe Price (New York, NY)
- …United States. T. Rowe Price is seeking to recruit a Hybrid Alternative Investment Specialist who has experience with distribution of alternatives, including ... units as necessary. + In partnership with the Alternative Investment Specialist team, deliver on preparation and...degree or designation preferred (eg CFA, CAIA, CIMA) + Series 7 & 63 preferred; must obtain… more
- Bank of America (Southampton, NY)
- …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 - NR Southampton, New York **Job Description:**...Service Management + Process Simplification **Role Requirements:** + Either Series 7 and 66 licenses or … more
- JPMorgan Chase (San Francisco, CA)
- …collaboration, idea sharing and client deepening opportunities **Required qualifications, capabilities, and skills** + Series 7 , 66 licensed + A minimum of 7 ... Liquidity Specialist - Investment Products & Advice, Banking Join our team as a Liquidity Specialist at JP Morgan Wealth Management, where you will have the… more
- T. Rowe Price (Colorado Springs, CO)
- …and Intermediary Platform providers throughout the United States. The Senior Alternative Investment Specialist position offers a unique opportunity to expand and ... are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can...degree or designation preferred (eg CFA, CAIA, CIMA) + Series 7 & 63 preferred; must obtain… more
- City National Bank (Austin, TX)
- …programs like Word, Excell, Power Point, etc. **Required Licenses and Certifications** + Finra Series 7 **Skills and Knowledge** + Completion of or pursuit of ... **BUSINESS DEVELOPMENT SPECIALIST ** **WHAT IS THE OPPORTUNITY?** Provide business development...Provide business development support to one or more Senior Investment Consultants through the identification of qualified independent Financial… more
- Bank of America (Paramus, NJ)
- …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 - NR Paramus, New Jersey **Job Description:**...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more
- Wells Fargo (Dallas, TX)
- …risk experience + Knowledge of traditional banking products + FINRA registration including Series 7 and 66 (or FINRA recognized equivalents) + Experience working ... Fargo is seeking a Senior Lead Wealth Custom Lending Specialist Working at Wells Fargo | Jobs and Careers...is required for ongoing employment in this position. FINRA Series 7 and 66 examinations, or equivalent… more