• Consumer Investments - Investment

    Bank of America (Hunt Valley, MD)
    Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Hunt Valley, Maryland **Job Description:** At Bank of America, we are ... point into a fully licensed financial services career. **An Investment Specialist Trainee (responsibilities):** * Identifies clients'...pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66.… more
    Bank of America (02/21/24)
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  • National Financial Solutions Advisor I…

    Bank of America (Lincoln, RI)
    National Financial Solutions Advisor I ( Series 7 Required - Lincoln, RI) Lincoln, Rhode Island **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 (02/21/24)
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  • National Financial Solutions Advisor I…

    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
    Bank of America (02/09/24)
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  • Financial Service Representative- Retirement…

    Bank of America (Tampa, FL)
    Financial Service Representative- Retirement and Benefits Investment Specialist Chandler, Arizona;Tampa, Florida **Job Description:** At Bank of America, we are ... 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 (03/26/24)
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  • JP Morgan Wealth Management- Vice President,…

    JPMorgan Chase (New York, NY)
    Investment Solutions Specialist , JP Morgan Advisors, a...and skills** + Minimum of 5 years of relevant investment experience with Series 7 + ... division of JP Morgan Wealth Management As an Investment Solutions Specialist at JP Morgan Advisors,...larger group settings **Preferred qualifications, capabilities, and skills** + Series 66 (may be fulfilled within 6 months of… more
    JPMorgan Chase (03/15/24)
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  • Investment Service Specialist

    BMO Financial Group (WI)
    …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
    BMO Financial Group (03/26/24)
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  • Investment Management Specialist

    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 (02/27/24)
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  • Investment Product Sales Specialist

    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
    Equitable (03/21/24)
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  • Investment Advisory Specialist

    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
    Bank of America (02/23/24)
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  • Licensed Investment Support…

    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
    Fifth Third Bank, NA (03/16/24)
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  • Sr Registered Phone Rep- Retirement and Benefits…

    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
    Bank of America (03/26/24)
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  • Wealth Management - Latin America Private Bank…

    JPMorgan Chase (New York, NY)
    …provide you with the opportunity to take your career to the next level. As an Investment Specialist you will provide support to Investors in all facets of their ... of conduct **Required Qualifications, Capabilities, Skills** + Bachelor's degree required + Series 7 , 66 and Insurance licenses required for position; unlicensed… more
    JPMorgan Chase (03/23/24)
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  • JP Morgan Wealth Management - New Client…

    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
    JPMorgan Chase (03/25/24)
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  • JP Morgan Wealth Management - New Client…

    JPMorgan Chase (Tempe, AZ)
    …interpersonal communication skills. **Required qualifications, capabilities, and skills:** + A valid and active Series 7 + A valid and active Series 63 or ... clients through a variety of marketing campaign initiatives, identify new investment and advice opportunities and drive business development. You will drive… more
    JPMorgan Chase (01/24/24)
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  • WM Investment Specialist Assistant 3

    US Bank (St. Paul, MN)
    …client problems, escalating items beyond specified authority to the assigned Investment Specialist . Performs and monitors account trades within delegated ... unlicensed and partially licensed candidates are required to obtain the FINRA Series 7 & 63 registrations within a determined timeframe _The role offers a… more
    US Bank (03/08/24)
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  • Sales Support Specialist - Annuities

    Principal Financial Group (Des Moines, IA)
    …or equivalent and FINRA Series 63) within 90 days of employment. + FINRA Series 7 registration is preferred + Life Insurance and other FINRA licenses may be ... is at the forefront of providing innovative solutions for retirement planning and investment . As a **Sales Support Specialist ** at Principal, you will play… more
    Principal Financial Group (03/02/24)
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  • National Advice Center (NAC) Sales…

    Huntington National Bank (Columbus, OH)
    …with a focus on service/sales. + FINRA Series 6 and 63 + State Health and Life, Series 7 and Series 66 or 63/65 required to be obtained within 120 days ... Summary: The National Advice Center (NAC) Sales and Relationship Specialist serves as a sales and support specialist...service and follow up + State Health and Life, Series 7 , and Series 66… more
    Huntington National Bank (03/20/24)
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  • Wealth Management Specialist - NPD

    Bank of America (Austin, TX)
    …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 - NPD Austin, Texas **Job Description:** **Business...and manage the resolution of client escalations **Qualifications** + Series 7 , 63/65 or 66 or equivalent;… more
    Bank of America (02/09/24)
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  • Hybrid Sales Specialist : Alternatives

    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
    T. Rowe Price (02/15/24)
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  • JP Morgan Wealth Management- Vice President,…

    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
    JPMorgan Chase (02/01/24)
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