- JPMorgan Chase (Valley Stream, NY)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and ... skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated...in the role as a condition of employment + Bilingual Spanish and English Required **Preferred qualifications, capabilities, and… more
- Centers Plan for Healthy Living (New York, NY)
- …the guidance and plans they need for healthy living. JOB SUMMARY : The Licensed Benefits Advisor - Medicare Sales, Maintains relationships, services our ... Medicaid Services (CMS) and company policies and regulations. The Licensed Benefits Advisor will develop...on a daily basis. Knowledge and Skills: Preferred: + Bilingual with English as a primary language + 3… more
- Bank of America (Englewood, NJ)
- …move through the stages of development Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the ... Financial Solutions Advisor Stage I - Registration Candidate - Consumer...year of financial services industry or sales experience.** + Bilingual Spanish **Skills:** * Advisory * Account Management *… more
- JPMorgan Chase (New York, NY)
- …within 60 days of starting in the role as a condition of employment + Bilingual in Mandarin and Cantonese is required INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT ... through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available through Chase… more
- Bank of America (New York, NY)
- …using growth plans in Sales Force * Manages effective Financial Center Advisor recruiting strategies * Administers superior sales supervision and practices in the ... to pass compliance requirements + **Desired Qualifications:** + Prefer fully licensed candidates + Experience in financial services and knowledge of financial… more