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Financial Advisor
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Requisition Number 4711 Requirements Bachelor's Degree or equivalent experience FINRA Series 7 & 63, State Insurance License, Series 65 / 66 desirable Must be able to adapt to working in multiple locations Must be a self-starter Job Description...
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From US.jobs
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Date
2020-05-28
Company
Confidential


Location
Astoria, NY
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About the job:
Requisition Number 4711 Requirements Bachelor's Degree or equivalent experience FINRA Series 7 & 63, State Insurance License, Series 65 / 66 desirable Must be able to adapt to working in multiple locations Must be a self-starter Job Description POSITION OVERVIEW Provide sound financial advice to customers by evaluating their financial condition, needs and future goals. Must keep abreast of procedures and maintains a current knowledge of products and services offered. Must meet sales goals as established by management RESPONSIBILITIES Develop sales leads through prospecting and branch...
Location:
Astoria, NY
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
FINRA Series 7
State insurance license
FINRA Series 65
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Institutional Sales Officer II.
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Job Description Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The incumbent in this position is a local;...
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From Fifth Third Bank
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Date
2020-05-28
Company
Fifth Third Bank
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Location
Chicago, IL
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About the job:
Job Description Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The incumbent in this position is a local; Retirement Plan affiliate based Sales Officer with 100% focus on sales. Sells and supports the sales process of investment management and 401(k) plans. The incumbent will work closely with the Institutional Relationship Managers (RMs) and Commercial Relationship Managers (RMs) to provide creative solutions to sales opportunities. The Institutional...
Location:
Chicago, IL
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Business Development Representative
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Job Description Job Description ABOUT US AUTOPAY is an innovative FinTech company that is powering finance in the age of mobility. We function as a virtual Finance & Insurance office, finding our customers the perfect lender for their car loan or...
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From De jobs
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Date
2020-05-28
Company
AUTOPAY
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Location
Denver, CO
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About the job:
Job Description Job Description ABOUT US AUTOPAY is an innovative FinTech company that is powering finance in the age of mobility. We function as a virtual Finance & Insurance office, finding our customers the perfect lender for their car loan or refinance. This means we're able to solidify our customer's auto loan prior to going to the dealership, and our marketplace of lenders ensures they get the lowest rate available. We come from all kinds of backgrounds and experiences to create something new: A better way to do car loans. We support a casual work environment, positive work culture and...
Location:
Denver, CO
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Financial Services Operations Representative I
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The speed of technology. The influx of data. Shifting regulations. Increased customer expectations. That's where you'll find DST, helping clients find opportunity in ever-changing and complex customer, business, and regulatory requirements....
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From DST Systems, Inc.
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Date
2020-05-28
Company
DST Systems
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Location
Kansas City, MO
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About the job:
The speed of technology. The influx of data. Shifting regulations. Increased customer expectations. That's where you'll find DST, helping clients find opportunity in ever-changing and complex customer, business, and regulatory requirements. Mastering complexity is a constantly changing and evolving challenge – one that only a few people can embrace and thrive upon. If you see your opportunity in complexity, then we are the right fit for you. Job Description: - Company Overview SS&C is a global provider of investment and financial services and software for the financial services and healthcare...
Location:
Kansas City, MO
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Fiduciary Advisor II
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Description Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As a(n) position title within PNC's name of...
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From Pnc
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Date
2020-05-28
Company
Pnc
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Location
Pittsburgh, PA
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About the job:
Description Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As a(n) position title within PNC's name of division organization, you will be based in city/state location of position. Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As a(n) position title within PNC's name of division organization, you...
Location:
Pittsburgh, PA
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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INVESTMENT ADVISOR II
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Description Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As a(n) position title within PNC's name of...
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From Pnc
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Date
2020-05-28
Company
Pnc
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Location
Fort Wayne, IN
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About the job:
Description Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As a(n) position title within PNC's name of division organization, you will be based in city/state location of position. Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As an Investment Advisor II within PNC's Institutional Asset Management...
Location:
Fort Wayne, IN
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Part Time Branch Ambassador Customer Service & Sales - Gentilly
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Greater NO-Gentilly Br 5 (37005), United States of America, New Orleans, Louisiana At Capital One, we're building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital...
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From US.jobs
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Date
2020-05-28
Company
Capital One
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Location
New Orleans, LA
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About the job:
Greater NO-Gentilly Br 5 (37005), United States of America, New Orleans, Louisiana At Capital One, we're building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We are succeeding because they are succeeding. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We...
Location:
New Orleans, LA
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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PT Branch Ambassador - Customer Service & Sales - East Hampton
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SE Suffolk-East Hampton Br 188 (22188), United States of America, East Hampton, New York At Capital One, we’re building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank,...
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From Capital One Financial Corp.
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Date
2020-05-28
Company
Capital One
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Location
East Hampton, NY
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About the job:
SE Suffolk-East Hampton Br 188 (22188), United States of America, East Hampton, New York At Capital One, we’re building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We are succeeding because they are succeeding. Guided by our shared values, we thrive in an environment where collaboration and openness are valued....
Location:
East Hampton, NY
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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PT Branch Ambassador - Customer Service & Sales - West Hempstead
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SW Nassau-W Hempstead Br 594 (22594), United States of America, West Hempstead, New York At Capital One, we’re building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank,...
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From Capital One Financial Corp.
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Date
2020-05-28
Company
Capital One
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Location
West Hempstead, NY
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About the job:
SW Nassau-W Hempstead Br 594 (22594), United States of America, West Hempstead, New York At Capital One, we’re building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We are succeeding because they are succeeding. Guided by our shared values, we thrive in an environment where collaboration and openness are valued....
Location:
West Hempstead, NY
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Rep, Client Processing
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Client Processing - S3Provides quality client service and support to internal clients and occasionally external clients on a daily basis, including phone interaction, problem resolution and account transaction processing in a timely manner.Under...
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From US.jobs
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Date
2020-05-28
Company
BNY Mellon
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Location
Pittsburgh, PA
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About the job:
Client Processing - S3Provides quality client service and support to internal clients and occasionally external clients on a daily basis, including phone interaction, problem resolution and account transaction processing in a timely manner.Under direct supervision, performs routine operational tasks in a product or functional area, processing updates to client accounts or company records and ensuring that data is feeding into the right system. Enters data, keying information from checks, interpreting payee information and transcribing into on-line system. Begins monitoring exceptions. May...
Location:
Pittsburgh, PA
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
Middle Income Jobs ($30K-$49K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Financial Advisor - Green Bay and Surrounding areas
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Summary Life is short - Work somewhere extraordinary. Are you passionate about living a life of generosity? Do you love guiding others on their journey to be wise with money and live generously by helping them build a financial strategy based on...
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From Thrivent Financial for Lutherans
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Date
2020-05-28
Company
Thrivent Financial
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Location
Green Bay, WI
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About the job:
Summary Life is short - Work somewhere extraordinary. Are you passionate about living a life of generosity? Do you love guiding others on their journey to be wise with money and live generously by helping them build a financial strategy based on their values? Our team thrives on building positive relationships with our member base. If that resonates with you, consider joining our team. As a Thrivent Financial advisor, you become part of an organization where money is viewed as a tool to help others reach their goals, rather than a goal itself. You’ll help members make the most of their time,...
Location:
Green Bay, WI
Job Type:
Part-Time
Full-Time
Contract
Occupation:
Sales Agents, Financial Services
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
FINRA / NASD Series 6
State insurance license
FINRA Series 7
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Registered Client Associate - Washington, D.C.
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Registered Client Associate - Washington, D.C. Washington, District of Columbia **Job Description:** **Business Overview** Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services...
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From Bank of America Corporation
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Date
2020-05-28
Company
Bank Of America
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Location
Washington, DC
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About the job:
Registered Client Associate - Washington, D.C. Washington, District of Columbia **Job Description:** **Business Overview** Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch wealth management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill Lynch's financial advisors help clients...
Location:
Washington, DC
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
FINRA Series 7
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Customer Experience Representative - Leawood (Part time 20 hours)
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Address: 11301 Nall Avenue Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best...
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From Bank Of Montreal
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Date
2020-05-28
Company
BMO Financial Group
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Location
Leawood, KS
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About the job:
Address: 11301 Nall Avenue Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. + Identifies customer needs and initiates referrals to BMO colleagues. + Supports customer requests for banking services, including handling transactions and supporting customers who...
Location:
Leawood, KS
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Customer Experience Representative - 20 hours (St. Louis, MO)
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Address: 5256 S Lindbergh Boulevard Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in...
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From Bank Of Montreal
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Date
2020-05-28
Company
BMO Financial Group
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Location
Saint Louis, MO
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About the job:
Address: 5256 S Lindbergh Boulevard Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. + Identifies customer needs and initiates referrals to BMO colleagues. + Supports customer requests for banking services, including handling transactions and supporting...
Location:
Saint Louis, MO
Job Type:
Part-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Retail Personal Banker Associate I - Belle Meade (Nashville, TN)
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Description Job Description Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended...
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From Fifth Third Bank
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Date
2020-05-27
Company
Fifth Third Bank, N.A.
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Location
Nashville, TN
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About the job:
Description Job Description Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail...
Location:
Nashville, TN
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
Entry Level Jobs (less than $30K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
Nationwide Mortgage Licensing System
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Branch Banker (L)(MLO)
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Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As a Branch Sales and Service Associate, you will...
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From Pnc
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Date
2020-05-27
Company
Pnc
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Location
Cincinnati, OH
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About the job:
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As a Branch Sales and Service Associate, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Cincinnati, OH at the Groesbeck branch. Job Description - Acquires and...
Location:
Cincinnati, OH
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Branch Sales & Service Representative (Teller/Personal Banker)
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Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As a Branch Sales and Service Representative, you will...
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From Pnc
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Date
2020-05-27
Company
Pnc
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Location
Medina, OH
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About the job:
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As a Branch Sales and Service Representative, you will engage in proactive sales and customer service activities including teller transactions and developing referral opportunities. This position, within PNC's Retail Branch Banking Network, is based in city/state location of position at the branch name branch. Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive...
Location:
Medina, OH
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
Entry Level Jobs (less than $30K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Branch Sales and Service Associate I (MLO) - Universal Personal Banker
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Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As a Branch Sales and Service Associate I in a Universal...
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From Pnc
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Date
2020-05-27
Company
Pnc
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Location
Akron, OH
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About the job:
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As a Branch Sales and Service Associate I in a Universal Branch or in an In-store Branch, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in city/state location of...
Location:
Akron, OH
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
Entry Level Jobs (less than $30K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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BSSAU
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Description Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As a Branch Sales and Service Associate I in...
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From Pnc
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Date
2020-05-27
Company
Pnc
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Location
New York, NY
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About the job:
Description Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As a Branch Sales and Service Associate I in a Universal Branch or in an In-store Branch, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. This position, within PNCaposs Retail Branch Banking Network, is based in...
Location:
New York, NY
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Part Time Financial Services Representative (Universal Banker)
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Description Job Description F&M Trust islooking to hire a Financial Services Representative (FSR) to service current and new customers of the bank. This individual will provide exceptional customer service while performing a wide array of...
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From ASBMR
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Date
2020-05-27
Company
F.and.M Trust
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Location
Chambersburg, PA
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About the job:
Description Job Description F&M Trust islooking to hire a Financial Services Representative (FSR) to service current and new customers of the bank. This individual will provide exceptional customer service while performing a wide array of transactions for our customers. Additionally, this individual will recommend bank products and services that will be of benefit to our customers. If not knowing bank products and services scares you, don't worry, we'll train you on product knowledge. And do you know what is even more exciting?After completing your initial training period, you'lladvance your...
Location:
Chambersburg, PA
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
Entry Level Jobs (less than $30K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Representative, Cash Mgmt - Day Shift
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Cash Management - S4Provides support in the execution of check processing, as well as preparing and producing customers work. Researches differences in check processing and performs accelerated settlements and reconcilements.Researches errors...
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From LocalJobNetwork
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Date
2020-05-27
Company
BNY Mellon
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Location
Pittsburgh, PA
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About the job:
Cash Management - S4Provides support in the execution of check processing, as well as preparing and producing customers work. Researches differences in check processing and performs accelerated settlements and reconcilements.Researches errors thoroughly, logs information and makes appropriate updates in the system, including issuing a credit or debit to a corporate account. Independently gathers information and works with customers to determine action that require decision-making capabilities. Performs an accelerated level of settlement and reconcilement procedures.Leverages a strong...
Location:
Pittsburgh, PA
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Merrill Edge Life Services Relationship Consultant
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Job Description: Job Description: - The Merrill Edge Life Services team specializes in end-to-end relationship management, guiding heirs and executors through the wealth transition experience - Help clients make informed decisions with inherited...
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From Bank of America Corporation
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Date
2020-05-27
Company
Bank Of America
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Location
Lincoln, RI
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About the job:
Job Description: Job Description: - The Merrill Edge Life Services team specializes in end-to-end relationship management, guiding heirs and executors through the wealth transition experience - Help clients make informed decisions with inherited assets through a dedicated relationship - Engage clients in goals-based financial conversations, provide education on inheriting assets, and deliver solutions to meet client needs - Deepen the client relationship through retention and consolidation with Merrill Edge - Take ownership of the process and managing it from beginning to end The Ideal...
Location:
Lincoln, RI
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
FINRA Series 66
FINRA Series 7
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Financial Solutions Advisor - Brokerage (Series 7 Required)
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Job Description: The Merrill Centralized Brokerage FSAs provides mass affluent clients with holistic financial advice and deepens client relationships by identifying broader product and service solutions that meet their investment, savings and...
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From Bank of America Corporation
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Date
2020-05-27
Company
Bank Of America
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Location
Pennington, NJ
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About the job:
Job Description: The Merrill Centralized Brokerage FSAs provides mass affluent clients with holistic financial advice and deepens client relationships by identifying broader product and service solutions that meet their investment, savings and credit needs. As a Financial Solutions Advisor (FSA), this person will be responsible for maintaining our existing U.S. client relationships by providing day to day service and advice via a phone-based platform. The FSA will provide investment, savings, and liability management solutions to help maintain and enhance financial strategies through the...
Location:
Pennington, NJ
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
FINRA Series 66
FINRA Series 7
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Inside Sales Representative
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At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our team at Bank of America....
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From Bank of America Corporation
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Date
2020-05-27
Company
Bank Of America
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Location
Belfast, ME
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About the job:
At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our team at Bank of America. We’re looking for skilled sales people who can advise and advocate for our clients for their most important financial needs. As part of the Bank of America team, preferred sales agents listen to client needs and understand which products/services will work best for the client throughout the relationship while providing an exceptional client...
Location:
Belfast, ME
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
N/A
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

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Merrill Financial Services Representative
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At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With...
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From Bank of America Corporation
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Date
2020-05-27
Company
Bank Of America
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Location
Rolling Meadows, IL
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About the job:
At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. If you are interested in growing a long term career in finance, passionate about developing strong relationships with clients, the...
Location:
Rolling Meadows, IL
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Sales Agents, Financial Services
Salary:
High Income Jobs ($80K-$99K)
Career Level/Education:
Bachelor's degree
Certifications/Licenses:
FINRA Series 66
FINRA Series 7
Preferred WorkKeys®
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

Display

Recommended

WorkKeys®

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