2mo
Save
Mark Applied
Hide
Branch Banking Client Consultant II-Licensed
North Babylon, New York, United States
$18-$28/hr OnsiteFull Time
4+ YOEHigh school or equivalent; 4-5 years customer service and sales in financial services; NMLS; Life/Health licenses within 90 days; FINRA SIE, Series 6, and Series 63 or 66 within 90 days.
NMLS, SIE, Series 6, Series 63, Series 66
3mo
Save
Mark Applied
Hide
Merrill Performance Coach
New York or New York or Peachtree City or Boston or Deer Park or Alpharetta or Carmel or Mount Laurel or Paramus or Pennington or Toms River or Dallas or Cincinnati or Charlotte or Century City or Saint Helena or White Plains
$140k-$207k/yr HybridFull Time
10+ YOE10+ years coaching/consulting in wealth management; senior leader coaching; travel 40%; SIE and Series 7 or ability to obtain.
2mo
Save
Mark Applied
Hide
Managing Director, ECM-Investment Banking (FINRA)-3
Ridgewood or Minneapolis
$200k/yr OnsiteFull Time
5+ YOE1+ MgmtBA required; FINRA SIE, 7, 63 and 79 licenses; 5+ years investment banking; Director-level experience; willingness to travel.
Excel, Word, PowerPoint, Outlook
3w
Save
Mark Applied
Hide
Financial Advisor
Poughkeepsie, New York, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to obtain Life/Accident & Health, SIE, Series 6,7,63 licenses; relationship-building, time-management, and client-facing experience.
2w
Save
Mark Applied
Hide
Financial Services Representative -Garden City, NY
Garden City, New York, United States
$45k-$75k/yr HybridFull Time
Provide inbound customer support, prepare for and obtain SIE/Series 7/Series 66 licenses, strong customer service and communication skills, coachable and eager to learn.
2w
Save
Mark Applied
Hide
Wealth Management Client Associate
Melville, New York, United States
$25-$44/hr OnsiteFull Time
1+ YOEHigh school diploma/GED, 1+ years experience, client service skills, proficiency with Microsoft Word/Excel/PowerPoint and Salesforce; SIE/Series registrations preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1d
Save
Mark Applied
Hide
Financial Wellness Coach, UBS Wealth Advice Center
Charlotte or Dallas or Nashville or Weehawken
$70k-$93k/yr OnsiteFull Time
Deliver financial wellness education and coaching to employees; hold FINRA SIE, Series 7 and 66; CFP preferred; strong presentation, communication, and financial services experience; willing to travel.
BrassRing
1mo
Save
Mark Applied
Hide
Financial representative
Fairfield County, Connecticut, United States
FieldFull Time
Ability to obtain/state-hold life insurance license, SIE, Series 6/7 and Series 63 as required; pass background and regulatory checks; integrity, leadership, community engagement.
2mo
Save
Mark Applied
Hide
Private Client Banker - Westport Main St - Westport, CT
Westport, Connecticut, United States
$25-$33/hr OnsiteFull Time
1+ YOE1+ year banking/financial services experience; SIE/FINRA licenses required or to be completed within 180 days; high school diploma or equivalent; ability to work weekends/evenings.
3w
Save
Mark Applied
Hide
Investment Portfolio Associate- Locust Valley, NY
Locust Valley, New York, United States
$62k/yr OnsiteFull Time
3+ YOEBachelor's degree and ~3 years financial services experience; conduct market research, analyze portfolios, prepare reports and financial models; SIE and FINRA series licenses required/ preferred.
2mo
Save
Mark Applied
Hide
Senior Branch Operations Specialist (Jericho, NY)
Jericho, New York, United States
$55k-$65k/yr OnsiteFull Time
2+ YOE2+ years brokerage/financial services experience, FINRA registrations (SIE and Series 99 or Series 7 and 63), strong attention to detail, Microsoft Office proficiency, communication and supervisory experience.
Microsoft Office
2w
Save
Mark Applied
Hide
Internal Sales Associate
St. Petersburg or Stamford or Boston
$55k-$65k/yr OnsiteFull Time
BA/BS required; obtain SIE, Series 7 and Series 63 within 90-180 days; proficiency with MS Office Suite; strong communication, time management, and sales aptitude.
MS Office Suite
1w
Save
Mark Applied
Hide
Financial Services Representative -Lake Grove, NY
Lake Grove, New York, United States
$45k-$75k/yr HybridFull Time
Customer service experience; ability to support customers by phone, process transactions, and obtain FINRA licenses (SIE, Series 7, Series 66) through company-paid training and study time.
1w
Save
Mark Applied
Hide
Premier Banker- Morris Park
Bronx, New York, United States
$28-$42/hr OnsiteFull Time
2+ YOEHS diploma/GED,2+ years banking/financial experience,consultative sales skills,NMLS registration required,SIE preferred,knowledge of banking and lending products,and strong communication and compliance skills.
1w
Save
Mark Applied
Hide
Associate Principal Analyst, Surveillance and Market Intelligence
Rockville or Jericho or Denver or Dallas or Chicago or Boston or Boca Raton or Tysons or Jersey City or Woodbridge or Washington or San Francisco or Philadelphia or New York or Los Angeles
$84k-$180k/yr HybridFull Time
4+ YOEBachelor's degree plus 4+ years in securities/financial services or equivalent; working knowledge of SRO rules and securities laws; SIE certification required within 16 months; surveillance lifecycle experience.
1w
Save
Mark Applied
Hide
Licensed Private Client Banker
Montgomery, New York, United States
$25-$38/hr OnsiteFull Time
Develop client relationships, provide financial advice and referrals, attain sales goals, knowledge of investment and insurance products, FINRA S6/S63/SIE and life & health insurance licensure, valid driver’s license.
MS Windows, Microsoft Word, Microsoft Excel
1mo
Save
Mark Applied
Hide
Financial Advisor - Briarcliff, NY - Market 13, Region 375
Briarcliff Manor, New York, United States
$45k-$100k/yr OnsiteFull Time
Ability to build client relationships, obtain SIE/Series 7/Series 66 and state insurance licenses, complete FINRA registrations, and demonstrate ambition, sales or financial-services experience; bachelor's degree strongly preferred.
6d
Save
Mark Applied
Hide
Licensed Relationship Manager
Kingston, New York, United States
$26-$31/hr OnsiteFull Time
High school diploma, SIE required, Series 7 & 66 required or must pass within 120 days, NMLS required, NYS Notary within 12 months, must pass FINRA background screening.
1mo
Save
Mark Applied
Hide
Client Service Associate
Armonk, New York, United States
$60k-$65k/yr OnsiteFull Time
2+ YOEBachelor's degree required; 2+ years in financial services preferred. Experience in wealth management, strong multitasking, documentation accuracy, and ability to obtain SIE/Series 7/65 registrations; must be US citizen or permanent resident.
CRM
1mo
Save
Mark Applied
Hide
Licensed Relationship Manager
Pleasant Valley, New York, United States
$26-$31/hr OnsiteFull Time
High school diploma/GED; SIE required; NYS Notary Public within 12 months; NMLS registration required; Series 7 and 66 or able to pass within 120 days; must pass FINRA background screening.
Explore Jobs
Expand Your Job Search
Top Cities Near Danbury for Sie
- Sie jobs in Manhattan, NY
- Sie jobs in The Bronx, NY
- Sie jobs in Yonkers, NY
- Sie jobs in Paterson, NJ
- Sie jobs in Bridgeport, CT
- Sie jobs in New Haven, CT
- Sie jobs in Stamford, CT
- Sie jobs in Hartford, CT
- Sie jobs in Waterbury, CT
- Sie jobs in Norwalk, CT
- Sie jobs in Greenburgh, NY
- Sie jobs in New Rochelle, NY
- Sie jobs in New Britain, CT
- Sie jobs in Mount Vernon, NY
- Sie jobs in West Hartford, CT
- Sie jobs in Bristol, CT
- Sie jobs in Meriden, CT
- Sie jobs in Hamden, CT
- Sie jobs in Fairfield, CT
- Sie jobs in White Plains, NY