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Search Results for Licensed Financial Consultant
- Financial Consultant III - NE Queens
- Capital One - Westchester, New York
- Accounting / Finance
- Under general supervision, the incumbent must successfully be able to advise clients in investment concepts in a bank environment. The Financial Consultant must meet production goals that are reviewed on a monthly basis. This individual must hold FINRA Series 7, 63 and 65/66 as well as state approved Life and Health Insurance licenses. The position requires a person who is diligent and consistent with relevant regulatory guidelines, including but not limited to those of FINRA, the SEC and state insurance departments. The position requires a person who is highly motivated and client-focused. (see more)
- Financial Consultant II
- Capital One - Westchester, New York
- Executive Management
- Financial Consultant II Bronx-712874DescriptionSummary:Under general supervision, the incumbent must successfully be able to advise clients in investment concepts in a bank environment. The Financial Consultant must meet production goals that are reviewed on a monthly basis. This individual must hold FINRA Series 7, 63 and state approved Life and Health Insurance licenses. The position requires a person who is diligent and consistent with relevant regulatory guidelines, including but not limited to those of FINRA, the SEC and state insurance departments. The position requires a person who is (see more)
- Financial Consultant II - SE Suffolk/Patchogue, NY
- Capital One - Long Island, New York
- Banking / Mortgage
- Title: Financial Consultant II - SE Suffolk/Patchogue, NYLocation: United States-New York-Patchogue-SE Suffolk-Patchogue Br 203 (22203)Summary:Under general supervision, the incumbent must successfully be able to advise clients in investment concepts in a bank environment. The Financial Consultant must meet production goals that are reviewed on a monthly basis. This individual must hold FINRA Series 7, 63 and state approved Life and Health Insurance licenses. The position requires a person who is diligent and consistent with relevant regulatory guidelines, including but not limited to (see more)
- Financial Consultant II Nassau
- Capital One - Long Island, New York
- Banking / Mortgage
- Title: Financial Consultant II NassauLocation: United States-New York-East Rockaway-SE Nassau-East Rockaway Br 638 (22638)Summary:Under general supervision, the incumbent must successfully be able to advise clients in investment concepts in a bank environment. The Financial Consultant must meet production goals that are reviewed on a monthly basis. This individual must hold FINRA Series 7, 63 and state approved Life and Health Insurance licenses. The position requires a person who is diligent and consistent with relevant regulatory guidelines, including but not limited to those of FINRA, (see more)
- Financial Consultant II/Partner Broker - West Hempstead, NY
- Capital One - Long Island, New York
- Banking / Mortgage
- Title: Financial Consultant II/Partner Broker - West Hempstead, NYLocation: United States-New York-West Hempstead-SW Nassau-W Hempstead Br 594 (22594)Summary:Under general supervision, the incumbent must successfully be able to advise clients in investment concepts in a bank environment. The Financial Consultant must meet production goals that are reviewed on a monthly basis. This individual must hold FINRA Series 7, 63 and state approved Life and Health Insurance licenses. The position requires a person who is diligent and consistent with relevant regulatory guidelines, including but not (see more)
- Accounting Positions
- SelectOne Search, LLC - Buffalo, New York
- Accounting / Finance
- SelectOne Search is seeking skilled accounting professionals for a number of positions in the Buffalo area. With licensed CPAs and experienced search consultants on staff, we are market leaders in Accounting & Financial search at all career levels. We offer competitive pay and and a pleasant professional envrironment. Please submit your resume to hear more. Open Positions: Finance Specialist-Accounts Payable-Data Entry-$12/hour-Temp to possiblem permanent Accounts Payable-$15/hour-Contract only to fill in for a medical leave-At least 2 months Accounts Receivable-$15-$16/hour-Temp to permanent (see more)
- Investment Sales Operations Staff
- First American International Bank - New York City, New York
- Sales / Sales Management
- As a community bank with branches and loan offices throughout New York City's Chinese/Asian American community, we cater to special banking needs of all local residents. Importantly, we are caring professionals serving you with our well-trained and experienced staff including Relationship Managers, Family Mortgage Specialists, Business Loan Officers, Licensed Financial Consultants, and Insurance Specialists. Job Location: Flushing, New York Reports to: Executive Vice President of the Investments Division Principal Duties and Responsibilities Update Fixed Annuity rates and new product (see more)
- FINANCIAL CONSULTANT III - NE Queens
- Capital One - Westchester, New York
- Banking / Mortgage
- Title: FINANCIAL CONSULTANT III - NE QueensLocation: United States-New York-Whitestone-NE Queens-Clearview Br 654 (22654)Summary:Under general supervision, the incumbent must successfully be able to advise clients in investment concepts in a bank environment. The Financial Consultant must meet production goals that are reviewed on a monthly basis. This individual must hold FINRA Series 7, 63 and 65/66 as well as state approved Life and Health Insurance licenses. The position requires a person who is diligent and consistent with relevant regulatory guidelines, including but not limited to (see more)
- Senior Financial Consultant III - Bronx, New York
- Capital One - Westchester, New York
- Banking / Mortgage
- Title: Senior Financial Consultant III - Bronx, New YorkLocation: United States-New York-Bronx-Bronx-231st St Br 982 (22982)Summary:Under general supervision, the incumbent must successfully be able to advise clients in investment concepts in a bank environment. The Financial Consultant must meet production goals that are reviewed on a monthly basis. This individual must hold FINRA Series 7, 63 and 65/66 as well as state approved Life and Health Insurance licenses. The position requires a person who is diligent and consistent with relevant regulatory guidelines, including but not limited to (see more)
- Senior Financial Consultant - Upper Manhattan 145th Street
- Capital One - Westchester, New York
- Banking / Mortgage
- Title: Senior Financial Consultant - Upper Manhattan 145th StreetLocation: United States-New York-New York-Mid-Upr Manh-145th St Br 886 (22886)Summary:Under general supervision, the incumbent must successfully be able to advise clients in investment concepts in a bank environment. The Financial Consultant must meet production goals that are reviewed on a monthly basis. This individual must hold FINRA Series 7, 63 and 65/66 as well as state approved Life and Health Insurance licenses. The position requires a person who is diligent and consistent with relevant regulatory guidelines, including (see more)
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