- Monster (Lahaina, HI)
- …role. 5 days a week - exact days/hours will vary:Must have flexible availability (site is open 7 days a week). A typical shift is around 8:30 am - 5:30 pm, or 9:30 ... season, first-year occupancy) by checking information in appropriate software. Advise Sales team on issues related to ownership contracts (eg, titles, financing,… more
- PNC (Chicago, IL)
- …7 /2011, is acceptable in lieu of Series 52) within 90 days of employment. Municipal Sales - SIE, Series 7 or 52, and 63 within 90 days of employment. ... this position. **Job Description** + Responsible for a team sales professionals to drive sales activities and...employment. DCM (Loan Syndications & Equipment Finance) - SIE, Series 79, Series 7 , and… more
- PNC (Chicago, IL)
- …7 /2011, is acceptable in lieu of Series 52) within 90 days of employment. Municipal Sales - SIE, Series 7 or 52, and 63 within 90 days of employment. ... their banking team. The Capital Markets Sr. Associate - Sales (F) position is located on the FIG Insurance...within the national footprint. License requirements: FINRA SIE and Series 7 , 63, & 79 or the… more
- PNC (San Antonio, TX)
- …7 /2011, is acceptable in lieu of Series 52) within 90 days of employment. Municipal Sales - SIE, Series 7 or 52, and 63 within 90 days of employment. ... and 63 within 180 days of employment. DCM (Loan Syndications & Equipment Finance) - SIE, Series 79, Series 7 , and 63 within 120 days of employment.… more
- PNC (Winston Salem, NC)
- …7 /2011, is acceptable in lieu of Series 52) within 90 days of employment. Municipal Sales - SIE, Series 7 or 52, and 63 within 90 days of employment. ... relationships. Provides superior client experience. + Works closely with sales team, relationship managers, traders and other internal service...employment. DCM (Loan Syndications & Equipment Finance) - SIE, Series 79, Series 7 , and… more
- PNC (Philadelphia, PA)
- …7 /2011, is acceptable in lieu of Series 52) within 90 days of employment. Municipal Sales - SIE, Series 7 or 52, and 63 within 90 days of employment. ... product set to excel in analytics, credit, relationship management, sales and financial modeling. Geographic flexibility is important to...employment. DCM (Loan Syndications & Equipment Finance) - SIE, Series 79, Series 7 , and… more
- PNC (Pittsburgh, PA)
- …7 /2011, is acceptable in lieu of Series 52) within 90 days of employment. Municipal Sales - SIE, Series 7 or 52, and 63 within 90 days of employment. ... Swaps Proficiency certificate - required within 15 days of employment. FINRA SIE, Series 7 and 63 licenses - required within 120 days of employment **Job… more
- JPMorgan Chase (New York, NY)
- …on organization will be critical. Required qualifications, capabilities, and skills : + +10 years of sales experience + Series 7 & 63 license + Team player: ... a motivated individual to join JP Morgan's Equity Franchise Sales team in New York. The Equity Franchise ...Sales team in New York. The Equity Franchise Sales team is the distribution arm for equity and… more
- Siebert Williams Shank (New York, NY)
- …able to build upon those over time. Requirements + 5+ years of experience in Institutional Sales + FINRA Series 7 and 63 registrations required + Established ... & Co., LLC ("SWS") is seeking to expand its Institutional Fixed Income Sales desk. We are a fast-growing, top-ranked financial services firm that provides investment… more
- T. Rowe Price (Baltimore, MD)
- …in Pacific Southwest territory + DCIO and/or Retirement Plan Sales a must. + FINRA Series 7 and Series 63 Preferred: + CIMA + MBA + CFP + CFA + Extensive ... a difference in ways that matter to you . Role Summary The Sales Director, Defined Contribution Investment Only (DCIO) is responsible for cultivating relationships… more
- TD Bank (Greenwich, CT)
- …Experience:** + Bachelor's degree strongly preferred + 2+ years of providing advice, planning and investment sales + SIE, Series 7 , Series 63 required + ... for TD Wealth clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client...Required to have L&H and Series 66 (or equivalent) or the ability to obtain… more
- TD Bank (Gilford, NH)
- …Experience:** + Bachelor's degree strongly preferred + 2+ years of providing advice, planning and investment sales + SIE, Series 7 , Series 63 required + ... for TD Wealth clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client...Required to have L&H and Series 66 (or equivalent) or the ability to obtain… more
- City National Bank (Los Angeles, CA)
- …Qualifications** * Minimum 5 years of investment related experience * Minimum 3 years experience in investment sales * FINRA Series 7 and 63 and 65 or 66 * ... work in tandem with an assigned SFA to provide sales and client and colleague service support coverage. The...CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and 63 securities licenses and… more
- T. Rowe Price (Colorado Springs, CO)
- …and relevant experience + 2+ years of total relevant work experience with inbound and/or phone-based sales + FINRA Series 7 and 66 Preferred: + 3+ years of ... participants. A financial consultant is a valuable part of a sales team dedicated to high value sales and retention of assets that contribute to our enterprise… more
- Atria Wealth Solutions (Dublin, CA)
- …investment industry experience and/or training. + 3+ years of prior management experience, including sales coaching experience. + Series 7 , 63, 65 (or 66) ... coordinate the preparation of daily, monthly, and annual reports related to sales activities, income, expenses, and referrals. + Assist in preparing annual operating… more
- Bank of America (Chandler, AZ)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Chandler, Arizona **To proceed with your application, you must be at least 18 ... responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point...pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66.… more
- Bank of America (Charlotte, NC)
- National Financial Solutions Advisor I (Charlotte, NC) ( Series 7 Required) Charlotte, North Carolina **To proceed with your application, you must be at least 18 ... first to meet their evolving needs. **Required skills** + Series 7 , and 66 or equivalent (if...obtained within 90 days) + Is comfortable in a sales role, finding ways to nurture strong client relationships.… more
- Bank of America (Pennington, NJ)
- Life Services Financial Solutions Advisor ( Series 7 & 66 required) Pennington, New Jersey **To proceed with your application, you must be at least 18 years of ... knowledge of internal and regulatory policies, procedures, and processes **Required Qualifications:** + Series 7 , and 66 or equivalent (required) + Minimum of… more
- JPMorgan Chase (New York, NY)
- …and skills** + Bachelor's degree + Two years of financial service experience and/or related sales leadership experience + Series 7 and Series 63 ... goals. We are in search of a dynamic, consultative, sales -oriented team member with a genuine passion for the...aligned on the objectives needed to achieve the territory's sales goals + Demonstrate effective territory management skills by… more
- Huntington National Bank (Greenville, SC)
- …as assigned. Basic Qualifications: + High School Diploma + Minimum of 1 year of investment sales experience + Series 7 , 63, 65/66 and Life and Health ... goals and provide appropriate solutions as needed. + Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all… more
