- Monster (Irving, TX)
- …and retirement needs. Identify gaps in financial plans and motivate clients to take action. SIE, Series 7 , Series 66. Will accept Series 63 and ... Series 65 in lieu of Series 66. Job Code: 9122905 QUALIFIED APPLICANTS: Apply at gs.com and click on "Careers." NO PHONE CALLS PLEASE. (C) The Goldman Sachs… more
- Monster (Charlotte, NC)
- …experience (can be from a customer role at an investments type company) AND their Series 7 . * Strong customer service skills, EXCEL and analytical skills. * ... work ethic with self-discipline follow up skills * Tableau and SQL * Client Series 7 licensed If you have the described qualifications and are interested in this… more
- Monster (Coral Gables, FL)
- …Requirements: Bachelor's degree in finance, business administration, economics or JD or Law Degree. FINRA Series 7 and Series 66 a plus. A masters' degree or ... other well-known professional certification such as TEP, CFA, CFP are desired Minimum Work Experience Requirements: At least 8 to 12 years of relevant experience managing a book of business from international customers primarily in the LATAM. Technical and/or… more
- Monster (Coral Gables, FL)
- …Bachelor's degree in finance, business administration, economics or JD or Law Degree. FINRA Series 7 and Series 66 required. A masters' degree or ... other well-known professional certification are desired. Minimum Work Experience Requirements: At least 10 years of relevant experience managing a book of business in the provision of securities brokerage and/or investment advisory services Technical and/or… more
- Monster (Redondo Beach, CA)
- …more and more contact working with our existing clients. Qualifications: Bachelor's degree required Series 7 License - optional Series 65/66 License - ... optional Microsoft Office - Excellent - Especially PowerPoint and Excel Excellent verbal and written personal communication skills Strong attention to detail - Must be very meticulous Extremely organized to handle many different transactions with extensive… more
- Monster (New York, NY)
- …applications Excellent verbal and written communications skills Bachelor's Degree preferred FINRA Series 7 : General Securities Rep preferred Our benefits package ... includes: Comprehensive medical benefits Competitive pay, 401(k) Retirement plan and much more! About INSPYR Solutions Technology is our focus and quality is our commitment. As a national expert in delivering flexible technology and talent solutions, we… more
- Monster (Charlotte, NC)
- …Microsoft Excel spreadsheets experience importing, exporting, and manipulating data Nice to have FINRA Series 7 license - DOES NOT NEED TO BE ACTIVE Familiarity ... with tableau - (team will build reporting off data) Knowledge of FX products, collateral, fixed income products, swaps experience, accounting, equity FX background, general ledger, client facing experience etc. Knowledge of and possess ability to interpret… more
- jobvibe (Plymouth, MA)
- …Start Date: ASAP (biweekly orientations - next: 08/11, 08/25, etc.) Shift: 12-hour nights, 7 :00 PM - 7 :30 AM Contract Guarantee: 72 hours biweekly (does not ... from the facility) ? Submission Requirements (at time of submission): COVID vaccine series & booster Massachusetts RN License (temp or perm accepted at offer) BILH… more
- Monster (Jersey City, NJ)
- …relational databases such as Sybase, Oracle, and SQL along with MQ Series . Good communication and interpersonal skills Project Management and Documentation skills ... Will be required to work weekends & on an on-call rotation 24* 7 Proficient in English. Position Responsibilities: Responsible for supporting a trading environment… more
- Monster (Fort Mill, SC)
- …other media tools to produce a high-level design for course or learning series development that will enhance business capabilities. Assesses the learning needs of ... Design, Instructional Technology, Adult Education, or a related field. At least 7 years of work experience as an instructional designer or similar role.… more
- 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 ... ensuring all customer PII is properly secured and maintained. Complete and send series of DocuSign envelopes in prescribed order to ensure efficient delivery and… more
- Monster (Wilmington, DE)
- …work, and opportunities for advancement. Our Personal Bankers are provided with a series of classroom and hands-on experiences at various banking offices to apply ... Date: Wednesday, September 10, 2025 Time: Drop in anytime between 3:00 PM - 7 :00 PM Location: 1436 Lancaster Ave, Berwyn, Pennsylvania 19312 Are you ready to grow… more
- Monster (Earth, TX)
- …complexity and supports the development of technical documentation through a series of complex scope requiring unconventional or innovative approaches. Exercises ... civil engineering from ABET accredited curriculum (or recognized equivalency). 7 + years relevant engineering experience with PE (Professional Engineer) registration… more
- Monster (Berwyn, PA)
- …or a business related major is highly preferred. Must have a minimum of 7 years of experience in advisory business, financial planning role and advising. Must have ... with portfolio management, financial planning and custodial platforms Must have FINRA Series 65 license or equivalent. CFP or ChFC or advanced certifications… 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 ... skills * Is prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66. * Wants to establish a long-term career in the… more
- TEKsystems (Fort Worth, TX)
- …with Excel Document processing Identifying inconsistencies/inaccuracies Skills Financial Services, Operations, Series 7 , Series 63, document processing Top ... Skills Details Financial Services, Operations, Series 7 , Series 63 Additional Skills & Qualifications Needs Series 7 &63 or 66 (combo includes 63)… 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 ... We always put our clients first to meet their evolving needs. **Required skills** + Series 7 , and 66 or equivalent (if not currently held, Series 66 must be… 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 ... of internal and regulatory policies, procedures, and processes **Required Qualifications:** + Series 7 , and 66 or equivalent (required) + Minimum of 1-2+ years… more
- Bank of America (Jacksonville, FL)
- Small Business National Financial Solutions Advisor ( Series 7 and 66 Required) Chandler, Arizona;Jacksonville, Florida **To proceed with your application, you ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chandler/Small-Business-National-Financial-Solutions-Advisor-- Series - 7 -and-66-Required-\_25035269) **Job Description:** At Bank of America,… more
- Raymond James Financial, Inc. (Savannah, GA)
- …**Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 , 9 & 10 required. + Series 63, 65 ... and/or 66 as required by state. + Ability to obtain additional securities and advisory state registrations if required by state. more
