- Atria Wealth Solutions (Lunenburg, MA)
- …in a sales function selling financial products and services at a financial institution; current FINRA Series 6 , 63, and 65 licenses required, ... Through its relationship with CUSO Financial Services , LP (CFS) Workers Credit...we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over… more
- Huntington National Bank (Charlotte, NC)
- … + Minimum of 9 months of customer service experience within Investments/ Financial Services + Series 6 , Series 63, and Life and Health license ... Description Summary: HFA Service Specialists provides client relationship building partnerships with...of the relationship, including the Digital Experience. + Services customers by providing detailed information on specific accounts… more
- Manulife (PA)
- …business success. **Required Qualifications:** + 5+ years of experience in insurance/ financial services sales. + Series 6 , 63, Life, Health, and Variable ... Hancock** Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better.… more
- Wells Fargo (East Windsor, NJ)
- …**Desired Qualifications:** + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA ... it here. At Wells Fargo, we're more than a financial services leader - we're a global...practices risk management culture + Current registration for FINRA Series 6 and Series 63… more
- Wells Fargo (Atlantic Highlands, NJ)
- …**Desired Qualifications:** + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA ... it here. At Wells Fargo, we're more than a financial services leader - we're a global...practices risk management culture + Current registration for FINRA Series 6 and Series 63… more
- Wells Fargo (Anchorage, AK)
- …Desired Qualifications: * Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized ... it here. At Wells Fargo, we're more than a financial services leader - we're a global...practices risk management culture * Current registration for FINRA Series 6 and Series 63… more
- Manulife (VA)
- …business success. **Required Qualifications:** + 5+ years of experience in insurance/ financial services sales. + Series 6 , 63, Life, Health, and Variable ... see. \#LI-JH \#LI-Remote **Acerca de Manulife y John Hancock** Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que… more
- ADP (Cleveland, OH)
- …+ Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority (FINRA) Series 6 and 63 licensing is a plus; candidates with great sales ... ADP is hiring a Sales Representative for Retirement Services in our Major Accounts division. + Are...Accounts division. + Are you ready to control your financial future with unlimited upside earnings potential? + Are… more
- TIAA (Frisco, TX)
- …company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our ... need us. And weʼre hiring passionate, professional and caring Financial Services Consultants who are ready to...even receive funding, coaching and support to pass FINRA Series 6 or 7 and 63 certification… more
- ADP (Rancho Cucamonga, CA)
- …+ Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority (FINRA) Series 6 and 63 licensing is a plus; candidates with great sales ... ADP is hiring a **Sales Representative for Retirement Services ** . + **_Are you ready to control...** . + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Are… more
- Lincoln Financial (Greensboro, NC)
- …this opportunity. **Requisition #:** 73936 **The Role at a Glance** As the Financial Services Wholesaling Representative for the Life Insurance team, you will ... business relationships with advisors who market our products and services in order to meet or exceed established individual...License - must obtain within 120 Days + FINRA Series 6 License - must obtain within… more
- Access Dubuque (Dubuque, IA)
- …licensing, Securities Industry Essentials(R), Series 6 , Series 7, Series 63, and more + Certified Financial Planner(R) licensing support 2 + Fully ... strength with total company assets of $366 billion 5 + Recognized for 6 Financial Soundness, Quality of Products/ Services , Social Responsibility, and… more
- CUNY (New York, NY)
- …schedule. 2. **An appointment to this Competitive title/position in the Classified Civil Service Title Series will be made with a Provisional status. Employees ... Director of Information Systems (IT Computer Systems Manager 6 ) - Provisional **GENERAL DUTIES** IT Computer Systems...or group. This job is in CUNY's Classified Managerial Service . The full specification is available on our web… more
- Thrivent Financial (Crete, IL)
- …the nation's largest fraternal benefit organization which is a faith-based, not-for-profit financial services organization with approximately 2. 6 million ... Maar Financial Group is an independent financial services practice of Thrivent ...independently but also with a team. The Securities Client Service Administrator's main responsibilities will include providing client … more
- Truist (Tampa, FL)
- …JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the ... clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning… more
- Truist (Ocala, FL)
- …with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND ... investment solutions to help clients work toward their long-term financial goals. 2. Set the strategic direction of the...Advisor team to increase assets under management, sales and service . 3. Develop and maintain a profitable level of… more
- Access Dubuque (Dubuque, IA)
- …False False **Job Details** Categories Advertising/Marketing/Public Relations Agricultural Banking/Mortgage/ Financial Services Insurance Real Estate Sales/ ... obtain support for registrations and certifications such as the Series 6 & 63 or CFP (R)... strength and access to the best products and services for our clients. Our Financial Representatives… more
- ADP (Florham Park, NJ)
- …+ Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority (FINRA) Series 6 and 63 licensing is a plus; candidates with great sales ... your next best job where you can control your financial future -- and achieve that perfect work-life balance...a Digital Sales Associate, you will sell ADP's Retirement Services 401(k) solutions over the phone using virtual technologies.… more
- Raymond James Financial, Inc. (Southfield, MI)
- …be applied._ + ** Series 7 License** **required,** _or ability to obtain within six ( 6 ) months._ + ** Series 63 (or 66) License** **required** , _or ability to ... or manager for any exceptions from mandatory procedure. + Provide advanced product/ service information and respond to complex customer questions about the product/… more
- Access Dubuque (Dubuque, IA)
- …our members build a life worth loving. As a Financial Advisor on the Dupaco Financial Services team you will have a front row seat to do just that every ... provide continual support and training regarding the products and services provided by Dupaco Financial Services...and/or equivalent combination of education and experience. + Hold Series 6 & 63 securities licenses, with… more