- Empower Annuity Insurance Company of America (Hartford, CT)
- …is required 1 year of customer service experience, preferably in a financial service -related field FINRA Series 6 and Series 63 required FINRA ... 401(k) plan with generous company matching contributions (up to 6 %), financial advisory services , potential...disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet.… more
- Raymond James Financial, Inc. (Savannah, GA)
- …Investment concepts, practices and procedures used in the securities industry. Financial markets and products. Human resource management principles and practices. ... Handle stressful situations and lead others in providing a high level of customer service in a calm and professional manner, constantly projecting a Service 1st… more
- Raymond James Financial, Inc. (Birmingham, AL)
- …Experience - 7 to 12 months Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 63_AG - Agent - ... balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and...Financial Industry Regulatory Authority (FINRA), Series 65 or Series 66_RA - Investment… more
- Northwestern Mutual (Jamison, PA)
- …Securities Industry Essentials(R), Series 6 , Series 7, Series 63, and more Certified Financial Planner(R) licensing support2 Fully company-funded ... Overview Becoming a financial advisor at Northwestern Mutual is a unique...Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6 , 7, and 63. Northwestern Mutual… more
- Raymond James Financial, Inc. (Beverly Hills, CA)
- …- 13 months to 3 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 65 or Series 66_RA ... required production. * Provides a high level of client service . * Manages the full scope of a client...Rep - Financial Industry Regulatory Authority (FINRA), Series 7_GS - Gen Sec Rep - Financial… more
- First Command Financial Services, Inc. (Columbus, OH)
- …engagement. What Sets You Apart A minimum of 5 years of experience in financial services , with a strong record of building and retaining client relationships. ... At First Command, we've been guiding military families toward financial security since 1958. We're looking for seasoned ...is strongly preferred. Required Experience Licensing & Certifications Required: Series 7 & 66 (or 6 , 63,… more
- Voya Financial, Inc. (Boston, MA)
- …years of retirement plan based financial services experience or other customer service experience Series 6 and Series 63 required In-depth ... 7 or attained within 3 months of hire Series 66 or attained within 6 months...goals. Business Acumen : Appreciation and understanding of the financial services industry in order to make… more
- Corebridge Financial (Baltimore, MD)
- …plus years of experience working as a Financial Advisor A successful sales track record FINRA Series 6 or 7 licenses and a Series 63 and 65 or 66 Active ... Who We Are At Corebridge Financial , we believe action is everything. That's why...of life's most difficult moments through the solutions and services we provide. We do this through our broad… more
- Logix Federal Credit Union (Valencia, CA)
- … series 7, 63, 65 and/or 66 licenses are required. Will consider series 6 and 63 individual with extensive experience. Advanced industry accreditation such ... Overview The Financial Consultant is responsible for achieving stated monthly...appropriate investment products offered through LFCU Brokerage & Insurance Services and processes operational paperwork in a timely manner.… more
- Northwestern Mutual (Farmingdale, NJ)
- …to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP(R). Get inspired at local and national recognition ... insurance licensing (life, health, DI, LTC) Support for SIE, Series 6 , Series 63 registrations... strength and access to the best products and services for our clients. Our Financial Representatives… more
- Empire Growth Partners (Duluth, GA)
- …and policy management Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6 , Series 63, CFP(R), and more NM-Funded Retirement ... strength and access to the best products and services for our clients. Our Financial Representatives are valued partners and proud business owners. As… more
- Wintrust (Chicago, IL)
- …management services . Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $62 billion in assets. Wintrust is ... lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All… more
- Wealth Enhancement Group (Sarasota, FL)
- …processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from ... the advisory team and will help clients achieve their financial goals while providing service that exceeds...economics preferred Advanced designation required (CFP, CPA, MBA, etc.) Series 7, 66 (BD/RIA) Series 65 (RIA… more
- Modern Woodmen of America (Kansas City, MO)
- …Financial representative Contract type: Full-time Location: Kansas City - Missouri Industry: Financial Services Date published: 03-27-2025 About the role Our ... your career. Whether you have an extensive background in financial services or you're just getting started,...life insurance license, FINRA securities registration (Securities Industry Essentials(R)/SIE), Series 6 and/or 7 license, and … more
- City of Sacramento, CA (Sacramento, CA)
- …established standards and procedures. This is the journey-level class in the Customer Service series . The Customer Service Representative class is ... the latter is the entry-level class in the Customer Service series where incumbents would lack a...messages and complaints, refer customers to appropriate persons regarding services and accounts, and department business lines, including fees,… more
- First Horizon (Miami, FL)
- …to foster business development. Qualifications : *4+ years experience in the Financial Services industry. *Bachelor's Degree required from accredited college or ... oral communication skills. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and… more
- Yorba Linda Water District (Placentia, CA)
- …processing payments, processing requests for initiation or termination of services , initiating service orders, scheduling payment arrangements, maintaining ... Customer Service Representative I is the entry-level class within the Customer Service Representative series . The principal function of this class is to… more
- Western & Southern Life (Cary, NC)
- …and spreadsheet applications. Working knowledge of internet and email. Certifications & Licenses (ie, Series 6 & 63, CPA, etc.) Obtain and hold State Life and ... RALEIGH AGENCY NC Default: Location : City CARY Overview The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, … more
- Fidelity Investments (Smithfield, RI)
- …tactical product management ( Financial Services experience strongly preferred). FINRA Series 6 license required - can obtain within 90 days. Knowledge of ... lead. Build compelling and effective positioning of these products in the overall financial planning process to help Fidelity clients learn more about how our… more
- Texas National Financial Group (Dallas, TX)
- …we provide the platform, mentorship, and resources to help you evolve into a full- service financial advisor. Whether your goal is to add advanced markets, ... your impact and elevate your career? At Texas National Financial Group (TNFG) , we work with agents who've...and closing * Expand Your Offerings - Prepare for Series 6 , 63, 65, or 7/66 with… more
