- AFIN Family Wealth Management Inc (Winnetka, IL)
- …AUM Bachelor's degree in Finance, Economics, Business Administration, or related field Life and Health Insurance license Series 7 and 66 (or 63 and ... financial concepts and products, and take the mystery out of investing, insurance , estate conservation, and preserving wealth. Job Summary As a Senior Financial… more
- Foster Klima (Fargo, ND)
- …your required licenses, including Life and Health, as well as securities licenses such as the SIE, Series 6, Series 7 , Series 65, or Series 66. ... a pension, 401(k) with match, health, dental, and vision insurance Career development opportunities from mentorship by agency leaders...within 18 months of accepted offer of employment (SIE, Series 7 , Series 65/ Series… more
- JPMorgan Chase & Co. (Westerville, OH)
- …and skills: A valid and active Series 7 A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting ... role as a condition of employment Life and Health Insurance licenses (This role requires you to be licensed...Series 7 *A valid and active Series 66 (63/65) license is required or… more
- Harvest Wealth Group (Roseville, CA)
- …a great fit if: You're a CFP(R) (or close to it) Series 7 , Series 66 (or combined Series 63 and Series 65), CA Life license You've got 3-5+ years ... within the existing book Additional AUM Financial planning for a fee Insurance opportunities Check in calls with existing clients to deepen the relationship… more
- Arizona Financial Credit Union (Mesa, AZ)
- …and be accepted as a Registered CUSO Agent and have an active insurance license . Required Qualifications Securities license . Certified Financial Planner ... two (2) years of experience in financial services industry. Series 7 and 66 (or 63/65) and...7 and 66 (or 63/65) licenses *Required state insurance licenses *Maintain all required continuing education requirements *FINRA… more
- US Bank (Buffalo Grove, IL)
- …client segment FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license Preferred Qualifications Extensive ... career. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. In This Role You… more
- City of Palmdale, CA (Palmdale, CA)
- …is the advanced journey level class in the professional engineering series . Associate Engineers possess the applicable educational and training background required ... for the professional engineering series , including appropriate certificates and licenses in the field,...Perform related work as assigned. EXPERIENCE & TRAINING / LICENSE AND/OR CERTIFICATE Any combination of education and experience… more
- JPMorgan Chase & Co. (Littleton, CO)
- …planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting ... a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the… more
- JPMorgan Chase & Co. (Woodridge, IL)
- …planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting ... a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the… more
- Merck & Co. (Rahway, NJ)
- …Pharmaceutical Sciences or related scientific field with a minimum of 7 years relevant experienceMaster's degree in Chemical Engineering, Chemistry, Pharmaceutical ... to convert new drug product attributes and process needs to an executable series of steps and procedures to enable acceptable product manufacture.Ability to prepare… more
- Coastal Wealth (Jacksonville, FL)
- …establish strong relationships with new clients as their trusted advisor Qualifications *Must be Series 7 /6, Series 63/66 licensed and 215 licensed *Strong ... Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required *Up-to-date knowledge of the financial industry,… more
- Charles Schwab Inc. (Dallas, TX)
- …than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required ( license may be obtained ... through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required ( license...of employment) A valid and active Life and Health Insurance license is required (may be obtained… more
- Charles Schwab Inc. (Morrisville, PA)
- …- this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 ... earning client referrals. If you currently have your securities license , enjoy working in a team setting, and share...(63/65) license and Life & Health Insurance as it will be required during your tenure… more
- State of Colorado (Denver, CO)
- …Program may increase the salary range for employees with time in the class series . How To Apply: Please submit an online application for this position at ... Are you interested in obtaining a Colorado Commercial Driver's License Class A or B? Are you passionate about...variety of benefits including medical, dental, life and disability insurance , as well as a comprehensive leave program. Please… more
- City of Tustin, CA (Tustin, CA)
- …Resources Officer. Distinctions between classification levels in the Police Services Officer series can be expressed in terms of the required technical expertise, ... PROCESS The selection process for this position contains a series of components; each component must be passed in...Certificates: Possession of a valid California Class C driver's license and an acceptable driving record. A valid California… more
- The Cape Cod Five Cents Savings Bank (Hyannis, MA)
- …duties of this position) High School Diploma required, Associate's or Bachelor's degree preferred. Series 7 Securities License preferred (or to be obtained ... after the hire date). Achieve additional Licenses, ie Series 65/66, Insurance and Annuities Licenses preferred (or obtained after hire date) Longer term goals to… more
- Forsyth County, GA (Cumming, GA)
- …03326 Department: Capital Project Management Opening Date: 06/27/2025 Closing Date: 7 /27/2025 11:59 PM Eastern Position Information The purpose of this ... with transportation-specific regulations and standards. As they advance through the series , they will manage increasingly complex transportation projects, take on… more
- United Placement Group (Lockhart, TX)
- …To be considered for this exciting opportunity, you must: Hold an active Health and Life insurance license . Have a Series 65 license , or be willing ... sales? Do you hold an active Health and Life insurance license and aspire to achieve even...obtain it within 90 days (or have an active Series 7 & 66, or ChFC designation).… more
- Modern Woodmen of America (Nashville, TN)
- …Ability to obtain or already hold: an active life insurance license , FINRA securities registration (Securities Industry Essentials(R)/SIE), Series 6 and/or ... 7 license , and Series 63 license , as required by state)....financial standing. Benefits and perks Paid medical and dental insurance . 401(k) retirement plan with company match. Noncontributory pension… more
- Corebridge Financial (Linthicum Heights, MD)
- …Two 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 ... We do this through our broad portfolio of life insurance , retirement and institutional products, offered through an extensive,...Active state life, health & variable license The average total compensation for this role historically… more
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