- DXC Technology (Columbia, SC)
- …for general service teams and enhanced QA review required for FINRA registered associates performing transactions on products with Variable investment feature ( ... the power of technology to deliver mission critical IT services that our customers need to modernize operations and...outgoing mail for multiple clients in accordance with established service level agreements. + Performs data entry and matches… more
- Bank of America (Jacksonville, FL)
- Sr Registered Phone Rep - Retirement and Benefits Investment Specialist Pennington, New Jersey;Chandler, Arizona; Tampa, Florida; Jacksonville, Florida **Job ... Merrill Lynch Advice Access, and Self-Directed Brokerage. **Required Qualifications:** + FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and… more
- Equitable (Charlotte, NC)
- Individual Retirement Premier Customer Service Representative ( 240000BA ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... and may fluctuate daily within the hours of operation. The Customer Service Representative (CSR) position handles various types of incoming inquiries,… more
- ADP (Florham Park, NJ)
- ADP is hiring **Inside Sales Representatives for Retirement Services .** + **_Are you ready to control your financial future -- and achieve that perfect work-life ... for yourself! In this role, you will sell ADP's Retirement Services 401(k) solutions over the phone...experience or internships in Retail, Marketing, Business Development, Food Service , Insurance Sales, or another relevant industry, OR +… more
- Bank of America (Pennington, NJ)
- Financial Service Representative - Retirement and Benefits Investment Specialist Pennington, New Jersey;Tampa, Florida **Job Description:** At Bank of ... + Experience in a call center or a financial/banking center + Customer service experience + Understands Retirement plans and products + Knowledge of… more
- Lincoln Financial Group (Radnor, PA)
- …opportunity. **Requisition #:** 72719 **The Role at a Glance** As the Financial Services Sales Representative , you will build and maintain business relationships ... _Must-haves:_ + Exceptional communication and relationship management skills + FINRA SIE License - must obtain within 120 Days...core businesses - annuities, life insurance, group protection and retirement plan services . As of September 30,… more
- Ally (Raleigh, NC)
- …FL, Lewisville - TX, Weaverville - NC The Ally Invest Trading and Client Service Representative is responsible for providing exceptional customer service to ... hire, candidates must be able to be registered with FINRA in all 52 states. * Directly responsible for...Are: Ally Financial is a customer-centric, leading digital financial services company with passionate customer service and… more
- Vanguard (Dallas, TX)
- Client Service Excellence Representative Work Model: This role will be remote once you complete our required hybrid licensing and training program. Location: ... investors, join our team of "crew" as a Client Service Excellence Representative . Why Vanguard: At Vanguard,...you with the tools to take the SIE and FINRA Series 7 and 63 + Performance-based incentives, paid… more
- Charles Schwab (Phoenix, AZ)
- …helping us "challenge the status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients ... to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You'll engage with, and be an advocate for, clients when… more
- DXC Technology (Oklahoma City, OK)
- …The world's largest companies and public sector organizations trust DXC to deploy services across the Enterprise Technology Stack to drive new levels of performance, ... our customers and colleagues at DXC.com. Our DXC Insurance BPaaS and BPO services help our customers optimize and transform operations, lower costs, increase agility… more
- ADP (Culver City, CA)
- ADP is hiring a **Sales Representative for Retirement Services ** . + **_Are you ready to control your financial future with unlimited upside earnings ... for yourself! In this role, you will sell ADP's Retirement Services 401(k) solutions. With a little...Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority ( FINRA ) Series 6 and 63 licensing is a plus;… more
- ADP (Boston, MA)
- ADP is hiring a **Sales Representative for Retirement Services ** in our Major Accounts division. + **_Are you ready to control your financial future with ... for yourself! In this role, you will sell ADP's Retirement Services 401(k) solutions at accounts with...Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority ( FINRA ) Series 6 and 63 licensing is a plus;… more
- ADP (Tucson, AZ)
- ADP is hiring **Inside Sales Representatives for Retirement Services .** + **_Are you ready to control your financial future -- and achieve that perfect work-life ... for yourself! In this role, you will sell ADP's Retirement Services 401(k) solutions over the phone...experience or internships in Retail, Marketing, Business Development, Food Service , Insurance Sales, or another relevant industry, OR +… more
- Foresters Financial Services (Dublin, OH)
- …Description What we need: This role supports the Registered Financial Services Sales Representative 's business with day-to-day administrative assistance while ... enhancing the service experience of clients*. *This role requires ...of support is dictated by whether the incumbent is FINRA licensed. + As directed by the representative… more
- Principal Financial Group (Chicago, IL)
- …employment:** + Successful Registration as an Investment Company Products/Variable contracts Limited Representative ( FINRA Series 6 or equivalent and FINRA ... the next level. The Principal Financial Group is seeking a Director of Sales - Retirement Solutions to join our team. Your skills valuable, make a wise choice and… more
- City National Bank (Los Angeles, CA)
- …for clients of City National Securities. Assist CNS brokerage clients and Retirement Services Clients with transactions and administrative support. **What you ... income, and mutual fund orders into the National Financial Services (NFSC) system in accordance with applicable FINRA...use of effective sales and communication skills. + Registered Representative with a FINRA Series 4, 53,… more
- Principal Financial Group (Wayne, PA)
- …Collaborate with the plan sponsor and the advisor on plan design, investments, retirement readiness, services and new opportunities. + Plan level health reviews. ... of employment: + Successful Registration as an Investment Company Products/Variable contracts Limited Representative ( FINRA Series 6 or equivalent and FINRA … more
- Manulife (Houston, TX)
- We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our ... + Maintain the highest standard of excellence in advisor service by attending to inquires/requests + Train advisors and...JH tools and resources + Establish self as a retirement plan leader within the region and as a… more
- Atria Wealth Solutions (Marion, IN)
- …on products and services to members and non-members regarding planning for retirement and investment services . Services include an analysis of current ... the development of a marketing plan for products and services offered through Credit Union Service Organization...by Via Credit Union and registered through CUSO Financial Services , LP (CFS). Member FINRA /SIPC. CFS is… more
- Atria Wealth Solutions (Riverside, CA)
- …learn more about CUSO Financial Services , LP visit www.cusonet.com . CUSO Financial Services , L. P. (CFS) (Member FINRA /SIPC) is a broker-dealer and RIA with ... As part of our relationship Wescom Financial Services , LLC, CUSO Financial Services , LP...their long-term financial goals. Provide advice and guidance regarding retirement planning, college funding, long-term investing the members' financial… more