- Morgan Stanley (Gilbert, AZ)
- … Services team! As an unlicensed Financial Services Representative , you would use your amazing customer service skills and knack for problem-solving ... its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Financial Services Representative - SIE (Gilbert, AZ)* **Location:**… more
- Bank of America (Chandler, AZ)
- Financial Service Representative - Retirement and Benefits Investment Specialist Bilingual Spanish Chandler, Arizona;Tampa, Florida **Job Description:** At ... Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our… more
- Lincoln Financial Group (Radnor, PA)
- …for this opportunity. **Requisition #:** 72719 **The Role at a Glance** As the Financial Services Sales Representative , you will build and maintain business ... relationships with advisors who market our products and services in order to meet or exceed established individual...+ Exceptional communication and relationship management skills + FINRA SIE License - must obtain within 120 Days +… more
- Bankers Life (Columbus, OH)
- Entry Level Financial Representative - Insurance Sales Location: Columbus, OH, United States Job Category: Financial Representative Posted: 13-Jul-2023 ... Life(R), one of the most respected brands in the Financial Services industry, is seeking ambitious individuals...this advantage to become a Bankers Life Securities, Inc. Financial Representative , specializing in aiding clients in… more
- Vanguard (Charlotte, NC)
- 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,...hybrid licensing program, focused on supporting individuals without a financial background to pass their SIE and… more
- UMB Bank (Milwaukee, WI)
- …purchases, and redemptions with the goal of placing trades. As the **Investor Services Representative ** , you will support shareholders by resolving their issues ... The **Registered Funds Team** provides accounting, pricing, and reconciliation services for our mutual fund and collective trust clients. This group is a growing… more
- ADP (Florham Park, NJ)
- …for Retirement Services .** + **_Are you ready to control your financial future -- and achieve that perfect work-life balance you've been searching for?_** ... **BONUS POINTS FOR THESE:** _Preferred Qualifications_ + Securities Industry Essentials ( SIE ) and Financial Industry Regulatory Authority (FINRA) Series 6… more
- ADP (Louisville, KY)
- …for Retirement Services .** + **_Are you ready to control your financial future -- and achieve that perfect work-life balance you've been searching for?_** ... **BONUS POINTS FOR THESE:** _Preferred Qualifications_ + Securities Industry Essentials ( SIE ) and Financial Industry Regulatory Authority (FINRA) Series 6… more
- PNC (Cleveland, OH)
- …be available in all geographic locations. This role reports into the Internal Services Group (ISG) within the PNC Investment Center. ISG is a multi-functioning ... is available to PNC Investment's clients and provides a service experience that builds brand loyalty and enhances the...requests as effectively and efficiently as possible. REQUIRED: FINRA SIE , series 7 & 63 **Job Description** + Resolves… more
- Bankers Life (Columbus, OH)
- Financial Services Professional - Hybrid Experience Location: Columbus, OH, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job ... Description Bankers Life(R), one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of… more
- Principal Financial Group (Seattle, WA)
- …Bachelor's degree or equivalent experience plus 4+ years of relevant experience, preferably in the financial services industry. + SIE , 6 or 7, and IAR ... **What You'll Do** As a ** Financial Consultant II** , you will get the...live their best lives by providing investment advisory education services in a call center environment to more complicated… more
- Truist (Houston, TX)
- …accounts. 4. Knowledge of the features and attributes of annuity products. 5. FINRA SIE , Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 ... Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development… 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 ... **Bonus points for these:** _Preferred Qualifications_ + Securities Industry Essentials ( SIE ) and Financial Industry Regulatory Authority (FINRA) Series 6… more
- ADP (Aurora, CO)
- ADP is hiring a **Sales Representative for Retirement Services ** . + **_Are you ready to control your financial future with unlimited upside earnings ... **Bonus points for these:** _Preferred Qualifications_ + Securities Industry Essentials ( SIE ) and Financial Industry Regulatory Authority (FINRA) Series 6… more
- Truist (Charlotte, NC)
- …or equivalent experience and related training. 2. Three or more years of Financial Services Experience 3. Knowledge of securities markets and brokerage accounts. ... 4. Knowledge of the features and attributes of annuity products. 5. FINRA SIE , Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses.… more
- Truist (Coral Gables, FL)
- …accounts. 5. Knowledge of the features and attributes of annuity products. 6. FINRA SIE , Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 ... Responsible for the general servicing and support of the International Financial Advisors. This includes administrative and operational support, business development… more
- Truist (Frederick, MD)
- …degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2. Minimum of seven ... market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen… more
- Truist (Richmond, VA)
- …degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2. Minimum of five ... market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen… more
- Truist (Fort Lauderdale, FL)
- …complex tasks related to relationship building as well as banking, investments, insurance, financial planning, and trust and fiduciary services . Commits to an ... producer targets. 2. Personally establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal … more
- Manulife (Boston, MA)
- 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 ... will collaborate with other key roles within the Personal Financial Services team and strategically manage the...phone and/or sales type roles. + Securities industry Essentials ( SIE ) Exam, Series 6, 63 required (and must obtain… more