• Allstate Insurance Company, Capital Region (Charles Town, WV)
    …of financial services customer facing sales experience State Life/Health Insurance Licenses FINRA Series 6 or 7 and 63 licenses A strong track-record of ... as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred Professional designations such as RICP, FSCP, CLU,… more
    ZipRecruiter (10/13/18)
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  • Td Ameritrade (San Diego, CA)
    …Military education or experience may be considered in lieu of civilian requirements listed FINRA Series 7 , 63 & 66 required Must be fluent (read, write and ... Perform one on one meetings with affluent clients and Investment Consultants for the purpose of delivering education and...Act in a back-up capacity for Sr. Fixed Income Specialist , which may include participation in branch conference calls… more
    Neuvoo (10/13/18)
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  • National Security Agency (Fort Meade, MD)
    …efficiencies, and strengthen contracts management to maximize NSA's return on investment through disciplined business management principles. NOTE: While the work ... role for this position is Contracting Specialist , the candidate will not need to perform contracting...no experience. A high school diploma or GED plus 7 years of relevant experience, or an Associate's degree… more
    Diversity Inc (07/31/18)
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  • JobLeads (Los Angeles, CA)
    …presentations; . Superior communication skills, both written and verbal; and . FINRA licenses ( Series 7 and 63) or ability to acquire licenses in a compressed ... Oaktree is a leader among global investment managers specializing in alternative investments, with $122...and under the supervision of the Real Estate Product Specialist . Selected responsibilities include: Product Management . Developing internal… more
    JobLeads (10/01/18)
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  • Lincoln Investment (Fort Washington, PA)
    …in related field or equivalent combination of experience and education. Certification/Registrations: Series 6 or 7 preferred Physical and Other Requirements May ... recruiting updates as well as coordinate efforts with Recruiting Supervisor and Recruiting Specialist 2. Branch Development a. Work with team on ad hoc projects 3.… more
    ZipRecruiter (09/25/18)
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  • US Bank (Chicago, IL)
    …of investment experience - Three or more years of management experience - NASD Series 7 , Series 63, and Series 24 licensesPreferred Skills/Experience ... region's sales efforts, and thecompliance/administrative duties regarding the sale of investment services through US Bancorp Investments. Achieves sales and net… more
    Neuvoo (10/14/18)
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  • Access Staffing, LLC (San Diego, CA)
    …this premier National Investment Services leader seeks an exceptional individual with Series 7 and 63 / 66 licenses to join their Retail Distribution ... Income Sales team. In the role of Bilingual Sales Specialist , you will be responsible for the execution of...of delivering education and information Qualifications: BA/BS highly preferred Series 7 , 63 & 66 required with… more
    ZipRecruiter (10/15/18)
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  • MOGEL, LLC. (Austin, TX)
    …2 years of experience in financial services Minimum 1-year experience in client service Series 7 license required Strong attention to detail Strong analysis and ... Job Description We are currently seeking a Finance Concierge Specialist to join our team! You will conduct quantitative...our team! You will conduct quantitative analyses of various investment and financial programs and lead a small team… more
    ZipRecruiter (09/20/18)
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  • JobLeads (Los Angeles, CA)
    …A' . Superior communication skills, both written and verbal; and A' . FINRA licenses ( Series 7 and 63) or ability to acquire licenses in a compressed timeframe., ... Oaktree is a leader among global investment managers specializing in alternative investments, with $122...and under the supervision of the Real Estate Product Specialist . Selected responsibilities include: Product Management A' . Developing… more
    JobDiagnosis (09/20/18)
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  • Transamerica Agency Network (Mount Laurel, NJ)
    …process. Sales, Insurance, Market, Manage, Financial, Services, Entrepreneur, Business, Owner, Broker, Agent, Series 6, Series 7 , Series 63, Business ... Franchise, Senior Financial Advisor, Agent, Property and Casualty, Agency, Investment , Client Advisor, Insurance Sales, Sales Manager, Mortgage Broker, Financial… more
    ZipRecruiter (09/28/18)
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  • MassMutual Financial Group (Irvine, CA)
    …this career: Bachelor’s degree or equivalent work experience Life and Health Insurance license and/or Series 7 & 66 – preferred but not required. We will sponsor ... varied curriculum, to include: 1 on 1 sessions, mentors, joint work, specialist advisors, classroom training, online training with MassMutual University, and ongoing… more
    ZipRecruiter (09/24/18)
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  • JobLeads (Westlake, OH)
    …verbal communication skills BachelorA cents € (TM) s degree or equivalent experience Series 7 license, Certified Fraud Examiner (CFE), Certified Anti Money ... protocols, and industry rules and regulations applicable to broker-dealers, investment advisors and banks Experience with SAR filing requirements...Laundering Specialist (CAMS) and related designations a plus Work/Life Balance:… more
    JobDiagnosis (10/11/18)
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  • JobLeads (TX)
    …Excellent written and verbal communication skills Bachelor's degree or equivalent experience Series 7 license, Certified Fraud Examiner (CFE), Certified Anti ... enforcement protocols, and industry rules and regulations applicable to broker-dealers, investment advisors and banks Experience with SAR filing requirements and… more
    JobLeads (10/01/18)
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  • Investment Specialist Trainee…

    Bank of America (Jacksonville, FL)
    …a fast-growing company that rewards hard work and dedication + Committed to earn the Series 7 & 66 securities licensed within 90-120 days Benefits + Nationally ... **Job Description:** Investment Specialists work in the Merrill Edge ...Asian Leadership, Military Support Awareness, Inter-Generational Required Skills: + Series 7 and Series 66… more
    Bank of America (08/26/18)
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  • Financial Solutions Advisor - REQUIRED…

    Bank of America (Gainesville, FL)
    …lines. Demonstrates proficiency with appropriate banking center systems and routines to support sales process. Series 7 & 66 (63 & 65 in lieu of 66) required and ... Financial Solutions Advisor (FSA) is to deepen banking and investment relationships with Mass Affluent customers. Located in Financial...client service, fulfillment and delight in previous roles. + Series 7 required. This role also requires… more
    Bank of America (08/26/18)
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  • Chase Wealth Management - Investment

    JPMorgan Chase (New York, NY)
    …experience * CFP, CIMA, or CFA designation preferred, but not required. * Series 7 , 66 registration * Organizational and project management skill; proven ... you and for us. Overview of Role: The Chase Wealth Management Investment Product Specialist will work in partnership with financial advisors and regional … more
    JPMorgan Chase (10/04/18)
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  • Wealth Management - Investment Support…

    JPMorgan Chase (San Antonio, TX)
    …and estates, loans, mortgages and deposits. Offering competitive compensation for Series 7 /66 licensed individuals. Seeking experienced professionals to be ... global leader in the financial services industry. As an Investment Support Sr. Specialist II you will...financial services or brokerage experience strongly preferred + FINRA Series 7 and 66 (or equivalent) required,… more
    JPMorgan Chase (08/27/18)
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  • BMO Harris Financial Advisors - Investment

    BMO Financial Group (Brookfield, WI)
    …experience with a customer service focus in the financial planning, securities, or insurance industry Series 7 , 66, or 63 and 65, and health and life insurance ... **Description:** The BMO Harris Financial Advisors \(BHFA\) Investment Service Specialist 's primary responsibility is to provide our clients a superior customer… more
    BMO Financial Group (10/04/18)
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  • Wealth Management - Private Bank…

    JPMorgan Chase (Naples, FL)
    …in North America. **Our Team** + As part of our team of specialists, the Investment Specialist is responsible for helping the Banker win new clients and deepen ... business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking...+ Bachelors degree required; MBA or CFA preferred + Series 7 & 63 required for position… more
    JPMorgan Chase (08/21/18)
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  • Wealth Management - Private Bank…

    JPMorgan Chase (Charlotte, NC)
    …based environment **Position Requirements:** + Bachelors degree required; MBA or CFA preferred + Series 7 & 63 required for position + Seven plus years' ... across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking **.** JP… more
    JPMorgan Chase (10/04/18)
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