• 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 (05/16/18)
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  • LabCreatrix Global (Washington, DC)
    …you to share this amazing opportunity if you have the following: · Minimum 5– 7 years’ experience in investment product marketing/communication role working with ... a well-established global investments firm, is dedicated to servicing investment solutions and delivering strong results and exceptional service...helps to speed up the interview process: · FINRA series 6 or 7 preferred, Series more
    ZipRecruiter (05/17/18)
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  • LabCreatrix Global (Washington, DC)
    …you to share this amazing opportunity if you have the following: . Minimum 5- 7 years' experience in investment product marketing/communication role working with ... a well-established global investments firm, is dedicated to servicing investment solutions and delivering strong results and exceptional service...helps to speed up the interview process: . FINRA series 6 or 7 preferred, Series more
    Ziprecruiter.com (05/21/18)
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  • Spectrum Wealth Partners (Alamo, CA)
    Job Description Job Title: Investment Specialist Status: FULL TIME Mon-Fri Job Category: Financial Services Requirements: Series 7 , Series 66 About ... Manage, implement, and audit all processes associated with our investment business. Manage the Partners Investment Books:...federal and state licenses and registrations for securities including: Series 7 , Series 66 Experience… more
    ZipRecruiter (05/15/18)
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  • Futurity First - Arizona (Scottsdale, AZ)
    Job Description Investment Specialist About Us Futurity First Insurance Group (FFIG) is a nationwide insurance distribution organization that has a diverse and ... Runs their own insurance practice and also possess a Series 6 or 7 registered rep license...fellow non-registered insurance advisors to assist clients with registered investment solutions. This position will also be responsible for… more
    ZipRecruiter (05/18/18)
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  • BB&T (Alexandria, VA)
    …4. High aptitude for client relationship management and business development 5. NASD Series 7 , 66 or equivalent licenses (or completion within first 90 ... support client service and client development efforts (ie, mortgage origination, investment services, trust and asset management services, insurance services, etc.).… more
    BB&T (05/12/18)
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  • Bank of America (Wellington, 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 ... and relationship building skills leading to client service, fulfillment and delight in previous roles. Series 7 required. This role also requires series 66… more
    Lensa (05/20/18)
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  • Voya Financial Advisors(R) (Mentor, OH)
    …working defined contribution plans, 403(b), 457, and 401(a) strongly preferred · Securities registrations – Series 6 and Series 63 ( 7 & 66 preferred) · Life ... will be responsible for 403(b) and 457 enrollment, retirement and investment counseling, and participant education and seminars. Qualified candidates must possess… more
    ZipRecruiter (05/07/18)
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  • Voya Financial Advisors(R) (Los Angeles, CA)
    …experience working defined contribution plans, 403(b), 457, and 401(a) preferred · Securities registrations – Series 6 and Series 63 ( 7 & 66 preferred) · ... This position will be responsible for 457 enrollment, retirement and investment counseling, and participant education and seminars. Qualified candidates must possess… more
    ZipRecruiter (04/30/18)
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  • Voya Financial Advisors (Orlando, FL)
    …experience working defined contribution plans, 403(b), 457, and 401(a) preferred Securities registrations – Series 6 and Series 63 ( 7 & 66 preferred) Life ... will be responsible for 403(b) and 457 enrollment, retirement and investment counseling, and participant education and seminars. Qualified candidates must possess… more
    ZipRecruiter (05/09/18)
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  • Voya Financial Advisors(R) (San Francisco, CA)
    …working defined contribution plans, 403(b), 457, and 401(a) preferred · Securities registrations – Series 7 required · Life & Health Insurance Licenses · 2 Years ... will be responsible for 403(b) and 457 enrollment, retirement and investment counseling, and participant education and seminars. Qualified candidates must possess… more
    ZipRecruiter (04/26/18)
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  • Voya Financial Advisors (Cleveland, OH)
    …working defined contribution plans, 403(b), 457, and 401(a) strongly preferred Securities registrations – Series 6 and Series 63 ( 7 & 66 preferred) Life ... will be responsible for 403(b) and 457 enrollment, retirement and investment counseling, and participant education and seminars. Qualified candidates must possess… more
    ZipRecruiter (05/07/18)
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  • Voya Financial Advisors (Los Angeles, CA)
    …experience working defined contribution plans, 403(b), 457, and 401(a) preferred Securities registrations – Series 6 and Series 63 ( 7 & 66 preferred) Life ... This position will be responsible for 457 enrollment, retirement and investment counseling, and participant education and seminars. Qualified candidates must possess… more
    ZipRecruiter (05/07/18)
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  • Voya Financial Advisors (Bodega Bay, CA)
    …working defined contribution plans, 403(b), 457, and 401(a) preferred Securities registrations – Series 7 required Life & Health Insurance Licenses 2 Years ... will be responsible for 403(b) and 457 enrollment, retirement and investment counseling, and participant education and seminars. Qualified candidates must possess… more
    ZipRecruiter (05/09/18)
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  • Voya Financial Advisors (Minneapolis, MN)
    …working defined contribution plans, 403(b), 457, and 401(a) preferred Securities registrations – Series 7 , Series 66 Life & Health Insurance License ... and those with an existing book of business preferred Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).… more
    ZipRecruiter (05/09/18)
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  • Aon (Chicago, IL)
    …team and ensure timely goals are met.* It is preferred that candidates possess a FINRA Series 7 and 24 license (or be willing to become licensed quickly) and be ... delivering innovative and effective solutions as part of our Investment Consulting business group (AIC) at Aon in Chicago....to the sector/CPL.* Liaise with the appropriate AHIC, Retirement & Investment , and/or national teams to serve as a point… more
    Jobs2Careers (05/17/18)
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  • Guggenheim Partners (Cicero, IL)
    …in a sales capacity, preferably in the retirement space. Current FINRA Registrations ( Series 7 , 63, 65, and/or 66) Enhanced problem solving abilities, analytical ... About the Position Guggenheim is seeking a Defined Contribution Investment Only (DCIO) Specialist for its newly created DCIO Knowledge Center. Our DCIO Knowledge… more
    Jobs2Careers (05/05/18)
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  • MassMutual Financial Group (Springfield, MA)
    …4 years of academic business experience or 4 years equivalent securities experience. * FINRA Series 7 and 24 obtained within 90 days. * Superior customer service ... MML Investors Services, founded in 1981, is a broker-dealer and registered investment advisor with over $230B in Assets Under Management that helps clients… more
    Jobs2Careers (05/17/18)
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  • Thornburg Investment Management (Santa Fe, NM)
    …software, including FactSet and Bloomberg Ability to discuss Thornburg strategies across vehicles Series 7 and 66 (or equivalent) securities licenses (or the ... as the product and business champion for an assigned group of Thornburg Investment Management s equity strategies. The Portfolio Specialist works with multiple… more
    Jobs2Careers.com (05/21/18)
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  • BOK Financial (Dallas, TX)
    …SKILLS and ABILITIES: Understanding and knowledge of investment products and services FINRA Series 7 and Series 63 or 66 licenses Excellent PC skills ... variety of industries, businesses and geographies. . The Securities Sales/Service Specialist is primarily responsible for administrative sales support to the… more
    Bank of Oklahoma (05/21/18)
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