• Techsourcers Inc. (Minneapolis, MN)
    Investment Client Service Specialist in Minneapolis, MN. Must have a current Series 7 and 63 (or 66). Must have 3+ years experience. Candidate will be ... supporting clients and providing support services including account management, client service, and operations. Executes securities transactions and involved in relationship management for banking and brokerage clients. Work is in a call center. Must have a… more
    Joblift (01/13/19)
    - Save Job - Related Jobs - Block Source
  • JPMorgan Chase & Co. (San Francisco, CA)
    …loans, mortgages and deposits. Asset Management - Alternatives - Real Estate Investment Specialist - Vice President-180107731 Job Description JP Morgan Asset ... based (preferably in San Francisco) reporting to the Senior Investment Specialist in San Francisco. This person's...or related field (higher level of education preferred, MBA/CFA) * Series 7 and 63/66 certifications JPMorgan Chase… more
    JPMorgan Chase & Co. (12/01/18)
    - Save Job - Related Jobs - Block Source
  • JPMorgan Chase & Co. (Fort Worth, TX)
    …Banking and Consumer and Community Banking. Wealth Management - Private Bank - Investment Specialist - Executive Director or Vice President - Fort Worth, ... 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 & Co. (12/01/18)
    - Save Job - Related Jobs - Block Source
  • JPMorgan Chase & Co. (Dallas, TX)
    …a team based environment Position Requirements: Bachelors degree required; MBA or CFA preferred Series 7 & 63 required for position Seven plus years' experience ... global financial services firm Able to provide customized solutions using complex investment products Conduct investment reviews with clients to validate the… more
    JPMorgan Chase & Co. (12/01/18)
    - Save Job - Related Jobs - Block Source
  • New York Life Insurance Co (White Plains, NY)
    …* Minimum 2 years relevant experience. * FINRA Series 6 and 63 or Series 7 , Life and Health license required or the ability to attain licenses within ... close the case. * Pass leads to the Internal Investment Sales Desk. * Use Morningstar and CDS Thomson...Tool, Agency Portal, Salesforce, Portal Contact System and Rightbridge. Series 6 and Series 7 more
    New York Life Insurance Co (01/02/19)
    - Save Job - Related Jobs - Block Source
  • VirtualVocations (Glendale, AZ)
    …Answer incoming calls and/or written correspondence Must meet the following requirements for consideration: Series 7 AND Series 66 (OR combination of both ... services firm has an open position for a Telecommute Client Transition Specialist . Individual must be able to fulfill the following responsibilities: Provide … more
    Neuvoo (01/16/19)
    - Save Job - Related Jobs - Block Source
  • Pacific Life (Newport Beach, CA)
    …team oriented environment College degree preferred Minimum 1-2 years related business experience preferred FINRA Series 6 or 7 , or must pass Series 6 within ... expand your potential. You will get hands-on and classroom based training to become Series 6 licensed* and master every aspect of our products and services to field… more
    Neuvoo (01/18/19)
    - Save Job - Related Jobs - Block Source
  • Allstate Insurance Company (Islandia, NY)
    … 6 & 63 (if applicable) licenses are required. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required. (C) 2018 Allstate ... in your community. Your Practice. As an Allstate Financial Specialist , you'll build your own financial services practice with...customer facing sales experience State Life/Health Insurance Licenses FINRA Series 6 or 7 and 63 (if… more
    Neuvoo (01/18/19)
    - Save Job - Related Jobs - Block Source
  • Nationwide (Columbus, OH)
    …structure and experience with data analytics is a plus. This position prefers FINRA Series 7 and 24 licenses to be held or acquired. SUMMARY: Assists ... and conflicts of interest review of the broker dealers and investment adviser. The Specialist position reviews for conflicts of interest of all outside business… more
    Neuvoo (01/18/19)
    - Save Job - Related Jobs - Block Source
  • BOK Financial (Tulsa, OK)
    …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 (01/14/19)
    - Save Job - Related Jobs - Block Source
  • Northwestern Mutual Life Insurance Company (Milwaukee, WI)
    …preferred 2-4 years professional experience, ideally in insurance or financial service industry FINRA Series 7 & 24 required, potential to obtain Series 9 ... law. What's the Role? As a Supervision Support Sr. Specialist , you will become an integral partner between Home...Experience: Bachelor's Required Employment Experience: 3-5 years Licenses/Certifications: FINRA Series 24; FINRA Series 7 more
    Northwestern Mutual Life Insurance Company (12/25/18)
    - Save Job - Related Jobs - Block Source
  • Capital Group (Carmel, IN)
    …effectively with a diverse group of associates and clients. Ability to lead and influence others. Series 6, 63 and/or 7 Ability to travel up to 30% of the time ... Their efforts are focused on positioning Capital Group as the active investment manager of choice, providing superior service, sales and marketing experience while… more
    Capital Group (12/15/18)
    - Save Job - Related Jobs - Block Source
  • Capital Group (Los Angeles, CA)
    investment strategies for high net worth investors. The Relationship Specialist anticipates, facilitates and advances Investment Counselor prospecting and ... and portfolio management experience from around the globe. The PCS Client Relationship Specialist is a key member of the client relationship team, working with the… more
    Capital Group (11/01/18)
    - Save Job - Related Jobs - Block Source
  • Capital Group (Los Angeles, CA)
    …work on multiple projects and prioritize based on regulatory risks and business needs * Series 6 or 7 license helpful but not required Company Overview: Founded ... analyzing and approving communication materials relating to Capital Group's investment services. Additionally, this team is responsible for providing compliance… more
    Capital Group (11/09/18)
    - Save Job - Related Jobs - Block Source
  • Lincoln Financial (Greensboro, NC)
    …all considerations. Education Undergraduate degree or 4+ years of comparable work experience FINRA Series 6 or 7 Required State Life and Health License Required ... Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees' futures through a broad range of wealth accumulation… more
    Lincoln Financial (01/02/19)
    - Save Job - Related Jobs - Block Source
  • Unknown (Salt Lake City, UT)
    …Services. The Expertise We're Looking For Minimum of 7 years of financial relationship management experience NASD Series 7 , 63, and 65/66 required Bachelor's ... Job Description - Portfolio Specialist - Salt Lake City, UT (1814400) Job...product and service offerings, sophisticated technology and an elite investment platform. Parlay your managed money expertise into a… more
    Experteer (11/09/18)
    - Save Job - Related Jobs - Block Source
  • Careers On The Move (Houston, TX)
    …Institutional Sales, Internal Wholesaler, Loan Officer, Phone Calls, Prospecting, Sales, Series 7 , Support, Valuations, Wall Street, Wealth Manager Entry ... client is a leading financial advisory firm hiring a Specialist in Trust, Estates and Gift Tax to their...by careersonthemove Our client, a multi-billion dollar New York-based investment adviser, is seeking a Private Equity Accountant to… more
    Careers On The Move (12/22/18)
    - Save Job - Related Jobs - Block Source
  • Anew Recruiting (Westminster, CO)
    …strategies.Strong presentation and public speaking skills.Bachelor's degree required.FINRA Series 7 and 66,life and healthlicenses required.Certified ... research, clerical, and project based work. The research and planning specialist projects a professional company image through in-person, electronic and phone… more
    CareerMarketplace (01/16/19)
    - Save Job - Related Jobs - Block Source
  • Investment Specialist

    Bank of America (Lincoln, RI)
    …businesses_ **Required Skills:** " **MUST** " have these skills to be minimally qualified. + ** Series 7 required** + ** Series 66 required, if not currently ... **Job Description:** Our Merrill Edge Investment Specialists are dedicated to providing world class...Work hours Sat, Sun, Mon, Tues 9:00 PM - 7 :30 AM **Assistance for Applicants with Disabilities** Bank of… more
    Bank of America (01/08/19)
    - Save Job - Related Jobs - Block Source
  • Investment Specialist - Premium Team…

    Bank of America (Hunt Valley, MD)
    …client needs, deepen existing relationships and refer clients to partner businesses **Required skills:** - Series 7 & 66 (or both the 63 & 65) is required; if ... **Job Description:** The Merrill Edge Investment Center is a multi-site service center with...for Merrill Edge self-directed clientele. The goal of the Investment Center is to provide the highest caliber of… more
    Bank of America (12/08/18)
    - Save Job - Related Jobs - Block Source