• 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 (07/31/18)
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  • Navy Federal Financial Group Support Center…

    Navy Federal Credit Union (Pensacola, FL)
    …or related professional experience* Working knowledge of investment and insurance products* FINRA Series 7 , 63, 65 or 7 , 66 registration and Life & ... Regulatory Element* Perform other related duties as assignedQualifications* FINRA Series 7 , NASAA Series 65/66...& Health Insurance License (within 120 days for NASAA Series 65/66)* Working knowledge of investment and… more
    Navy Federal Credit Union (07/09/18)
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  • Financial Solutions Advisor - Venice Financial…

    Bank of America (Venice, 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 (08/07/18)
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  • Chase Wealth Management - Investment

    JPMorgan Chase (Los Angeles, CA)
    …experience * CFP, CIMA, or CFA designation preferred, but not required. * Series 7 , 66 registration * Organizational and project management skill; proven ... Chase Wealth Management - Investment Product Specialist , VP Business Description: At JP Morgan Chase, we have an obsession for helping our customers, taking care… more
    JPMorgan Chase (08/04/18)
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  • BMO Harris Financial Advisors - Investment

    BMO (Buffalo Grove, IL)
    …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 ... The BMO Harris Financial Advisors (BHFA) Investment Service Specialist 's primary responsibility is to provide our clients a superior customer service experience.… more
    BMO (07/28/18)
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  • BMO Harris Financial Advisors - Investment

    BMO Financial Group (Buffalo Grove, IL)
    …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 (07/25/18)
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  • Investment Advisory Surveillance…

    Huntington National Bank (Columbus, OH)
    …support and service as escalation point for account servicing Basic Qualifications: * Bachelor Degree * Series 7 * Series 66 (63,65) * 5 or more years ... of the investment advisory accounts. The HFA Investment Advisory Surveillance Specialist will be responsible for: * Ongoing monitoring and surveillance… more
    Huntington National Bank (07/05/18)
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  • Defined Contribution Investment

    Fidelity Investments (WA)
    …experience in DC Plan investment sales process * CIMA or CFA preferred * FINRA Series 7 & 63 licenses required The Purpose of Your Role This sales position ... / **Job:** **Sales & Relationship Management* **Title:** *Defined Contribution Investment Specialist (DCIO)* **Location:** *Washington* **Requisition ID:**… more
    Fidelity Investments (07/04/18)
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  • Senior Representative, Investment Product…

    New York Life Insurance Company (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 ... Tool, Agency Portal, Salesforce, Portal Contact System and Rightbridge. Series 6 and Series 7 ...we can make this site more accessible, please contact us at: . Senior Representative, Investment Product Specialist more
    eFinancialCareers.com (08/10/18)
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  • Investment Specialist

    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 (07/17/18)
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  • Investment Services Client Sales…

    HomeStreet Bank (Seattle, WA)
    … products and services as typically gained through three (3) or more years of Investment Services experience. + Series 7 and 65/66 securities license, Life ... administrative and technical support primarily to Financial Advisors within the Investment Services Division. Promote and provide exceptional customer service to all… more
    HomeStreet Bank (08/10/18)
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  • Wealth Management, Investment Product…

    JPMorgan Chase (New York, NY)
    …Must be able to demonstrate flexibility, adaptability and ability to work under pressure. + Series 7 , 66 (or willing to obtain). JPMorgan Chase is an equal ... with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail… more
    JPMorgan Chase (07/20/18)
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  • Defined Contribution Investment

    Fidelity Investments (WA)
    …and experience in DC Plan investment sales process CIMA or CFA preferred FINRA Series 7 & 63 licenses required The Purpose of Your Role This sales position ... For Experience in managing a multi-state defined contribution (DC) investment sales territory Ability to drive a best in...works with advisors, consultants, 3(38) investment fiduciaries and record keepers to drive the utilization… more
    FinancialJobsWeb (07/19/18)
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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 (07/05/18)
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  • Investment Specialist

    T. Rowe Price (Owings Mills, MD)
    …at T. Rowe Price. PRIMARY PURPOSE OF THE POSITION The Client Engagement Associate ( Investment Specialist ) will provide education and/or advice to T. Rowe Price's ... Our mission as a leading investment management firm is to help our clients...school diploma/equivalent and 3 years related work experience + Series 7 and 66 must be acquired… more
    T. Rowe Price (08/10/18)
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  • Operations Specialist Investment

    SWBC (San Antonio, TX)
    …* Must be a self-starter, be able to work independently and exercise sound judgment. * FINRA Series 7 and 63 is required. * FINRA Series 65/66 and Group 1 ... services company providing a wide range of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. With offices across… more
    SWBC (08/07/18)
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  • Investment Specialist - Executive…

    JPMorgan Chase & Co (Charlotte, NC)
    …a team based environment Position Requirements: Bachelors degree required; MBA or CFA preferred Series 7 & 63 required for position Seven plus years’ experience ... Able to provide customized solutions using complex investment products Conduct investment reviews with clients to validate the clients’ current investment more
    Ivy Exec (07/05/18)
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  • Wealth Management - Private Bank…

    JPMorgan Chase (Philadelphia, PA)
    …to learn proprietary software and databases **Position Requirements:** + Bachelors degree required + Series 7 & 63 required for position + Capital markets or ... corporate, institutional and government clients. We are a leader in investment banking, financial services for consumers, small business and commercial banking,… more
    JPMorgan Chase (08/03/18)
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  • Senior Representative, Investment Product…

    New York Life Insurance Co (White Plains, NY)
    …work experience. Minimum 2 years relevant experience. FINRA Series 6 and 63 or Series 7 , Life and Health license required or the ability to attain licenses ... to close the case. Pass leads to the Internal Investment Sales Desk. Use Morningstar and CDS Thomson software...Tool, Agency Portal, Salesforce, Portal Contact System and Rightbridge. Series 6 and Series 7 more
    New York Life Insurance Co (07/10/18)
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  • Wealth Management - Private Bank…

    JPMorgan Chase (Salt Lake City, UT)
    …to learn proprietary software and databases **Position Requirements:** + Bachelors degree required + Series 7 & 63 required for position + Capital markets or ... across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking **.** JP… more
    JPMorgan Chase (08/09/18)
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