• Unknown (Washington, DC)
    …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 ... Job Description - Defined Contribution Investment Specialist (DCIO) (1800765) Job Description Defined Contribution Investment Specialist (DCIO) - 1800765… more
    Experteer.com (01/30/18)
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  • Jobtome (SD)
    Enterprise Description This position entails extensive telephone interactions assisting account holders and beneficiaries
    Jobtome (02/17/18)
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  • Voya Financial Advisors(R) (Washington, DC)
    …working defined contribution plans, 403(b), 457, and 401(a) preferred · Securities registrations – Series 6 and Series 63 ( 7 & 66 strongly preferred) ... This position will be responsible for 403(b) enrollment, retirement and investment counseling, and participant education and seminars. Qualified candidates must… more
    ZipRecruiter (02/07/18)
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  • MUFG (Los Angeles, CA)
    …the general and specific functions of the department. Education, Licensure, Experience: Requires FINRA Series 7 & 63 registered license and a minimum of 5 years ... Investment Services (UBIS)-Institutional Brokerage, the Institutional Sales Specialist Senior is responsible for independently marketing fixed income securities… more
    Ivy Exec (12/24/17)
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  • Voya Financial Advisors(R) (Dover, DE)
    …working defined contribution plans, 403(b), 457(b), and 401(a) preferred · Securities registrations – Series 6, Series 63 ( 7 and 66 preferred) · Life ... assistance, if applicable · Competitive salary + commissions Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).… more
    ZipRecruiter (02/07/18)
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  • Voya Financial Advisors(R) (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 (02/07/18)
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  • Prudential (Thousand Oaks, CA)
    …Ability to travel extensively within the US BA or BS degree, MBA and CFA preferred. Series 7 and 63 required within first 90 days 10 years+ Financial Services/ ... investment management experience. Specific client facing experience as Product Specialist / Client Manager preferable. more
    Ivy Exec (02/14/18)
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  • Morgan Stanley Wealth Management (Indianapolis, IN)
    …is broken out into three phases: Phase 1 FAAs are required to pass the Series 7 and 66 licensing exams, begin consultation meetings with their designated coaches ... gather referrals, target specific niche markets, complete the Financial Planning Specialist (FPS) program, and meet frequently with their Manager. Job… more
    ZipRecruiter (02/14/18)
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  • NSA (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
    CampusCareerCenter (11/19/17)
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  • Transamerica Agency Network (Kansas City, MO)
    …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 (02/08/18)
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  • New York Life (Lincoln, NE)
    …to apply Minimum quailifications to apply: Four-year college degree Life and Health License required Series 6 or 7 and Series 63 required Previous experience ... and peace of mind through our insurance, annuity and investment products and services. We are currently seeking managers...objective criteria. Manager Requirements: Life and Health License required Series 6 or 7 and Series more
    JobDiagnosis (02/03/18)
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  • Investment Specialist

    Bank of America (Hunt Valley, MD)
    **Job Description:** **Merrill Edge Investment Specialist ** + Exciting opportunity to make a meaningful difference in the financial lives of others + Deepen ... client relationships by delivering world-class customer care and investment expertise + Join a company awarded for Outstanding...rewards hard work and dedication + Committed to maintaining Series 7 & 66 securities licenses **Benefits**… more
    Jobsflag.com (01/23/18)
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  • Investment Specialist Merrill Edge…

    Bank of America (Rolling Meadows, IL)
    …businesses_ **Required Skills:** " **MUST** " have these skills to be minimally qualified. + ** Series 7 required** + ** Series 66 required, if not currently ... **Job Description:** Job Description Our Merrill Edge Investment Specialists are dedicated to providing world class service to our clients by providing point of call… more
    Jobsflag.com (02/03/18)
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  • Investment Specialist - Life…

    Bank of America (Rolling Meadows, IL)
    …prior to applying so you get a great understanding on Merrill Edge! **Required Skills:** + ** Series 7 and Series 66 is required; if 66 not currently held, ... with identifying solutions for financial needs and goals. Licensing requirements are as follows: Series 7 & 66 or their equivalent. **Posting Date** : 02/09/2018… more
    Bank of America (02/10/18)
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  • Investment Specialist - opportunity…

    Bank of America (Chandler, AZ)
    … Trainee is to acquire the necessary licenses and training to become an Investment Specialist . In addition to studying and acquiring Series 7 & 66, the ... rewards hard work and dedication *Committed to earn the Series 7 & 66 securities licensed within...proficiency assessments, they will transition into a full time Investment Specialist . Watch our video to learn… more
    Jobsflag.com (02/06/18)
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  • Investment Specialist (Opportunity…

    Bank of America (Jacksonville, FL)
    …Trainee is to acquire the necessary licenses and training to become an Investment Specialist . In addition to studying and acquiring 7 & 66, the Trainees will ... proficiency assessments, they will transition into a full time Investment Specialist . Investment Specialists work...hard work and dedication + Committed to earn the Series 7 & 66 securities licensed within… more
    Bank of America (02/14/18)
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  • Investment Specialist - Life…

    Bank of America (Hunt Valley, MD)
    …to applying! **Required Skills:** " **MUST** " have these skills to be minimally qualified. + ** Series 7 is required** + ** Series 66 (or both the 63 and ... with identifying solutions for financial needs and goals. Licensing requirements are as follows: Series 7 & 66 or their equivalent. **Posting Date** : 01/22/2018… more
    Bank of America (01/23/18)
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  • Premium Investment Specialist - High…

    Bank of America (Rolling Meadows, IL)
    …communication skills + Ability to clearly articulate Merrill Edge product features and benefits + Series 7 required + Series 66 required, if not currently ... **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 (02/16/18)
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  • Investment Specialist Trainee…

    Bank of America (Jacksonville, FL)
    …Trainee is to acquire the necessary licenses and training to become an Investment Specialist . In addition to studying and acquiring 7 & 66, the Trainees will ... assessments, they will transition into a full time Investment Specialist ._ Required Skills & Abilities: + Series 7 and Series 66 is required; if… more
    Bank of America (01/31/18)
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  • Life Services Investment Consultant…

    Bank of America (Chandler, AZ)
    …+ Empathetic and focused on understanding clientperspectives andneeds + Committed toearn the Series 7 & 66 securities licensed within 90-120 days **Benefits** + ... responsible for taking ownership of the process and managing it entirely.** **Required Skills:** + Series 7 and Series 66 is required; if not currently held,… more
    Jobsflag.com (02/06/18)
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