- Teachers Insurance and Annuity Association of America (San Diego, CA)
- … 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required Physical Requirements Physical ... University (Degree) Preferred Work Experience 5+ Years Required; 7 + Years Preferred FINRA Registrations SRC Indicator: Series 7 ; Series 63; Series… more
- Teachers Insurance and Annuity Association of America (Palo Alto, CA)
- … 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required Physical Requirements Physical ... University (Degree) Preferred Work Experience 5+ Years Required; 7 + Years Preferred FINRA Registrations SRC Indicator: Series 7 ; Series 63; Series… more
- Citigroup Inc. (San Francisco, CA)
- …Excellent verbal and written communication skills Customer service orientation. Required: US FINRA Registration: SIE; Series 7 ; Series 63 + Series 65 (or ... standards. Qualifications 10+ years of experience Robust investment and insurance sales experience; prior investment/ insurance sales management... Series 66); Series 9 + Series 10 (or Series 24, Series… more
- Teachers Insurance and Annuity Association of America (San Francisco, CA)
- … 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required Certified Financial Planner ... long-lasting relationships with affluent clients or equivalent experience; Required FINRA Registrations SRC Indicator: Series 7 ; Series 63; Series… more
- TIAA (Pasadena, CA)
- … 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required Physical Requirements Physical ... University (Degree) Preferred Work Experience 5+ Years Required; 7 + Years Preferred FINRA Registrations SRC Indicator: Series 7 ; Series 63; Series… more
- Transamerica Corporation (Denver, CO)
- …Series 6 or 7 * FINRA Series 63* Life & Health insurance license * Strategic and critical thinker with strong business acumen* Product orientation with ... Protection Solutions and Savings & Investments, comprised of life insurance , annuities, employee benefits, retirement plans, and Transamerica Investment Solutions,… more
- TIAA (San Francisco, CA)
- … 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple issuers required. Certified Financial Planner ... long‑lasting relationships with affluent clients or equivalent experience; required. FINRA Registrations SRC Indicator: Series 7 ; Series 63; Series… more
- Nuveen (San Francisco, CA)
- …Series 65; Series 66**Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required* Certified Financial ... years building long-lasting relationships with affluent clients or equivalent experience; Required**FINRA Registrations SRC Indicator: Series 7 ; Series 63; … more
- Aegon (Denver, CO)
- … Series 6 or 7 FINRA Series 63 Life & Health insurance license Strategic and critical thinker with strong business acumen Product orientation with a ... sales growth in the US and Canada. Oversees the ongoing monitoring of life insurance , annuity, and securities product solutions available on WFG and TFA platforms to… more
- JPMorgan Chase & Co. (Del Mar, CA)
- …or a sales team Travel required 50% of the time Required Licensing A valid and active Series 7 license is required or may be obtained within a 60‑day ... capabilities Bachelor's degree in Business, Finance, or related field 7 + years of experience in business development, project... Series 66 (63/65), and Life and Health Insurance license must be obtained within 60… more
- JPMorgan Chase & Co. (Paramus, NJ)
- …or a sales team Travel required 50% of the time Required Licensing A valid and active Series 7 license is required or may be obtained within a 60-day ... capabilities Bachelors degree in Business Finance or related field 7 years of experience in business development project management... 66 (63 / 65) and Life and Health Insurance license must be obtained within 60… more
- Oppenheimer & Co Inc (New York, NY)
- … Series 7 and 66, and state life and health insurance license within prescribed timeframes (unless otherwise already attained) Work closely with ... other duties and responsibilities as assigned Qualifications FINRA Registration: Series 7 and 66 (or 63 and...(or 63 and 65) and state life and health insurance licenses 3 - 7 years of… more
- JPMorgan Chase & Co. (Cherry Hill, NJ)
- …or a sales team Travel required 50% of the time Required Licensing A valid and active Series 7 license is required or may be obtained within a 60-day ... Capabilities Bachelor's degree in Business, Finance, or related field 7 + years of experience in business development, project management,... Series 66 (63/65), and Life and Health Insurance license must be obtained within 60… more
- Charles Schwab (Bethesda, MD)
- …strategy. Essential skills include: Bachelor's degreeor equivalent work‑related experience A valid and active Series 7 license required A valid and active ... Series 66 (63/65) license required (may be obtained within a 120 day...of employment) A valid and active Life and Health Insurance license is required (may be obtained… more
- Hispanic Alliance for Career Enhancement (San Francisco, CA)
- …and experience. FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses. Life and Health Insurance Producer's License . Completed LTC ... services (eg mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance , annuities, retirement savings plans, and other similar products). Provides other… more
- Corebridge Financial, Inc. (San Francisco, CA)
- …as a Financial Advisor.* A proven and successful sales track record.* You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.* You also ... benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match* Company-provided technology, including equipment,… more
- Voya Financial, Inc. (Boston, MA)
- …broker-dealer/investment advisory compliance or related/relevant industry experience.* Requires FINRA Series 7 , with willingness to pursue additional licensure; ... a FINRA Series 24 license is a plus* Strong...a FINRA Series 24 license is a plus* Strong knowledge and understanding of...well. What We Offer Health, dental, vision and life insurance plans* 401(k) Savings plan - with generous company… more
- Threadneedle group (Minneapolis, MN)
- …and regulatory requirements Knowledge of OCC, FINRA, and other relevant regulatory frameworks Active securities license ( Series 7 or Series 24) Skills & ... unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in… more
- RadNet, Inc. (Oklahoma City, OK)
- …are essential. Life insurance license required plus be a licensed Securities Representative ( Series 6 or 7 and Series 63) or be willing and eligible ... products and valued guidance, including individual life and disability insurance , employee benefits, retirement planning, investments, and wealth management… more
- Oppenheimer & Co Inc (Chicago, IL)
- …strategies Bachelor's degree in business, finance, accounting or related field required FINRA Registration: Series 7 and 66 (or 63 and 65) required Active state ... & Oppenheimer Trust Company of Delaware Qualifications Minimum of 7 years' experience in financial services including, but not...life and health insurance license required Knowledge and familiarity of… more
