- Charles Schwab Inc. (Wichita, KS)
- …Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required ( license may be obtained under ... of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required ( license (s) may be obtained under a condition… more
- Merck & Co. (Rahway, NJ)
- …to convert new drug product attributes and process needs to an executable series of steps and procedures to enable acceptable product manufacture.Ability to prepare ... RegularRelocation:VISA Sponsorship: Travel Requirements: Flexible Work Arrangements:Not ApplicableShift:Valid Driving License :Hazardous Material(s):Required Skills:Applied Engineering, Applied Engineering, Chemical Engineering, Chemistry,… more
- eTeam, Inc. (St. Petersburg, FL)
- …but not required. Series 24 required. Series 7/ Series 63 License or appropriate series license (s) for assigned functional area, or International ... equivalent. Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) ET_RV01 more
- Insight Global (Bessemer, AL)
- …on sales (financial planner/advisor role preferred) - Ability to obtain Life and Health License and Series 65 - Strong mathematical and analytical skills - ... experience with an emphasis on sales Life and Health Licensed; Series 65 preferred Strong organizational, prioritization, interpersonal & management skills Strong… more
- The Piedmont Group (Atlanta, GA)
- …Degree. *Within 6 months of hire, the following must be obtained: Life and Health License , Series 7, and 66. * Sales experience is highly preferred. *Success as ... a financial planner or personal financial advisor is desired. more
- Modern Woodmen of America (Kansas City, MO)
- …lives. Ability to obtain or already hold: an active life insurance license , FINRA securities registration (Securities Industry Essentials(R)/SIE), Series 6 ... and/or 7 license , and Series 63 license , as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and… more
- Charles Schwab Inc. (Manhasset, NY)
- …could be the role for you. What you have Required Qualifications: A valid and active Series 7 license is required ( license may be obtained under a condition ... of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required ( license (s) may be obtained under a condition… more
- Resolute Investment Managers (Irving, TX)
- …goals and changing priorities in a team environment Moderate travel (eg, up to 33% of the time) NASD License Series 7 and 63 required CIMA preferred #LI-Hybrid ... ("Resolute") is a diversified, multi-affiliate asset management platform that partners with affiliated and independent investment managers. The clients of Resolute and our affiliates include corporate defined benefit plans, institutions and individual… more
- Charles Schwab Inc. (Encino, CA)
- …role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) ... consolidation, networking, and earning client referrals. If you currently have your securities license , enjoy working in a team setting, and share our passion for… more
- Capital Investment Advisors (Atlanta, GA)
- …in Finance or related field 3+ years of experience in Investment Management Active Series 65 License CFP(R) certified or willing to work toward certification ... upon joining Client first attitude Proven ability to work collaboratively with others Working knowledge of various RIA custodian referral platforms Excellent communication and time management skills Willingness to travel Proficiency in Word, Excel, PowerPoint,… more
- Horace Mann - Agent Opportunities (Danbury, CT)
- …Insurance Licenses : Life and Health Insurance License Property and Casualty Insurance License Gain FINRA Series 6 & 63 if applicable in certain regions. ... Schedule a confidential call to learn more: Learn More | Horace Mann Opportunities | Scheduling link Horace Mann Educators Corporation - Founded by Educators for Educators We're the country's most comprehensive multiline insurance and financial services… more
- JPMorgan Chase & Co. (Walnut Creek, CA)
- …Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 ... Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance ...Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting… more
- Edward Jones (Dallas, TX)
- …6 months of hire. Travel required up to 20%. What Could Set You Apart: Series 24 license Advanced degree; CPA, JD, CFA or additional financial planning ... Finance, Accounting or Law required 10+ years of industry specific experience required Series 7, 66 licenses required within 6 months of hire Insurance license… more
- Janney Montgomery Scott LLC (Philadelphia, PA)
- …industry Three or more years of Operations System support/development experience preferred Series 99 license a plus, but not required Demonstrated success ... leading projects of varying complexity from inception to completion Project Management expertise using agile project management methodology Strong ability to problem solve and provide solutions in a timely manner Advanced Excel skills Knowledge/experience… more
- United Placement Group (Killeen, TX)
- …hiring only those with a proven history of success Requirements Active Health & Life insurance license AND Series 65 license , OR active Series 7 & ... 66, OR ChFC designation Clean U4 record (if currently registered) Must reside in the state for which you are applying Enjoy and excel at face-to-face meetings with clients in their homes Willingness to travel within your home state to meet qualified clients… more
- JPMorgan Chase & Co. (Plano, TX)
- …capabilities, and skills: *A valid and active Series 7 *A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of ... planning *A valid and active Series 7 *A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the… more
- JPMorgan Chase & Co. (Manhattan Beach, CA)
- …goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of ... a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role… more
- JPMorgan Chase & Co. (Jacksonville, FL)
- …and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license If you were registered after October 1, 2018 you ... Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance ...Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting… more
- Ohio National Financial Services (Cincinnati, OH)
- …least two years managing distributor relationships in an annuity operation setting FINRA Series 6 license preferred Proficiency in Microsoft Office Suite (Excel, ... PowerPoint, OneNote, SharePoint, Teams) Strong communication and interpersonal skillsyou're great with both internal teams and external partners Highly organized and detail-oriented, with the ability to manage multiple priorities Committed to delivering… more
- Fidelity Investments (Smithfield, RI)
- …of strategic and tactical product management (Financial Services experience strongly preferred). FINRA Series 6 license required - can obtain within 90 days. ... Knowledge of general investment concepts, taxes, retirement planning, annuities, and insurance. Experience working in an agile environment a plus. Approximately 15% travel required Decision-making using data, both in day-to-day management and in making… more
