- Thrivent (Wichita, KS)
- …as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor ... have come from a variety of career backgrounds, including outside sales , business management, education, ministry, hospitality, military and more. Skills acquired… more
- Santander Bank (New York, NY)
- …fundamentals. *Exceptional communication and interpersonal skills. *Exceptional organizational skills . * Series 7 and 63 licenses (or willingness to obtain ... Emerging Markets Institutional Sales , Associate - New York Country: United States...to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any… more
- National Financial Partners (Boise, ID)
- … sales and relationship management experience in the life insurance industry required FINRA: Series 6 or 7 , or 63 is required College degree or other higher ... and growing relationships with new individual brokers, producer groups and national accounts as well as growing relationships with existing brokers, producer… more
- Fidelity Investments (Novi, MI)
- …years of management within a financial services environment is helpful We require an active Series 9/10, 7 and 66 licenses The Purpose of Your Role Our mission ... happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer...09 - FINRA, Series 10 - FINRA, Series 66 - FINRA Category: Sales Fidelity's… more
- DHL (Chicago, IL)
- Job Title: Senior Sales Business Development Executive-Ocean Job Location: Chicago, Illinois We are the world's leading logistics provider with operations in over ... across a customer's global supply chain. As a Senior Sales Executive, you will act as a bridge between...current situation and their future direction, and propose a series of solutions and capabilities that exceed their needs… more
- Jackson National Life Insurance Company (Nashville, TN)
- …insurance or investment wholesaling experience preferred. Securities Industry Essentials (SIE) required. FINRA Series 6 or 7 , FINRA Series 63, State ... (HPW) is responsible for developing and implementing a business plan to achieve sales goals and producer type goals by covering a targeted advisor segment -… more
- US Bank (Gresham, OR)
- …to two years of job-related experience in a financial sales position are preferred. - FINRA Series 7 along with either Series 63 and 65 or Series 66, ... are desired. - Applicable state licenses - CRPC, CFP designations - Demonstrated sales and marketing abilities - Strong analytical skills to assess client needs -… more
- US Bank (Phoenix, AZ)
- …in a financial sales position, preferably working with the affluent client segment FINRA Series 7 and 66 or, Series 7 and 63/65 combination ... from across the organization Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social… more
- Citigroup, Inc. (Jacksonville, FL)
- …to banking and /or investment operations - including placing unsolicited securities trades ( Series 7 & 63 required). Ensures customer claims and complaints are ... services. Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred. US Registered FINRA Series 7 & 63 Required. In addition, Series 66/65 preferred… more
- JPMorgan Chase & Co. (New York, NY)
- …equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/ 7 , state registration (including 63 or 66 if required), and ... options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional...and skills 1+ year of experience in Retail banking sales , Financial services sales , Consultative relationship … more
- Northwestern Mutual (New York, NY)
- …management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials(R), Series 6, Series 7 , Series 63, and ... has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to...Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7 , and 63. Northwestern Mutual… more
- USI Holdings Corporation (Houston, TX)
- Description and Requirements General Description: Outside Commercial Lines sales position. Responsible for driving new business sales and retention for small ... referrals from other business units and establish a pipeline of clients with sales less than $10mm. Responsibilities: *Achieve annualized new business sales goal… more
- Dimensional Fund Advisors, LP (Charlotte, NC)
- …in teams as well as operate on your own merit SIE (Securities Industry Essentials), Series 7 , and Series 63/66 licenses required; SIE and Series ... and relationship management of both new and existing clients. They will lead all sales related activities as well as organize efforts of client service team members… more
- Fifth Third Bank (Lexington, KY)
- …of goals. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Prior Brokerage Industry Experience. Series 7 , 66 (or 63 and 65) and appropriate state required ... of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve...insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required.… more
- TIAA (Dallas, TX)
- …(Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred FINRA Registrations SRC Indicator: Series 7 ; Series 63; Series 65; Series ... linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Company Overview… more
- JPMorgan Chase & Co. (New York, NY)
- …partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is ... basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression,...We're proud to lead the US in credit card sales and deposit growth and have the most-used digital… more
- PNC Financial Services Group, Inc. (Pittsburgh, PA)
- …Credit training Financial modeling skills preferred Licenses: SIE, 79 and 63 ( 7 optional/with manager approval) within 180 days of employment Job Description Sets ... management activities with new and/or existing clients to grow sales , revenue and market share. Typically works with clients...Required Certification(s) Licenses Public Finance & Healthcare - SIE, Series 52 & 63 (79 optional) within 180 days… more
- Wolfe Research (New York, NY)
- …understanding of financial modeling, experience building and maintaining 3-statement models Fully licensed with Series 7 , 63, 86 & 87 preferred or expected to be ... research analyses. Responsibilities will include communicating with corporates, clients and sales /traders, as well as participating in the creative process. The role… more
- Citigroup, Inc. (Palo Alto, CA)
- …Ability to manage relationships both internal and external Ability to multi-task FINRA SIE, Series 7 , Series 66 required (or obtained within 120 days) ... the sub-function/job family. Responsibilities: Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to… more
- TD Bank Group (Charlotte, NC)
- …& Experience: Bachelor's degree strongly preferred 2+ years of providing advice, planning and investment sales SIE, Series 7 , Series 63 required Required ... differentiated service model/experience for TD Wealth clients Meets quarterly and annual sales goals Deepens wallet share by anticipating client needs and suggesting… more
