- 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
- 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
- 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...Want to Talk to You! The Emerging Markets Inst. Sales Associate - responsible for the distribution of emerging… more
- Corebridge Financial (Dallas, TX)
- …plus years of experience working as a Financial Advisor A successful sales track record FINRA Series 6 or 7 licenses and a Series 63 and 65 or 66 Active ... To learn more please visit: www.corebridgefinancial.com Functional Area: SC - Sales Commission Estimated Travel Percentage (%): Relocation Provided: The Variable… more
- First Horizon (Houston, TX)
- …AND OFFICE EQUIPMENT SKILLS 1. Microsoft Office suite CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required About Us First ... Suite 2700, Houston, TX 77046 SUMMARY Responsible for Treasury Management sales activities, including the development of new Treasury Management relationships, cross… more
- TravelPerk (Chicago, IL)
- …raised $200 million in a Series E funding round, increasing our valuation of $2. 7 billion. We've been winning awards too. Since 2023, we've been voted one of the ... TravelPerk has industry-leading travel inventory alongside powerful management features, 24/ 7 customer support, state-of-the-art technology, and consumer-grade design. Founded… more
- Performance Hospitality (Fort Lauderdale, FL)
- …communications, is a fundamental part of our commitment. Purpose: The Senior Sales Manager is responsible for the overall development and implementation of the ... total sales effort...Education Program! We offer an ongoing Performance Hospitality Leadership Series (PHLS, Weekly Webinars, e-learning courses). Enjoy the Holidays!… more
- Deutsche Bank (New York, NY)
- …with the ability to deliver key insights for Americas investors License(s) required: FINRA Series 7 and 63 licenses or ability to obtain within three months ... Job Description: Employer: DWS Group Title: Senior Infrastructure Capital Formation Sales Specialist (Senior RM - Infrastructure) Location: New York Job Code:… 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 ... FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA Category: Sales Fidelity's hybrid working model blends the best of both onsite and offsite… more
- Selby Jennings (New York, NY)
- …channels. Excellent communication, presentation, and interpersonal skills. FINRA licenses ( Series 7 and 63/66) preferred. Entrepreneurial mindset with ... the ability to thrive in a fast-paced, collaborative environment. If you are a driven distribution professional looking to join a top-tier platform with a differentiated investment offering, we encourage you to apply today . 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
- 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 ... the leading distributors of life insurance in the nation. The Regional Sales Director will drive growth in an established, high-performing territory covering… more
- Ion Bank (New Milford, NJ)
- …related field preferred. 3+ years of sales experience. Must have current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred). Life and health ... Respond to customers' financial needs by actively participating in the consultative sales process. Maintain and apply a working knowledge of all applicable banking… more
- Fidelity Investments (Smithfield, RI)
- …to become a FINRA (Registered Representative by studying for and obtaining your SIE(R), Series 7 , and 63 licenses, all fully sponsored by Fidelity. This includes ... Aptitude and dedication to complete the FINRA SIE (R), Series 7 Top Off and Series...(Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales… more
- Fidelity Investments (Mountain View, CA)
- …Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed ... from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Sales 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
- Northwestern Mutual Life Insurance Company (Franklin, WI)
- …with the field force. People management experience with proven leadership and decision-making skills. FINRA Series 7 and 24 are a must . This position has been ... classified as a Registered Representative under NMIS guidelines and requires fingerprinting. Series 24 - FINRA, Series 7 - FINRA Compensation Range: Pay Range… 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
- Fidelity Investments (Phoenix, AZ)
- …Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed ... impact in the community Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Sales Fidelity's hybrid working model blends the best of both onsite… more
