- Hamilton Lane (Denver, CO)
- …of financial services sales with demonstrated track record of ownership of full cycle sales process Series 6 or 7 and 63 required Excellent communication ... and have oversight of an additional $821.2 billion in non -discretionary assets as of December 31, 2024. The Opportunity:...salesperson to become a member of our highly skilled sales team. As a Senior Associate within our Private… more
- Ameriprise Financial (Leawood, KS)
- …for visa status. *Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the ... Securities Industry Essentials exam plus the Series 7 top-off exam) o State Securities...any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/ Non -Exempt Non -Exempt Job Family Group Sales… more
- USI Holdings Corporation (Portland, OR)
- 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
- Bank of Montreal (Portland, OR)
- …governing FDIC insured and non -FDIC investment products. Series 7 , 63 and 65/66 licenses. Insurance sales license. Expert business development ... Application Deadline: 09/29/2025 Address: 810 SW Broadway Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in… more
- TIAA (Dallas, TX)
- …Preferred Work Experience 2+ Years Required; 3+ Years Preferred FINRA Registrations SRC Indicator: Series 7 ; Series 63 Licenses and Certifications Life and ... incentive program linked to performance (for example, annual discretionary incentive programs, non -annual sales incentive plans, or other non -annual… more
- Lincoln Financial (Broomall, PA)
- …leadership skills you need to succeed. The Actuarial Development Program includes a series of rotations, typically every 18-24 months. For each rotation, roles are ... for Must-have: *3-6+ years of experience in actuarial science *At least 7 actuarial exams passed; typically has ASA designation, progressing towards FSA designation… more
- Wintrust (Chicago, IL)
- …opportunities to sell mutual funds, stocks, bonds, etc Other duties, as they arise Qualifications Series 7 , 66 or 63 and 65 Proven work history with experience ... and southern Wisconsin market areas. Additionally, Wintrust operates various non -bank business units, including commercial and life insurance premium financing,… more
- Ameriprise Financial (Sugar Land, TX)
- …to provide oversight on broker/dealer operations and develop advisor training Active FINRA Series 7 or ability to obtain within 150 days Active FINRA ... Series 24, or 9/10 or ability to obtain within...any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/ Non -Exempt Exempt Job Family Group Sales Line… more
- Voya Financial, Inc. (Hartford, CT)
- …investment products and RIA services including mutual funds, ETFs, annuities and managed accounts. Series 7 , 65 and 24. Ability to lead and drive results in ... of Retirement's advisory services programs, including both discretionary and non -discretionary advice and guidance services delivered to retirement plans and… more
- Goldman Sachs, Inc. (Salt Lake City, UT)
- …managing client expectations Excellent communication and presentation skills PREFERRED QUALIFICATIONS Series 7 , 9, 10, 4 licenses Foreign language skills ... with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients...of these offerings, which are generally available to active, non -temporary, full-time and part-time US employees who work at… more
- TIAA (Frisco, TX)
- …associates up for success. You can even receive funding, coaching and support to pass FINRA Series 6 or 7 and 63 certification exams if you are not currently ... + No Experience Required **FINRA Registrations** + SRC Indicator: Series 6 or 7 ; Series ...linked to performance (for example, annual discretionary incentive programs, non -annual sales incentive plans, or other … more
- Bank of America (Los Angeles, CA)
- …to become fully licensed and achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses and approved designation ... Wealth Management Specialist - Non -Registered Los Angeles, California **To proceed with your...+ Administrative Services + Process Simplification **Required Qualifications:** + Series 7 , 63/65 or 66 or equivalent;… more
- Huntington National Bank (Columbia, SC)
- … 7 or more years of Large Government/Higher Education/ Non -Profit Lending experience + Series 52 or Series 7 license + Preferred Qualifications: + ... Description Summary: Huntington Bank's Institutional and Non -Profit Commercial Relationship III, Licensed serves as the...relationships within a targeted market segment by coordinating all sales and service efforts. + Required metrics for the… more
- The Hartford (Wayne, PA)
- Retail Sales Consultant - 87SX5E We're determined to make a...(or equivalent on-the-job experience) + Must be fully licensed ( Series 7 , Series 63) + Must ... assets within an assigned territory. Advisor Consultants drive Hartford Funds' sales through building deep and long-term relationships with financial advisors,… more
- T. Rowe Price (Colorado Springs, CO)
- …experience AND 5+ years of total relevant work experience. + This role requires the FINRA Series 7 and Series 66 licenses. Licenses may be obtained within ... that matter to you . Role Summary The Intermediary Sales Consultant is a sales and relationship...use a service associate role to perform some specific non -client engagement activities. + Territory Management - We apply… more
- JPMorgan Chase (Boston, MA)
- …tight timeframes. + Capable of simplifying complex scenarios to deliver straightforward solutions. + Series 7 & Series 63 FINRA licensing. JPMorganChase, one ... Securities Services Sales in the Americas is recruiting an Executive...teams. + Collaborate with internal product partners to address non -standard opportunities. + Coordinate RFP responses and presentations for… more
- Vanguard (Scottsdale, AZ)
- …+ This job requires a regulatory license and/or registration (eg FINRA, NASAA). The SIE, Series 7 , and Series 66 are required to be obtained within ... for investment success. That starts with you. As a Sales Consultant, you'll be an advocate for our retail...based upon the uncovered client needs. + Identify investors' non -Vanguard assets, conduct advanced needs analysis of clients' financial… more
- Hoselton (East Rochester, NY)
- Nissan Sales Consultant - Automotive Summary **Title:** Nissan Sales Consultant - Automotive **ID:** 937 Description **Hoselton Nissan** **is looking for a ... Sales Consultant!** **Job Summary:** We are seeking a motivated...to ensure satisfaction and address any concerns or issues. 7 . **Market Analysis** : Stay informed about industry trends,… more
- Lincoln Financial (Radnor, PA)
- …or product management related fields + Bachelor's degree or equivalent work experience. + FINRA Series 7 & 63 preferred; Must obtain within 120 days of hire + ... teams. **What we're looking for** _Must-Haves_ + 5 - 7 + Years experience in alternative investments, alternative sales...as permitted by applicable law. Pay is based on non -discriminatory factors including but not limited to work experience,… more
- TIAA (Dallas, TX)
- …**Work Experience** + 5+ Years Required; 7 + Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series 66; ... in wealth management or financial services + FINRA registrations: Series 7 and either Series ...linked to performance (for example, annual discretionary incentive programs, non -annual sales incentive plans, or other … more
