- Oppenheimer & Co Inc (Chicago, IL)
- …* Bachelor's degree in business, finance, accounting or related field required * FINRA Registration: Series 7 and 66 (or 63 and 65) required * Active state life ... Oppenheimer Trust Company of Delaware Qualifications * Minimum of 7 years' experience in financial services including, but not...and health insurance license required * Knowledge and familiarity… more
- Oppenheimer & Co (Chicago, IL)
- …or related field required Active CFP(R) financial professionals designation 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
- Oppenheimer & Co. Inc. (Chicago, IL)
- …in business, finance, accounting, or a related field. Active CFP(R) designation. FINRA Registration: Series 7 and 66 (or 63 and 65) required. Active state life ... and Oppenheimer Trust Company of Delaware. Qualifications Minimum of 7 years' experience in financial services, including financial planning,...and health insurance license required. Knowledge of branch functionality… more
- NFP Corp (San Francisco, CA)
- …sales and relationship management experience in the life insurance industry required * FINRA: Series 6 or 7 , or 63 is required * College degree or other ... general agencies in the United States specializing in life insurance , and we're proud of our roots, starting as...higher education preferred * Life and Health License preferred Knowledge, Skills, and/or Abilities * Leadership, organizational… more
- PowerToFly (San Francisco, CA)
- …team player able to work without direction * Securities Industry Essentials - SIE, Active Series 7 , 66 (or 63 and 65) licenses * Group 1 Insurance ... Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Job Responsibilities… more
- State Street (Boston, MA)
- …sales skills and pursue professional growth. Primary Skills & Requirements Bachelor's degree required. Series 7 and 63 license required (must be obtained by ... program, including retirement savings (401(k) with company match), health insurance , paid time off, employee assistance, incentive compensation, and tax‑advantaged… more
- NFP, an Aon company (San Francisco, CA)
- …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 ... Montana, and Alaska . The ideal candidate will have a strong life insurance background and experience in wholesale and point-of-sale strategies. They will be… more
- CFA Institute (Boston, MA)
- …skills and pursuing professional growth. Primary Skills & Requirements * Bachelor's degree required * Series 7 and 63 license required (must be obtained by ... which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and… more
- Pioneer Bank (Albany, NY)
- …& Experience: + Has completed New York State Life and Health Insurance License , FINRA Series 7 and Series 65 or 66. + Two-year college degree ... internal resources such as Retail Banking, Commercial/Business Banking, Employee Benefits and Insurance to help clients meet their financial goals. In addition to… more
- Canandaigua National Bank & Trust (Syracuse, NY)
- …advisory and/or investment education and training. + Life Accident & Health Insurance License , FINRA Series 7 and 66 OR FINRA Series 7 , 63 ... and 65 licenses required. + Master of Business Administration or higher education, Chartered Financial Analyst, Certified Financial Planner, Chartered Mutual Fund Counselor or similar further education preferred. + A minimum of five (5) years' experience in… more
- University of Colorado (Aurora, CO)
- …Family Medicine Centerfield Clinic Open Rank - Senior Instructor Series ** **Description** **University of Colorado Anschutz Medical Campus** **Department:** **School ... Medicine Family Medicine - Centerfield Clinic Open Rank - Senior Instructor Series ** **Position #: 00829204 - Requisition #35687:** **Job Summary:** **Examples of… more
- Citigroup (San Francisco, CA)
- …verbal and written communication skills Customer service orientation. + Required: US FINRA Registration: SIE; Series 7 ; Series 63 + Series 65 (or ... + 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
- Edward Jones (Tempe, AZ)
- …within 4 months of hire) + Series 9 & 10 (or equivalent), 24, and insurance license required (or must be obtained within 4 months of hire) + Life and ... Job Overview **Skills/Requirements** **Qualifications Required in the Job:** + Series 7 required ( Series ...Health Insurance license is required. + Extensive securities… more
- Wells Fargo (Minneapolis, MN)
- …experience + US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) ... have at least 18 months of experience functioning as a registered representative, Series 7 , within the five-year period immediately preceding the designation and… more
- Nuveen Investments (New York, NY)
- …Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers...**Required:** + 2+ years of financial services experience. + Series 7 , 66 (63 and 65), and… more
- Wells Fargo (Davidson, NC)
- …experience + US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) ... have at least18 monthsof experience functioning as a registered representative, Series 7 , within the five-year periodimmediatelypreceding the designation and… more
- HSBC (New York, NY)
- Wealth and Personal Banking Insurance Specialist Brand: HSBC Area of Interest: ...(in lieu of 63 and 65); Property & Casualty license and Series 7 a ... this position. As a Wealth and Personal Banking (WPB) Insurance Specialist, you'll play a pivotal role in providing...wealth management, private banking, or financial services + Life license , FINRA Series 6, 63, 65 or… more
- Citizens (Johnston, RI)
- …Education, Certifications, and/or Other Professional Credentials + Required Qualifications + FINRA Licensures: Series 7 & either Series 24 or Series ... responsible for conducting supervisory reviews of submitted investment / insurance business and may be responsible for executing final...63 (or demonstrate the ability to obtain the required Series 63 license within 90 days of… more
- Sacramento County (Sacramento, CA)
- …5:00 pm on: 1/14/26 (final) Positions in the Building Inspector series review construction plans, and/or inspects all residential, commercial, industrial buildings, ... accumulated and pro-rated to meet the total experience requirements. Special Requirements License Required: Some positions may require a valid California Driver's … more
- World Insurance Associates, LLC. (Santa Barbara, CA)
- …(2) years of Compliance and/or regulatory experience within both RIA and broker-dealer business segments., + Series 7 , 24 (or 26), 63, 65 (or 66), Series 53 ... (or 51), and Life, Health, & Variable Annuity Insurance Licenses (or the ability to obtain within 120...+ Already hold a Life, Health, & Variable Annuity license . Compensation The salary for this position generally ranges… more
