- Golub Capital (New York, NY)
- …while managing multiple responsibilities in a fast-paced environment Willingness to travel occasionally Series 7 and Series 63 Enthusiastic about working in ... banks, registered investment advisors and other intermediaries. PWA oversees sales and marketing, business development, relationship management and business… more
- Stephens (Little Rock, AR)
- …be required to obtain within six months of employment) SIE - Securities Industry Essentials Series 7 - General Securities Representative Series 63 - State ... mail as requested by customers and maintain record of such activity. Assist sales staff in resolution of routine problems with accounts by researching and compiling… more
- Oppenheimer & Co. Inc. (North Palm Beach, FL)
- …Local office interaction with other support members, Financial Advisors and Management Skills/Requirements Series 7 and 63/65 (or 66) required (within first six ... months of hire) 3+ years' experience working as a sales assistant /CSA in a corporate/brokerage environment Possess a high degree of proficiency with technology… more
- Atria Wealth Solutions (Williston, VT)
- CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at New England Federal Credit Union in the ... to consistently exceed NEFCU members' expectations. As an Investment Sales Assistant , you become part of...organizational and communication skills + College Degree preferred + Series 7 and 63 FINRA licenses a… more
- First Horizon Bank (Memphis, TN)
- …pass the following tests within a timely manner if licenses are not already held - SIE, Series 7 , Series 52 and Series 63 Requirements + Bachelor's ... Perform detailed oriented tasks and provide specialized support for our sales force and customer base. Excellent communication skills are essential. Develop… more
- Aegon Asset Management (Denver, CO)
- Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the ... Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7 ,000 people. It's part of Aegon, an integrated, diversified, international… more
- M&T Bank (Fayetteville, NY)
- …(LAH) license **Education and Experience Preferred:** Minimum of 5 years' sales and/or sales administrative experience FINRA Series 7 and 99 licenses M&T ... **Overview:** Provides administrative and sales support to Registered Representatives (Financial Advisors) to...to support follow-up activities with required servicing. + Support sales process by participating in preparing, planning and executing… more
- Access Dubuque (Dubuque, IA)
- Strength and Conditioning Assistant Coach **University of Wisconsin-Platteville** 1 Positions ID: JR10000671 Posted On 07/16/2025 **Job Overview** **Position ... The University of Wisconsin-Platteville is seeking a **Strength and Conditioning Assistant Coach** to join our Athletics and Recreation department in supporting… more
- Citizens (Rochester, NY)
- …materials, coaching, and dedicated time and support to successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely with the ... Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality...SIE licenses required + Must be able to obtain Series 7 and 66 within specific timeframe… more
- Access Dubuque (Dubuque, IA)
- Food Service Assistant **University of Wisconsin-Platteville** 1 Positions ID: 68969 Posted On 05/22/2025 Refreshed On 07/23/2025 **Job Overview** **Position ... The University of Wisconsin-Platteville seeks to fulfill temporary **Food Service Assistant ** openings! Dining employees work in the Student Dining Centers across… more
- Commander, Navy Installations (Fort Worth, TX)
- …menu items or prepackaged retail items. - Collects fees from customers associated with sales of tickets, retail and rental items, as well as from classes, trips, and ... various other Community Recreation programs using Point of Sales (POS) and computer programs. - Is accountable for...and from dates. Government positions must include pay plan, series , grade, to and from dates and address of… more
- Commander, Navy Installations (Jacksonville, FL)
- …duties for successful daily operations (eg, collection of fees; completion of retail sales transactions on point of sales , receipt book, or cash register; ... safekeeping of all cash associated with the fees and sales of the Marina or Sailing Facility. Monitors use...and from dates. Government positions must include pay plan, series , grade, to and from dates and address of… more
- Commander, Navy Installations (Jacksonville, FL)
- …bar menu items or prepackaged retail items. Collects fees from customers associated with sales of tickets, retail and rental items, as well as from classes, trips, ... and various other Community Recreation programs using point of Sales (POS) and computer programs. Is accountable for the...and from dates. Government positions must include pay plan, series , grade, to and from dates and address of… more
- Commander, Navy Installations (Corpus Christi, TX)
- …address and to and from dates. Government positions must include pay plan, series , grade, to and from dates and address of the agency/organization. Specialized ... from divergent backgrounds and deal effectively with the ITT Sales Clerks. Must be able to assist patrons and...complete an employment verification (E-VERIFY) check. As of May 7 , 2025, The REAL ID act requires visitors to… more
- Commander, Navy Installations (Corpus Christi, TX)
- …the pro-shop Ensure bathrooms and pro-shop are clean Operate a point of sales system Other duties as assigned Requirements Conditions of Employment Qualifications In ... and from dates. Government positions must include pay plan, series , grade, to and from dates and address of...complete an employment verification (E-VERIFY) check. As of May 7 , 2025, The REAL ID act requires visitors to… more
- Truist (Tampa, FL)
- …experience and related training. 2. Experience in the securities industry and/or a sales assistant role. 3. Knowledge of securities markets and brokerage ... identify existing client, account, and product attributes that present sales potential. 7 . Provide operational guidance to...products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66… more
- Comerica (Dallas, TX)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... Responsibilities: This position holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service, and Teamwork. Some of...Advanced college degrees may count towards experience requirement + Series 7 and Series 63… more
- Coast Guard Community Services Command (Chesapeake, VA)
- …Date: 01/30/2025 Announcement #: 6282 Opening Date: 23 May 2025 Pay Plan/ Series /Pay Band: NF-0343-04 Closing Date: Until Filled Work Schedule: Full Time Position: ... partners with the Buyers and Merchandise Planning and Analytics Manager to maximize sales , profitability and returns on inventory of a given area of business through… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* SIE required provided that an exemption or grandfathering cannot be applied. * Series 7 (& 63 where required), or willingness to obtain within agreed ... and data on prospects to be used in the sales process. * Participates in conference calls with prospects....prospects. * Serve as backup to Division Director and Assistant Division Director in recruiting activities. **Knowledge, Skills, and… more
- 3M (Maplewood, MN)
- …customer needs, developing new solutions to meet those needs, and launching a series of new products. In addition, you will help improve the division processes ... alignment on all global marketing plan deliverables, including marketing campaign, sales support and training for global launch regions; leading the development… more
