- Monster (Redondo Beach, CA)
- …have more and more contact working with our existing clients. Qualifications: Bachelor's degree required Series 7 License - optional Series 65/66 ... License - optional Microsoft Office - Excellent - Especially PowerPoint and Excel Excellent verbal and written personal communication skills Strong attention to detail - Must be very meticulous Extremely organized to handle many different transactions with… more
- Monster (Charlotte, NC)
- …trends Microsoft Excel spreadsheets experience importing, exporting, and manipulating data Nice to have FINRA Series 7 license - DOES NOT NEED TO BE ACTIVE ... Familiarity with tableau - (team will build reporting off data) Knowledge of FX products, collateral, fixed income products, swaps experience, accounting, equity FX background, general ledger, client facing experience etc. Knowledge of and possess ability to… more
- jobvibe (Plymouth, MA)
- …miles from the facility) ? Submission Requirements (at time of submission): COVID vaccine series & booster Massachusetts RN License (temp or perm accepted at ... ASAP (biweekly orientations - next: 08/11, 08/25, etc.) Shift: 12-hour nights, 7 :00 PM - 7 :30 AM Contract Guarantee: 72 hours biweekly (does not include on-call)… more
- Monster (Berwyn, PA)
- …experience with portfolio management, financial planning and custodial platforms Must have FINRA Series 65 license or equivalent. CFP or ChFC or advanced ... or a business related major is highly preferred. Must have a minimum of 7 years of experience in advisory business, financial planning role and advising. Must have… more
- Charles Schwab (Houston, TX)
- …may be the opportunity for you. **What you have** **Required** **qualifications** + Active and valid Series 7 license + Active and valid Series 66 ... be obtained within a 90-day condition of employment) + Active and valid Series 9/10 license required (may be obtained within a 90-day condition of employment) +… more
- Charles Schwab (Cambridge, MA)
- …**Required Qualifications:** + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active ... Series 66 (63/65) license required (may be obtained within a 90 day...day condition of employment) + A valid and active Series 9/10 (8) license required (may be… more
- Huntington National Bank (Austin, TX)
- …of Large Government/Higher Education/Non-Profit Lending related experience + Series 52 or Series 7 license Preferred Qualifications: + Series 63 ... licenses + Knowledge of all bank products and continual development of product expertise. + Possess proficiency in credit fundamentals and can determine the appropriate risks on new and prospective customers and transactions so that all relationships are… more
- Charles Schwab (Brookfield, WI)
- …**qualifications** + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active ... Series 63 license required (may be obtained within a 90 day...day condition of employment) + A valid and active Series 9/10 (8) license required (may be… more
- Insight Global (Norwalk, CT)
- …FINRA Series 66 license (or Series 63/65 combination) required FINRA Series 7 license and Life/Health Insurance License are a plus Strong ... interpersonal and communication skills with a proven ability to build trust and close business more
- Charles Schwab (Orlando, FL)
- …+ Bilingual (English & Spanish) + Prior experience supporting international clients + Active FINRA Series 7 license (May be obtained with a 120-day condition ... CFP(R) designation or CFA(R) designation holders, verified before hire + Active FINRA Series 66 license (May be obtained within the first 120 days) + Three or… more
- Charles Schwab (Bethesda, MD)
- …designations/certifications (eg, CFP, CFA, MBA, CHFC, CPWA) highly preferred + Active & valid FINRA Series 7 license required + Active & valid FINRA ... Series 66 (63/65) license required + Active & valid Life & Health...may be obtained within 90 days of employment) + 7 + years financial services industry experience + 2+ years… more
- Charles Schwab (San Francisco, CA)
- …Schwab's Investment Consultant role. **What you have** **Required Qualifications:** + A valid and active Series 7 license is required ( license may be ... employment through Branch Network Licensing Program) + A valid and active Series 66 (63/65) license required ( license (s) may be obtained under a condition of… more
- Charles Schwab (Manhasset, NY)
- …be the role for you. **What you have** **Required Qualifications:** + A valid and active Series 7 license is required ( _license may be obtained under a ... through Branch Network Licensing Program_ ) + A valid and active Series 66 (63/65) license required ( _license(s) may be obtained under a condition of… more
- Charles Schwab (Phoenix, AZ)
- …quality service and the ability to implement our strategy. Required skills include: + Active FINRA Series 7 license + Series 66 (63/65) license ... + Life & Health Insurance license ( license (s) may be obtained under a 120 day condition of employment) Preferred: + Minimum of 5 years of financial experience +… more
- Charles Schwab (Upland, CA)
- …skills include: + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active Series ... 120 day condition of employment) + A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) +… more
- Charles Schwab (New York, NY)
- …role is for you. **What you have** **Required Qualifications:** + A valid and active FINRA Series 7 license required + Obtaining or acquiring FINRA Series ... consolidation, networking, and earning client referrals. If you currently have your securities license , enjoy working in a team setting, and share our passion for… more
- JPMorgan Chase (Fayetteville, NY)
- …effectively with clients and team members while maintaining professionalism. + A valid and active Series 7 license is required or must be obtained within 60 ... in the role as a condition of employment + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the… more
- Charles Schwab (Brooklyn, NY)
- …skills include: + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active Series ... 120 day condition of employment) + A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) +… more
- Charles Schwab (San Francisco, CA)
- …opportunity for you. **What you have** **Required Qualifications:** + Bachelor's degree + Active FINRA Series 7 license + _(May be obtained with a 120-day ... CFP(R) designation or CFA(R) designation holders, verified before hire)_ + Active FINRA Series 66 license + _(May be obtained within the first 120 days)_ + Three… more
- JPMorgan Chase (Lafayette, CA)
- …and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a ... Industry Essential (SIE) exam + A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in… more
