- Beacon Hill Staffing Group, LLC (Addison, TX)
- …our esteemed financial institution, boasting over 150 years of excellence in financial services . Recognized by FORTUNE as one of the "World's Most Admired" ... in continued education programs through the American College of Financial Services to stay abreast of industry...industry trends and best practices.Sponsorship for General Lines, SIE, Series 6 or 7, and Series… more
- Everence (Denver, CO)
- …Life & Health Licensure, Series 6 and 63 or 65 ( Series 7 also appropriate).Interest in attaining Certified Financial Planner (CFP) designation or ... skills, verbal, and written skills.Ego strength (resiliency).Ability to explain complex financial concepts in easily understood manner. Service motivation to… more
- WSFS Bank (Wilmington, DE)
- …the Communities we serveWSFS Financial Corporation (WSFS) is a multibillion-dollar financial services companyIts primary subsidiary, WSFS Bank, is the oldest ... the people, businesses, and Communities we serveWe Stand For Service (R) is more than part of our name, it's...(17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking,… more
- Fidelity TalentSource LLC (Friendswood, TX)
- …techniques.The Expertise We re Looking ForWe ask that you have sales experience in the financial service industryWe require a Series 7 & 63 and will ... allow study time to obtain the Series 66 & Insurance licenses within 6 ...Impacts the OrganizationYour work supports Personal Investments by delivering financial service expertise through inclusive mentorship and… more
- Fidelity TalentSource LLC (Chicago, IL)
- …must be obtained within 6 months of hireMinimum 12 years of financial service experience, to include complex planning and sophisticated product offeringsA ... as retirement cash flow, tax minimization, and estate planningCoordinating with financial planning associates, investment managers, and service support… more
- Everence (Goshen, IN)
- …and production targets in collaboration with the Praxis sales team.Study and pass Series 6 , 63, SIE exams (required within 12 months of employment).Other ... Sales experience of 1+ years preferredExperience in the securities and/or financial services industry preferredExperience in the development of dynamic… more
- WSFS Bank (Exton, PA)
- …the Communities we serveWSFS Financial Corporation (WSFS) is a multibillion-dollar financial services companyIts primary subsidiary, WSFS Bank, is the oldest ... Job Description Schedule: Monday - Friday 8 AM - 6 PM, Saturday 9 AM - 1 PM WSFS...(17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking,… more
- WSFS Bank (Greenville, DE)
- …the Communities we serveWSFS Financial Corporation (WSFS) is a multibillion-dollar financial services companyIts primary subsidiary, WSFS Bank, is the oldest ... New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …and their business. The Expertise You Have 10+ years of Financial Services experience; Brokerage Operations preferred\u00A0Bachelor s degree preferredSeries ... are responsible for a team of Client Managers (CMs) that lead the operations and service experience. You and your team's day to day role is primarily focused on… more
- Fidelity TalentSource LLC (Durham, NC)
- …and Operations.As a Squad Leader, you blend product development, leadership, and financial services expertise with a passion for delivering results. You ... team members to deliver integrated solutions.BA / BS8+ years financial services experienceSeries 99 or equivalent (or... experienceSeries 99 or equivalent (or must acquire within 6 months of getting role)A balance of technology and… more
- Fidelity TalentSource LLC (Boston, MA)
- …position reporting submitted to the regulators for the Fidelity Broker-Dealers, National Financial and Fidelity Brokerage Services , as well as for correspondent ... production implementation will generate fully compliant reporting.\u00A0 \u00A0\u00A0\u00A0Series 7 and Series 24 required within 6 months of hireWorking… more
- Huntington National Bank (Columbus, OH)
- …assigned. Basic Qualifications: + High school diploma + At least 1 year experience in financial industry + Series 6 and 63 Additional License Requirement: + ... Description Summary: As an HFA Client Services Associate you will be a key member... team to deliver a great experience to Huntington Financial Advisor clients via telephone and email. You will… more
- Huntington National Bank (Morgantown, WV)
- … + Minimum of 9 months of customer service experience within Investments/ Financial Services + Series 6 , Series 63, and Life and Health license ... Description Summary: HFA Service Specialists provides client relationship building partnerships with...of the relationship, including the Digital Experience. + Services customers by providing detailed information on specific accounts… more
- MassMutual (Boston, MA)
- …years of equivalent work experience. + 5+ years' experience working in Investment financial services industry. + Series 6 or 7 required at time of ... with 3rd party distribution + 7+ years' experience working in Investment financial services industry. **What to Expect as Part of MassMutual and the Team**… more
- Equitable (Charlotte, NC)
- …Qualifications** + Bachelors Degree + 1 years of capital markets experience or Financial Services experience + Series 6 or 7 & 63 required (or willing ... the 1290 retail mutual fund products issued by Equitable to professional financial intermediaries such as broker-dealers, banks, independent financial planners,… more
- University of Colorado (Denver, CO)
- …provided services . + Expected to demonstrate high quality customer service focus, good communication and professionalism with clinic users, co-workers and ... **Bilingual Adult Behavioral Health Provider / Instructor Series (Open Rank) in the Non-Tenure Clinical Practice Track** **University of Colorado Denver**… more
- Wells Fargo (Danville, CA)
- …**Desired Qualifications:** + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA ... 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best...practices risk management culture + Current registration for FINRA Series 6 and Series 63… more
- Wells Fargo (Miami, FL)
- …Desired Qualifications: * Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized ... 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best...practices risk management culture * Current registration for FINRA Series 6 and Series 63… more
- Aegon Asset Management (CT)
- …business field or equivalent experience + Five years of sales experience in the financial services industry + FINRA Series 6 or 7, and 63 + Outstanding ... part of A egon , an integrated, diversified, international financial services group . The A egon...hours annually for employees in their first year of service . + Ten (10) paid holidays per year (typically… more
- Ascensus (Newton, MA)
- …self-motivated, ability to multitask and work well under pressure. Prior financial service industry experience. Series 6 and 63 licenses are preferred. ... Position Purpose: The Client Service Representative is responsible for processing financial transactions and customer requests at a high rate of quality and… more
