- 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
- TIAA (Frisco, TX)
- …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 (or 63 & 65),… 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
- 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
- Aegon Asset Management (Denver, CO)
- …insurance /financial services industry (typically two to five years) + Life license for insurance product analysis + FINRA Series 6 or 7 for securities ... company, with millions of customers and thousands of employees worldwide. Our insurance , retirement, and investment solutions help people make the most of what's… more
- Veterans Affairs, Veterans Health Administration (Biloxi, MS)
- …field, orientation of staff to the VA, Joint Commission requirements. Work Schedule: Monday -Friday 7 :30 am - 4:00 pm or 8:00 am - 4:30 pm (subject to changed based ... and federal 401K with up to 5% in contributions by VA Insurance : Federal health/vision/dental/term life/long-term care (many federal insurance programs can… more
- Bank of America (San Antonio, TX)
- …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 ... The Trainee role allows EGP Specialist to become fully license and require the appropriate designations before taking on...Administrative Services + Process Simplification **Required Qualifications:** + Either Series 7 and 66 licenses or … more
- Veterans Affairs, Veterans Health Administration (Spokane, WA)
- Summary The 2-page Resume requirement does not apply to this occupational series . For more information, refer to Required Documents below. This position works as a ... and federal 401K with up to 5% in contributions by VA Insurance : Federal health/vision/dental/term life/long-term care (many federal insurance programs can… more
- Charles Schwab (Atlanta, GA)
- …opportunity for you. **What you have** **What You Have** **Required** **qualifications** + Active and valid Series 7 license + Active and valid Series 66 ... a 90-day condition of employment) + Active and valid Series 9/10 license required (may be obtained...of employment) + Active and valid Life and Health Insurance license (may be obtained within a… more
- Wells Fargo (Roseville, CA)
- …following: work experience, training, military experience, education + Successfully completed FINRA Series 7 exam to qualify for immediate registration (or FINRA ... within Wealth Market Growth Strategy functional area **Required Qualifications:** + 7 + years of Wealth Market Growth Strategy experience, or equivalent demonstrated… more
- Sacramento County (Sacramento, CA)
- …is a continuous filing exam. The next filing cut-offs are at 5:00 pm on: *6/5/2025, 7 / 7 /2025, 10/6/2025, 1/5/2026 Level I - $ 7 ,057.44 - $ 7 ,781.25/month ... Civil (Level I) is the trainee level class in the professional civil engineering series . Incumbents perform field and office assignments of a less complex nature in… more
- Charles Schwab (Westlake, TX)
- …+ Bachelor's degree or equivalent or equivalent work related experience + Active and valid FINRA Series 7 license is required + Active and valid FINRA ... Series 9/10 license is required (may be obtained within a 120...is required + Active and valid Life and Health Insurance license is required (may be obtained… more