- Aveanna Healthcare (Dover, DE)
- Home Health Occupational Therapy Assistant COTA Full Time 7 .5K Sign On Bonus ApplyRefer a FriendBack Job Details Requisition #: 205583 Location: Dover, DE 19905 ... $34.00 - $37.00 per hour Position Details Includes a $ 7 ,500 Sign on Bonus Position Overview Aveanna Healthcare has...has grown tremendously during the past year through a series of exciting acquisitions and we are currently looking… more
- US Bank (Bend, OR)
- …experience in a financial sales position, preferably working with the affluent client segment + FINRA Series 7 and 66 or, Series 7 and 63/65 combination ... preferably working with the affluent client segment + FINRA Series 7 and 66 or, Series...7 and 63/65 combination and applicable state insurance license Preferred Qualifications: + Extensive knowledge in financial planning,… more
- Ventura County (Ventura, CA)
- …to employees in this classification who possess and maintain a valid, current CPA license or certificate. + Flexible Workweek - A compressed work schedule (eg, 9/80 ... clerical staff. DISTINGUISHING CHARACTERISTICS: Each successive level in the Accountant series is distinguished by scope of independence and responsibility. The… more
- TIAA (Knoxville, TN)
- …relationships with affluent clients or equivalent experience; Required **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... **Wealth Management Advisor** Supported with a robust array of...66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified… more
- JPMorgan Chase (Chicago, IL)
- …appropriate State Life & Health Insurance license + Minimum licensing requirement: FINRA Series 7 and one or more of the following licenses: FINRA Series ... JP Morgan Wealth Management provides individuals, advisors and institutions with strategies...(63/65), 9/10 (4,24,53), appropriate State Life & Health Insurance license . Additional licensing requirements must be met within 120… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Professional ( Series 99) without passing the examination.)_ + _Ability to obtain Series 7 License or other FINRA Licenses (as required)._ **Education** ... The incumbent will be responsible for leading the Transition Management department which is responsible for assisting financial advisors...days (as required by FINRA),_ **required** + _(Persons holding Series 6, 7 , 17, 37 or 38… more
- Vanguard (Charlotte, NC)
- …requires a regulatory license and/or registration (eg FINRA, state, SFC), the SIE, Series 7 and 63/65 or 66. Certain professional designations may be used in ... As the dedicated point of contact to our Wealth Management clients who hold between $5-25M in Vanguard assets,...Compliance based on role-specific duties. + The SIE & Series 7 are required prior to starting… more
- Citigroup (San Antonio, TX)
- …process improvement initiatives. + Required Securities Licensure (depending on role select from the following): + Series 7 license ; and + Series 63 and ... processes, quality, tools and reporting that provide global risk management consistency and excellence. + Establishes quarterly audit process... 65 or Series 66; and + Series 8 or Series 9 and … more
- Sarasota County Government (Sarasota, FL)
- …Master's degree can count for one year of work experience. + -OR- Seven ( 7 ) years of professional job-related experience in management and/or strategic planning ... preparedness and protection of our community. As the Emergency Management Officer for Debris and Recovery, you will directly...substitute for the required education. + Valid Florida driver's license within 30 days of hire. The ideal candidate… more
- Bank of America (Princeton, NJ)
- …Role is designed to allow employees to study and obtain all required registrations * Series 7 , 63/65 or 66 or equivalent; must obtain all state registrations in ... Wealth Management Specialist - Non-Registered Princeton, New Jersey **Job...support of Financial Advisor(s) and Advisor Team(s) If Series 7 , 63/65 or 66 or equivalent… more
- US Bank (Buckeye, AZ)
- …experience in a financial sales position, preferably working with the affluent client segment + FINRA Series 7 and 66 or, Series 7 and 63/65 combination ... and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we...your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and… more
- Wells Fargo (Davidson, NC)
- …leadership experience + US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 , 9, 10, and 63 examinations (or FINRA recognized ... Advisory Branch Manager - Producing in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more...equivalents) sufficient to qualify for immediate FINRA registration. Series 24 is required if Series 9… more
- JPMorgan Chase (Oakland, CA)
- …effectively with clients and team members while maintaining professionalism. + A valid and active Series 7 license is required or must be obtained within 60 ... needs. As a Private Wealth Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice...a condition of employment + A valid and active Series 66 (63/65) license is required or… more
- JPMorgan Chase (Del Mar, 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 ... a Private Client Investment Associate in JP Morgan Wealth Management , you will be tasked with delivering exceptional client...Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting… more
- JPMorgan Chase (Milwaukee, WI)
- …and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the ... needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice...and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60… more
- Bank of America (Stuart, FL)
- …Management + Customer Service Management + Process Simplification **Required Qualifications:** + **Either Series 7 and 66 licenses or Series 7 , 63 ... The Trainee role allows EGP Specialist to become fully license and require the appropriate designations before taking on...achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 &… more
- JPMorgan Chase (Orange, NJ)
- …and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the ... needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice...and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60… more
- JPMorgan Chase (San Jose, CA)
- …strategies. + Eagerness to engage directly with clients and advisors. + Must hold FINRA Series 7 and one or more of the following licenses: FINRA Series ... JP Morgan Wealth Management provides individuals, advisors and institutions with strategies...(63/65), 9/10 (4,24,53). appropriate State Life & Health Insurance license . Additional licensing requirements must be met within 120… more
- TD Bank (Cherry Hill, NJ)
- …or equivalent experience required + 7 + years of Brokerage industry experience + FINRA Series 7 Required + FINRA Series 24 Required (or FINRA Series ... Service and a US Broker Dealer and TD Wealth Management Services Inc. (TDWMSI). The Central Supervision Department performs...within scheduled time) + State Life & Health Insurance License (Preferred) + FINRA Series 65 or… more
- The County of Los Angeles (Los Angeles, CA)
- …technical and support personnel providing technical and consultative services to the management of a program; or oversees a small Countywide health program. ... STANDARDS: This is the senior-/supervisory-level class in the Health Program Analyst Series . Positions allocable to this class are located in the department of… more