- MTA (Brooklyn, NY)
- …United States Regular/Temporary: Provisional Department: NYC Transit Authority Date Posted: Oct 7 , 2025 Description Title: Electrical Engineer Series First Date ... Electrical Engineer Series Job ID: 13196 Business Unit: New York...field visits to ascertain project activities and status; assisting management with technical aspects of the projects; review electrical… more
- TIAA (Frisco, TX)
- …Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... Sedentary Work **Career Level** 6IC **Required:** + 2+ years of financial services experience + Series 7 , 66 (or 63 & 65), and Life and Health Insurance … more
- Nuveen Investments (Hackensack, NJ)
- …Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... **Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their...**Required:** + 2+ years of financial services experience. + Series 7 , 66 (63 and 65), and… 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 ... Wealth Management Specialist San Antonio, Texas **To proceed with...Administrative Services + Process Simplification **Required Qualifications:** + Either Series 7 and 66 licenses or … more
- TIAA (Palo Alto, CA)
- **Wealth Management Coach** The Director, Wealth Management ...7 + Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; ... financial solutions through coaching and skill development and effective practice management . **Key Responsibilities and Duties** + Build and maintain close… more
- Bank of America (Los Angeles, CA)
- …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 ... Wealth Management Specialist Los Angeles, California **To proceed with...the resolution of client escalations **Role Requirements** + Either Series 7 and 66 licenses or … more
- TIAA (Hanover, NH)
- …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 (New York, NY)
- …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
- Vanguard (Charlotte, NC)
- …a regulatory license and/or registration (eg FINRA, state, SFC), the SIE, Series 7 and 63/65 or 66 (or equivalent). Certain professional designations may ... take the next step in your financial services relationship management career? Vanguard is seeking passionate and driven individuals...Compliance based on role-specific duties. + The SIE & Series 7 are required prior to starting… more
- Veterans Affairs, Veterans Health Administration (Augusta, ME)
- …review of the EDRP application. Responsibilities This Mental Health Intensive Case Management (MHlCM) Social Worker position is in Mental Health services at the ... Health Care System (VAMEHCS) Case Manager for the Mental Health Intensive Case Management (MHlCM) and is part of the multi -disciplinary treatment team, providing… more
- Veterans Affairs, Veterans Health Administration (Leeds, MA)
- Summary This Registered Nurse (Chief of Quality Management ) position is located in the Quality and Patient Safety Services at the Leeds, MA location and is a direct ... NOTE: The 2-page Resume requirement does not apply to this occupational series . For more information, refer to Required Documents below. Responsibilities Duties… 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 ... The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and...Series 66); Series 9 + Series 10 (or Series 24, Series… more
- Wells Fargo (Miami, FL)
- …work experience, training, military experience, education **Desired Qualifications:** + Successfully completed FINRA Series 7 and 66 (or 63 and 65) exams to ... this role:** Wells Fargo is seeking a Lead Wealth Management Banker (SAFE) in the Professional Services team in...is required for ongoing employment in this position. FINRA Series 7 and 66 examinations or equivalent… more
- JPMorgan Chase (Jacksonville, FL)
- …leading teams and coaching in a client-focused environment + A valid and active Series 7 and Series 66 (63/65) license in addition to meeting the FINRA ... Client Investment Advisor Team Lead in JP Morgan Wealth Management , you will support the market and serve as...continuing education requirements + FINRA Series 9/10 (or equivalent), required or must obtain within… more
- Bank of America (Northbrook, IL)
- …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 ... Wealth Management Specialist Northbrook, Illinois **To proceed with your...assists with training for team members **Required Qualifications:** + Series 7 , 63/65 or 66 or equivalent;… more
- Charles Schwab (Lone Tree, CO)
- … offer. **Throughout the Academy you will** **:** + Study and pass FINRA SIE, Series 7 and 66 licenses + Learn from our numerous mentors, coaches and ... interest in Financial Planning? If so, the Schwab Wealth Management Academy is the program for you!_ The Schwab...within the Wealth and Advice Solutions organization. With a series of steps that include learning, on-the-job experience, and… more
- US Bank (Scottsdale, 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
- JPMorgan Chase (Chicago, IL)
- …years of experience in the securities / investment industry. + Minimum licensing requirement: FINRA Series 7 and one or more of the following licenses: FINRA ... JP Morgan Wealth Management provides individuals, advisors and institutions with strategies...Series 66 (63/65), 9/10 (4,24,53). Additional licensing requirements must… more
- JPMorgan Chase (Plano, TX)
- …skills + Ability to collaborate across multiple levels of supervision + Active and valid FINRA Series 7 license + Active and valid FINRA Series 66 ... management **Required Qualifications, Capabilities, and Skills** + Minimum 7 years of experience in the securities and investment...4, 24, 53), and State Life & Health Insurance license , or ability to obtain within 120 days of… more
- JPMorgan Chase (Brooklyn, NY)
- …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 120 days of starting… more