- Wells Fargo (Charlotte, NC)
- …and partners Desired Qualifications: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA ... to Wells Fargo sales practices risk management culture Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required… more
- Wells Fargo (Newtown Square, PA)
- …banking Experience recommending financial services products and services Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to ... to Wells Fargo sales practices risk management culture Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required… more
- TEKsystems (Scottsdale, AZ)
- …systems such as Salesforce and NetX360 Education/Licenses Bachelor's Degree Preferred in Finance/Business Series 7 or Series 6 License Preferred (Higher ... as health/dental/vision/401k matching, as well as licensing reimbursement for obtaining Series 7/63 licensing down the road. Prior investment and/or banking… more
- Wells Fargo (Charlotte, NC)
- …the following: work experience, training, military experience, education Successfully completed FINRA Series 6 (or 7) exam to qualify for immediate registration ... customers to grow market share and meet customer needs Required Qualifications: 6 + months of Business Growth Strategy experience, or equivalent demonstrated through… more
- TIAA (Charlotte, NC)
- …associates up for success. You can even receive funding, coaching and support to pass FINRA Series 6 or 7 and 63 certification exams if you are not currently ... Experience Preferred Work Experience No Experience Required FINRA Registrations SRC Indicator: Series 6 or 7; Series 63 Licenses and Certifications Life and… more
- Principal Financial Group (Grand Rapids, MI)
- …Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63). ... Preference for FINRA Series 7 and 66. Successful candidates will have the following: Excellent communication, presentation, analytical, and interpersonal skills. Successful history of accomplishments in education, retirement sales, or a related field.… more
- BMO Financial Group (Scottsdale, AZ)
- …degree in related field of study or an equivalent combination of education and experience. FINRA Series 6 , 63 and 65 Licenses OR FINRA Series 7 and 66 ... licenses. Life and Health Insurance Producer's License. Completed LTC Continuing Education Requirements. Strong working knowledge of financial industry. In-depth experience working with managed products and providing fee-based advice. In-depth understanding of… more
- Insight Global (Cincinnati, OH)
- …Outlook Strong organization skills and ability to multi-task Must be willing to obtain a Series 6 license within 1 year of employment Must have experience in ... or annuities - Exposure to annuities Exposure to qualified and unqualified money Currently possess a Series 6 or 7 license Associates Degree or Bachelors Degree more
- CBRE (New Albany, OH)
- …Understand the basics of "FIM" and operate scanner Install and test coax cabling ( series 6 & 11) Install OSP cables through conduits and maintenance Install ... the basics of "FIM" and operate scanner Install and test coax cabling ( series 6 & 11) Install OSP cables through conduits and maintenance Install pull strings… more
- Huntington National Bank (Dublin, OH)
- …(required): Candidate must have 3 of the following 5 licenses in an active status: Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; ... SIE - Securities Industry Essentials. If the candidate does not already have the required 5 licenses, but at least 3 of them, the candidate must acquire the remaining 2 within 120 days of hire date. Failure to acquire required licensure within the designated… more
- Huntington National Bank (Winston Salem, NC)
- …(required): Candidate must have 3 of the following 5 licenses in an active status: Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; ... SIE - Securities Industry Essentials. If the candidate does not already have the required 5 licenses, but at least 3 of them, the candidate must acquire the remaining 2 within 120 days of hire date. Failure to acquire required licensure within the designated… more
- Huntington National Bank (Charlotte, NC)
- …Services Minimum of 9 months of customer service experience within Investments/Financial Services Series 6 , Series 63, and Life and Health license ... Preferred Qualifications Excellent written, verbal and interpersonal communication skills as well as excellent organizational skills, and problem-solving skills. Familiarity with investment acumen, including investment products, Individual Retirement Accounts… more
- First Horizon Bank (Charlotte, NC)
- …Jira or Similar technology MS SQL Reporting CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required Prefer CSM/SSM and/or ... and parental leave Tuition reimbursement Mentor program 401(k) with 6 % match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us: Facebook (https://www.facebook.com/FirstHorizonBank)… more
- First Horizon Bank (Raleigh, NC)
- …OFFICE EQUIPMENT SKILLS Proficient Microsoft Office suite CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required About Us ... abilities required in this position: Bachelor (4-year college) degree and 4- 6 years of Financial Institution experience required. Risk management and/or compliance… more
- First Horizon Bank (Raleigh, NC)
- …COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office suite CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) FHA DE and VA LAPP ... and parental leave Tuition reimbursement Mentor program 401(k) with 6 % match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook (https://www.facebook.com/FirstHorizonBank)… more
- First Horizon Bank (Charlotte, NC)
- …and Office Equipment Skills Microsoft Office suite Certificates, Licenses, Registration (Ex: CPA, Series 6 or 7 licenses etc) None required About Us First ... and parental leave Tuition reimbursement Mentor program 401(k) with 6 % match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook (https://www.facebook.com/FirstHorizonBank)… more
- First Horizon Bank (Charlotte, NC)
- …systems and payment platforms is preferred. CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) Certified Treasury Professional (CTP) ... and parental leave Tuition reimbursement Mentor program 401(k) with 6 % match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook (https://www.facebook.com/FirstHorizonBank)… more
- First Horizon Bank (Charlotte, NC)
- …AND OFFICE EQUIPMENT SKILLS: Microsoft Office suite CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc): Preferred Hours : Monday - ... and parental leave Tuition reimbursement Mentor program 401(k) with 6 % match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook (https://www.facebook.com/FirstHorizonBank)… more
- Citizens (Blue Bell, PA)
- …working with affluent and high net worth clients. A minimum of two licenses required: SIE, Series 6 , 7, 63, 65, or 66 licenses, and Life and Health, Accident ... Insurance Licenses. Additional licenses can be obtained within a specific timeline upon hire. Demonstrated success in a client-centric, initiative-taking sales environment. Experience establishing and maintaining relationships with clients and internal… more
- JPMorgan Chase (Tucson, AZ)
- …degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6 , state registration (including 63 if required), and Life ... licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred… more
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