- Monster (Redondo Beach, CA)
- …have more and more contact working with our existing clients. Qualifications: Bachelor's degree required Series 7 License - optional Series 65/66 ... License - optional Microsoft Office - Excellent - Especially PowerPoint and Excel Excellent verbal and written personal communication skills Strong attention to detail - Must be very meticulous Extremely organized to handle many different transactions with… more
- Monster (Berwyn, PA)
- …experience with portfolio management, financial planning and custodial platforms Must have FINRA Series 65 license or equivalent. CFP or ChFC or advanced ... or a business related major is highly preferred. Must have a minimum of 7 years of experience in advisory business, financial planning role and advising. Must have… more
- Charles Schwab (Houston, TX)
- …may be the opportunity for you. **What you have** **Required** **qualifications** + Active and valid Series 7 license + Active and valid Series 66 ... be obtained within a 90-day condition of employment) + Active and valid Series 9/10 license required (may be obtained within a 90-day condition of employment) +… more
- Charles Schwab (Cambridge, MA)
- …**Required Qualifications:** + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active ... Series 66 (63/65) license required (may be obtained within a 90 day...day condition of employment) + A valid and active Series 9/10 (8) license required (may be… more
- Huntington National Bank (Austin, TX)
- …of Large Government/Higher Education/Non-Profit Lending related experience + Series 52 or Series 7 license Preferred Qualifications: + Series 63 ... licenses + Knowledge of all bank products and continual development of product expertise. + Possess proficiency in credit fundamentals and can determine the appropriate risks on new and prospective customers and transactions so that all relationships are… more
- Charles Schwab (Brookfield, WI)
- …**qualifications** + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active ... Series 63 license required (may be obtained within a 90 day...day condition of employment) + A valid and active Series 9/10 (8) license required (may be… more
- Insight Global (Norwalk, CT)
- …FINRA Series 66 license (or Series 63/65 combination) required FINRA Series 7 license and Life/Health Insurance License are a plus Strong ... interpersonal and communication skills with a proven ability to build trust and close business more
- Charles Schwab (Orlando, FL)
- …+ Bilingual (English & Spanish) + Prior experience supporting international clients + Active FINRA Series 7 license (May be obtained with a 120-day condition ... CFP(R) designation or CFA(R) designation holders, verified before hire + Active FINRA Series 66 license (May be obtained within the first 120 days) + Three or… more
- Charles Schwab (Bethesda, MD)
- …designations/certifications (eg, CFP, CFA, MBA, CHFC, CPWA) highly preferred + Active & valid FINRA Series 7 license required + Active & valid FINRA ... Series 66 (63/65) license required + Active & valid Life & Health...may be obtained within 90 days of employment) + 7 + years financial services industry experience + 2+ years… more
- Charles Schwab (Edgewater, NJ)
- …Schwab's Investment Consultant role. **What you have** **Required Qualifications:** + A valid and active Series 7 license is required ( license may be ... employment through Branch Network Licensing Program) + A valid and active Series 66 (63/65) license required ( license (s) may be obtained under a condition of… more
- Charles Schwab (Boca Raton, FL)
- …Schwab's Investment Consultant role. **What you have** **Required Qualifications:** + A valid and active Series 7 license is required ( license may be ... employment through Branch Network Licensing Program) + A valid and active Series 66 (63/65) license required ( license (s) may be obtained under a condition of… more
- Charles Schwab (Cincinnati, OH)
- …Schwab - Investor Services **What you have** **Required Qualifications:** + A valid and active Series 7 license is required ( _license may be obtained under ... through Branch Network Licensing Program_ ) + A valid and active Series 66 (63/65) license required ( _license(s) may be obtained under a condition of… more
- Charles Schwab (Phoenix, AZ)
- …quality service and the ability to implement our strategy. Required skills include: + Active FINRA Series 7 license + Series 66 (63/65) license ... + Life & Health Insurance license ( license (s) may be obtained under a 120 day condition of employment) Preferred: + Minimum of 5 years of financial experience +… more
- Charles Schwab (Fremont, CA)
- …role is for you. **What you have** **Required Qualifications:** + A valid and active FINRA Series 7 license required + Obtaining or acquiring FINRA Series ... consolidation, networking, and earning client referrals. If you currently have your securities license , enjoy working in a team setting, and share our passion for… more
- JPMorgan Chase (Fayetteville, NY)
- …effectively with clients and team members while maintaining professionalism. + A valid and active Series 7 license is required or must be obtained within 60 ... in the role as a condition of employment + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the… more
- Charles Schwab (Reston, VA)
- …skills include: + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active Series ... 120 day condition of employment) + A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) +… more
- Charles Schwab (Brooklyn, NY)
- …skills include: + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active Series ... 120 day condition of employment) + A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) +… more
- Charles Schwab (Tysons Corner, VA)
- …+ CFP(R) designation or CFA(R) designation + Bachelor's degree + Active and valid FINRA Series 7 license + _May be obtained with a 120-day condition ... of employment_ + Active and valid FINRA Series 66 license required + _May be obtained with a 120-day condition of employment_ + Five or more years of advisory… more
- JPMorgan Chase (Lafayette, 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 ... Industry Essential (SIE) exam + A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in… more
- JPMorgan Chase (Jacksonville, FL)
- …and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license + If you were registered after October 1, ... Industry Essential (SIE) exam + A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in… more
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