• Manager, Regulatory Program Management

    TIAA (Dallas, TX)
    …5+ Years Required; 7 + Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 24 **Physical Requirements** + Physical Requirements: ... more
    TIAA (03/26/25)
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  • Advisor Services Consultant

    TIAA (Frisco, TX)
    …Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 6 or 7 ; Series 63 **Licenses and Certifications** + ... more
    TIAA (03/27/25)
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  • Practice Business Manager

    Raymond James Financial, Inc. (Greenwood, IN)
    …: * SIE required provided that an exemption or grandfathering cannot be applied. * Series 7 required. * Series 63, 65 and/or 66 as required ... more
    Raymond James Financial, Inc. (03/12/25)
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  • Wealth Management Advisory Consultant

    TIAA (Wheaton, IL)
    …Preferred **Work Experience** + 3+ Years Required; 5+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... more
    TIAA (02/13/25)
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  • Client Relationship Consultant 1-4 (Banker)…

    US Bank (Wentzville, MO)
    …to meet defined referral client and wealth management introductions. Position requires the FINRA SIE, Series 6 (or Series 7 ) and Series 63 (or ... more
    US Bank (03/04/25)
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  • Wealth Supervisory Control Manager (RSO Lead)

    Citizens (Johnston, RI)
    …and anti-money laundering regulations. + Industry experience in compliance or supervision is required. + Series 7 , Series 66 (or Series 63 and ... more
    Citizens (03/28/25)
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  • Branch Operations Manager

    Raymond James Financial, Inc. (Fort Myers, FL)
    …**Licenses/Certifications** * SIE required provided that an exemption or grandfathering cannot be applied. * Series 7 , 9 & 10 required. * Series 63, 65 ... more
    Raymond James Financial, Inc. (03/04/25)
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  • Centralized Brokerage Client Service Associate…

    Truist (Tampa, FL)
    …and attributes of annuity products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. (candidates that only have ... more
    Truist (03/22/25)
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  • Legal Wealth Advisor II or III - DC Metro

    Truist (Mclean, VA)
    …2. 5- 7 years or more of banking experience in portfolio-oriented roles 3. FINRA: Series 7 , Series 66, Life, Health, and Variable insurance licenses and ... more
    Truist (02/14/25)
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  • Financial Advisor Trainee - PCG

    Raymond James Financial, Inc. (Memphis, TN)
    …**Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 and Series 66 or the ability to obtain ... more
    Raymond James Financial, Inc. (03/29/25)
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  • Practice Business Coordinator

    Raymond James Financial, Inc. (Muskegon, MI)
    …: * SIE required provided that an exemption or grandfathering cannot be applied. * Series 7 required. * Series 63, 65 and/or 66 as required ... more
    Raymond James Financial, Inc. (03/04/25)
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  • Financial Advisor Trainee - PCG (Bluffton, SC)

    Raymond James Financial, Inc. (Bluffton, SC)
    …**Licenses/Certifications:** * SIE required provided that an exemption or grandfathering cannot be applied. * Series 7 and Series 66 or the ability to obtain ... more
    Raymond James Financial, Inc. (01/22/25)
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  • Financial Solutions Advisor Stage I Consumer…

    Bank of America (Monroe, WA)
    …where you receive dedicated and personalized classes for your **Securities Industry Essentials [SIE], Series 7 and Series 66 Exams** . Once you obtain ... more
    Bank of America (03/29/25)
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  • Financial Solutions Advisor I - Registration…

    Bank of America (Sierra Vista, AZ)
    …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your ... more
    Bank of America (03/28/25)
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  • Financial Solutions Advisor Registration Candidate…

    Bank of America (Boulder, CO)
    …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your ... more
    Bank of America (03/28/25)
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  • Financial Solutions Advisor Registration…

    Bank of America (San Francisco, CA)
    …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your ... more
    Bank of America (03/25/25)
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  • Financial Solutions Advisor Stage I - Registration…

    Bank of America (Garland, TX)
    …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your ... more
    Bank of America (03/19/25)
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  • Wealth Group Executive - South Florida

    Citigroup (Coral Springs, FL)
    …fail to maintain these standards. **Qualifications:** + 10+ years of experience + Required FINRA Licenses: SIE; Series 7 ; Series 66 (or Series 63 & 65); ... more
    Citigroup (02/07/25)
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  • Practice Business Manager

    Raymond James Financial, Inc. (San Diego, CA)
    …Licenses/Certifications * SIE required provided that an exemption or grandfathering cannot be applied. * Series 7 required. * Series 63, 65 and/or 66 as ... more
    Raymond James Financial, Inc. (03/19/25)
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  • Senior Director, Wealth Management

    TIAA (Albuquerque, NM)
    …**Work Experience** + 8+ Years Required; 10+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... more
    TIAA (03/29/25)
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