- Kestra Financial (Baltimore, MD)
- …their needs and inquiries. Qualifications: . 3-5 years of experience in financial services. . CFP designation and Series 7 and 66 or 65 licenses required. ... more
- Vanguard (Malvern, PA)
- …to support sales efforts and achieve business goals. Qualifications: + Series 7 , 63 + Certifications: CIMA, CFP , CFA, CAIA. MBA preferred. + Wholesaling ... more
- BlackRock (New York, NY)
- …Power BI, Tableau, SQL, Morningstar Direct, Bloomberg, and/or progress towards CFA, CAIA, CIMA, or CFP is desirable + Series 7 & 63 and insurance license ... more
- Kestra Financial (Wappingers Falls, NY)
- …independent financial services culture preferred Certificates, Licenses, and/or Registration + Series 7 and 65/66 license required + CFP , CPA, CFA, or ChFC ... more
- First Horizon Bank (Plano, TX)
- …and works tirelessly on the client's behalf **PREFERRED QUALIFICATIONS** + MBA, JD, CFA, or CFP preferred + Series 7 , 66 and Insurance licenses preferred + ... more
- JPMorgan Chase (New York, NY)
- …in Private Banking or Financial Services + Bachelor's Degree required; MBA, JD, CFA, or CFP preferred + Series 7 , 66 and Insurance licenses required for ... more
- TIAA (Columbia, MD)
- …relationships with affluent clients or equivalent experience; Required **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... more
- TIAA (Charlotte, NC)
- …Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... more
- 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
- Access Dubuque (Dubuque, IA)
- …+ Bonus programs and expense allowances + Support for insurance licensing, Securities Industry Essentials(R), Series 6, Series 7 , Series 63, and more + ... more
- Charles Schwab (Westlake, TX)
- …(eg, CFP , CFA, MBA, CHFC, CPWA) highly preferred + Active & valid FINRA Series 7 license required + Active & valid FINRA Series 66 (63/65) ... more
- City National Bank (San Francisco, CA)
- …of investment related experience * Minimum 3 years experience in investment sales * FINRA Series 7 and 63 and 65 or 66 * California Insurance License *Skills ... more
- Vanguard (Scottsdale, AZ)
- …To learn more about our benefits, visit: https://www.vanguardjobs.com/benefits-rewards/ Qualifications: + CFP (R) designation required. + Series 7 , 63 ... more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …**Licenses/Certifications** * SIE required provided that an exemption or grandfathering cannot be applied. * Series 7 . * Series 63, 65 and/or 66 as required ... more
- Charles Schwab (Westlake, TX)
- …Planning-related designation + CFP (R) designation is required. + Active and valid FINRA Series 7 license required. + Active and valid FINRA Series 63/65 ... more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …education, and/or training approved by Human Resources. **Licenses/Certifications** + FINRA Series 7 , insurance or other applicable licenses or certifications ... more
- Truist (Charlotte, NC)
- …essential functions. * Bachelor's Degree Required * FINRA: Maintains proper licenses including Series 7 , Series 66, the Securities Industry Essentials (SIE) ... more
- Truist (Chattanooga, TN)
- …essential functions. + Bachelor's Degree Required + FINRA: Maintains proper licenses including Series 7 , Series 66, the Securities Industry Essentials (SIE) ... more
- Navy Federal Credit Union (El Paso, TX)
- …working as an adult facilitator, trainer, development coach, and/or internal consultant + FINRA Series 7 and combination of NASAA Series 63/65 or 66 ... more
- Principal Financial Group (Des Moines, IA)
- …8+ years of experience on a sales or service team marketing products and services + FINRA Series 7 , FINRA Series 63, FINRA Series 24 or equivalent ... more