- Charles Schwab (Westlake, TX)
- …and build a life-long career, this may be the opportunity for you. Although licensing ( Series 7 and 63 licenses) are not a required qualification for the CRS ... this mission through demonstrating the ability to consistently handle service levels, client escalations and providing a...Worth team. Schwab will support you to achieve the Series 7 and 63/66, licenses to support… more
- Charles Schwab (Richfield, OH)
- …8:00am to 7 :15pm Eastern Time. Preferred Qualifications Previous customer service and/or client relationship experience. Ability to multi-task, with ... Position Type: Regular Your opportunity Schwab's service team is at the heart of our...improvement. Desire to gain financial licenses such as FINRA Series 7 or 63 What's in it… more
- Charles Schwab (Plano, TX)
- …skills include: Bachelor's degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of ... employment) A valid and active Series 63 license is required (may be obtained under...of employment) Notary preferred Minimum 12 months in a client service industry Basic understanding of brokerage… more
- Charles Schwab (Gaithersburg, MD)
- …This is a role where you can bring your passion for mentorship and developing client service professionals to a firm that will value your contributions and ... quo" and transform the finance industry together. As a Client Relationship Manager, (CRM), you play an essential and...degree or equivalent work-related experience Active and valid FINRA Series 7 , 9/10 and 63 licenses 3+… more
- Charles Schwab (Greenwood, IN)
- …training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in ... including overnight and weekend availability. Preferred qualifications Previous customer service experience Previous client relationship experience Bachelor's… more
- Charles Schwab (Omaha, NE)
- …training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in ... helping us "challenge the status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients… more
- Neuberger Berman (New York, NY)
- …Self-motivated and team-oriented + CFA, CAIA, or graduate degree (MBA, MS, etc.) preferred + Series 7 , 63/65, or 66 required (or obtained within 6 months of ... As part of the newly created Client Advisory Team, the Client Advisory...optimize and scale territory coverage + Engage clients through service to deepen and expand existing relationships + Professionally… more
- Fidelity (Covington, KY)
- …to become a FINRA (Registered Representative by studying for and obtaining your SIE, Series 7 , and 63 licenses, all fully sponsored by Fidelity. This includes ... Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series...this role Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service ,… more
- Charles Schwab (Atlanta, GA)
- …opportunity for you. What you have What You Have Required qualifications Active and valid Series 7 license Active and valid Series 66 (63/65) license ... within a 90-day condition of employment) Active and valid Series 9/10 license required (may be obtained within a...passion for sales management, and a deep commitment to client service Proficient in establishing quality cross-enterprise… more
- Charles Schwab (Indianapolis, IN)
- …through our innovative solutions and world-class service . Required Qualifications Active FINRA Series 7 & 63 Licenses Flexibility to work any day, time, or ... shift to accommodate 24/ 7 contact center needs Preferred Qualifications 1+ years of customer service experience 1+ years of client relationship experience… more
- Charles Schwab (Westlake, TX)
- …equivalent Financial Planning-related designation CFP designation is required. Active and valid FINRA Series 7 license required. Active and valid FINRA Series ... locations. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth… more
- Charles Schwab (Phoenix, AZ)
- …service and the ability to implement our strategy. Required skills include: Active FINRA Series 7 license Series 66 (63/65) license Life & Health ... Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab's mass affluent client base.… more
- Charles Schwab (Lone Tree, CO)
- …wealth management offer. Throughout the Academy you will : Study and pass FINRA SIE, Series 7 and 66 licenses Learn from our numerous mentors, coaches and ... calls, in-branch client events, and by identifying and championing client goals Take inbound service /trading interactions (phone, chat, email), serving… more
- HSBC (New York, NY)
- …Excellent organisation and time-management skills + The candidate must already hold active FINRA registrations: Series 7 , Series 57, and Series 63 As an ... Desk in New York. The role centres on the day-to-day management of client flow through our e-platform, supporting both internal clients (Equity Derivatives, Prime)… more
- Charles Schwab (Westlake, TX)
- …qualifications are: Bachelor's degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of ... affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients...employment) A valid and active Series 66 (63/65) license is required (may be obtained… more
- Charles Schwab (Atlanta, GA)
- …role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) ... financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you… more
- Charles Schwab (Vienna, VA)
- …highly preferred * Bachelor's degree highly preferred Required Qualifications * Active & valid FINRA Series 7 license * Active & valid FINRA Series 66 ... Wealth Consultant at Charles Schwab you are responsible for providing high-touch service , on-going comprehensive guidance and advice to clients in the context of… more
- Charles Schwab (Los Angeles, CA)
- …could be the role for you. What you have Required Qualifications: A valid and active Series 7 license is required ( license may be obtained under a condition of ... Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr.… more
- Charles Schwab (Orange, OH)
- …Charles Schwab - Investor Services What you have Required Qualifications: A valid and active Series 7 license is required ( license may be obtained under a ... Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr.… more
- Charles Schwab (Huntersville, NC)
- …role is for you. What you have Required Qualifications: * A valid and active FINRA Series 7 license required * Obtaining or acquiring FINRA Series 66 (63/65) ... advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client ...volunteering, and a 4-week sabbatical after 5 years of service * Paid parental leave and family building benefits… more
