- Atria Wealth Solutions (Lunenburg, MA)
- …in a sales function selling financial products and services at a financial institution; current FINRA Series 6 , 63, and 65 licenses required, ... Through its relationship with CUSO Financial Services , LP (CFS) Workers Credit...we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over… more
- Huntington National Bank (Columbus, OH)
- … + Minimum of 9 months of customer service experience within Investments/ Financial Services + Series 6 , Series 63, and Life and Health license ... Description Summary: HFA Service Specialists provides client relationship building partnerships with...of the relationship, including the Digital Experience. + Services customers by providing detailed information on specific accounts… more
- Manulife (Boston, MA)
- …with NFS. **Required Qualifications:** + Bachelor's Degree or equivalent work experience + 6 -10 years financial services industry experience + Minimum of ... Support Manager is an integral part of the Personal Financial Services management team, leading a team...years call center or operations experience, preferably in the financial industry + FINRA Series 6… more
- Liberty Bank (Middletown, CT)
- …related field or equivalent work experience. Minimum of 2 years of experience in the financial industry required. FINRA Series 6 and 63 licenses at a ... Registered Service Associate 315 Main St, Middletown, CT 06457,...markets as well as investment and banking products and services . Business Development: Collaborate with and assist Financial… more
- City of Portland (Portland, OR)
- Environmental Education - Nature Day Camp Series (CSA II, Ages 18+) - Open Continuous Print (https://www.governmentjobs.com/careers/portlandor/jobs/newprint/4741893) ... Apply Environmental Education - Nature Day Camp Series (CSA II, Ages 18+) - Open Continuous Salary...positions serve at will. These jobs are called Community Service Aide II's by the City of Portland. Benefits:… more
- New York State Civil Service (Brooklyn, NY)
- NY HELP No Agency Court Administration, Office of Title Analyst Series Occupational Category Financial , Accounting, Auditing Salary Grade 23 Bargaining Unit ASU ... - Administrative Services Unit (CSEA) Salary Range From $63083 to $117982...interagency payments, and other fiscal documents into the Statewide Financial System (SFS); ensuring the accuracy of supporting documentation… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …combination of education and work experience. * Three (3) or more years' experience in financial services / operations including one (1) year as team lead or ... leadership experience in a financial or service organization. + SIE required...provided that an exemption or grandfathering cannot be applied Series 7 and 63/65 or 66 Required - must… more
- Wells Fargo (Seneca, SC)
- …**Desired Qualifications:** + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA ... those needs + Experience using business acumen to provide financial services consultation to small business customers...practices risk management culture + Current registration for FINRA Series 6 and Series 63… more
- HUB International (Akron, OH)
- …finance, or related field. + Experience in insurance, wealth management, or financial services . + FINRA Series 6 , 63, and Life & Health Insurance ... dynamic role involves building and strengthening relationships with Edward Jones Financial Advisors and their branch office teams by proactively identifying sales… more
- Bank of America (Chandler, AZ)
- Financial Services Representative - Retirement and Benefits Bilingual Spanish Chandler, Arizona;Jacksonville, Florida; Pennington, New Jersey **Job ... in the offer letter.** **You must achieve your SIE, Series 7 and Series 63 licensing with...integrity, commitment, and drive to deliver a positive, differentiated service that improves our clients' financial lives… more
- ADP (Aurora, CO)
- …+ Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority (FINRA) Series 6 and 63 licensing is a plus; candidates with great sales ... ADP is hiring a Sales Representative for Retirement Services in our Major Accounts division. + Are...Accounts division. + Are you ready to control your financial future with unlimited upside earnings potential? + Are… more
- ADP (Woodland Hills, CA)
- …+ Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority (FINRA) Series 6 and 63 licensing is a plus; candidates with great sales ... ADP is hiring a **Sales Representative for Retirement Services ** in our Major Accounts division. + **_Are...Accounts division. + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Are… more
- TIAA (Charlotte, NC)
- …company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our ... need us. And weʼre hiring passionate, professional and caring Financial Services Consultants who are ready to...even receive funding, coaching and support to pass FINRA Series 6 or 7 and 63 certification… more
- ADP (Allentown, PA)
- …+ Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority (FINRA) Series 6 and 63 licensing is a plus; candidates with great sales ... for Retirement Services .** + **_Are you ready to control your financial future -- and achieve that perfect work-life balance you've been searching for?_**… more
- Raymond James Financial, Inc. (Montgomery, AL)
- …3 to 6 years **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 63_AG - Agent - ... balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and...Financial Industry Regulatory Authority (FINRA), Series 65 or Series 66_RA - Investment… more
- Raymond James Financial, Inc. (Bluffton, SC)
- …3 to 6 years **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 63_AG - Agent - ... balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and...Financial Industry Regulatory Authority (FINRA), Series 65 or Series 66_RA - Investment… more
- Lincoln Financial Group (Radnor, PA)
- …this opportunity. **Requisition #:** 74042 **The Role at a Glance** As the Financial Services Sales Representative, you will build and maintain business ... relationships with advisors who market our products and services in order to meet or exceed established individual...License - must obtain within 120 Days + FINRA Series 6 License - must obtain within… more
- City of Long Beach (Long Beach, CA)
- FINANCIAL SERVICES OFFICER Print (https://www.governmentjobs.com/careers/longbeach/jobs/newprint/4803955) Apply FINANCIAL SERVICES OFFICER Salary ... comprised of five bureaus:Building and Safety,Code Enforcement,Housing and Neighborhood Services ,Planning,andAdministrative and Financial Services . Our staff… more
- Thrivent Financial (Ogallala, NE)
- …systems to help you be successful. Job Description Thrivent is a different kind of financial services provider. We believe money is a tool, not a goal. Driven ... 66; Series 7, 65 and 63; or Series 6 and 63 registrations. + Have...request Human Resources. Seniority Level + Associate Industry + Financial Services Employment Type + Full-time Job… more
- Truist (Charlottesville, VA)
- …JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the ... clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning… more