• New York life (Uniondale, NY)
    …products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold ... securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2:… more
    PostJobsNow (01/24/25)
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  • Retirement Services Rep ( Finra Licensing…

    ADP (Louisville, KY)
    …to successfully obtain and maintain their series 6 and 63 FINRA securities licenses._** **Job Responsibilities:** + Educates employees on account information, ... with other business units as needed. **Job Qualifications:** + FINRA Series 6 and 63 securities licenses and Securities...degree preferred, or equivalent of experience and education + FINRA Series 6 and 63 securities licenses and Securities… more
    ADP (01/22/25)
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  • FINRA / Securities Specialist Investigator…

    Citizens (Boston, MA)
    Description This FINRA /Securities Specialist Investigator III will be tasked with investigating potential federal FINRA Rules and Securities Law violations and, ... Experience with social media, OSINT, payments, investments research + Knowledge of FINRA /SEC investigative best practices + Competence using a desktop computer with… more
    Citizens (12/12/24)
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  • Private Banking Relationship Manager - MLO…

    Zions Bancorporation (Denver, CO)
    …quality. + Intermediate computer skills including word processing and spreadsheet software. + FINRA Series 79 (or grandfathered Series 7), Series 63 will be required ... but not limited to, level of experience, skills, expertise, location, education, FINRA licenses, and certifications. Benefits: + Medical & Dental Insurance &… more
    Zions Bancorporation (01/08/25)
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  • Resolution Support Specialist II ( Finra

    ADP (El Paso, TX)
    …REQUIRED:** + At least 2 years of previous experience + High School diploma + FINRA 6 & 63 **PREFERRED QUALIFICATIONS** : Preference will be given to candidates who ... have the following: + Bachelor's degree or equivalent in education and experience + Strong client relationship and interpersonal skills + Ability to troubleshoot and resolve customer complaints using pre-defined solutions + Demonstrated ability to learn and… more
    ADP (01/11/25)
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  • Branch Complex Senior Manager

    Wells Fargo (Syracuse, NY)
    …or leadership experience + US only: Successfully completed Financial Industry Regulatory Authority ( FINRA ) Series 7, 9, 10, and 63 examinations (or FINRA ... if necessary + US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this...license(s) is required for ongoing employment in this position. FINRA Series 9 and 10 examinations, or equivalent must… more
    Wells Fargo (01/25/25)
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  • Senior Supervisory Control Specialist

    Wells Fargo (Greenwood Village, CO)
    …the activities of representatives (eg, financial advisors) to ensure their compliance with FINRA and SEC rules and regulations, as well as federal and state laws ... + US only: Successfully completed Financial Industry Regulatory Authority ( FINRA ) Series 7, 9/10, and 66 examinations (or ...FINRA ) Series 7, 9/10, and 66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate … more
    Wells Fargo (01/24/25)
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  • Customer Service Manager

    Wells Fargo (Salt Lake City, UT)
    …years of leadership experience + Successfully completed Financial Industry Regulatory Authority ( FINRA ) Series 7 and 66 examinations (or FINRA recognized ... client support experience or financial services industry experience + Successfully completed FINRA Series 9/10 (or FINRA recognized equivalents) + Demonstrated… more
    Wells Fargo (01/23/25)
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  • Financial Advisory Senior Area Manager

    Wells Fargo (Boulder, CO)
    …of management experience + US only: Successfully completed Financial Industry Regulatory Authority ( FINRA ) Series 7, 9, 10, and 63 examinations (or FINRA ... **Job Expectations:** + US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this...license(s) is required for ongoing employment in this position. FINRA Series 66 (or 63 and 65) examinations or… more
    Wells Fargo (01/22/25)
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  • Branch Support Manager

    Wells Fargo (Newark, DE)
    …training, military experience, education + Successfully completed Financial Industry Regulatory Authority ( FINRA ) Series 7 and 63 or 7 and 66 examinations (or ... FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration **Desired Qualifications:** + 1+ years of leadership experience including… more
    Wells Fargo (01/09/25)
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  • Branch Complex Director

    Wells Fargo (Milwaukee, WI)
    …of management experience + US only: Successfully completed Financial Industry Regulatory Authority ( FINRA ) Series 7, 9, 10, and 63 examinations (or FINRA ... if necessary + US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this...license(s) is required for ongoing employment in this position. FINRA Series 66 (or 63 and 65) examinations, or… more
    Wells Fargo (01/08/25)
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  • Customer Service Associate Manager

    Wells Fargo (Minneapolis, MN)
    …years of leadership experience + Successfully completed Financial Industry Regulatory Authority ( FINRA ) Series 7 and 66 examinations (or FINRA recognized ... client support experience or financial services industry experience + Successfully completed FINRA Series 9/10 (or FINRA recognized equivalents) + Demonstrated… more
    Wells Fargo (01/08/25)
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  • Divisional Governance Specialist - Client…

    Wells Fargo (Merrillville, IN)
    …experience, education + US Only: Successfully completed Financial Industry Regulatory Authority ( FINRA ) Series 7 and 63 examinations (or FINRA recognized ... for immediate FINRA registration **Desired Qualifications:** + FINRA registration including Series 9/10 (or FINRA ...+ FINRA registration including Series 9/10 (or FINRA recognized equivalents) + FINRA registration including… more
    Wells Fargo (12/20/24)
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  • Financial Advisory Branch Manager - Producing

    Wells Fargo (Davidson, NC)
    …of leadership experience + US only: Successfully completed Financial Industry Regulatory Authority ( FINRA ) Series 7, 9, 10, and 63 examinations (or FINRA ... if necessary + US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this...license(s) is required for ongoing employment in this position. FINRA Series 9 and 10 examinations, or equivalent must… more
    Wells Fargo (12/20/24)
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  • Relationship Banker - Seneca Main Branch

    Wells Fargo (Seneca, SC)
    …and partners **Desired Qualifications:** + Successfully completed Financial Industry Regulatory Authority ( FINRA ) Series 6 and Series 63 examinations (or FINRA ... sales practices risk management culture + Current registration for FINRA Series 6 and Series 63 (or FINRA... FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or… more
    Wells Fargo (01/25/25)
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  • Associate Bank Financial Advisor

    Wells Fargo (Wauwatosa, WI)
    …completed Securities Industry Essentials (SIE) exam or equivalent **Desired Qualifications:** + FINRA registration including Series 7 and 66 (or FINRA recognized ... + US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority ( FINRA ) license(s) is required for ongoing employment in this position. … more
    Wells Fargo (01/25/25)
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  • Associate Financial Relationship Advisor

    Wells Fargo (Charlotte, NC)
    …completed + Successfully completed Securities Industry Essentials (SIE) exam + Successfully completed FINRA Series 7 and 66 (or 63 and 65) exams to qualify for ... immediate registration (or FINRA recognized equivalents) **Job Expectations:** + Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (… more
    Wells Fargo (01/25/25)
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  • Trading Enablement Assistant

    Wells Fargo (Salt Lake City, UT)
    …the market. This position requires securities licensing, specifically Financial Industry Regulatory Authority ( FINRA ) Series 7 and 63 or 7 and 66 (or FINRA ... training, military experience, education + Successfully completed Financial Industry Regulatory Authority ( FINRA ) Series 7 and 63(or 66) examinations (or FINRA more
    Wells Fargo (01/15/25)
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  • Supervisory Control Specialist

    Wells Fargo (Richmond, VA)
    …experience, education + US only: Successfully completed Financial Industry Regulatory Authority ( FINRA ) Series 7, 9/10, and 66 examinations (or FINRA recognized ... governance **Job Expectations:** + US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. Compliance… more
    Wells Fargo (01/25/25)
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  • Senior Premier Banker

    Wells Fargo (Eugene, OR)
    …banking + Experience recommending financial services products and services + Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) ... sales practices risk management culture + Current registration for FINRA Series 6 and Series 63 (or FINRA... FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or… more
    Wells Fargo (01/25/25)
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