• GCO Risk Advisor - FINRA - Series 4,…

    Truist (Richmond, VA)
    …+ Master's degree in finance or business, or equivalent education and related training. + ** FINRA Series 4, 7 , 24, 53, and 66 licenses ( Series ... 9 &10 can be used in lieu of 53, Series 63 & 65 can be used in lieu...and operations.** + Familiar with SEC Marketing Rule and FINRA Communication with the Public Rule 2210. + Strong… more
    Truist (01/31/25)
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  • Regional Compliance Analyst (Willing to Obtain…

    Equitable (Williamsville, NY)
    …Rewards Program (https://portal.equitable.com/appentry/EDoxRedirect?node\_id=A2023013000001) **Qualifications** **Required Qualifications** + FINRA Series 7 ... Regional Compliance Analyst (Willing to Obtain Series 24) ( 240000P6 ) **Primary Location** :...and have a strong proficiency. **Preferred Qualifications** + Additional FINRA Registrations Preferred: 66 or 65/63. + Bachelor's Degree… more
    Equitable (12/20/24)
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  • Private Banking Relationship Manager - MLO…

    Zions Bancorporation (Denver, CO)
    …+ Intermediate computer skills including word processing and spreadsheet software. + FINRA Series 79 (or grandfathered Series 7 ), Series 63 will ... 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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  • Supervisory Control Associate

    Wells Fargo (St. Louis, MO)
    …military experience, education + US Only: Successfully completed Financial Industry Regulatory Authority ( FINRA ) Series 7 examination (or FINRA ... to travel 10 percent of the time may be required + US Only: Registration for FINRA Series 9/10 and Series 66 must be completed within a 90 or 180-day time… more
    Wells Fargo (01/31/25)
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  • Financial Advisory Senior Area Manager

    Wells Fargo (Jacksonville, FL)
    …3+ years of management experience + US only: Successfully completed Financial Industry Regulatory Authority ( FINRA ) Series 7 , 9, 10, and 63 examinations (or ... FINRA license(s) is required for ongoing employment in this position. FINRA Series 66 (or 63 and 65) examinations or equivalent must be completed within… more
    Wells Fargo (02/04/25)
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  • Financial Advisory Senior Branch Manager…

    Wells Fargo (Dallas, TX)
    …or Leadership Experience + US only: Successfully completed Financial Industry Regulatory Authority ( FINRA ) Series 7 , 9, 10, and 63 examinations (or ... FINRA license(s) is required for ongoing employment in this position. FINRA Series 9 and 10 examinations, or equivalent must be completed within 120 days.… more
    Wells Fargo (02/04/25)
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  • Financial Advisory Branch Manager - Producing

    Wells Fargo (Davidson, NC)
    …2+ years of leadership experience + US only: Successfully completed Financial Industry Regulatory Authority ( FINRA ) Series 7 , 9, 10, and 63 examinations (or ... FINRA license(s) is required for ongoing employment in this position. FINRA Series 9 and 10 examinations, or equivalent must be completed within 120 days.… more
    Wells Fargo (12/20/24)
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  • Market Support Manager

    Wells Fargo (New York, NY)
    …+ 2+ years of leadership experience + US Only: Successfully completed Financial Industry Regulatory Authority ( FINRA ) Series 7 , 9/10 and 63 exams or 7 , ... communication skills + Leadership skills **Job Expectations:** + US Only: Registration for FINRA Series 66 or 65 must be completed within 90 days of hire date… more
    Wells Fargo (01/28/25)
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  • Customer Service Associate Manager

    Wells Fargo (Minneapolis, MN)
    …+ 1+ years of leadership experience + Successfully completed Financial Industry Regulatory Authority ( FINRA ) Series 7 and 66 examinations (or FINRA ... 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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  • Branch Complex Director

    Wells Fargo (Milwaukee, WI)
    …4+ years of management experience + US only: Successfully completed Financial Industry Regulatory Authority ( FINRA ) Series 7 , 9, 10, and 63 examinations (or ... FINRA license(s) is required for ongoing employment in this position. FINRA Series 66 (or 63 and 65) examinations, or equivalent must be completed within… more
    Wells Fargo (01/08/25)
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  • RIA Business Development Director

    Wells Fargo (St. Louis, MO)
    …in the financial services/RIA industry + Successfully completed Financial Industry Regulatory Authority ( FINRA ) Series 7 examination (or FINRA recognized ... registration including one or more of the following: FINRA Series 66, 24, or FINRA...Rights, or other long-term incentive awards **Posting End Date:** 7 Feb 2025 **_*Job posting may come down early… more
    Wells Fargo (02/04/25)
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  • Trading Enablement Assistant

    Wells Fargo (Salt Lake City, UT)
    …affecting the market. This position requires securities licensing, specifically Financial Industry Regulatory Authority ( FINRA ) Series 7 and 63 or 7 and ... 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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  • Associate Private Client Financial Advisor

    Wells Fargo (Cincinnati, OH)
    …completed Securities Industry Essentials (SIE) exam or equivalent **Desired Qualifications:** + Successfully completed FINRA Series 7 and 66 (or 63 and 65) ... Authority ( FINRA ) license(s) is required for ongoing employment in this position. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent must… more
    Wells Fargo (02/04/25)
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  • Business Analytics Consultant - PNC Investments

    PNC (Cleveland, OH)
    …primarily be based at the Tower at PNC Plaza. **Job Description** + Licensing requirements: FINRA Series 7 . In addition, a combination of the following ... **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** Capital Markets - FINRA Series 7 & 63. PNCI Operations - FINRA more
    PNC (01/29/25)
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  • Branch Support Manager

    Wells Fargo (Columbia, SC)
    …training, military experience, education + US Only: Successfully completed Financial Industry Regulatory Authority ( FINRA ) Series 7 and 63 or 7 and ... (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration **Desired Qualifications:** + 1+ years of leadership experience +… more
    Wells Fargo (02/04/25)
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  • Senior Supervisory Control Specialist

    Wells Fargo (Hunt Valley, MD)
    …military experience, education. + US only: Successfully completed Financial Industry Regulatory Authority ( FINRA ) Series 7 , 9/10, and 66 examinations (or ... 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… more
    Wells Fargo (02/04/25)
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  • Equity Research Sales Assistant

    Wells Fargo (San Francisco, CA)
    …for transfer upon hire. FINRA recognized equivalents will be accepted. + Registration for FINRA Series 7 must be completed within 180 days of hire date ... upon hire. FINRA recognized equivalents will be accepted. + Registration for FINRA Series 63 (or 66) must be completed within 180 days of hire date if… more
    Wells Fargo (01/30/25)
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  • Advice Client Service Representative

    Vanguard (Scottsdale, AZ)
    …+ Fully paid training, coaching, and continuous support needed to pass the SIE and FINRA Series 7 & 63 + Acumen building on our products and services to ... not required ). + Ability to successfully pass the Series 7 and Series 63...equivalent licenses) within the time frame described in Vanguard's FINRA Licensing Policy by utilizing resources and support provided… more
    Vanguard (01/08/25)
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  • Senior Supervisory Officer - Principal Securities

    Principal Financial Group (Des Moines, IA)
    …a BD/IA environment. **Minimum of 3 years in a supervisory or managerial role required.** + FINRA Series 7 , 66 and Series 24 registration **required.** ... Series 4 and 53 must be acquired within 12 months of hire. FINRA Series 99 preferred. + Must possess strong knowledge and understanding of SEC, FINRA more
    Principal Financial Group (01/31/25)
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  • Supervisory Control Specialist

    Wells Fargo (Irvine, CA)
    …military experience, education + US only: Successfully completed Financial Industry Regulatory Authority ( FINRA ) Series 7 , 9/10, and 66 examinations (or ... FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration **Desired Qualifications:** + Experience partnering with business, compliance… more
    Wells Fargo (02/04/25)
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