- MTA (Brooklyn, NY)
- …United States Regular/Temporary: Provisional Department: NYC Transit Authority Date Posted: Oct 7 , 2025 Description Title: Electrical Engineer Series First Date ... Electrical Engineer Series Job ID: 13196 Business Unit: New York...field visits to ascertain project activities and status; assisting management with technical aspects of the projects; review electrical… more
- TIAA (Frisco, TX)
- …Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... Sedentary Work **Career Level** 6IC **Required:** + 2+ years of financial services experience + Series 7 , 66 (or 63 & 65), and Life and Health Insurance … more
- Bank of America (San Antonio, TX)
- …to become fully licensed and achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses and approved designation ... Wealth Management Specialist San Antonio, Texas **To proceed with...Administrative Services + Process Simplification **Required Qualifications:** + Either Series 7 and 66 licenses or … more
- Nuveen Investments (San Diego, CA)
- **Wealth Management Coach** The Director, Wealth Management ...7 + Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; ... financial solutions through coaching and skill development and effective practice management . **Key Responsibilities and Duties** + Build and maintain close… more
- Bank of America (Atlanta, GA)
- …to become fully licensed and achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses and approved designation ... Wealth Management Specialist Atlanta, Georgia **To proceed with your...the resolution of client escalations **Role Requirements** + Either Series 7 and 66 licenses or … more
- Nuveen Investments (Hanover, NH)
- …relationships with affluent clients or equivalent experience; Required **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... **Wealth Management Advisor** Supported with a robust array of...66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified… more
- Aegon Asset Management (Denver, CO)
- …(typically 10 or more years) + FINRA Series 6 or 7 + FINRA Series 63 + Life & Health insurance license + Strategic and critical thinker with strong ... Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7 ,000 people. It's part of Aegon, an integrated, diversified, international… more
- Citigroup (San Francisco, CA)
- …verbal and written communication skills Customer service orientation. + Required: US FINRA Registration: SIE; Series 7 ; Series 63 + Series 65 (or ... The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and...Series 66); Series 9 + Series 10 (or Series 24, Series… more
- Vanguard (Charlotte, NC)
- …a regulatory license and/or registration (eg FINRA, state, SFC), the SIE, Series 7 and 63/65 or 66 (or equivalent). Certain professional designations may ... take the next step in your financial services relationship management career? Vanguard is seeking passionate and driven individuals...Compliance based on role-specific duties. + The SIE & Series 7 are required prior to starting… more
- JPMorgan Chase (Denver, CO)
- …sales team + Travel required 50% of the time **Required Licensing** + A valid and active Series 7 license is required or may be obtained within a 60-day ... **Description** Shape the future of wealth management by driving innovation and growth at JP...Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting… more
- JPMorgan Chase (Jacksonville, FL)
- …leading teams and coaching in a client-focused environment + A valid and active Series 7 and Series 66 (63/65) license in addition to meeting the FINRA ... Client Investment Advisor Team Lead in JP Morgan Wealth Management , you will support the market and serve as...continuing education requirements + FINRA Series 9/10 (or equivalent), required or must obtain within… more
- Wells Fargo (Minneapolis, MN)
- …experience + US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) ... Financial Advisory Senior Area Manager in Wealth and Investment Management as part of Wells Fargo Advisors. For additional...18 months of experience functioning as a registered representative, Series 7 , within the five-year period immediately… more
- Wells Fargo (Davidson, NC)
- …experience + US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) ... have at least18 monthsof experience functioning as a registered representative, Series 7 , within the five-year periodimmediatelypreceding the designation and… more
- JPMorgan Chase (Boston, MA)
- …+ Licenses required to perform all job duties associated with the role: FINRA Series 7 , 66 (63/65), 9/10 (4,24,53), appropriate State Life & Health Insurance ... Advisors offers clients a broad suite of transactional, wealth management and investment advisory services. Our Investment Professionals-among the... license + A valid and active Series … more
- US Bank (Greenwich, CT)
- …experience in a financial sales position, preferably working with the affluent client segment + FINRA Series 7 and 66 or, Series 7 and 63/65 combination ... and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we...your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and… more
- Edward Jones (Tempe, AZ)
- …. Read More About Job Overview **Skills/Requirements** **Qualifications Required in the Job:** + Series 7 required ( Series 7 must be held ... for a minimum of 2 years) + Series 63 or 66 (or equivalent) required. If candidate... 9 & 10 (or equivalent), 24, and insurance license required (or must be obtained within 4 months… more
- JPMorgan Chase (Wheaton, IL)
- …effectively with clients and team members while maintaining professionalism. + A valid and active Series 7 license is required or must be obtained within 60 ... Advisor to a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice...a condition of employment + A valid and active Series 66 (63/65) license is required or… more
- Vanguard (MO)
- …knowledge. + High school, associate degree, or bachelor's degree. + This job requires a Series 7 and 63 regulatory license and/or registration (eg FINRA, ... Have your FINRA Series 7 and 63 and a...Have your FINRA Series 7 and 63 and a passion for serving...phone experience, demonstrated by strong interpersonal and client relationship management (CRM) skills. + A strong sense of ownership… more
- JPMorgan Chase (Torrance, CA)
- …and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a ... a Private Client Investment Associate in JP Morgan Wealth Management , you will be tasked with delivering exceptional client...Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting… more
- JPMorgan Chase (Tempe, AZ)
- …and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license + If you were registered after October 1, ... to the primary Private Client Advisor(s), within JPMorgan Wealth Management . As a Private Client Investment Associate within JPMorgan...Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting… more