- USAA (Plano, TX)
- …Experience with Virtual Technology and ability to deliver training remotely. Current FINRA Series 7 and/or attainment within 90 days of job entry. Current ... others and driving performance excellence. If you love blending sales savvy, exceptional service skills, and a passion for...of job entry. What sets you apart: Current FINRA Series 7 . Current FINRA Series … more
- USAA (Tampa, FL)
- …model. Experience with Virtual Technology and ability to deliver training remotely. Current FINRA Series 7 and/or attainment within 90 days of job entry. Current ... others and driving performance excellence. If you love blending sales savvy, exceptional service skills, and a passion for...of job entry. What sets you apart: Current FINRA Series 7 . Current FINRA Series … more
- USAA (Colorado Springs, CO)
- …Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7 , 66 (or 63 and 65), 24, and 51 (or 53), and/or ... apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7 , 66 (or 63 and 65), 24, and 51 (or 53)… more
- USAA (Phoenix, AZ)
- …maintenance or ability to acquire within 90 days of hire. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 ... to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). Familiar with the… more
- USAA (Phoenix, AZ)
- …maintenance or ability to acquire within 90 days of hire. Required maintenance of FINRA Series 7 license. Required maintenance of FINRA Series 66 (or 63 ... take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s). Familiar with the… more
- USAA (Phoenix, AZ)
- …through military service or a military spouse/domestic partner Current / Active FINRA Series 7 Current / Active Life/Health license CFP (Certified Financial ... Solutions Management Consultant, you will serve as the primary sales coach and on the job training coordinator for...to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.… more
- Citizens (Boston, MA)
- …and interpersonal skills Qualifications, Education, Certifications and/or Other Professional Credentials Active Series 7 , 66 (65 and 63), and life insurance ... require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals. The successful candidate… more
- Citizens (Weston, MA)
- …insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials Series 7 , 63, 65 (or 66) active and valid. A ... boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a… more
- Bank of America (Charlotte, NC)
- National Financial Solutions Advisor I (Charlotte, NC) ( Series 7 Required) Charlotte, North Carolina **To proceed with your application, you must be at least ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/ National -Financial-Solutions-Advisor-I--Charlotte--NC Series - 7 -Required-\_25025608) **Job Description:** At… more
- Bank of America (Hunt Valley, MD)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Fort Worth, Texas;Charlotte, North Carolina; Hunt Valley, Maryland; Lincoln, Rhode ... responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point...pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66.… more
- Bank of America (Chandler, AZ)
- Financial Solutions Advisor - Bilingual Spanish ( Series 7 and 66 required) Chandler, Arizona;Jacksonville, Florida **To proceed with your application, you must ... Description** Financial Solutions Advisors (FSAs) are phone-based licensed advisors ( Series 7 and 66 required) that provide...+ Minimum of 1-2 years financial advisory or investment sales experience + Passion for excellence and willingness to… more
- Bank of America (Hunt Valley, MD)
- Life Services Financial Solutions Advisor ( Series 7 & 66 required) Hunt Valley, Maryland **To proceed with your application, you must be at least 18 years of ... knowledge of internal and regulatory policies, procedures, and processes **Required Qualifications:** + Series 7 , and 66 or equivalent (required) + Minimum of… more
- PNC (Atlanta, GA)
- …7 /2011, is acceptable in lieu of Series 52) within 90 days of employment. Municipal Sales - SIE, Series 7 or 52, and 63 within 90 days of employment. ... As a Capital Markets Associate Director - Foreign Exchange Sales (F) SWAP within PNC's Capital Markets organization, you...based in Atlanta, GA. Requirements for licensing - SIE, Series 7 & 63, or able to… more
- PNC (New York, NY)
- …7 /2011, is acceptable in lieu of Series 52) within 90 days of employment. Municipal Sales - SIE, Series 7 or 52, and 63 within 90 days of employment. ... with complex capital markets transactions and supports the assigned sales /trading team; provides high quality customer service with respect...employment. DCM (Loan Syndications & Equipment Finance) - SIE, Series 79, Series 7 , and… more
- Manulife (Tempe, AZ)
- … Sales team meetings, and Sales Management meetings as needed **Job Requirements:** + Series 7 , Series 63, 65, or 66 required. Series 24 strongly ... as required; + Motivates the team and works in partnership with National Sales Manager to develop recognition standards for the team + Provides strong… more
- Charles Schwab (Sacramento, CA)
- …travel (overnight) to markets within and beyond a designated territory **Preferred Qualifications** + Series 7 and 63 licenses or a willingness to acquire + ... a full-time basis without employer sponsorship.** We are seeking an accomplished sales professional to pursue **new equity plan administration opportunities** . As a… more
- Coast Guard Community Services Command (Detroit, MI)
- …Date: 01/30/2025 Announcement #: 6536 Opening Date: 13 November 2025 Pay Plan/ Series /Pay Band: NF-2091-01 Closing Date: Until Filled Work Schedule: Part-Time (20-29 ... hr/wk) Position: Sales Clerk Salary: $15.00/hour Who May Apply: All Sources...emergency preparedness requirements. Other duties as assigned. *Open Monday-Friday 7 :30 am to 3:30 pm *Closed on all major… more
- Coast Guard Community Services Command (Petaluma, CA)
- OMB NO: 1625-0120 Expiration Date: 01/30/2025 Announcement: 6526 Opening Date: 7 November 2025 Pay Plan/ Series /Pay Band: NF-2091-02 Closing Date: Until Filled ... Work Schedule: Full Time (30-40 hours/week) Position: Sales Clerk Leader Salary: $21.00/hour Who May Apply: All Sources Location: Petaluma, CA - Exchange DUTIES :… more
- Principal Financial Group (Des Moines, IA)
- …8+ years of experience on a sales or service team marketing products and services + FINRA Series 6 or 7 and FINRA Series 63 or 66 required + FINRA ... **What You'll Do** We're looking for a Sales Manager to join our Individual Solutions team....to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. **Posting Window** We… more
- Coast Guard Community Services Command (Toledo, OH)
- …Date: 01/30/2025 Announcement: 6561 Opening Date: 08 December 2025 Pay Plan/ Series /Pay Band: NF-2091-01 Closing Date: Until Filled Work Schedule: Part-Time (20-29 ... hrs/wk) Position: Sales Clerk Salary: $15.00/hour Who May Apply: All Sources...duties as assigned. ** Must have the following availability: 7 :15am-3:45pm Monday-Friday** You will be evaluated for this position… more
