- 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
- 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
- PNC (Austin, TX)
- …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. ... and 63 within 180 days of employment. DCM (Loan Syndications & Equipment Finance) - SIE, Series 79, Series 7 , and 63 within 120 days of employment.… more
- PNC (Charlotte, NC)
- …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. ... relationships. Provides superior client experience. + Works closely with sales team, relationship managers, traders and other internal service...employment. DCM (Loan Syndications & Equipment Finance) - SIE, Series 79, Series 7 , and… more
- PNC (Los Angeles, CA)
- …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. ... and as part of deal teams. + Partners with sales team, relationship managers, traders and other internal service...employment. DCM (Loan Syndications & Equipment Finance) - SIE, Series 79, Series 7 , and… more
- Santander US (New York, NY)
- …Outlook. + Sales oriented, energetic, and self-motivated with strong initiative to achieve sales goals. **Certifications:** + Series 7 , 63, 79, SIE **It ... FX Product Specialist, Corporate Sales - Analyst Country: United States of America...**The Difference You Make:** The Product Specialist - Corp Sales - IC6 is responsible for structuring & executing… more
- TD Bank (New York, NY)
- …Experience:** + Bachelor's degree strongly preferred + 2+ years of providing advice, planning and investment sales + SIE, Series 7 , Series 63 required + ... for TD Wealth clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client...Required to have L&H and Series 66 (or equivalent) or the ability to obtain… more
- TD Bank (Keene, NH)
- …Experience:** + Bachelor's degree strongly preferred + 2+ years of providing advice, planning and investment sales + SIE, Series 7 , Series 63 required + ... for TD Wealth clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client...Required to have L&H and Series 66 (or equivalent) or the ability to obtain… more
- City National Bank (West Hollywood, CA)
- …Qualifications** * Minimum 5 years of investment related experience * Minimum 3 years experience in investment sales * FINRA Series 7 and 63 and 65 or 66 * ... work in tandem with an assigned SFA to provide sales and client and colleague service support coverage. The...CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and 63 securities licenses and… more
- Insight Global (Keene, NH)
- …Requirements -Bachelor's degree strongly preferred -2+ years of providing advice, planning and investment sales SIE, Series 7 , Series 63 required ... differentiated service model/experience for Wealth clients * Meets quarterly and annual sales goals * Deepens wallet share by anticipating client needs and… more
- M&T Bank (Buffalo, NY)
- …(LAH) license **Education and Experience Preferred:** Minimum of 5 years' sales and/or sales administrative experience FINRA Series 7 and 99 licenses M&T ... **Overview:** Provides administrative and sales support to Registered Representatives (Financial Advisors) to...to support follow-up activities with required servicing. + Support sales process by participating in preparing, planning and executing… 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
- JPMorgan Chase (Portland, OR)
- …in a high-pressure environment + Experienced in working on a team with at least two additional Sales Associate + Series 7 & 66 licenses upon hire or must ... the ability to handle multiple assignments accurately. Job Responsibilities: + Oversee sales support effort for a JP Morgan Advisors team through the coordination… 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 (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 18 ... first to meet their evolving needs. **Required skills** + Series 7 , and 66 or equivalent (if...obtained within 90 days) + Is comfortable in a sales role, finding ways to nurture strong client relationships.… 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
- JPMorgan Chase (Chicago, IL)
- …and skills** + Bachelor's degree required + Two years of financial service experience and/or related sales leadership experience + Series 7 and Series 63 ... goals. We are in search of a dynamic, consultative, sales -oriented team member with a genuine passion for the...aligned on the objectives needed to achieve the territory's sales goals + Demonstrate effective territory management skills by… more
- Huntington National Bank (Twinsburg, OH)
- …as assigned. Basic Qualifications: + High School Diploma + Minimum of 1 year of investment sales experience + Series 7 , 63, 65/66 and Life and Health ... goals and provide appropriate solutions as needed. + Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all… more
