• Lead Wealth Management Banker (Safe)

    Wells Fargo (Greensboro, NC)
    …training, military experience, education **Desired Qualifications:** + FINRA registration including Series 7 and 66 (or FINRA recognized equivalents) + ... more
    Wells Fargo (04/08/25)
    - Save Job - Related Jobs - Block Source
  • Registered Wealth Management Client Associate

    Bank of America (Fort Lauderdale, FL)
    …often serve as the most frequent point of contact with Merrill. Fully registered ( Series 7 , 63, 65, & 66). Partial registration may be considered. **Specific ... more
    Bank of America (04/02/25)
    - Save Job - Related Jobs - Block Source
  • Private Client Advisor II

    Bank of America (Dallas, TX)
    …other team members * Takes on a leadership role on the team and within the business community * Series 7 , 63 and 65 (or Series 7 and 66) required (may ... more
    Bank of America (03/21/25)
    - Save Job - Related Jobs - Block Source
  • Product Manager - New York City

    TD Bank (New York, NY)
    …volume targets are met. The candidate for this role most likely will already hold their Series 7 or Series 63. + Highly seasoned professional role requiring ... more
    TD Bank (03/07/25)
    - Save Job - Related Jobs - Block Source
  • JPMorgan Wealth Management - Vice President…

    JPMorgan Chase (San Francisco, CA)
    …+ 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 ... more
    JPMorgan Chase (03/07/25)
    - Save Job - Related Jobs - Block Source
  • Financial Advisor

    Atria Wealth Solutions (Corning, NY)
    …Pennsylvania, as well as their immediate family members. This role requires a FINRA series 7 licensed candidate who possesses the drive and passion to deliver ... more
    Atria Wealth Solutions (02/04/25)
    - Save Job - Related Jobs - Block Source
  • Wealth Advisor III

    Truist (Tampa, FL)
    …essential functions. * Bachelor's Degree Required * FINRA: Maintains proper licenses including Series 7 , Series 66, the Securities Industry Essentials (SIE) ... more
    Truist (04/15/25)
    - Save Job - Related Jobs - Block Source
  • Financial Advisor - PNC Investments

    PNC (Louisville, KY)
    …located at the Fern Creek Branch. **Job Description** + Licensing requirements: FINRA Series 7 /66 (63/65). Life & Health Insurance license required. + Consults ... more
    PNC (04/10/25)
    - Save Job - Related Jobs - Block Source
  • Wealth Advisor

    Truist (Chattanooga, TN)
    …essential functions. + Bachelor's Degree Required + FINRA: Maintains proper licenses including Series 7 , Series 66, the Securities Industry Essentials (SIE) ... more
    Truist (04/02/25)
    - Save Job - Related Jobs - Block Source
  • Director, ETF Capital Markets

    Janus Henderson Investors (CT)
    …skills (macros, APIs) + Working knowledge of financial information systems (Bloomberg, Reuters, etc) + Series 7 , 63 or 65 Nice to have skills + Fixed Income ... more
    Janus Henderson Investors (03/04/25)
    - Save Job - Related Jobs - Block Source
  • Area Investment Manager

    Fifth Third Bank, NA (Naples, FL)
    …plus years prior brokerage industry experience. + Prior management experience preferred. + Series 7 , 66, and 24 licenses with appropriate state resident ... more
    Fifth Third Bank, NA (04/08/25)
    - Save Job - Related Jobs - Block Source
  • Regional External Business Development Consultant…

    Aegon Asset Management (CA)
    …Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7 ,000 people. It's part of Aegon, an integrated, diversified, international ... more
    Aegon Asset Management (04/07/25)
    - Save Job - Related Jobs - Block Source
  • Regional Investment Consultant- RIA & Regional…

    T. Rowe Price (Baltimore, MD)
    …+ College degree and 7 + years of related work experience + FINRA Series 7 , 66 licenses + Superior communication/presentation skills + Advanced investment and ... more
    T. Rowe Price (04/05/25)
    - Save Job - Related Jobs - Block Source
  • Asset Management - Financial Advisor Services…

    JPMorgan Chase (Columbus, OH)
    …to advanced computer skills - eg Salesforce, Microsoft Suite + FINRA/NASAA licenses - Series 7 ; Series 63 JPMorganChase, one of the oldest financial ... more
    JPMorgan Chase (04/03/25)
    - Save Job - Related Jobs - Block Source
  • Asset Management - Internal Client Advisor…

    JPMorgan Chase (Columbus, OH)
    …qualifications, capabilities and skills:** + Bachelor's degree required. + 2+ years' experience + Series 7 , Series 63 + Self-starter with a passion for ... more
    JPMorgan Chase (03/28/25)
    - Save Job - Related Jobs - Block Source
  • Branch Manager

    Equitable (Wellesley, MA)
    …vision, and a 401(k) plan. **Qualifications** **Required Qualifications** + Bachelor's degree + FINRA Series 7 , 24, 53, and 66 (or 63 & 65) registrations ... more
    Equitable (04/10/25)
    - Save Job - Related Jobs - Block Source
  • WM Affluent Associate

    US Bank (Appleton, WI)
    …preferred) - Five or more years of investment industry experience preferred - FINRA SIE, Series 7 , Series 63 and 65/or 66 registrations and life, variable ... more
    US Bank (04/03/25)
    - Save Job - Related Jobs - Block Source
  • MD - Sr RM - C&IB

    PNC (Chicago, IL)
    …is primarily based in a location within PNC's footprint. Licenses required: SIE, Series 52 & 63 (79 optional) within 180 days of employment **Job Description** ... more
    PNC (03/28/25)
    - Save Job - Related Jobs - Block Source
  • Retirement Education Specialist, Retirement…

    HUB International (Mclean, VA)
    …reviews, assembling reports, and driving deliverables from meeting. **Qualifications:** + Securities licenses Series 6, 7 , 63, 65, or 66 preferred. + Bachelor's ... more
    HUB International (03/28/25)
    - Save Job - Related Jobs - Block Source
  • Sr. Complex Operations Manager

    Equitable (Melville, NY)
    …levels of work + Advanced problem solving skills, strong leadership skills + FINRA Series 7 registration required **Preferred Qualifications** + FINRA Series ... more
    Equitable (03/25/25)
    - Save Job - Related Jobs - Block Source