- Morgan Stanley (Tampa, FL)
- …lifestyles, perspectives and needs is an important part of our culture. Keywords: Series 7, Series 66, sales , team, enterprise, collaborating, Financial, ... clients who have requested information and advice * Full-cycle sales role focused on Morgan Stanley wealth management for...and funding *Required Qualifications* * *Required Active Licenses:* o Series 7 o Series 66 (or 63… more
- PNC (New York, NY)
- …11/7/2011, 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. ESOP ... success. As a Capital Markets Managing Director I - Sales within PNC's Capital Markets organization, you will be...based in New York, NY. Finra licensed required: SIE, Series 7 and 63. Required within 120 days of… more
- PNC (Prospect, KY)
- …be located at the Prospect Branch. **Job Description** + Licensing requirements: FINRA Series 7/63 + Provides sales , service and execution support for new ... valued and have an opportunity to contribute to the company's success. As a Sales Assistant within PNC Investments, you will be based in Prospect, KY. The position… more
- PNC (Madison, NY)
- …11/7/2011, 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. ESOP ... requirements. This individual will also work strategically with traders, sales teams, and investment bankers to increase dialogue and...Fixed Income (Tax-Exempt): Municipal Trading and Underwriting - SIE, Series 52 and 63 (or Series 7,… more
- Siebert Williams Shank (New York, NY)
- …to build upon those over time. Requirements + 5+ years of experience in Institutional Sales + FINRA Series 7 and 63 registrations required + Established book of ... & Co., LLC ("SWS") is seeking to expand its Institutional Fixed Income Sales desk. We are a fast-growing, top-ranked financial services firm that provides investment… more
- Raymond James Financial, Inc. (Kalamazoo, MI)
- …Sec Trader - Financial Industry Regulatory Authority (FINRA), Series 8 or Series 9/10_SU - Gen Sec Sales Supervisor - Financial Industry Regulatory Authority ... accounts. * Develops and implements plans to meet office sales goals. * Facilitates sales promotion activities...that an exemption or grandfathering cannot be applied. * Series 7 and 9 & 10 (or 8) required.… more
- Raymond James Financial, Inc. (Portland, OR)
- …Sec Rep - Financial Industry Regulatory Authority (FINRA), Series 8 or Series 9/10_SU - Gen Sec Sales Supervisor - Financial Industry Regulatory Authority ... agreement within a predefined range of commercial parameters, or, alternately, review sales proposals from team members and authorize those that deviate from… more
- Raymond James Financial, Inc. (CO)
- …Sec Rep - Financial Industry Regulatory Authority (FINRA), Series 8 or Series 9/10_SU - Gen Sec Sales Supervisor - Financial Industry Regulatory Authority ... diplomacy in dealing with customers in a deadline-driven environment. **Licenses/Certifications:** * Series 7, 9/10 or 24, 66 or 65/63 is Required **Education**… more
- Bank of America (Fort Worth, TX)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Fort Worth, Texas **Job Description:** At Bank of America, we are guided by a common ... 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. * Wants… more
- Scotiabank (New York, NY)
- …communication skills. Ability to communicate effectively to various groups including back-office, mid-office, and sales . + Series 7 & 63 required, Series 24 ... equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy, foreign… more
- Bank of America (Chandler, AZ)
- Financial Solutions Advisor - Bilingual Spanish ( Series 7 required) Chandler, Arizona **Job Description:** **Position Description** Financial Solutions Advisors ... (FSAs) are phone-based licensed advisors ( Series 7 and 66 required) that provide clients with...+ Minimum of 1-2 years financial advisory or investment sales experience + Passion for excellence and willingness to… more
- Bank of America (Pennington, NJ)
- National Financial Solutions Advisor I (Pennington, NJ) ( Series 7 Required) Pennington, New Jersey **Job Description:** At Bank of America, we're creating real, ... first to meet their evolving needs. **Required skills** + Series 7, and 66 or equivalent (if not currently...obtained within 90 days) + Is comfortable in a sales role, finding ways to nurture strong client relationships.… more
- Bank of America (New York, NY)
- Corporate Financial Solutions Advisor (CFSA) - Series 7 and 66 REQUIRED (Evergreen) New York, New York;Atlanta, Georgia **Job Description:** **What is my role as a ... skills are required to be a** **Corporate FSA?** + Series 7and66 Required + 2+ years' experience in a...7and66 Required + 2+ years' experience in a metrics-based sales or service role where expectations were met or… more
- Morgan Stanley (New York, NY)
- …Minimum 8-10 years financial services experience, with minimum 2 years of internal/outside wholesaling/ sales experience. * FINRA Series 7, 79, 63 or 66 required. ... assigned channel and territory. *_Primary Responsibilities_*_:_ * Develop and maintain sales programs with assigned intermediaries. * Identify client needs and… more
- BorgWarner Inc. (Auburn Hills, MI)
- …and externally ensuring program profitability commitments are achieved through launch & series production. + Oversee sales and commercial management for customer ... and profitability at each assigned account. + Works in conjunction with sales management to deploy comprehensive pricing strategies which are market driven, based… more
- Palo Alto Networks (Plano, TX)
- …You will work firsthand with our valued customers to address their complex post- sales concerns where analysis of situations or data requires an in-depth evaluation ... at the posted level, the starting base salary (for non- sales roles) or base salary + commission target (for... roles) or base salary + commission target (for sales /commissioned roles) is expected to be between $94000 -… more
- Paychex (Albany, NY)
- …Zone meetings. Qualifications + Bachelor's Degree - Required + 2 years of experience in Relevant Sales Experience. + Series 6 License - Required + Series 63 ... new plans with over 100 employees. Responsibilities + Leverage the Go-to-Market Sales Strategy to identify customers' needs and present the Retirement solution to… more
- Bosch (Lincolnton, NC)
- …and sales planning an optimal stock coverage for responsible series /grades/finished goods + Coordinate all service level requirements for key customers and ... for sales forecasting of all customers + Responsible for sales planning of product series and customers + Responsible for sia RAP (ROLLING SALES … more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …learn the financial wholesaling business, pursue your FINRA SIE, Series 7 and Series 66 licenses, and maximize territorial sales . This is a great entry-level ... FINANCE INDUSTRY - ENTRY LEVEL REGIONAL SALES ASSOCIATE Dunham & Associates Investment Counsel, Inc....materials, and hypothetical illustrations. + Study for FINRA SIE, Series 7 and 66 exams (passing exams within a… more
- Nexstar Media Group (Topeka, KS)
- …Chiefs & Super Bowl, College Football/Basketball including KSU & KU, MLB World Series , Nascar and more! The Manhattan Sales Account Executive generates ... is growing and we have plans to open a Sales & News office in Manhattan, KS. We are...Manhattan, KS. We are looking for an experienced Media Sales Executive that has relationships with local clients and… more
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