- Wells Fargo (Atlanta, GA)
- …complex to complex client needs + May study and test for additional licenses (Series 7 and Series 66 ) once the minimum licensing requirements are met + This ... role you will:** + Employees who are not fully licensed at the time of hire will participate in...recommending financial services products and services + Successfully completed FINRA Series 6 and 63 exams (or recognized … more
- Truist (Atlanta, GA)
- …Region. + Other activities and special projects, as deemed required. **Required Qualifications:** + FINRA Series 7 , 24, and 66 licenses (Series 63&65 can ... in coordination with Compliance. + Supervisory responsibility for all licensed client facing teammate Social Media activity. The Marketing...be used in lieu of Series 66 ) + Three or more years related retail brokerage… more
- Thrivent Financial (Cherokee County, GA)
- …obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding ... Military veterans are encouraged to apply. + Attainment of FINRA SIE, life and health licenses ( licensed ...of FINRA SIE, life and health licenses ( licensed role only) before contracting. + Satisfactory background check,… more
- Thrivent Financial (Atlanta, GA)
- …and Insurance licensing in all states and DC; possession of FINRA Series 7 and 63/65 or 66 , along with Life/Health Insurance licenses, is preferred and ... Manager of Virtual Advice is responsible for leading a local team of nationally licensed advisors who serve clients across all 50 states. This role is critical in… more