- Dexian - DISYS (West Des Moines, IA)
- Job Title: Case Advisor * Series 7 *Location: West Des Moines, IA *Hybrid*Duration: 12 months with possible extensionPay Range: $30.61/hr.- $31.61/hr. ... center to issues related to back-office functions and transactions on the account. Case advisors must conduct research on each complaint to determine if the issue… more
- Kestra Financial (Cypress, TX)
- …experience in the independent financial services culture preferred Certificates, Licenses, Registration + Series 7 and 63 preferred + Series 65/66 preferred ... growing wealth planning firm in Cypress, Texas, is seeking an Associate/Service Wealth Advisor for a great opportunity for the right person. This person will report… more
- Edward Jones (St. Louis, MO)
- …**Skills/Requirements** **Education -** + Bachelor's degree + ACAMS Desired **Licensing -** + Series 7 - General Securities Representative (to be attained within ... at a financial services institution. Direct experience leading a case investigations and SAR filing team. 7 ...a case investigations and SAR filing team. 7 years of leadership experience including significant people responsibilities… more
- Kestra Financial (Fort Worth, TX)
- …experience in the independent financial services culture preferred Certificates, Licenses, Registration * Series 7 and 63 required * Series 65/66 preferred ... to detail as they execute on portfolio trading, data gathering, modeling, case design, scenario building, and plan and presentation development. Summary The… more
- Army National Guard Units (Cheyenne, WY)
- …for the statewide Installation Status Report (ISR). (1) Serves as a principal advisor and action officer to the CFMO on all proposed ARNG construction, maintenance, ... plans within the state. (2) Serves as a principal advisor and action officer for all ARNG construction, maintenance/...Temporary Tenure: Group 3 Work Schedule: Monday - Friday, 7 :00 am - 4:30 pm FLSA: Exempt Telework: The… more
- Guardian Life (New York, NY)
- …plus. + 3-5 years overall experience (including above) within the financial services industry. + Series 7 required. + Series 63/65 or 66; required. + ... to enable Field Representatives to serve as The Trusted Advisor to their clients. Through continued growth and creation...advisor management skills. + Ability to support large case design and proposal. + Desire to drive results… more
- PeaceHealth (Vancouver, WA)
- …regulations. Implements and oversees an effective compliance program based upon the seven ( 7 ) elements promulgated by the OIG. **What you will enjoy:** + Manages all ... guidance to the team and operational leaders and acts as a trusted advisor for controls recommendations and root cause evaluations related to corrective action… more
- Brokers International (Urbandale, IA)
- …years related experience and or training; or equivalent combination of education and experience. + Series 6 or 7 and 65 or 66 Required + Detailed knowledge of ... role is responsible for building and executing a sustainable operations program and advisor experience. This role will oversee the day-to-day activities of the back… more
- Bureau of Safety and Environmental Enforcement (Jefferson, LA)
- …include, but are not limited to the following: 1. Serves as the principal advisor on marine ecology and its associated OCS components (ie, corals, fish and ... and private groups/persons as the technical authority on marine ecology. 7 . Establishes criteria for impact-assessment methodologies and identifies improvement of… more
- Thrivent Financial (Scottsdale, AZ)
- …understanding of concepts and practices that lead to new FP success. + Licensing: + FINRA Series 7 , 63/65 or 66 required or obtained within 90 days. + State ... FPs to observe and offer feedback, and help with case prep as needed. + Demonstrate, model and coach...licensed and appointed in all states that comprise the Advisor Group. + Once FPs are assigned to this… more
- Thrivent Financial (MI)
- …of financial services experience preferably wholesaling with demonstrated increases in responsibility. + Series 7 , 63/65 or 66 or ability to obtain within ... ETF's and Managed Model programs. Position will provide sales coverage to Intermediary Advisor channels within assigned territory as well as assist in some national… more
- Santander US (Florham Park, NJ)
- …experience + 3+ years of experience in customer service, sales related occupations + FINRA Series 7 license required in order to be considered for this position. ... Investments, LLC. The CSA promotes and supports the Financial Advisor (FA) and the Bank's clients with the administrative...FINRA Series 65/66 license as well as appropriate state insurance… more
- Principal Financial Group (Des Moines, IA)
- …analytics. + Partner with Internal Wholesalers, Hybrid Wholesalers, and External Wholesalers on advisor case work, and ongoing special projects. + Use industry ... industry-related experience required. + FINRA licensing required including SIE or equivalent and Series 7 & Series 66 required within 90 days of employment.… more
- US Coast Guard (San Pedro, CA)
- …planning tasks with the program office/customer to ensure mission success. 7 . Implementing approved contracting strategy to developing the solicitation document ... post-award surveys and responsibility determination when appropriate; serving as Business Advisor to program officials in providing guidance/advice in all facets of… more
- Northern Light Health (Portland, ME)
- …Medical Office Building Work Type: Full Time Hours Per Week: 40.00 Work Schedule: 7 :30 AM to 5:30 PM Summary: The Care Manager/RN as part of a multidisciplinary ... responsible for maintaining hospital compliance with the Quality Improvement Organization (QIO) series and CMS guidelines. In addition, the Care Manager/RN provides … more
- Veterans Affairs, Veterans Health Administration (Salt Lake City, UT)
- …Department (ED), and Intensive Care Unit (ICU). Responsibilities Function as an advisor , administrator, educator, consultant, and mentor who possesses a wide range ... license from any US State or territory Work Schedule: 7 :30 AM - 4:00 PM Monday through Friday Telework:...(may be extended up to two years on a case -by- case -basis.) NOTE: Grandfathering Provision - All persons… more
- Export-Import Bank of the United States (Washington, DC)
- …officials regarding human capital options and recommendations, while serving as a trusted advisor to senior management and employees. MTQ 2 - Broad knowledge and ... procurement; 5) space and facilities; 6) physical and personnel security; and 7 ) records management. For qualification determinations, your resume must contain the… more
- Veterans Affairs, Veterans Health Administration (White City, OR)
- …as a coordinator for care of veterans at suicide risk and an advisor to the Suicide Prevention Program Manager and staff concerning suicide prevention strategies ... be taken to improve the mental health inpatient environment. 7 . The SPC is responsible for updating and revising,...hired or reassigned to LPMHC positions in the GS-0183 series in VHA must hold a full, current, and… more
- Air Education and Training Command (Altus AFB, OK)
- …is to function as the installation's testing program manager and educational advisor . Responsible for oversight and administration of the Air Force Military ... Individual Occupational Requirements (IOR) for the GS-1740, Education Service series . BASIC REQUIREMENT OR INDIVIDUAL OCCUPATIONAL REQUIREMENT: Applicant must have… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* SIE required provided that an exemption or grandfathering cannot be applied. * FINRA Series 7 and the ability to obtain other necessary license(s) within six ... to introduce products both in person and by phone. * Assists in case analysis, product recommendations and presentation. * Engage with prospective Financial … more
