- Morgan Stanley (Tampa, FL)
- … Services team! As an unlicensed Financial Services Representative , you would use your amazing customer service skills and knack for problem-solving ... its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Financial Services Representative - SIE (Tampa, FL)* **Location:**… more
- Bank of America (Lincoln, RI)
- …1-2 years of experience in a performance-based environment. * The Security Industry Essentials ( SIE ) or other financial services licenses and interest in ... phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs.… more
- Bank of America (Scranton, PA)
- Financial Service Representative - Retirement... goals. **Successful applicants who have already passed the SIE exam at the time of offer may be ... forth in the offer letter.** **You must achieve your SIE , Series 7 and Series 63 licensing with 240...integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives… more
- Lincoln Financial Group (Radnor, PA)
- …for this opportunity. **Requisition #:** 73197 **The Role at a Glance** As the Financial Services Sales Representative , you will build and maintain business ... relationships with advisors who market our products and services in order to meet or exceed established individual...+ Exceptional communication and relationship management skills + FINRA SIE License - must obtain within 120 Days +… more
- Randstad US (Columbus, OH)
- financial service representative . +...to build a rewarding career in financial services + Top communicators who excel in service ... PM education: Associate Responsibilities Duties and Responsibilities: As a Financial Customer Service Representative in...Service (2 years of experience is preferred) + Financial Services + Microsoft Office + Data… more
- Bankers Life (Columbus, OH)
- Entry Level Financial Representative - Insurance Sales Location: Columbus, OH, United States Job Category: Financial Representative Posted: 13-Jul-2023 ... Life(R), one of the most respected brands in the Financial Services industry, is seeking ambitious individuals...this advantage to become a Bankers Life Securities, Inc. Financial Representative , specializing in aiding clients in… more
- UMB Bank (Columbus, OH)
- …purchases, and redemptions with the goal of placing trades. As the **Investor Services Representative ** , you will support shareholders by resolving their issues ... The **Registered Funds Team** provides accounting, pricing, and reconciliation services for our mutual fund and collective trust clients. This group is a growing… more
- ADP (Louisville, KY)
- …for Retirement Services .** + **_Are you ready to control your financial future -- and achieve that perfect work-life balance you've been searching for?_** ... **BONUS POINTS FOR THESE:** _Preferred Qualifications_ + Securities Industry Essentials ( SIE ) and Financial Industry Regulatory Authority (FINRA) Series 6… more
- Bankers Life (Columbus, OH)
- Financial Services Professional - Hybrid Experience Location: Columbus, OH, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job ... Description Bankers Life(R), one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of… more
- Principal Financial Group (Phoenix, AZ)
- …**Who You Are** + Bachelor's degree or equivalent plus 2+ years' experience, preferably in the financial services industry. + SIE , Series 6 or 7 and Series ... In this role, you'll serve as our primary customer service contact, providing a high level of value and... financial confidence. Operating at the intersection of financial services and technology, Principal builds … more
- Principal Financial Group (Costa Mesa, CA)
- …Bachelor's degree or equivalent experience plus 4+ years of relevant experience, preferably in the financial services industry. + SIE , 6 or 7, and IAR ... **What You'll Do** As a ** Financial Consultant II** , you will get the...live their best lives by providing investment advisory education services in a call center environment to more complicated… more
- ADP (Coraopolis, PA)
- ADP is hiring a **Sales Representative for Retirement Services ** . + **_Are you ready to control your financial future with unlimited upside earnings ... **Bonus points for these:** _Preferred Qualifications_ + Securities Industry Essentials ( SIE ) and Financial Industry Regulatory Authority (FINRA) Series 6… more
- US Bank (Medford, OR)
- …that meet customer's needs both reactively and proactively - Experience in the financial services industry preferred If there's anything we can do to ... systems - Advanced knowledge of all retail products and services - Proven customer service and interpersonal...with a high volume of applicants, such as customer service , contact center, and Financial Crimes investigations,… more
- Truist (Fairfax, VA)
- …accounts. 4. Knowledge of the features and attributes of annuity products. 5. FINRA SIE , Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 ... Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development… more
- Truist (Houston, TX)
- …accounts. 5. Knowledge of the features and attributes of annuity products. 6. FINRA SIE , Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 ... Responsible for the general servicing and support of the International Financial Advisors. This includes administrative and operational support, business development… more
- Truist (Sarasota, FL)
- …degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2. Minimum of six ... of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and...years of financial services experience with a demonstrated ability… more
- Truist (Jacksonville, FL)
- …degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2. Minimum of eight ... market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen… more
- Truist (Atlanta, GA)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...delivery of a broad range of wealth products and services to high net worth individuals. Essential job functions… more
- Truist (Charlotte, NC)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...delivery of a broad range of wealth products and services to high net worth individuals. ESSENTIAL DUTIES AND… more
- Raymond James Financial, Inc. (Irvine, CA)
- …four-year college or university, and a minimum of three (3) years experience in a financial services firm. * OR ~ * An equivalent combination of experience, ... about new products and RJA managed underwritings. * Participates in community affairs as a representative of the firm. * May service clients in his/her own book… more