- PrimeTech International, Inc. (PTi) (VA)
- …operating hours May be required to be available up to 24 hours per day, 7 days per week during key events and increased OPTEMPO Subject to mandatory drug testing ... instructions, perform common mathematical tasks, and communicate effectively Certificate, License , Registration, etc.: Shall possess a certificate from a Vocational… more
- Randstad US (Irving, TX)
- …As aCustomer Service Specialist, you will bring at least 2 years of experience with your ACTIVE Series 7 license . Series 7 is required! For further ... Excellent verbal/ written communication Skills Skills + brokerage + client support + Series 7 License Qualifications + Years of experience: 2 years +… more
- Charles Schwab (Leawood, KS)
- …may be the opportunity for you. **What you have** **Required** **qualifications** + Active and valid Series 7 license + Active and valid Series 66 ... be obtained within a 90-day condition of employment) + Active and valid Series 9/10 license required (may be obtained within a 90-day condition of employment) +… more
- Charles Schwab (Westlake, TX)
- …+ Bachelor's degree or equivalent or equivalent work related experience + Active and valid FINRA Series 7 license is required + Active and valid FINRA ... Series 9/10 license is required + Active and valid FINRA Series 66 (63/65) license is required + Active and valid Life and Health Insurance license is… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Licenses/Certifications** * SIE required provided that an exemption or grandfathering cannot be applied. * Series 7 License . * Series 24 or Series ... 9/10 preferred. **Job:** Operations **Primary Location:** US-FL-St. Petersburg-Saint Petersburg **Organization** Investment Advisor Division **Schedule** Full-time **Job Shift** Day Job **Travel** Yes, 10 % of the Time **Req ID:** 2401760 more
- Thrivent Financial (Dallas, TX)
- …within a Fortune 500 company sounds intriguing. Job Qualifications: + Currently hold Securities Series 7 license + Positive, Energetic & Results-Driven + ... clients; it's about engaging them. And since you currently hold at least your Series 7 securities license , you'll quickly understand why this role is… more
- Charles Schwab (West Palm Beach, FL)
- …Schwab's Investment Consultant role. **What you have** **Required Qualifications:** + A valid and active Series 7 license is required ( license may be ... employment through Branch Network Licensing Program) + A valid and active Series 66 (63/65) license required ( license (s) may be obtained under a condition of… more
- Robert Half Office Team (Morristown, NJ)
- …their team. This role demands a strong background in financial services and an active Series 7 license . The ideal candidate will excel in client relations, ... of 2-3 years of experience in the financial services industry. + Active Series 7 license required. + Strong interpersonal and communication skills, both… more
- ManpowerGroup (Minneapolis, MN)
- **Brokerage Account Specialist - MUST HAVE Current Series 7 License ** **Are you a customer service champion with a passion for helping people?** **Do you ... service standards to ensure a positive experience **Qualifications:** + Active Series 7 license + Brokerage operations experience + Excellent customer… more
- MassMutual (Springfield, MA)
- …including investment planning, retirement planning, estate planning, tax planning, and protection planning + Series 7 license at time of application + ... Money Guide, etc. as needed. **The Minimum Qualifications** + 7 + years' experience working in the financial services +...Series 63 or equivalent license or attain within 180 days of start +… more
- Charles Schwab (St. Paul, MN)
- …role for you. **What you have** **Required** **Q** **ualifications** **:** + A valid and active Series 7 license is required ( _license may be obtained under ... through Branch Network Licensing Program_ ) + A valid and active Series 66 (63/65) license required ( _license(s) may be obtained under a condition of… more
- Charles Schwab (Lynnfield, MA)
- …skills include: + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active Series ... 120 day condition of employment) + A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) +… more
- Charles Schwab (Boston, MA)
- …role is for you. **What you have** **Required Qualifications:** + A valid and active FINRA Series 7 license required + Obtaining or acquiring FINRA Series ... consolidation, networking, and earning client referrals. If you currently have your securities license , enjoy working in a team setting, and share our passion for… more
- USAA (Tampa, FL)
- …required. + Required maintenance of Life/Health license . + Required maintenance of FINRA Series 7 license . + Required maintenance of FINRA Series ... 66 (or 63 and 65) license . + Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. + 4 years… more
- Randstad US (Flint, MI)
- …As aCustomer Service Specialist, you will bring at least 2 years of experience with your ACTIVE Series 7 license . Series 7 is required! For further ... information on the role, and job responsibilities, please read and below! salary: $32 - $35.63 per hour shift: First work hours: 8 AM - 5 PM education: Bachelors Responsibilities + Participate in low to moderately complex initiatives and identify opportunity… more
- Wright-Patt Credit Union Inc. (Beavercreek, OH)
- …level of service and economic value to member-owners. Must have current FINRA Series 7 securities license . + Provides administrative and operations ... school diploma or equivalent or ten (10) years equivalent work experience. + FINRA Series 7 securities license is required. + FINRA Series 66 securities… more
- JPMorgan Chase (Columbus, OH)
- …and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a ... Industry Essential (SIE) exam + A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in… more
- Charles Schwab (Orlando, FL)
- …+ CFP(R) designation or CFA(R) designation required + Bachelor's degree + Active and valid FINRA Series 7 license + Active and valid FINRA Series 66 ... license required (may be obtained with a 120-day condition of employment) + Five or more years of advisory experience **Preferred Qualifications:** + Five or more years working directly with clients in the financial services industry highly preferred In… more
- Charles Schwab (Orlando, FL)
- …fixed income mutual funds and ETFs. **What you have** + A valid and active FINRA Series 7 license required + A valid and active FINRA Series 66 or ... 63/65 license required + 3+ years of sales experience in financial services + Ability to build relationships, collaborate with partners and consistently produce results + Strong organizational & time management skills + In depth knowledge of Fixed Income… more
- Charles Schwab (New York, NY)
- …degree or equivalent work related experience preferred + Must have an active and valid FINRA Series 7 license required + Active and valid FINRA Series ... 63 license required + Minimum of 5- 7 years of financial services industry + Must have RIA relationship management experience. + Our ideal candidate will be an… more
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