- Wells Fargo (Salt Lake City, UT)
- …and customer needs. **In this role you will:** + Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed ... **Desired Qualifications:** + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized… more
- Bank of America (Salt Lake City, UT)
- …ensuring alignment with the bank's enterprise risk appetite **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND ... Firms' reputation. Additionally, they ensure Financial Advisors are properly licensed ; respond to regulatory inquiries and resolve client concerns... Series 65), Series 9 AND Series 10 (or Series 8) or equivalent… more
- Bank of America (Salt Lake City, UT)
- …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your ... of development Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically...appropriate solutions. * **Earn your Security Industry Essentials (SIE), Series 7 and Series 66… more
- Bank of America (West Valley City, UT)
- …Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your ... through the stages of development. Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the… more
- Guardian Life (Salt Lake City, UT)
- …judgment based on thorough and systematic review of information available. **You have** + Must have Series 7 , 24 or 9/10 (or equivalent) and 63/65 or 66 + Record ... and implements feedback in an effective manner **Preferred** + Series 4 and/or 53 is a plus **Salary Range**...if applicable + Complimentary 1:1 financial guidance with a licensed Fidelity representative **Time Off and Remote Work** +… more
- JPMorgan Chase (Salt Lake City, UT)
- …+ Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is ... Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in… more
- JPMorgan Chase (Salt Lake City, UT)
- …to a national team of likeminded, passionate Innovation Economy bankers + Willing to be FINRA licensed (SIE, Series 79, Series 63) JPMorgan Chase & Co., one ... innovation or strategic partnerships **Required Qualifications, Capabilities and Skills** + 7 + years of related experience + Strong understanding of Commercial… more
- Deloitte (Salt Lake City, UT)
- …Degree + 2+ years of relevant lead generation or inside sales experience + Ability to obtain Series 7 and 63 licenses in 60 days, if not already licensed + ... CRM knowledge + Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future Preferred: + Documented success in lead generation quota environment + Salesforce experience + Microsoft Office… more