- Huntington National Bank (Chicago, IL)
- …1 year of Broker dealer experience + FINRA SIE, Series 7 and Series 63 + Proven experience in client service , operations, or sales support within ... day-to-day sales support and coordinating a wide range of client service activities, including client ...obtain within 12 months of hire the FINRA SIE, Series 7 and Series 63… more
- BMO Financial Group (Bartlett, IL)
- **This is a licensed position requiring the SIE, Series 6, 63, Life and Health ins licenses** **_The mission of Premier Services is to help mass affluent clientele ... and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor… more
- BMO Financial Group (IL)
- …must be available to work the 10-7pm CST shift as needed)_ + **Licensed Position** _:_ Active Series 7 , 66 or 7 ,63+65 and Life and Health are Required for ... role is accountable to invoke trust and build strong client relationships, determine individual investment needs and provide professional,...minimum of 3-5 years of financial industry experience + Series 7 and 66 or ( 7… more
- Charles Schwab (Chicago, IL)
- …that directly protect firm capital while maintaining a white-glove approach to client service . Key responsibilities include: + Managing real-time risk in ... and sound judgment in dynamic, fast-moving trading environments + Series 7 and 63 required; Series...complex risk scenarios to clients and stakeholders + Demonstrated client service experience in high-pressure, high-stakes environments… more
- Bank of America (Chicago, IL)
- …of client needs and potential product services recommended **Required Qualifications:** * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If ... client requests and makes referrals to appropriate internal service providers based on client needs and...that a passing score is received for the missing series within 60 days. * Has at least one… more
- Bank of America (Elmhurst, IL)
- …client needs and potential product services recommended **Required** **Qualifications** : + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If ... client requests and makes referrals to appropriate internal service providers based on client needs and...that a passing score is received for the missing series within 60 days. + Has at least one… more
- Citigroup (Chicago, IL)
- …to manage relationships both internal and external + Ability to multi-task + FINRA SIE, Series 7 , Series 66 required (or obtained within 120 days) ... through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely… more
- Truist (Chicago, IL)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... specialists and IRM partners who are designated to support client service and business development efforts (eg...Bachelor's Degree Required + FINRA: Maintains proper licenses including Series 7 , Series 66, the… more
- JPMorgan Chase (Chicago, IL)
- …to meet service level agreements and/or project deadlines + Active and valid FINRA Series 7 and one or more of the following licenses are required to be ... advisory services and a multitude of products and complex client accounts. + Possesses Working knowledge of the US...FINRA Series 66 (63,65), 9/10 (4,24,53) FINRA Series 7 , 66 (63,65), 9/10 (4,24,53), all… more
- Citigroup (Oakbrook Terrace, IL)
- …for FINRA series 6, 63, and 65 are required for the role. Individuals with Series 7 and 66 or equivalent are encouraged to apply. + Insurance group 1 ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more