- Citigroup (River Forest, 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
- US Bank (Oak Lawn, IL)
- …Three to five years of experience in a financial sales position, preferably working with the affluent client segment + FINRA Series 7 and 66 or, Series ... significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a… more
- Charles Schwab (Winnetka, IL)
- …role is for you. **What you have** **Required Qualifications:** + A valid and active FINRA Series 7 license required + Obtaining or acquiring FINRA Series 66 ... advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client ...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more
- First National Bank of Omaha (Sugar Grove, IL)
- …experience. + 3 years of experience in the investment or financial services industry. + FINRA Series 7 and 66 (or Series 63 & 65) registrations. + State ... and long-term goals. + Solution Identification: Recognize and transform client needs into relevant product and service ...transform client needs into relevant product and service offerings, expanding client relationships. + Analytical… more
- BMO Financial Group (Joliet, IL)
- …of education and experience. + FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses. + Life and Health Insurance Producer's License. + Completed ... solution in the best interest of the customer. Determines client needs and provides solutions though the sales of...+ Executes work to deliver timely, accurate, and efficient service . + Identifies business needs, designs and develops tools… more
- Raymond James Financial, Inc. (Chicago, IL)
- …**SIE required provided that an exemption or grandfathering cannot be applied.** ** Series 7 and 66 (or 63 and 65) required.** **Ability ... Summary** **Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a… more
- Bank of America (Chicago, IL)
- …experience for UHNW families and individuals + Strong Tax, legal research and writing skills + Series 7 & 66 or the ability to obtain these within 120 days + ... articles and other material on topics impacting the UHNW client segment, or provide service to clients....Detail + Issue Management + Prioritization **Desired Skills:** + 7 years of private law firm practice or similar… more
- PNC (Champaign, IL)
- …may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 and 66 (or 63,65) required. Life and ... Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or… more
- Bank of America (Swansea, IL)
- …investing and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** + ... client requests and makes introductions to appropriate internal service providers based on client needs and...to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program… more
- JPMorgan Chase (Chicago, IL)
- …these activities **Required qualifications, capabilities, and skills** + A valid and active, Series 7 and 63 + Strong compliance record in prior position(s) ... needs, initiating trades in the capital markets, and completing service -oriented transaction + Document all client interactions...days. + Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM… more