- 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
- 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
- Bank of America (Chicago, IL)
- …ACAMS - Association of Certified Anti-Money Laundering Specialists + FINRA licenses including the SIE or Series 7 , Series 4, Series 24, as well as ... any number of investigations teams across the consumer or client managed lines of business, as well as roles...upon risk and/or management direction while adhering to department Service Level Agreements (SLAs) + The Investigator will perform… more
- Charles Schwab (Oak Brook, IL)
- …is for you. **What you have** **Required Qualifications:** + A valid and active FINRA Series 7 license required + Obtaining or acquiringFINRA 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
- 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
- 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
- Charles Schwab (Northbrook, IL)
- …the role for you. **What you have** **Required Qualifications:** + A valid and active Series 7 license is required ( _license may be obtained under a condition ... Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr.… more
- JPMorgan Chase (Chicago, IL)
- …+ 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 ... At JP Morgan Chase, our passion for client success drives everything we do. We empower...of a brand that sets the standard for extraordinary service and results. As a Financial Advisor, in JPMorgan… more
- Bank of America (Elmhurst, IL)
- …Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were… more