• VP, Life & Annuity Operations

    Lincoln Financial (Charlotte, NC)
    …degree or equivalent work experience ( 4 years of experience in lieu of Bachelor's) + FINRA Series License 6 - Upon Hire + FINRA Series License ... 26 - Upon Hire **Application Deadline** Applications for this position will be accepted through September 12th, 2025 subject to earlier closure due to applicant volume. **Level:** M5 The pay range for this position is $157,000 - $285,600 with **anticipated pay… more
    Lincoln Financial (08/20/25)
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  • Virtual Annuity Advisor

    Raymond James Financial, Inc. (Raleigh, NC)
    …**Licenses/Certifications** * SIE required provided that an exemption or grandfathering cannot be applied. * FINRA Series 7 required. * FINRA Series 66 ... * Bachelor's Degree (BA / BS) in a related discipline and a minimum of four ( 4 ) years of experience in the financial services industry. * OR ~ * Any equivalent… more
    Raymond James Financial, Inc. (08/26/25)
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  • Premier Advisor or Banker

    Truist (Greensboro, NC)
    …products for the mass affluent market. 4 . A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable ... for clients, their attorneys and Certified Public Accountants (CPAs). 4 . Meet revenue growth, profitability and retention goals by...obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within 60 days of… more
    Truist (08/23/25)
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  • GFCC Investigator (Brokerage) - Specialized AML…

    Bank of America (Charlotte, NC)
    …independently + Communications, attention to detail, research/investigative knowledge **Desired Qualifications:** + Series 4 , Series 24 licenses preferred + ... Compliance experience and/or knowledge of financial crimes typologies + FINRA licenses including the SIE or Series ...+ FINRA licenses including the SIE or Series 7 at minimum, or related experience + Knowledge… more
    Bank of America (08/28/25)
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  • Operations Director - WIM Operations

    Wells Fargo (Charlotte, NC)
    …Excellent verbal, written, and interpersonal communication skills **Job Expectations:** + Registration for FINRA Series 99 must be completed within 120 days of ... of the following: work experience, training, military experience, education + 4 + years of management or leadership experience **Desired Qualifications:** + 10+… more
    Wells Fargo (08/29/25)
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  • Financial Advisor

    Thrivent Financial (Raleigh, NC)
    …you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding ... or equivalent experience. Military veterans are encouraged to apply. + Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. +… more
    Thrivent Financial (07/02/25)
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  • Financial Advisor- Freedom Financial Planning…

    Thrivent Financial (Greensboro, NC)
    …a real impact in your community. Position Requirements: * Securities registration required- SIE, Series 7 and 66 (or 7, 63 & 65) before contracting * Life, Health ... be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review… more
    Thrivent Financial (06/09/25)
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  • US Experienced Financial Advisor

    Edward Jones (Greensboro, NC)
    …with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)( 4 ) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and ... conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding...critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required +… more
    Edward Jones (08/13/25)
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  • Client Service Manager-NQ

    Principal Financial Group (Charlotte, NC)
    …Proficiency with MS Word and an advanced knowledge of MS Excel strongly preferred. + FINRA Series 6 licensing highly preferred or must be obtained within 6 ... 140 years! **Who You Are** + Bachelor's degree or equivalent and 4 + years of related experience required (non-qualified retirement plan, qualified retirement plan,… more
    Principal Financial Group (08/09/25)
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