• Client Service Excellence Representative

    Vanguard (Charlotte, NC)
    …knowledge. + High school, associate degree, or bachelor's degree. + This job requires a Series 7 and 63 regulatory license and/or registration (eg FINRA, ... phone experience, demonstrated by strong interpersonal and client relationship management (CRM). + A desire for stability and longevity...a financial background to pass their SIE and FINRA Series 7 & 63. After joining corporate… more
    Vanguard (09/26/25)
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  • Home Based Primary Care Clinical Psychologist

    Veterans Affairs, Veterans Health Administration (Fayetteville, NC)
    …providers function within fast-paced primary care teams and can expect to consult with 7 -10 patients per day with the primary goals of assisting PACT members with ... identification, treatment, and management of mental health and behavioral medicine conditions in the enrolled population. Has working knowledge and experience in use… more
    Veterans Affairs, Veterans Health Administration (10/26/25)
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  • Concierge, Customer Success Team (Orlando, FL)

    Coinbase (Charlotte, NC)
    …and resolving customers' trading related issues. *What we look for in you:* * FINRA License series 7 & 63 (will not initially be sponsoring licenses) ... in class experience for our customers through effective stakeholder management , task management , decisive prioritization, and efficient...value Coinbase power users. *Nice to haves:* * FINRA License Series 3, 4, 65, or 66.… more
    Coinbase (10/11/25)
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  • Client Relationship Associate

    Vanguard (Charlotte, NC)
    …Undergraduate degree or equivalent combination of experience, preferred. + This job requires a Series 7 and 63 regulatory license and/or registration (eg ... from individuals with: + Strong interpersonal and client relationship management (CRM) skills to engage with our clients and...continuous support needed to pass the SIE and FINRA Series 7 & 63. + Access to… more
    Vanguard (09/16/25)
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  • Vice President, Investment Banking

    Fifth Third Bank, NA (Charlotte, NC)
    …industries.. BA/BS in Finance/Accounting/Economics (MBA strongly preferred). Securities Industry Essentials (SIE), Series 79 license , and Series 63 ... IB's Sr. Managing Director in the day to day management of the team's Associates and Analysts to ensure...rewarding employees for accomplishments. MINIMUM KNOWLEDGE & SKILLS REQUIRED:. 7 - 10 years of experience in Investment Banking.… more
    Fifth Third Bank, NA (10/27/25)
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  • Sr. Manager, Wealth Advisor - Schwab Wealth…

    Charles Schwab (Charlotte, NC)
    …+ CFP(R) designation or CFA(R) designation + Bachelor's degree + Active and valid FINRA Series 7 license + _May be obtained with a 120-day condition ... firm that will challenge you to deepen your wealth management expertise, within a role that allows you to...of employment_ + Active and valid FINRA Series 66 license required + _May be… more
    Charles Schwab (10/17/25)
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  • Diagnostic Radiologist Technologist (Magnetic…

    Veterans Affairs, Veterans Health Administration (Durham, NC)
    …reviews for employees within the MRI section. Discusses with imaging management those technologist areas of individual performance improvement and employees who ... qualifications and continuing education requirements to maintain their professional license . Work Schedule: 12:30P - 9:00P Telework: Ad-Hoc Requirements Conditions… more
    Veterans Affairs, Veterans Health Administration (10/30/25)
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  • Associate Financial Consultant (AFC Plan Event…

    TIAA (Charlotte, NC)
    …Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63 **Licenses and Certifications** + Life and ... Health Insurance License (Resident State) - Multiple Issuers required within 120 Days **Physical Requirements** + Physical Requirements: Sedentary Work **Career… more
    TIAA (10/23/25)
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  • Preferred Banker

    Huntington National Bank (Winston Salem, NC)
    …FINRA Licenses (required): Candidate must have 3 of the following 5 licenses in an active status: Series 6 or 7 ; Series 63 or 66; State Life and Health ... deposit products, consumer/home lending, business lending, investments and credit management so that you may build consumer and business...Insurance License ; SIE - Securities Industry Essentials. If the candidate… more
    Huntington National Bank (10/17/25)
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  • Inbound Sales Consultant

    Vanguard (Charlotte, NC)
    …This job requires a regulatory license and/or registration (eg FINRA, NASAA). The SIE, Series 7 , and Series 66 are required to be obtained within ... prospects on Vanguard's products and services including financial planning, cash management , and funds/ETFs and position appropriate solutions based upon the… more
    Vanguard (10/04/25)
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