- City National Bank (Springfield, IL)
- …or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of the time ... industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate....for bonus and/or commissions. *Benefits and Perks* At City National , we strive to be the best at whatever… more
- City National Bank (Chicago, IL)
- …* Master's Degree * A minimum of 10 years of investment management experience * FINRA Series 7 and 66 licenses (or ability to obtain) *WHAT'S IN IT FOR YOU?* ... *PORTFOLIO MANAGER* WHAT IS THE OPPORTUNITY? Manage City National Rochdale client assets. Develop investment strategies and make investment decisions, to achieve… more
- Nuveen Investments (Chicago, IL)
- …5+ Years Required; 7 + Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63 **Physical Requirements** + Physical Requirements: ... Client Engagement: Maintaining relationships with internal institutional and wealth sales channels, responding to product information requests, providing technical … more
- JPMorgan Chase (Chicago, IL)
- …Ability to understand new investment products and firm-wide policies. + Active and valid FINRA Series 7 and one or more of the following licenses are required to ... management across lines of business. + Liaise with the Sales Practice Review team to escalate potential issues. **Required...FINRA Series 66 (63,65), 9/10 (4,24,53) FINRA Series 7 , 66 (63,65), 9/10 (4,24,53), all… 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 ... the continued growth of the portfolio + Meet monthly sales goal + Outside Asset Gathering (ie, prospecting from...minimum of 3-5 years of financial industry experience + Series 7 and 66 or ( 7… more
- Neuberger Berman (IL)
- …collaborate within internal teams + Desire to contribute to the building of a nascent business + Series 7 , 63/65 or Series 7 , 66 required + Series ... seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective… 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 ... interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap… more
- Huntington National Bank (Oak Lawn, IL)
- …as assigned. Basic Qualifications: + High School Diploma + Minimum of 1 year of investment sales experience + Series 7 , 63, 65/66 and Life and Health ... goals and provide appropriate solutions as needed. + Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all… more
- US Bank (Glen Ellyn, IL)
- …in a financial sales position, preferably working with the affluent client segment + FINRA Series 7 and 66 or, Series 7 and 63/65 combination and ... across the organization + Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social… more
- Bank of America (Chicago, IL)
- …negotiating with a team of bank associates to solve client problems. + Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & ... + Acquires, deepens, and maintains profitable client relationships through sales , prospecting, and enhancing existing relationships + Understands and interprets… more