- 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
- Bank of America (Chicago, IL)
- …other team members * Takes on a leadership role on the team and within the business community * Series 7 , 63 and 65 (or Series 7 and 66) required (may ... * Ability to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be a skilled negotiator * Ability… more
- Fifth Third Bank, NA (Chicago, IL)
- …goals. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Prior Brokerage Industry Experience. + Series 7 , 66 (or 63 and 65) and appropriate state required ... of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve...insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required.… more
- JPMorgan Chase (Chicago, IL)
- …resources + Required have or be able to obtain within the first 120 days Series 7 ; Series 63 (or 66) **Preferred qualifications, capabilities and skills** ... better outcomes for participants. **Job Responsibilities** + **Drive 401(k) pipeline and sales growth in a specified geographic region in partnership with Chase… more
- Truist (Chicago, IL)
- …essential functions. + Bachelor's Degree Required + FINRA: Maintains proper licenses including Series 7 , Series 66, the Securities Industry Essentials (SIE) ... met where needed + 8 or more years of sales and client management experience in Wealth Management and...the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran… more
- Bank of America (Naperville, IL)
- …recommended Schedule: * Monday - Fridays and rotating Saturdays Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If ... that a passing score is received for the missing series within 60 days. * Has at least one...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *… more
- Bank of America (Chicago, 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 ... achieving whatever you put your mind to. + Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. + Communicates… more
- Marex (Chicago, IL)
- …regulated environment and knowledge of the risk and compliance requirements associated with this + Series 3 and Series 7 Qualified + Bachelor's degree is ... and meet business targets. + Senior point person to coordinate with US Sales team. + Ensuring compliance with the company's regulatory requirements under the US… more
- Charles Schwab (Chicago, IL)
- …through regular appreciation and recognition. Required Qualifications: + Active and valid FINRA Series 7 license + 5+ years of financial services experience + ... network of franchised locations called Independent Branches. We leverage our strong national brand and partner with local advisor talent to extend Schwab's retail… more