- Navy Federal Credit Union (Schaumburg, IL)
- …and/or internal audits. + Perform other duties as assigned or appropriate Qualifications + FINRA Series 7 and combination of NASAA Series 63/65 or 66 ... with members and internal/external sources. + Execute customer and broker purchase/ sales orders of securities for current/new clients. + Identify prospective… more
- Navy Federal Credit Union (Schaumburg, IL)
- …to generate GDC based on defined thresholds within a specified period of time + FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration ... with members and internal/external sources + Execute customer and broker purchase/ sales orders of securities for current/new clients + Identify prospective… more
- Bank of America (Elmhurst, IL)
- …of client needs and potential product services recommended **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
- Edward Jones (Belvidere, IL)
- …and/or military career progression **Licensing:** + SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not ... within the securities/financial services industry + Financial services and/or sales experience + Financial services registration, licensing, or certification +… more
- Citigroup (Chicago, IL)
- …to manage relationships both internal and external + Ability to multi-task + FINRA SIE, Series 7 , Series 66 required (or obtained within 120 days) ... of our core client coverage team + Partner with sales teams to exceed client expectations and make client...their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or… more
- JPMorgan Chase (Chicago, IL)
- …degree or equivalent experience + Minimum 3 years of client service experience + FINRA Series 7 and Series 63 licenses required (or must obtain within ... Service Associate works in a team-oriented environment with Financial Advisors, Sales Associates, Product Management, Middle Office, and operations teams to deliver… more
- Bank of America (Chicago, IL)
- …* Communicates crisply and candidly * Unquestionable business and personal integrity * Series 7 , 63,24 required within 180 days Skills: + Risk management ... companies $50MM+ in revenue + Acquires profitable client relationships through sales , prospecting, and enhancing existing relationships + Understands and interprets… more
- BlackRock (Chicago, IL)
- …to multi-task, prioritize and collaborate** **vertically/horizontally** **in a fast-paced environment** **NASD Series 7 and 66 (or 63 & 65) required.** **Clean ... to our continued phenomenal growth, we are actively seeking senior, client-facing sales professionals with a proven successful track record of engaging with… more
- BlackRock (IL)
- …+ Strong territory management and sales skills, including profiling and resource deployment + NASD Series 7 and 66 (or 63 & 65) required + Clean U-4 + Travel ... (3) Partner with the segmented Market Leaders to identify and drive iShares sales opportunities with a focus on the whole portfolio. The iShares Market Leader… more
- PNC (Peoria, IL)
- …may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 , 66 (or 63 & 65) required. Life and ... onboarding and servicing. Maintains proactive, timely, accurate and complete sales /client relationship management administration tasks as determined by the… more