- PNC (Champaign, IL)
- …may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 and 66 (or 63,65) required. Life and ... and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making… more
- JPMorgan Chase (Chicago, IL)
- …equivalent + Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/ 7 , state registration (including 63 or 66 if required), and ... options to access their accounts 24 hours a day/ 7 days a week. **Job responsibilities** + Delivers an...skills** + 1+ year of experience in Retail banking sales , Financial services sales , Consultative relationship … more
- Bank of America (Quincy, IL)
- …investing and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** + ... Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded + Minimum of one year experience in the… more
- Citigroup (Chicago, IL)
- …computer and web based applications **Qualifications and Education** + 15+ years of experience + Licensing: Series 7 & 66 (or 63 & 65) & 31 + Extensive and ... Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into...their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or… more
- TIAA (Chicago, IL)
- … 7 + Years Preferred **FINRA Registrations** + SRC Indicator: Series 65 **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** ... 5+ years working directly with wealth management clients **Preferred Qualifications:** + 7 + years working directly with wealth management clients + CFA, CFP… more
- US Bank (Chicago, IL)
- …years of investment experience - Two or more years of management experience - NASD Series 7 , 24, 63 and 65/66, 53 or 9&10 Preferred Skills/Experience - Thorough ... from Day One. **Job Description** Functions in management role within Investment Sales . Directs assigned market's sales efforts and the compliance/administrative… more
- Thrivent Financial (Bloomington, IL)
- …as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor ... have come from a variety of career backgrounds, including outside sales , business management, education, ministry, hospitality, military and more. Skills acquired… more
- JPMorgan Chase (Chicago, IL)
- …of the client. **Required Qualifications, Capabilities, and Skills** + Bachelor degree + Series 7 & 66 licenses required for position; unlicensed candidates ... procedures + Expertise in credit and derivatives transactions + Sales experience including: profiling, overcoming objections, negotiation, team selling approach,… more
- BMO Financial Group (Chicago, IL)
- …knowledge of applicable securities laws, rules and regulations with the ability to assess firm impact. Series 7 , 63, 24 a plus. + Typically minimum of 6 years of ... audits and examinations. + Provides regulatory perspective on business group's sales and marketing materials. + Anticipates/ identifies and analyses risk and… more
- Citigroup (Arlington Heights, IL)
- …team player able to work without direction + Securities Industry Essentials - SIE - Active Series 7 , 66 (or 63 and 65) licenses + Group 1 insurance + This ... **Qualifications:** + 5-8 years of experience + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical… more
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