- Truist (Chicago, IL)
- …essential functions. + Bachelor's Degree Required + FINRA: Maintains proper licenses including Series 7 , Series 66, the Securities Industry Essentials (SIE) ... continuing education requirements are met where needed + 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to… 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
- Bosch (Mount Prospect, IL)
- …SAP FI across relevant SAP modules such as SAP Finance and Tax, SAP Sales and Distribution, SAP Purchasing, SAP Material Management, and SAP ABAP (coding). Lead IT ... of the Tax IT Solutions, primarily SAP and Vertex O- Series , to meet design requirements. Assess customer requirements from...and integration between BRIM and Vertex; (2) SAP modules ( sales and purchasing) and Vertex tax tools (Flex RFC… 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 ... targets. + Senior point person to coordinate with US Sales team. + Ensuring compliance with the company's regulatory...+ At least 10 (ten) + experience in a sales knowledge within financial services industry background + At… more
- Bank of America (Chicago, IL)
- …of client needs and potential product services recommended **Required Qualifications:** * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. ... 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
- First National Bank of Omaha (Sugar Grove, IL)
- …experience. + 3 years of experience in the investment or financial services industry. + FINRA Series 7 and 66 (or Series 63 & 65) registrations. + State ... Bluffs, Iowa Plano, Texas **About This Role:** + Business Development: Implement sales strategies and action plans to build networks and third-party referrals,… more
- 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 (West Chicago, 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