- 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) ... platform, as a part of our core client coverage team + Partner with sales teams to exceed client expectations and make client onboarding and account opening a… 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
- Trellix (Springfield, IL)
- …reach your potential. From our employee recognition program, to our 'Blast Talks' learning series , and team celebrations (we love to have fun!), we strive to be an ... efforts with strategic business priorities. Working closely with Channel Sales leadership, this person will lead program strategy, oversee...High in this role, you have:_** + 5 - 7 years of Tech Channel Marketing experience, with substantial… 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
- 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 (Moline, 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 (Swansea, 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...management, capital markets, and banking & lending + Create sales and marketing strategies designed to generate revenue growth… more
- Wells Fargo (Chicago, IL)
- …education + US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) ... . **In this role you will:** + Assist Financial Advisor(s) with sales , service and operational related activities such as providing service to clients… more