- 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
- 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
- JPMorgan Chase (Chicago, IL)
- …experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7 , 66 and Insurance licenses required for position; unlicensed ... but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established… more
- ISC2 (Springfield, IL)
- …annual income tax returns, 990 informational returns, and all indirect tax returns ( sales tax, VAT, GST). + Manage annual transfer pricing study providing input to ... records, and meet deadlines + Experience with Sage Intacct and Vertex O Series , a plus **Education and Work Experience** + Bachelor's degree in accounting, finance,… more
- Wells Fargo (Chicago, IL)
- …management experience + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 24 examinations (or FINRA recognized equivalents) ... technology and non-tech initiatives. + Engage with Divisional CRG leaders and National Sales on all banking related initiatives. + Partner with WIM Head of Lending… more
- City National Bank (Chicago, IL)
- …* Master's Degree * A minimum of 10 years of investment management experience * FINRA Series 7 and 66 licenses (or ability to obtain) *WHAT'S IN IT FOR YOU?* ... abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Handle advisor and… 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
- Bank of America (Chicago, IL)
- …Investments Management + Customer Service Management + Process Simplification **Required Qualifications:** + Series 7 , 63/65 or 66 or equivalent; must obtain all ... Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior… more
- Charles Schwab (Chicago, IL)
- …services of Charles Schwab. **What you have** **Required Qualifications** + Active and valid FINRA Series 7 & 66 licenses + 10 years of experience in business ... to successfully manage the region. + Excellent client relationship management and marketing/ sales skills. **What's in it for you** At Schwab, we're committed to… more
- AbbVie (Mettawa, IL)
- …XGBoost, Tensorflow, PyTorch, MXNet, LLM) Qualifications Required: + Bachelor's Degree with 7 years experience; Master's Degree with 6 years experience; PhD with 2 ... (eg classification, regression, clustering, forecasting, feature selection/engineering, deep learning, time- series analysis, hypothesis testing, anomaly detection) + 5+ years… more