- Thrivent Financial (Lansing, MI)
- …as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor ... onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: + Build a financial practice guiding Christians on their… more
- Huntington National Bank (Temperance, MI)
- …+ High School Diploma + Minimum of 1 year of investment sales experience + Series 7 , 63, 65/66 and Life and Health Licenses Preferred Qualifications: + ... Bachelor's Degree + At least 2-3 years of experience in an investments area + Experience coaching, influencing and developing individuals in a team environment + Track record of exceeding expectations as well as assigned goals and targets + Ability to… more
- City National Bank (Lansing, MI)
- …or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of the time ... *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio… more
- Wells Fargo (Birmingham, MI)
- …education + US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) ... sufficient to qualify for immediate FINRA registration **Desired Qualifications:** + Brokerage client support experience + Administrative support experience in financial services + Experience interacting directly with customers + Intermediate Microsoft Office… more
- Comerica (Detroit, MI)
- …also receive self-study materials to guide their preparation for the applicable licensing exams ( Series 7 , 79 and 63). The program is rigorous and thorough, ... combining the substance of a much larger investment bank's training program with the personal attention found in a seminar. Program Completion Developing an understanding of the full breadth of Comerica's Capital Markets products and services offerings… more
- Raymond James Financial, Inc. (Southfield, MI)
- …* SIE required provided that an exemption or grandfathering cannot be applied. * FINRA Series 7 and the ability to obtain other necessary license within sixty ... * Assists with educating financial advisors on the benefits of offered products and services for their clients through individual or group meetings presentations, including branch visits, seminars and conferences/trade shows. * Assists with developing and… more
- PNC (Washington, MI)
- …may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 and 66 (or 63,65) required. Life and ... Health Insurance required. **Benefits** PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health… more
- KeyBank (Ann Arbor, MI)
- …and business development experience with proven results (required) **Licenses and Certifications** + FINRA Series 7 and 66 (or 63 & 65) (preferred) + Certified ... Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD… more
- JPMorgan Chase (Birmingham, MI)
- …experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7 , 66 and Insurance licenses required for position; unlicensed ... candidates considered, but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established network + Experience or demonstrated understanding of investments, wealth… more
- Citizens (Owosso, MI)
- …insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials + Series 7 , 63, 65 (or 66) active and valid. + A ... valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. +… more