- 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
- PNC (Troy, MI)
- …be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 and 66 (or 63,65) required. Candidates being ... considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Life & Health Insurance licenses required. **Benefits** PNC offers a comprehensive range of benefits to help meet your… more
- Bank of America (Auburn Hills, MI)
- …* Communicates crisply and candidly * Unquestionable business and personal integrity * Series 7 , 63,24 required within 180 days Skills: + Risk management ... + Project management + Business development + Client management + Pipeline management + Prospecting + Referral identification + Relationship building + Sales performance management + Sales strategy + Financial analysis + Continuous improvement + Negotiation +… more
- Thrivent Financial (Kalamazoo, 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 with Lake Effect Financial Consultants in Kalamazoo, MI, you'll: +… more
- Bank of America (Farmington Hills, MI)
- …development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations ... required with 5+ years' experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's… more
- Bank of America (Farmington Hills, MI)
- …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 investments industry, including investment training and in-depth knowledge of investment… more
- Atria Wealth Solutions (Sandusky, MI)
- …(ie, Social Security, Education planning, Retirement planning, etc.) Required Qualifications: + Active Series 7 , 63/65 (or 66) licenses along with Life, Accident ... & Health licenses + Clean U-4 and Background + Two or more years of sales experience in the financial services industry, preferably in a bank or credit union + Excellent communications skills, both verbal and written, necessary to provide exceptional service… more
- Kestra Financial (Novi, MI)
- …job requirements change. Salary increases are not guaranteed. Certificates, Licenses, Registration: + Series 7 and 65/66 preferred (or willingness to obtain in ... This position provides excellent client service and problem-solving skills to confidently provide information to clients in a timely, efficient, and professional manner. Essential Duties and Responsibilities + Manage client needs regarding service, and problem… more
- Huntington National Bank (Grand Rapids, MI)
- …+ Bachelor's Degree + 10+ years related Public Finance Investment banking experience + Series 7 , 53, 79, 52, 63 (or other relevant combination) Preferred ... Qualifications: + Master's degree + Excellent written and verbal communication skills with a proven ability to interact effectively across all organizational levels. + Progressive thinker and problem solver, with a strong ability to manage… more
- National Park Service (Empire, MI)
- …position appropriate for temporary appointment with the same qualification requirements (5 CFR 316.402[b][ 7 ]), based on series and grade, anywhere in the major ... subdivision (NPS). If you have held a temporary seasonal appointment in the past 12 months and have already worked the maximum temporary appointment less than 1040 hours during that period, you are still welcome to apply. However, please be aware that… more