- KeyBank (Salt Lake City, UT)
- …Investment Management Analyst (CIMA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + FINRA Series 7 and 66 (or 63 & 65) (required) and + Resident ... + Master's Degree in business related field (preferred) **Experience Qualifications** + 7 years of demonstrated sales and business development experience with proven… more
- JPMorgan Chase (Salt Lake City, UT)
- …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
- City National Bank (Salt Lake City, UT)
- …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 (Salt Lake City, UT)
- …military experience, education + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63(or 66) examinations (or FINRA recognized ... equivalents) sufficient to qualify for immediate FINRA registration **Desired Qualifications:** + Ability to navigate multiple computer system windows, applications, and search tools + Intermediate Microsoft Office skills + Good attention to detail and… more
- Charles Schwab (Holladay, UT)
- …Schwab. **What you have** **Required Qualifications** + Bachelor's degree + Active and valid FINRA Series 7 & 66 (license(s) may be obtained under a condition of ... employment) + 10 years of experience in business development and relationship management with a proven record of success + 10 years of experience with wealth management - financial planning and investment planning **Preferred Qualifications** + CFP(R)… more
- Wells Fargo (Salt Lake City, UT)
- …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
- US Bank (Salt Lake City, UT)
- …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 ... knowledge of securities industry - Proficient leadership and interpersonal skills - Strong organizational, analytical, decision-making and problem-solving skills - Effective presentation, verbal and written communication skills If there's anything we can do to… more
- Zions Bancorporation (Salt Lake City, UT)
- …combination of experience and education may meet job requirements. College degree preferred. + Series 7 & 66, (63/65) preferred, life and health within the first ... 180 days of employment also preferred. + Basic knowledge of financial services industry and products. + Must have good customer service skills and demonstrate client empathy. + Solid oral and written communication skills to create relationships with clients. +… more
- Bank of America (Salt Lake City, UT)
- …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
- Thrivent Financial (Salt Lake City, UT)
- …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