- Bank of America (Chicago, IL)
- …registration may result in disciplinary action up to and including termination. Requirements: Either SIE, Series 7 and 66 registrations or SIE, Series 7 , ... Investments Management + Customer Service Management + Process Simplification **Required Qualifications:** + Either Series 7 and 66 licenses or Series 7 ,… more
- Huntington National Bank (Chicago, IL)
- …obtain within 12 months of hire the FINRA SIE, Series 7 and Series 63...FINRA SIE, Series 7 and Series 63 + Proven experience in client ... for providing day-to-day sales support and coordinating a wide range of client service activities, including client onboarding and maintenance, processing… more
- BMO Financial Group (Bartlett, IL)
- **This is a licensed position requiring the SIE, Series 6, 63, Life and Health ins licenses** **_The mission of Premier Services is to help mass affluent clientele ... and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor… more
- BMO Financial Group (IL)
- …must be available to work the 10-7pm CST shift as needed)_ + **Licensed Position** _:_ Active Series 7 , 66 or 7 ,63+65 and Life and Health are Required for ... role is accountable to invoke trust and build strong client relationships, determine individual investment needs and provide professional,...minimum of 3-5 years of financial industry experience + Series 7 and 66 or ( 7… more
- Bank of America (Chicago, IL)
- …with a team of bank associates to solve client problems. + Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 ... and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having… more
- Bank of America (Chicago, IL)
- …of client needs and potential product services recommended **Required Qualifications:** * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If ... them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...that a passing score is received for the missing series within 60 days. * Has at least one… more
- Bank of America (Elmhurst, IL)
- …client needs and potential product services recommended **Required** **Qualifications** : + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If ... them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...that a passing score is received for the missing series within 60 days. + Has at least one… more
- 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) ... team and other closely related teams. **Responsibilities:** + Lead client onboarding and account opening efforts around our world-class...world-class Investments platform, as a part of our core client coverage team + Partner with sales teams to… more
- Publicis Groupe (Chicago, IL)
- …and executed Experimentation and an inherent curiosity to test and learn. 7 . Conduct workshops and strategic discussions with stakeholders to define project scope, ... trees, neural networks/deep learning, etc.), factorial test designs, bandits, time series forecasting, and optimization algorithms in support of defined marketing… more
- Truist (Chicago, IL)
- …essential functions. + Bachelor's Degree Required + FINRA: Maintains proper licenses including Series 7 , Series 66, the Securities Industry Essentials (SIE) ... and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through… more