- Citigroup (Oakbrook Terrace, IL)
- …for FINRA series 6, 63, and 65 are required for the role. Individuals with Series 7 and 66 or equivalent are encouraged to apply. + Insurance group 1 ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...wide range of products, services and tools based on client profiling. + With the support of product specialists,… more
- Citigroup (River Forest, IL)
- …for FINRA series 6, 63, and 65 are required for the role. Individuals with Series 7 and 66 or equivalent are encouraged to apply. + Insurance group 1 ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...wide range of products, services and tools based on client profiling. + With the support of product specialists,… more
- Wells Fargo (Bloomington, IL)
- …military experience, education + US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 examinations (or ... between Market Leaders, Branch/Area Managers, the Brokerage Support team, and Client Associates in various aspects of operations, compliance, and technology +… more
- Charles Schwab (Winnetka, IL)
- …role is for you. **What you have** **Required Qualifications:** + A valid and active FINRA Series 7 license required + Obtaining or acquiring FINRA Series 66 ... financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you… more
- Edward Jones (Aurora, IL)
- …in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial ... One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones… more
- First National Bank of Omaha (Sugar Grove, IL)
- …experience. + 3 years of experience in the investment or financial services industry. + FINRA Series 7 and 66 (or Series 63 & 65) registrations. + State ... third-party referrals, growing relationships with new and existing customers. + Client Relationship Management: Serve as a trusted advisor, offering personalized… more
- BMO Financial Group (Joliet, IL)
- …of education and experience. + FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses. + Life and Health Insurance Producer's License. + Completed ... solution in the best interest of the customer. Determines client needs and provides solutions though the sales of...in collaboration with the lead relationship manager. + Determines client needs and provides solutions though the sales of… more
- Regions Bank (Robinson, IL)
- …Standards act and is not eligible for overtime pay. This position is incentive eligible. **Requirements** + Series 7 + Series 63 & 65 or Series 66 + ... and local market/community involvement + Builds and maintains a strong client network and pipeline + Provides and demonstrates expert-level portfolio planning… more
- Raymond James Financial, Inc. (Chicago, IL)
- …**SIE required provided that an exemption or grandfathering cannot be applied.** ** Series 7 and 66 (or 63 and 65) required.** **Ability ... operational manuals.** **Researches and resolves complex problems relating to client accounts and inquiries.** **Assists Branch Manager in disseminating information… more
- Bank of America (Chicago, IL)
- …experience for UHNW families and individuals + Strong Tax, legal research and writing skills + Series 7 & 66 or the ability to obtain these within 120 days + ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Detail + Issue Management + Prioritization **Desired Skills:** + 7 years of private law firm practice or similar… more