- Edward Jones (West Chicago, IL)
- …and/or military career progression **Licensing:** + SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not ... to serve clients and contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate trust and help them stay… more
- Equitable (Oak Brook, IL)
- …degree or equivalent skills and work experience + Licensing: State Life & Health, SIE, Series 7 , Series 66 + Personal Attributes: values-driven with a track ... work-life balance and champion limitless income potential! **Role Highlights** + Client Engagement: Cultivate and expand your network within established markets +… more
- Fifth Third Bank, NA (Chicago, IL)
- …goals. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Prior Brokerage Industry Experience. + Series 7 , 66 (or 63 and 65) and appropriate state required ... identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within...insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required.… more
- Bank of America (Swansea, IL)
- …investing and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** + ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Citigroup (Chicago, IL)
- …computer and web based applications **Qualifications and Education** + 15+ years of experience + Licensing: Series 7 & 66 (or 63 & 65) & 31 + Extensive and ... **Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the...client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored… more
- PNC (Champaign, IL)
- …may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 and 66 (or 63,65) required. Life and ... and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing… more
- JPMorgan Chase (Chicago, IL)
- …these activities **Required qualifications, capabilities, and skills** + A valid and active, Series 7 and 63 + Strong compliance record in prior position(s) ... investment needs with a focus on delivering an exceptional client experience over the telephone + Discuss Individual Retirement...days. + Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM… more
- Charles Schwab (Chicago, IL)
- …have:** Required Qualifications: + Bachelor's degree + CFP(R) designation + Active and valid FINRA Series 7 license + Active and valid FINRA Series 63/65 or ... our clients' financial lives. As Fiduciaries, we bring expertise across Schwab's 7 Wealth Management topics in conjunction with powerful technology to inspire… more
- Navy Federal Credit Union (Schaumburg, IL)
- …and/or internal audits. + Perform other duties as assigned or appropriate Qualifications + FINRA Series 7 and combination of NASAA Series 63/65 or 66 ... of insurance/investment products and services to achieve the financial client 's goals as a registered representative/advisor/agent of Navy Federal Investment… more
- Equitable (Deerfield, IL)
- …or equivalent skills and work experience + **Licensing** : State Life & Health, SIE, Series 7 , Series 66 + **Personal Attributes** : values-driven with a ... becoming a wealth manager through licensing and employment. **Role Highlights** + ** Client Engagement** : Build and nurture client relationships through… more