- Truist (Richmond, VA)
- …may be made to enable individuals with disabilities to perform the essential functions. + FINRA Series 7 , 24, 53, and 66 licenses ( Series 9&10 can be used ... related procedures, training and identification of potential harmful trends, sales practice patterns, conflicts of interest or issues that...in lieu of 53. Series 63&65 can be used in lieu of … more
- Truist (Charlottesville, VA)
- …standards specific to investments and insurance. 5. A minimum of Securities Industry Essentials (SIE), FINRA Series 7 , Series 66 or 65/63, and Series 24 ... and asset allocation objectives and policies. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's contact… more
- Coast Guard Community Services Command (Chesapeake, VA)
- …salary and title, series and grade if experience was with a non -appropriated fund instrumentality of the Federal government. You should also include a copy of ... Date: 01/30/2025 Announcement #: 6282 Opening Date: 23 May 2025 Pay Plan/ Series /Pay Band: NF-0343-04 Closing Date: Until Filled Work Schedule: Full Time Position:… more
- Coast Guard Community Services Command (Chesapeake, VA)
- …salary and title, series and grade if experience was with a non -appropriated fund instrumentality of the Federal government. You should also include a copy of ... Expiration Date: 01/30/2025 Announcement #: 6353 Opening Date:14 July 2025 Pay Plan/ Series /Pay Band: NF-0080-04 Closing Date: Until Filled Work Schedule: Full Time… more
- Truist (Mclean, VA)
- …essential functions. * Bachelor's Degree Required * FINRA: Maintains proper licenses including Series 7 , Series 66, the Securities Industry Essentials (SIE) ... met where needed * 8 or more years of sales and client management experience in Wealth Management and...learn more about the specific benefits available for any non -temporary position for which you apply, based on full-time… more
- Navy Federal Credit Union (Vienna, VA)
- …and/or internal audits. + Perform other duties as assigned or appropriate Qualifications + FINRA Series 7 and combination of NASAA Series 63/65 or 66 ... Overview To provide financial consulting services to assist members and non -members with identifying their financial goals and objectives via telephone or video… more
- Navy Federal Credit Union (Fredericksburg, VA)
- …to generate GDC based on defined thresholds within a specified period of time + FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration ... Overview To provide financial consulting services to assist members and non -members with identifying their financial goals and objectives via telephone or video… more
- Truist (Charlottesville, VA)
- …focusing on outbound sales calls. 6. Financial Industry Regulatory Authority (FINRA) Series 7 and 66 licenses or actively pursuing these licenses. **General ... time frame required for presentation and answering of questions. 4. Maximize sales opportunities by contacting potential investment clients based on internal and… more
- Truist (Arlington, VA)
- …products for the mass affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7 , 66 (63 and 65 in lieu of 66) and applicable ... and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery… more
- Truist (Norfolk, VA)
- …in basic computer applications such as Microsoft Office products Preferred Qualifications: 1. FINRA Series 7 , 66 (or 63/65) and Life & Health Insurance licenses ... JOB SUMMARY Direct and execute all marketing and direct sales activities for a Financial Advisor team with a...co-branded with internal partners such as Wealth and Insurance. 7 . Oversee the use of contact management tools to… more
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