- BMO Financial Group (Joliet, IL)
- …interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap ... referrals to business partners. + Supports the achievement of sales and performance targets for new asset sales...an equivalent combination of education and experience. + FINRA Series 6, 63 & 65 Licenses OR FINRA … more
- Nuveen Investments (Chicago, IL)
- …Client Engagement: Maintaining relationships with internal institutional and wealth sales channels, responding to product information requests, providing technical ... sales support, and acting as a primary point of...Required; 7+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63 **Physical Requirements** +… more
- Wells Fargo (Chicago, IL)
- …and servicing, investment banking, equity and fixed income solutions including sales , trading, and research capabilities to corporate, commercial real estate, ... analysis, valuation, and modeling. You will also prepare for Series 63, 79, and SIE license exams. Following training,...or academic initiatives **Licensing Requirements** FINRA registration for SIE, Series 63 (or 66), and Series 79… more
- Mondelez International (Naperville, IL)
- …different sensors electrical usage. + Work with Allen-Bradley drives Power Flex series and Kinetic servos. + Troubleshoot and implement Cat-3 Safety Circuits and ... operations. + Proficiency in Allen-Bradley VFDs and HMIs (PanelView Plus series ), Toshiba VFDs, and industrial communication networks + Understanding of Rockwell… more
- Bank of America (Chicago, IL)
- …+ Acquires, deepens, and maintains profitable client relationships through sales , prospecting, and enhancing existing relationships + Understands and interprets ... while utilizing leadership skills + Adapts to changes in sales practices and broader market and industry conditions as...to solve client problems. + Securities Industry Essentials (SIE), Series 7 & 63(Must obtain SIE, series … more
- JPMorgan Chase (Chicago, IL)
- …across channels with their JPMorgan counterparts to engage and close alternatives sales opportunities. **Job responsibilities** + Partnering with 1-2 PWA CAs in ... furthering our alternatives footprint within their respective sales territories + Identifying financial advisors that would like...way + Bachelor's degree required + Required licenses: SIE, Series 7, Series 63 (or 66) JPMorganChase,… more
- US Bank (Glen Ellyn, IL)
- …across the organization + Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social ... media, email, and sales enablement tools **_Learn more in our digital handbook_**...preferably working with the affluent client segment + FINRA Series 7 and 66 or, Series 7… more
- JPMorgan Chase (Chicago, IL)
- …better outcomes for participants. **Job Responsibilities** + **Drive 401(k) pipeline and sales growth in a specified geographic region in partnership with Chase ... solutions, and develops strategic prospecting plans to grow territory sales .** + **Prepare and deliver client presentations in partnership...be able to obtain within the first 120 days Series 7; Series 63 (or 66) **Preferred… more
- BMO Financial Group (IL)
- …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 this role ... the continued growth of the portfolio + Meet monthly sales goal + Outside Asset Gathering (ie, prospecting from...minimum of 3-5 years of financial industry experience + Series 7 and 66 or (7, 63 and 65)… more
- Principal Financial Group (Chicago, IL)
- …Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63). + ... Range Information** Salary ranges below reflect targeted base salaries. Non- sales positions have the opportunity to participate in a...have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives,… more