- Lincoln Financial (Radnor, PA)
- …this opportunity. **Requisition #:** 73197 **The Role at a Glance** As the Financial Services Sales Representative, you will build and maintain business ... relationships with advisors who market our products and services in order to meet or exceed established individual...License - must obtain within 120 Days + FINRA Series 6 License - must obtain within… more
- Raymond James Financial, Inc. (Southfield, MI)
- …will bring strong leadership, a client-first mindset, and a deep understanding of financial services operations to drive continuous improvement and support the ... MI corporate home office. Lead the Branch & Concierge Services team in delivering exceptional client service ...(HS) (Required) **Work Experience** General Experience - 3 to 6 years **Certifications** AG - Agent - Financial… more
- Access Dubuque (Dubuque, IA)
- …licensing, Securities Industry Essentials(R), Series 6 , Series 7, Series 63, and more + Certified Financial Planner(R) licensing support 2 + Fully ... strength with total company assets of $366 billion 5 + Recognized for 6 Financial Soundness, Quality of Products/ Services , Social Responsibility, and… more
- CUNY (New York, NY)
- …schedule. 2. **An appointment to this Competitive title/position in the Classified Civil Service Title Series will be made with a Provisional status. Employees ... Director of Information Systems (IT Computer Systems Manager 6 ) - Provisional **GENERAL DUTIES** IT Computer Systems...or group. This job is in CUNY's Classified Managerial Service . The full specification is available on our web… more
- Raymond James Financial, Inc. (Memphis, TN)
- …& Concierge Services team, providing high-touch support by processing Financial Advisor requests, resolving inquiries, and addressing service needs with ... for resolving client queries and complaints. + Provide exceptional service to Financial Advisors and their teams....7 License** **required,** _or ability to obtain within six ( 6 ) months._ + ** Series 63 (or 66)… more
- Raymond James Financial, Inc. (Birmingham, AL)
- …- 7 to 12 months **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 63_AG - Agent - ... balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and...Financial Industry Regulatory Authority (FINRA), Series 65 or Series 66_RA - Investment… more
- Thrivent Financial (Crete, IL)
- …the nation's largest fraternal benefit organization which is a faith-based, not-for-profit financial services organization with approximately 2. 6 million ... Maar Financial Group is an independent financial services practice of Thrivent ...independently but also with a team. The Securities Client Service Administrator's main responsibilities will include providing client … more
- Raymond James Financial, Inc. (Houston, TX)
- …- 13 months to 3 years **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 65 or Series ... required production. * Provides a high level of client service . * Manages the full scope of a client...Rep - Financial Industry Regulatory Authority (FINRA), Series 7_GS - Gen Sec Rep - Financial… more
- Raymond James Financial, Inc. (Beverly Hills, CA)
- …- 13 months to 3 years **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 65 or Series ... required production. * Provides a high level of client service . * Manages the full scope of a client...Rep - Financial Industry Regulatory Authority (FINRA), Series 7_GS - Gen Sec Rep - Financial… more
- Truist (Tampa, FL)
- …JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the ... clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning… more