- Truist (Germantown, TN)
- …teammates and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 6 . Conduct branch training sessions and ... on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs....Banking, or equivalent education and related experience. 2. FINRA Series 7, 66 (63 and 65 in lieu of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... Series 7 required or willing to obtain within 6 months. + Series 63, 65 and/or... years **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 65… more
- Ventura County (Ventura, CA)
- …and full disclosure of fiscal impact on recommended Board actions; conducts financial reviews of vendors/lessees/ service providers to ensure full income/expense ... to compile and prepare (Accountant I) or complies and prepares (Accountant II) financial statements and utilization statistics for health services product lines… more
- Wells Fargo (Leawood, KS)
- …registration (or FINRA recognized equivalents) + Financial services experience + Client services experience + 6 + months of client or sales services ... Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory… more
- NBT Bank (Vestal, NY)
- …team player and high quality service provider. Unique Job Characteristics and Requirements: NASD Series 6 and Life License. Series 7 preferred. If not ... Program (EAP) : Access to support and resources. + Financial and Banking Services : Various benefits...us via email at ###@nbtbank.com. The Human Resources Shared Service Center hours of operation are Monday through Friday,… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... School Diploma or equivalent and five (5) years of financial services industry service experience,... months **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 65… more
- BMO Financial Group (Covina, CA)
- …degree in related field of study or an equivalent combination of education and experience. + FINRA Series 6 , 63 & 65 Licenses OR FINRA Series 7 & 66 ... Provides financial and investment planning and advice in collaboration...provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap accounts, ETF… more
- Thrivent Financial (Gig Harbor, WA)
- …providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and ... Health and Annuity + Securities Industry Essentials (SIE) + Series 6 and 63 or 7 and...in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary… more
- Huntington National Bank (Greenwood, IN)
- …or GED and minimum of 1 year customer service and sales in banking, financial services or goal driven retail sales, or business to business sales experience ... of the following 5 licenses in an active status: Series 6 or 7; Series ...Bachelor's Degree and 2 years or more in customer service and sales banking, financial services… more
- Northwell Health (Staten Island, NY)
- …policies and procedures. + * Required to maintain effective communication with Patient Financial Services Manager or Asst Director. + * Responsible for coverage ... other duties of patient accounting and /or other patient financial services staff as needed. + *...Diploma or equivalent. Associate's degree, preferred. + Minimum six ( 6 ) months medical billing, insurance verification, financial … more