- Atria Wealth Solutions (Cincinnati, OH)
- …organization that thrives on teamwork and collaboration? Through its relationship with CUSO Financial Services , L. P. (CFS) General Electric Credit Union is ... one of the largest credit unions in Ohio, with $4. 6 billion in assets and serving nearly 290,000 members....the following: + Identifies and evaluates customer needs for financial services , assess the objectives and goals… more
- Thrivent Financial (St. Louis, MO)
- Organization/Business Overview: Blueprint Financial Group is an independent financial services practice of Thrivent Financial for Lutherans. We take a ... a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the...on role, the associate must be: + Securities registered ( series 7 & 66 or 6 &… more
- Insight Global (Fairfield, CA)
- …Skills and Requirements Must Haves: - Series 7 and 66 OR Series 6 and 66 - 3-5 years of Financial Advising experience o Book of business/referral network ... to Day: Insight Global is looking for a Licensed Financial Advisor for one of our top credit union...genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic… more
- Raymond James Financial, Inc. (Greenville, SC)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... Service Associate who is a motivated, detail oriented and...10 years **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 63_AG… more
- Regions Bank (Houma, LA)
- …preferred + Obtain Financial Industry Regulatory Authority (FINRA) registrations including the Series 6 , 7, 63, 65, or 66 **Skills and Competencies** + ... of the system. **Job Description:** At Regions, the Associate Financial Consultant - Regions Insurance Services (RIS)...**Requirements** + High School Diploma or GED + Six ( 6 ) months of related experience **Preferences** + Life Insurance… more
- Thrivent Financial (Bellevue, WA)
- …our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our ... Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services +...client interactions in Salesforce profile Qualifications: + Securities registered ( series 7 & 66 or 6 &… more
- Thrivent Financial (Albert Lea, MN)
- …our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our ... Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services +...Previous administrative/secretarial experience desired. + Must be securities registered ( series 7 & 66 or 6 &… more
- ADP (Dallas, TX)
- … transactions, **_they are required to successfully obtain and maintain their series 6 and 63 FINRA securities licenses._** **Job Responsibilities:** + ... **Retirement Services Representative (401k)** **Position Summary:** The Retirement ...other business units as needed. **Job Requirements:** + FINRA Series 6 and 63 securities licenses and… more
- Trinity Health (Ann Arbor, MI)
- …Trinity Health System, one of the nation's top health care services providers, spanning five counties in Southeastern Michigan. Trinity Health Southeast ... MI represents more than 2,700 physicians and 14,000 nurses and staff, and includes 6 Hospitals, 5 Outpatient Health Centers, 8 Urgent Care Facilities and over 25… more
- US Bank (Overland, MO)
- …Proactively educates clients on emerging and self- service digital products and services to assist with meeting their financial needs. Leverages available ... needs both reactively and proactively - Experience in the financial services industry preferred **Client Relationship Consultant...and wealth management introductions. Position requires the FINRA SIE, Series 6 (or Series 7)… more