- Alight (IN)
- …for our clients by delivering innovative and effective solutions as part of our Financial Services business group within Alight Solutions. **Your Impact as A ... Consultant** Alight Solutions Financial Education Consultants provide financial education services to employees of one...with excellent presentation skills will be considered. + FINRA Series 7 (or 6 ) and Series… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …field and a minimum of two (2) to five (5) years of experience in the financial services industry. + OR ~ + Any equivalent combination of experience, education, ... banking business and establish new productive relationships. + Apply financial analysis, business experience, and technical knowledge to generate...License is ideal, and will be required within six ( 6 ) months of hire. + FINRA Series … more
- Raymond James Financial, Inc. (Plattsburgh, NY)
- …environment which promotes personal career growth. Drawing on previous experience in a financial services firm, or upon a degree/diploma within Financial ... that an exemption or grandfathering cannot be applied. + Series 7 and Series 66 or the...James" includes, but is not limited to Raymond James Financial Services , Inc. ("RJFS") and Raymond James… more
- 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
- 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
- Thrivent Financial (Spokane, WA)
- …write recommendations, and service existing clients/contracts + Position products, services , and strategies to help clients gain financial clarity + ... Health and Annuity + Securities Industry Essentials (SIE) + Series 6 and 63, 7 and 66,...community. About Thrivent Thrivent is a different kind of financial services firm, one that puts generosity… more
- Thrivent Financial (Fayetteville, AR)
- …with mentorship through joint field work. Northwest Pinnacle Group is an independent financial services practice of Thrivent in Fayetteville, AR. We are growing ... Health and Annuity + Securities Industry Essentials (SIE) + Series 6 and 63, 7 and 66,...your community. About ThriventThrivent is a different kind of financial services firm, one that puts generosity… more
- Regions Bank (Little Rock, AR)
- …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 Investment 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
- City of New York (New York, NY)
- …of the implications of NYCHA policy and procedure is incorporated into service delivery for residents seeking financial counseling, asset building and ... Empowerment & Sustainability (REES), situated within NYCHA's Department of Resident Services , Partnerships and Initiatives (RSPI), is charged with working to develop… more