- First Horizon Bank (Coral Gables, FL)
- …and expand market presence. **Qualifications** * Experience: 4+ years in the financial services industry. * Education: Bachelor's Degree from an accredited ... college or university. * Licensing: Series 7 and either Series 66 or...**About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our… more
- US Bank (Lincoln, NE)
- …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
- 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
- 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
- Raymond James Financial, Inc. (West Palm Beach, FL)
- …college or university, and a minimum of three (3) years experience in a financial services firm, or an equivalent combination of experience, education, and/or ... 6 to 10 years **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 63_AG - Agent - … more
- Wells Fargo (Bowie, MD)
- …or private banking + Experience recommending financial services products and services + Successfully completed FINRA Series 6 and 63 exams (or ... license(s) + 3+ years of experience in a licensed financial services position + Customer service...practices risk management culture + Current registration for FINRA Series 6 and Series 63… more
- Truist (Brentwood, TN)
- …4. Knowledge of the features and attributes of annuity products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 ... Charlotte, NC. Responsible for the general servicing and support of the Financial Advisors within our Centralized Group. This includes administrative and operational… more
- Equitable (Charlotte, NC)
- …**Required Qualifications** + 2 years of professional recruiting experience in financial services or wealth management industry **Preferred Qualifications** + ... Financial Advisor Recruiter (Strong Comp. Plan) ( 25000086 )...FINRA Series 6 or 7 and Series 66 or 65 strongly desired. + Prior experience as… more
- US Bank (Cincinnati, OH)
- … needs that will result in repeat conversations and new or expanding financial services , assets, and opportunities. Candidates will also possess strong ... region. Basic Qualifications - A bachelor's degree, background in financial services , investments, or equivalent work experience...one to two years of job-related experience in a financial sales position are preferred. - FINRA Series… more
- Thrivent Financial (North Dartmouth, MA)
- …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