• Sales VP, Life Insurance Wholesaler

    HUB International (Providence, RI)
    …or university + CLU and/or CFP designations highly desired. + Life Insurance license and Series 6 required. **Skills / Requirements:** + Self-motivated and ... passionate about wholesaling excellence and sales growth + Have at least 5 years of experience wholesaling + Have a group of "portable" producers that can reliably provide more than $1 million annually of commissionable premium (once up and running - after 2… more
    HUB International (07/29/25)
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  • Internal Wholesaler (Life Insurance)

    Covr Financial Technologies (Hartford, CT)
    …year Life Insurance or Financial service industry experience + Life and health insurance license required/ Series 6 & 63 or ability to obtain preferred. Knowledge ... and Skills: + Go Getter, sales mentality with proven track record of high performance/activity + Strong customer service skills with a strong positive phone presence + Excellent verbal communication skills, ability to build phone-based relationships + Ability… more
    Covr Financial Technologies (07/09/25)
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  • Broker-Dealer Operations Specialist

    Guardian Life (Holmdel, NJ)
    …daily. **You have** + 3 or more years of extensive industry experience + Securities license preferred ( Series 7 or 6) + Knowledge of retail client onboarding/new ... account process, and advisory products + Possess a high degree of self-confidence, work independently and have rapid decision-making ability. Must demonstrate strong and analytical and organizational skills. + Demonstrate ownership and follow through when… more
    Guardian Life (07/08/25)
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  • VP, Assistant Branch Manager

    Charles Schwab (Tysons Corner, VA)
    …Qualifications:** + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active Series ... 66 (63/65) license required + A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment) + Since this is a… more
    Charles Schwab (08/01/25)
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  • Senior Manager, Centralized Risk Supervisor…

    Charles Schwab (Orlando, FL)
    …representatives to Senior Leadership. **What you have** Required Qualifications + Active and valid Series 7 license + Active and valid Series 66 ... license or equivalent + Active and valid Series 9/10 license or equivalent + 5+ years' supervision/compliance/regulatory experience + Bachelor's degree or… more
    Charles Schwab (08/02/25)
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  • Operations Manager II (F)

    PNC (Cleveland, OH)
    …hire. Series 7, 24, or 27 licenses can be used in lieu of Series 99 License . **Job Description** + Participates in the development of the operations ... **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** No Required License (s) **Pay Transparency** Base Salary: $55,000.00 - $130,000.00 Salaries… more
    PNC (07/11/25)
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  • Financial Advisor

    Access Dubuque (Dubuque, IA)
    …and experience. + Hold Series 6 & 63 securities licenses, with desire to obtain Series 7 license within one year of employment. + Hold Series 66 ... license , or ability to acquire within 90 days of employment. + Hold Life and Health Insurance Licenses. + Excellent Communication skills + Excellent mathematical and problem solving skills Primary Contact 114365 Matt Hostert Senior Recruiting Specialist,… more
    Access Dubuque (05/30/25)
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  • Remote Advice Controls & Operations Manager

    Equitable (Syracuse, NY)
    … 7 and Series 63 or Equivalent is Required + Ability to obtain FINRA Series 24 license within 90 days of hire + Thorough knowledge of life, annuity, ... investment products; including proprietary and non-proprietary, and investment products offered through LPL, Network as well as Salesforce and ClientWorks technology + Superior client relationship building skills and coaching capabilities + Experience managing… more
    Equitable (06/24/25)
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  • Investment Consultant

    Charles Schwab (Carmel, IN)
    …Investment Consultant role. **What you have** **Required Qualifications:** + A valid and active Series 7 license is required ( license may be obtained under ... employment through Branch Network Licensing Program) + A valid and active Series 66 (63/65) license required ( license (s) may be obtained under a condition of… more
    Charles Schwab (08/02/25)
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  • Financial Consultant Partner

    Charles Schwab (Manhasset, NY)
    …the role for you. **What you have** **Required Qualifications:** + A valid and active Series 7 license is required ( _license may be obtained under a condition ... through Branch Network Licensing Program_ ) + A valid and active Series 66 (63/65) license required ( _license(s) may be obtained under a condition of… more
    Charles Schwab (08/01/25)
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