• International Wealth Advisor, Schwab Wealth…

    Charles Schwab (Orlando, FL)
    …Bilingual (English & Spanish) + Prior experience supporting international clients + Active FINRA Series 7 license (May be obtained with a 120-day condition of ... CFP(R) designation or CFA(R) designation holders, verified before hire + Active FINRA Series 66 license (May be obtained within the first 120 days) + Three or… more
    Charles Schwab (08/30/25)
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  • Licensed Client Services Associate

    Robert Half Finance & Accounting (Houston, TX)
    …Licenses is a requirement. * Series 65 qualification is necessary. * Must hold a Series 6 license . * Ability to provide excellent client service is a must. * ... Strong communication and interpersonal skills are essential. * Must demonstrate a high level of professionalism and integrity. * Proven ability to work effectively in a team-oriented environment. Robert Half is the world's first and largest specialized talent… more
    Robert Half Finance & Accounting (08/09/25)
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  • Investment Consultant

    Charles Schwab (Fort Collins, CO)
    …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 (09/06/25)
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  • Financial Consultant Partner

    Charles Schwab (Los Gatos, CA)
    …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 (09/06/25)
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  • VP, Financial Consultant - Orlando, FL (National…

    Charles Schwab (Orlando, FL)
    …is for you. **What you have** **Required Qualifications:** + A valid and active FINRA Series 7 license required + Obtaining or acquiringFINRA Series 66 ... consolidation, networking, and earning client referrals. If you currently have your securities license , enjoy working in a team setting, and share our passion for… more
    Charles Schwab (09/06/25)
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  • Investment Consultant

    Charles Schwab (Brooklyn, NY)
    …skills include: + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active Series 66 ... 120 day condition of employment) + A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) +… more
    Charles Schwab (08/31/25)
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  • Investment Consultant

    Charles Schwab (Rowland Heights, CA)
    …skills include: + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active Series 66 ... 120 day condition of employment) + A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) +… more
    Charles Schwab (08/30/25)
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  • JP Morgan Wealth Management - Private Wealth…

    JPMorgan Chase (New York, NY)
    …effectively with clients and team members while maintaining professionalism. + A valid and active Series 7 license is required or must be obtained within 60 days ... in the role as a condition of employment + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the… more
    JPMorgan Chase (08/29/25)
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  • Financial Services Sales Representative - Life…

    Lincoln Financial (Greensboro, NC)
    …relationship management skills + FINRA SIE License - must obtain within 120 Days + FINRA Series 6 License - must obtain within 120 Days + FINRA Series 63 ... License - must obtain within 120 Days (if required by State) + Resident Life & Health insurance licenses - must obtain within 120 Days _Nice-to-haves (Preferred):_ + Sales or Customer Service experience **Application Deadline** Applications for this… more
    Lincoln Financial (08/21/25)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (Sugar Land, TX)
    …foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license + If you were registered after October 1, 2018 ... Industry Essential (SIE) exam + A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in… more
    JPMorgan Chase (09/06/25)
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