- Truist (Winter Park, FL)
- …and attributes of annuity products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. (Preference is for all ... clients of all experience levels regarding securities transactions and brokerage accounts. 7 . Effective time management skills. 8. Ability to communicate… more
- Bank of America (Fort Worth, TX)
- …problems. + Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date) _The following ... throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit,… more
- Veterans Affairs, Veterans Health Administration (Fresno, CA)
- …work assignment and review, as well as administrative and personnel management functions relative to the staff supervised. Incumbent observes workers' performance; ... measures; Frequency of clinical contacts based on the stage of case management being provided; and HOMES data reviews to ensure policy adherence, including… more
- Wells Fargo (Corte Madera, CA)
- …military experience, education + US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 examinations (or ... role:** Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and… more
- State of Colorado (CO)
- …MINIMUM QUALIFICATIONS: Experience Only: Seven ( 7 ) years of relevant experience as ... field as determined by the Department. equal to seven ( 7 ) years. NOTE:If submitting a transcript, certification or other...+ Must possess and maintain a valid Colorado Driver's License (at the time of application). Preferred Qualifications: The… more
- State of Colorado (Colorado Springs, CO)
- …Program may increase the salary range for employees with time in the class series . How To Apply Please submit an online application for this position at ... Work Environment: + Typical work schedule Monday - Friday 7 :00 am to 2:30 pm + Exerts in excess...the supplemental information section. + A current valid driver's license is required for all Colorado Department of Transportation… more
- KeyBank (Portland, OR)
- …in addition to Mutual Fund classes and fee structures. + Series 7 and Series 63 required. Life & Health insurance license and Series 66 preferred. + ... the Service and Support teams. Project involvement and/or assignments from management as required. **REQUIRED QUALIFICATIONS:** + High School Degree or equivalent… more
- City of Stockton, CA (Stockton, CA)
- …incumbent will work a City of Stockton 9/80 schedule; generally 7 :00am-5:00pm Monday-Thursday; 8am-5pm Friday with alternating Fridays off. Under general ... based upon study results. This class is distinguished from the Administrative Analyst series in that the later performs more generalized administrative support in a… more
- State of Colorado (Longmont, CO)
- …Boulder County Campus, Longmont. + This position works the following shift: Monday-Friday, 7 :00 am - 3:30 pm. Description of Job The Facilities department provides a ... removal at entryways as needed. Coordinates snow removal with property management when the Assistant Director is absent. Minimum Qualifications, Substitutions,… more
- Vanguard (Dallas, TX)
- …This job requires a regulatory license and/or registration (eg FINRA, NASAA). The SIE, Series 7 , and Series 66 are required to be obtained within ... to identify investment needs and providing tailored financial advice and portfolio management guidance. If you are passionate about helping clients achieve their… more