- Bank of America (Lincoln, RI)
- National Financial Solutions Advisor I (Lincoln, RI) ( Series 7 Required) Lincoln, Rhode Island **To proceed with your application, you must be at least 18 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lincoln/ National -Financial-Solutions-Advisor-I--Lincoln--RI Series - 7 -Required-\_25032557) **Job Description:** At… more
- Bank of America (Chandler, AZ)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Chandler, Arizona **To proceed with your application, you must be at least 18 ... responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point...pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66.… more
- TEKsystems (Fort Worth, TX)
- Description MUST HAVE SERIES 7 , 63 &/OR 66 Trade Desk, Mutual Fund Trader, incoming call center, 100% service, work with field office/financial advisors and ... per day Skills Trade Desk, customer service, Brokerage Experience, Series 7 , Series 63, ...volunteer opportunitieso Concierge services with daily lunch specials, vendor sales , discount tickets to community events and attractionso Robust… more
- PNC (Chicago, IL)
- …7 /2011, is acceptable in lieu of Series 52) within 90 days of employment. Municipal Sales - SIE, Series 7 or 52, and 63 within 90 days of employment. ... with insurance **Job Description** + Responsible for a team sales professionals to drive sales activities and...employment. DCM (Loan Syndications & Equipment Finance) - SIE, Series 79, Series 7 , and… more
- Huntington National Bank (Columbus, OH)
- Description The Institutional Sales Support Associate plays a vital role in...obtain within 12 months of hire the FINRA SIE, Series 7 and Series 63 ... delivering exceptional service and operational support to institutional sales representatives and clients. This position will require you...1 year of Broker dealer experience + FINRA SIE, Series 7 and Series 63… more
- TD Bank (New York, NY)
- …Experience:** + Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics + Series 7 and 63 + 0-3 years of related experience **Preferred ... specific details for this role. **Job Description:** The Analyst Sales & Trading provides quality, efficient and specialized ...+ Once offered the role, Candidate must attain: SIE, Series 63, and Series 7 .… more
- Principal Financial Group (Des Moines, IA)
- …on a sales or service team marketing products and services + FINRA Series 7 , FINRA Series 63, or equivalent registrations required immediately upon ... **What You'll Do** We're looking for a Sales Manager to join our Individual Solutions team....employment + FINRA Series 65 or 66 Licenses or ability to obtain… more
- Coast Guard Community Services Command (Detroit, MI)
- …Date: 01/30/2025 Announcement #: 6330 Opening Date: 25 June 2025 Pay Plan/ Series /Pay Band: NF-2091-01 Closing Date: Until Filled Work Schedule: Part-Time (20-29 ... hr/wk) Position: Sales Clerk Salary: $15.00/hour Who May Apply: All Sources...8am-4pm *Closed on all major holidays *Availability must be 7 :45 am to 4:15 pm Monday - Friday *Must… more
- BlackRock (San Francisco, CA)
- …(MBA, CIMA, CFP, CRPS, ARPC a plus) + 5+ years relevant financial services experience preferred + Series 7 and 66 required + Series 24 required or must be ... that together form BlackRock's premier Client Businesses Group. **Responsibilities** As a Divisional Sales Desk Manager, you will develop a team of Sales … more
- T. Rowe Price (Baltimore, MD)
- …experience in Pacific Southwest territory + DCIO and/or Retirement Plan Sales a must. + FINRA Series 7 and Series 63 Preferred: + CIMA + MBA + CFP + CFA ... a difference in ways that matter to you . Role Summary The Sales Director, Defined Contribution Investment Only (DCIO) is responsible for cultivating relationships… more
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