- ADP (Denver, CO)
- ADP is hiring a **Sales Representative for Retirement Services ** . + **_Are you ready to control your financial future with unlimited upside earnings ... for yourself! In this role, you will sell ADP's Retirement Services 401(k) solutions. With a little...Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority ( FINRA ) Series 6 and 63 licensing is a plus;… more
- ADP (Troy, MI)
- ADP is hiring a Sales Representative for Retirement Services in our Major Accounts division. + Are you ready to control your financial future with unlimited ... for yourself! In this role, you will sell ADP's Retirement Services 401(k) solutions at accounts with...Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority ( FINRA ) Series 6 and 63 licensing is a plus;… more
- Foresters Financial Services (Westbury, NY)
- …Description What we need: This role supports the Registered Financial Services Sales Representative 's business with day-to-day administrative assistance while ... enhancing the service experience of clients*. *This role requires ...of support is dictated by whether the incumbent is FINRA licensed. + As directed by the representative… more
- Principal Financial Group (Des Moines, IA)
- …with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities. + Plan level health reviews. ... licensed): + Successful Registration as an Investment Company Products/Variable contracts Limited Representative ( FINRA Series 6 or equivalent and FINRA … more
- City National Bank (New York, NY)
- …for clients of City National Securities. Assist CNS brokerage clients and Retirement Services Clients with transactions and administrative support. WHAT WILL ... income, and mutual fund orders into the National Financial Services (NFSC) system in accordance with applicable FINRA...use of effective sales and communication skills. * Registered Representative with a FINRA Series 4, 53,… more
- Raymond James Financial, Inc. (Reston, VA)
- …General Experience - 13 months to 3 years **Certifications** GS - Gen Sec Rep - Financial Industry Regulatory Authority ( FINRA ), RA - Investment Adv ... Rep - Financial Industry Regulatory Authority ( FINRA ), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority ( FINRA ) **Travel**… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …**Work Experience** General Experience - 3 to 6 years **Certifications** GS - Gen Sec Rep - Financial Industry Regulatory Authority ( FINRA ), RA - Investment Adv ... Rep - Financial Industry Regulatory Authority ( FINRA ), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority ( FINRA ) **Salary… more
- US Bank (Overland, MO)
- … requests and submits credit applications. Proactively educates clients on emerging and self- service digital products and services to assist with meeting their ... procedures and support systems - Thorough knowledge of all retail products and services - Proven customer service and interpersonal skills - Experience in… more
- Atria Wealth Solutions (Marion, IN)
- …on products and services to members and non-members regarding planning for retirement and investment services . Services include an analysis of current ... the development of a marketing plan for products and services offered through Credit Union Service Organization...by Via Credit Union and registered through CUSO Financial Services , LP (CFS). Member FINRA /SIPC. CFS is… more
- US Bank (Elsmere, KY)
- …procedures, documentation and systems - Advanced knowledge of all retail products and services - Proven customer service and interpersonal skills - Experience in ... information, educating clients on available deposit and loan products and services , and recommending solutions based on each customer's unique goals. Consultants… more