• Wealth Relationship Manager SAFE Act - East

    Citigroup (Boca Raton, FL)
    …goal-oriented team player able to work without direction. + Required current US FINRA Registration: SIE, Series 6 , 63, and 65 OR Series 7 and 66 or ... equivalent. + Must meet ALL US FINRA Registration requirements within 150 days of starting in the role. + Insurance Group 1 required. + Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role. + This position requires the employee… more
    Citigroup (07/26/25)
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  • Wealth Relationship Manager- Safe ACT

    Citigroup (Plantation, FL)
    …a goal-oriented team player able to work without direction + US: Current Registration for FINRA series 6 , 63, and 65 are required for the role. Individuals with ... Series 7 and 66 or equivalent are encouraged to apply. + Insurance group 1 required; will give 120 days to obtain if not already held. + This position requires the… more
    Citigroup (07/25/25)
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  • Financial Relationship Banker

    Huntington National Bank (West Milton, OH)
    …(required): Candidate must have 3 of the following 5 licenses in an active status: Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; ... SIE - Securities Industry Essentials. If the candidate does not already have the required 5 licenses, but at least 3 of them, the candidate must acquire the remaining 2 within 120 days of hire date. Failure to acquire required licensure within the designated… more
    Huntington National Bank (07/22/25)
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  • Fund Services Specialist - Trainer

    Janus Henderson Investors (Denver, CO)
    …to have skills + Specific knowledge pertaining to Janus Henderson products. + FINRA SIE, Series 6 , and Series 63 licensed + Ability to work autonomously. ... + Passion for leadership and people development. Supervisory responsibilities + No Potential for growth + Mentoring + Leadership development programs + Regular training + Career development services + Continuing education courses Compensation information The… more
    Janus Henderson Investors (07/11/25)
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  • Retirement Education Specialist, Retirement…

    HUB International (Mclean, VA)
    …reviews, assembling reports, and driving deliverables from meeting. **Qualifications:** + Securities licenses Series 6 , 7, 63, 65, or 66 preferred. + Bachelor's ... HUB International employee engagement content. + Participation in HUB Camp quarterly series . + Revenue generation by cross-selling and converting clients to retail.… more
    HUB International (06/27/25)
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  • HFA Service Specialist II

    Huntington National Bank (Charlotte, NC)
    …+ Minimum of 9 months of customer service experience within Investments/Financial Services + Series 6 , Series 63, and Life and Health license Preferred ... Qualifications: + Excellent written, verbal and interpersonal communication skills as well as excellent organizational skills, and problem-solving skills. + Familiarity with investment acumen, including investment products, Individual Retirement Accounts… more
    Huntington National Bank (06/24/25)
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  • Retirement Planning Consultant - Augusta, GA

    Aegon Asset Management (GA)
    …Qualifications: + Bachelor's degree in a related field or equivalent business experience. + FINRA Series 6 or 7. + FINRA Series 63 or obtain within ... six months. + Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC), or obtain within 12 months. Higher certification (eg CFP, CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu of RPA or CRPC. + Three years of financial services or related… more
    Aegon Asset Management (05/29/25)
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  • RIA Internal Consultant Associate

    Jackson National Life Insurance Company (Nashville, TN)
    …Wholesaler training program (10-12 weeks) required.** **Securities Industry Essentials (SIE) required.** **FINRA Series 6 or 7, FINRA Series 63, State ... Insurance License required.** We don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our employees, our products and our community. Jackson is proud to be an equal opportunity workplace. The Company subscribes… more
    Jackson National Life Insurance Company (05/24/25)
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  • Premier Banker

    Truist (Fort Myers, FL)
    …products for the mass affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable ... portfolio. Serve as an advocate for clients with the IRM partners. 6 . Establish and maintain mutually beneficial business relationships with external centers of… more
    Truist (08/08/25)
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  • Senior Universal Banker

    First Horizon Bank (Sarasota, FL)
    …Suite In addition, 10-key calculator; coin counter **CERTIFICATES, LICENSES, REGISTRATIONS** (Ex: CPA, Series 6 or 7 license, etc) Not necessary **Hours** : + ... upon meeting all such requirements. **About Us:** First Horizon Corp. (NYSE: FHN), with $82. 6 billion in assets as of September 30, 2024, is a leading regional… more
    First Horizon Bank (08/08/25)
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