- Truist (Salt Lake City, UT)
- …19. Effective presentation skills **Preferred Qualifications:** 1. Life License and Securities registration ( Series 6 & 63 minimum) along with CLU, ChFC, CFP ... or exceeding quota. 5. Presents, conducts and organizes seminars for agents 6 . Demonstrates technical selling skills and product knowledge in areas of life,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … 7 * Licenses/Certifications Preferred: * Series 66 within 2 months of hire * Series 4 within 6 months of hire * Series 57 within 9 months of hire * ... Series 86/87 (preferred but not mandatory) CAIA, CMT, and/or CFA (preferred but not mandatory) **Job:** Private Clients Solutions **Primary Location:** US-FL-St. Petersburg-Saint Petersburg **Organization** Private Client Group **Schedule** Full-time **Job… more
- Regions Bank (Miami, FL)
- …**Preferences** + Obtain Financial Industry Regulatory Authority (FINRA) registrations including the Series 6 , 7, 63, 65, or 66 **Skills and Competencies** ... long term financial goals + Ability to work towards full licensing within six ( 6 ) months or a mutually agreed upon time frame **Position Type** Full time **Incentive… more
- Principal Financial Group (Des Moines, IA)
- …situations real-time while building foundational financial knowledge. + Opportunity to secure your FINRA Series 6 license - We provide you the materials, time to ... is staffed to help callers Monday through Friday from 6 :55am - 9:10pm CST. If you're interested, you'll need...news - there's additional pay for shifts ending at 6 :00pm CST or later and you're compensated for the… more
- Truist (Boca Raton, FL)
- …training and work-related experience 12. Must possess and maintain appropriate FINRA registrations (eg Series 6 and 63) 13. Five years of proven sales experience ... tasks simultaneously 5. Capable of working independently as well as in a team environment 6 . Ability to work in a self-directed fashion 7. Experience with PC's in a… more
- Jackson National Life Insurance Company (Lansing, MI)
- …degree preferred. + 1+ years of customer service experience required. + FINRA Series 6 license may be required for associates servicing variable annuities ... off and 10 paid holidays + 401k match program (up to 6 %) + Profit sharing opportunities (up to 6 %) We don't just accept difference - we celebrate it, we support… more
- First Horizon Bank (New Orleans, LA)
- …1. Microsoft Office suite 2. TeamMate+ (Preferred) **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)** Required CPA, CIA, CISA or ... breath of experience and knowledge of the industry and associated emerging risks 6 . Robust understanding of internal audit workpapers and the ability to identify… more
- First Horizon Bank (Maryville, TN)
- …BI 4. ShareGate 5. AvePoint governance tools **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)** None required **About Us** First ... * Tuition reimbursement * Mentor program * 401(k) with 6 % match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Corporate Diversity Commitment:**… more
- First Horizon Bank (Brentwood, TN)
- …AND OFFICE EQUIPMENT SKILLS** Microsoft Office Suite **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)** None required **About Us** ... * Tuition reimbursement * Mentor program * 401(k) with 6 % match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Corporate Diversity Commitment:**… more
- US Bank (Minneapolis, MN)
- …in portfolio management, sales, marketing, or relationship management with institutional clients - FINRA series 6 and 63 licensed or complete 6 , 63 testing ... within 120 days of start date **Preferred Skills/Experience** - A passion for Capital Markets with knowledge and experience - Chartered Financial Analyst (CFA) certification - In-depth knowledge of the company's products and services - Strong relationship… more