- Morgan Stanley (Peoria, IL)
- …to the position required * Four-year college degree or professional certification preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series ... 63 (AG) and Series 65 (RA) * Additional product licenses may be required *Knowledge/Skills* * Enjoys working with people and problem solving * Effective written and verbal communication skills * Knowledge of financial industry and investment products… more
- Morgan Stanley (Reston, VA)
- …Diploma/Equivalency * College degree preferred * Industry experience is a plus * Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 ... (AG) and Series 65 (RA) _*Knowledge/Skills*_ * Strong computer skills and knowledge of Microsoft Office products * Exceptional writing, interpersonal and client service skills * Detail orientated with superior organizational skills and ability to… more
- Morgan Stanley (Bethesda, MD)
- …with Financial Advisors *EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS* *Education and/or Experience* * Active Series 7 (GS), and Series 66 (AG/RA) or ... Series 63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred * High School Diploma/Equivalency * College degree preferred… more
- Morgan Stanley (Philadelphia, PA)
- …to the position required * Four-year college degree or professional certification preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series ... 63 (AG) and Series 65 (RA) * Additional product licenses may be required _*Knowledge/Skills*_ * Enjoys working with people and problem solving * Effective written and verbal communication skills * Strong understanding of applicable compliance rules,… more
- Morgan Stanley (Greenwood Village, CO)
- …with Financial Advisors *EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:* *Education and/or Experience* * Active Series 7 (GS), and Series 66 (AG/RA) or ... Series 63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred * High School Diploma/Equivalency * College degree preferred… more
- Morgan Stanley (Northfield, NJ)
- …* Ability to be discreet and maintain confidentiality on sensitive matters * Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 ... (AG) and Series 65 (RA) * * _*Reports to:*_ * Branch Manager Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our… more
- Morgan Stanley (Rutland, VT)
- …work in a fast-paced, evolving environment * Adaptable and ability to multitask * Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 ... (AG) and Series 65 (RA) *Reports To:* * Business Service Officer Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our… more
- Morgan Stanley (Orchard Park, NY)
- …Diploma/Equivalency * College degree preferred * Industry experience is a plus * Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 ... (AG) and Series 65 (RA) _*Knowledge/Skills*_ * Strong computer skills and knowledge of Microsoft Office products * Exceptional writing, interpersonal and client service skills * Detail orientated with superior organizational skills and ability to… more
- TIAA (Annapolis, MD)
- …relationships with affluent clients or equivalent experience; Required **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I -… more
- PNC (Cleveland, OH)
- …Street location or the Tower at PNC Plaza. **Job Description** + Licensing requirements: FINRA Series 7 /66 (63/65). FINRA Series 24 (9/10). + Partners with ... may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 , 66 (or 63/65), 24 (or 9/10) required. In… more