- Bank of America (Frisco, TX)
- …team members + Takes on a leadership role on the team and within the business community + Series 7 , 63 and 65 (or Series 7 and 66) required; unlicensed ... day in this position **Desired Skills:** * MBA or Post-Graduate Degree preferred * CFP , CPA, CFA, CTFA, CFM or JD a significant plus **Skills:** + Client Management… more
- Charles Schwab (Phoenix, AZ)
- …**Required Qualifications:** + Bachelor's degree + CFP (R) designation + Active and valid FINRA Series 7 license + Active and valid FINRA Series 63/65 or ... Qualifications:** + Insurance licensing strongly preferred + Prefer a minimum of 7 + years of financial services experience including 3+ years of supervisory… more
- Charles Schwab (Phoenix, AZ)
- …management offer. **Throughout the Academy you will** **:** + Study and pass FINRA SIE, Series 7 and 66 licenses + Learn from our numerous mentors, coaches and ... within the Wealth and Advice Solutions organization. With a series of steps that include learning, on-the-job experience, and...meant for you to study and obtain you SIE, 7 and 66. If you already have 2 of… more
- Bank of America (Richmond, VA)
- …other team members + Takes on a leadership role on the team and within the business community + Series 7 , 63 and 65 (or Series 7 and 66) required (may ... 90 days of start date) **Desired skills:** + MBA or Post-Graduate Degree preferred + CFP , CPA, CFA, CTFA, CFM or JD a significant plus **Additional Skills Used in… more
- Bank of America (West Hartford, CT)
- …other team members * Takes on a leadership role on the team and within the business community * Series 7 , 63 and 65 (or Series 7 and 66) required (may ... 90 days of start date) **Desired skills:** * MBA or Post-Graduate Degree preferred * CFP , CPA, CFA, CTFA, CFM or JD a significant plus **Additional Skills Used in… more
- Bank of America (Sewickley, PA)
- …Requirement:** High School Diploma / GED / Secondary School or equivalent **Role Requirements** + Either Series 7 and 66 licenses or Series 7 , 63, and ... other requirements governed by the US Securities and Exchange Commission ("SEC") + CFP (R) or CPWA(R) designation preferred or obtain and/or maintain at least one… more
- Bank of America (Houston, TX)
- …other team members + Takes on a leadership role on the team and within the business community + Series 7 , 63 and 65 (or Series 7 and 66) required (may ... days of start date) **Desired skills:** + MBA or Post-Graduate Degree preferred + CFP , CPA, CFA, CTFA, CFM or JD a significant plus **Skills:** + Business… more
- Banco Popular Puerto Rico (San Juan, PR)
- …Bachelor's or Master's degree in Finance or related field preferred Licenses and Designations: + FINRA Series 7 + FINRA Series 63 and 65 or 66 + Pertinent ... state Life/Variable Insurance (LAH) licenses preferred + CFP (R) (Certified Financial Planner(R)), CPA (Certified Public Accountant), CIMA(R) (Certified Investment… more
- Edward Jones (Reno, NV)
- …in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial ... State insurance licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered… more
- JPMorgan Chase (Fairfield, CT)
- …+ Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is ... **Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred + Bachelor's degree preferred INVESTMENT… more
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