- Raymond James Financial, Inc. (Memphis, TN)
- …**Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 required. + Series 63, 65 and/or 66 as ... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Bank of America (Charlotte, NC)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Charlotte, North Carolina **To proceed with your application, you must be at least ... to sales with existing Merrill clients * Provides exceptional client care, growing client relationships, and guiding...pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66.… more
- TEKsystems (Fort Worth, TX)
- Description MUST HAVE SERIES 7 , 63 &/OR 66 Trade Desk, Mutual Fund Trader, incoming call center, 100% service, work with field office/financial advisors and ... client facing Taking calls from customers about trading, moving...per day Skills Trade Desk, customer service, Brokerage Experience, Series 7 , Series 63, … more
- Bank of America (Lincoln, RI)
- National Financial Solutions Advisor I (Lincoln, RI) ( Series 7 Required) Lincoln, Rhode Island **To proceed with your application, you must be at least 18 years ... a defined consultative approach with clients to systematically identify client needs and appropriate solutions. + **Build your network.**...first to meet their evolving needs. **Required skills** + Series 7 , and 66 or equivalent (if… more
- Raymond James Financial, Inc. (Carson City, NV)
- …**Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 required. + Series 63, 65 and/or 66 as ... in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem… more
- TEKsystems (Fort Worth, TX)
- … and advisor interactions Qualifications: Education: Bachelor's degree or equivalent work experience Series 7 and 66 (or equivalent) required Work Experience: 2+ ... hub for clients and partners, emphasizing a culture of client -focused service and high ethical standards. The Trade Desk...of experience in brokerage and investment trading preferred. Certifications: Series 7 and 66 (or equivalent) required.… more
- TEKsystems (San Diego, CA)
- Hybrid 1 day on-site opening! Must have Active Series 7 ! Description Our Supervision Support Professionals provide superior customer service as the first line of ... We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive...and State rules and regulations required. * Licenses requirement: Series 7 Pay and Benefits The pay… more
- Bank of America (Chandler, AZ)
- Small Business National Financial Solutions Advisor ( Series 7 and 66 Required) Chandler, Arizona;Jacksonville, Florida **To proceed with your application, you ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chandler/Small-Business-National-Financial-Solutions-Advisor-- Series - 7 -Required-\_25030382) **Job Description:** At Bank of America,… more
- TEKsystems (Benbrook, TX)
- …for growth opportunities in the financial services industry to join our team! Must have Series 7 , 63, or 66 Licenses Schedule - Hybrid Position: 2 days work ... center, 100% service, work with field office/financial advisors and client facing + Taking calls from customers about trading,...calls per day Additional Skills & Qualifications + Need Series 7 & 63 or 66 +… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …preferred) and broker-dealer platforms (LPL a plus) + Ability to multitask, prioritize, and manage client needs + Series 7 and 66 licenses preferred but not ... About the Role Are you passionate about delivering exceptional client service in a people-first environment? As a ...client service in a people-first environment? As a Client Service Associate, you'll be the primary point of… more