• Financial Consultant Partner (St. Paul, MN)

    Charles Schwab (St. Paul, MN)
    …role for you. **What you have** **Required** **Q** **ualifications** **:** + A valid and active Series 7 license is required ( _license may be obtained under ... through Branch Network Licensing Program_ ) + A valid and active Series 66 (63/65) license required ( _license(s) may be obtained under a condition of… more
    Charles Schwab (06/01/24)
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  • Investment Consultant

    Charles Schwab (Lynnfield, MA)
    …skills include: + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active Series ... 120 day condition of employment) + A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) +… more
    Charles Schwab (06/01/24)
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  • VP, Financial Consultant

    Charles Schwab (Boston, MA)
    …role is for you. **What you have** **Required Qualifications:** + A valid and active FINRA Series 7 license required + Obtaining or acquiring FINRA Series ... consolidation, networking, and earning client referrals. If you currently have your securities license , enjoy working in a team setting, and share our passion for… more
    Charles Schwab (05/31/24)
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  • Mid-Level Retirement Income Specialist

    USAA (Tampa, FL)
    …required. + Required maintenance of Life/Health license . + Required maintenance of FINRA Series 7 license . + Required maintenance of FINRA Series ... 66 (or 63 and 65) license . + Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. + 4 years… more
    USAA (03/28/24)
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  • Customer Service Specialist 2

    Randstad US (Flint, MI)
    …As aCustomer Service Specialist, you will bring at least 2 years of experience with your ACTIVE Series 7 license . Series 7 is required! For further ... information on the role, and job responsibilities, please read and below! salary: $32 - $35.63 per hour shift: First work hours: 8 AM - 5 PM education: Bachelors Responsibilities + Participate in low to moderately complex initiatives and identify opportunity… more
    Randstad US (05/30/24)
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  • Senior Sales Assistant

    Wright-Patt Credit Union Inc. (Beavercreek, OH)
    …level of service and economic value to member-owners. Must have current FINRA Series 7 securities license . + Provides administrative and operations ... school diploma or equivalent or ten (10) years equivalent work experience. + FINRA Series 7 securities license is required. + FINRA Series 66 securities… more
    Wright-Patt Credit Union Inc. (03/30/24)
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  • Sr. Manager, Wealth Advisor

    Charles Schwab (Orlando, FL)
    …+ CFP(R) designation or CFA(R) designation required + Bachelor's degree + Active and valid FINRA Series 7 license + Active and valid FINRA Series 66 ... license required (may be obtained with a 120-day condition of employment) + Five or more years of advisory experience **Preferred Qualifications:** + Five or more years working directly with clients in the financial services industry highly preferred In… more
    Charles Schwab (05/31/24)
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  • Regional Bond Specialist

    Charles Schwab (Orlando, FL)
    …fixed income mutual funds and ETFs. **What you have** + A valid and active FINRA Series 7 license required + A valid and active FINRA Series 66 or ... 63/65 license required + 3+ years of sales experience in financial services + Ability to build relationships, collaborate with partners and consistently produce results + Strong organizational & time management skills + In depth knowledge of Fixed Income… more
    Charles Schwab (05/31/24)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (Ardsley, NY)
    …and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a ... Industry Essential (SIE) exam + A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in… more
    JPMorgan Chase (05/24/24)
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  • Relationship Manager, AS Relationship Management

    Charles Schwab (New York, NY)
    …degree or equivalent work related experience preferred + Must have an active and valid FINRA Series 7 license required + Active and valid FINRA Series ... 63 license required + Minimum of 5- 7 years of financial services industry + Must have RIA relationship management experience. + Our ideal candidate will be an… more
    Charles Schwab (05/24/24)
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