• Sr. Team Manager - Centralized Planning Group Help…

    Charles Schwab (Phoenix, AZ)
    …include: **Required Qualifications:** + Bachelor's degree + CFP(R) designation + Active and valid FINRA Series 7 license + Active and valid FINRA Series ... Qualifications:** + Insurance licensing strongly preferred + Prefer a minimum of 7 + years of financial services experience including 3+ years of supervisory… more
    Charles Schwab (07/27/25)
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  • Practice Management Consultant

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …Coach (RCC) or applicable coaching designation within 1 year. + Ability to obtain FINRA Series 7 License within six (6) months. We highly prefer candidates ... that have already obtained the Series 7 . more
    Raymond James Financial, Inc. (07/26/25)
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  • VP, Financial Consultant- Atlanta (Peachtree…

    Charles Schwab (Peachtree Corners, GA)
    …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 (08/03/25)
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  • Investment Consultant

    Charles Schwab (Brooklyn, NY)
    …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 (08/03/25)
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  • Investment Consultant- Atlanta (Cobb Co)

    Charles Schwab (Atlanta, GA)
    …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 (08/02/25)
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  • International Financial Consultant Partner- Asia…

    Charles Schwab (Orlando, FL)
    …approach to workplace flexibility. **What you have** **Required Qualifications:** + A valid and active Series 7 license is required + A valid and active ... Series 66 (63/65) license required ( _license(s) may be obtained under a condition of employment_ ) + Fluency in **Mandarin** language used to support… more
    Charles Schwab (07/20/25)
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  • Mid-Level Retirement Income Specialist

    USAA (Tampa, FL)
    …maintenance or ability to acquire within 90 days of hire. + 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 of… more
    USAA (07/14/25)
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  • JP Morgan Wealth Management - Private Wealth…

    JPMorgan Chase (New York, NY)
    …effectively with clients and team members while maintaining professionalism. + A valid and active Series 7 license is required or must be obtained within 60 ... in the role as a condition of employment + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the… more
    JPMorgan Chase (05/31/25)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (San Diego, CA)
    …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 (08/03/25)
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  • Wealth Consultant Partner - UHNW

    Charles Schwab (Westlake, TX)
    …are: + Bachelor's degree or equivalent work related experience + A valid and active Series 7 license is required (may be obtained under a condition ... of employment) + A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment) + Notary certification (may be… more
    Charles Schwab (07/30/25)
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