- TIAA (Frisco, TX)
- …associates up for success. You can even receive funding, coaching and support to pass FINRA Series 6 or 7 and 63 certification exams if you are not currently ... + No Experience Required **FINRA Registrations** + SRC Indicator: Series 6 or 7 ; Series ...linked to performance (for example, annual discretionary incentive programs, non -annual sales incentive plans, or other … more
- Huntington National Bank (Columbia, SC)
- … 7 or more years of Large Government/Higher Education/ Non -Profit Lending experience + Series 52 or Series 7 license + Preferred Qualifications: + ... Description Summary: Huntington Bank's Institutional and Non -Profit Commercial Relationship III, Licensed serves as the...relationships within a targeted market segment by coordinating all sales and service efforts. + Required metrics for the… more
- Coast Guard Community Services Command (Cleveland, OH)
- …salary and title, series and grade if experience was with a non -appropriated fund instrumentality of the Federal government. You should also include a copy of ... Date: 01/30/2025 Announcement #: 6415 Opening Date: 20 August 2025 Pay Plan/ Series /Pay Band: NF-2091-02 Closing Date: Until Filled Work Schedule: Part-Time (20-29… more
- The Hartford (Wayne, PA)
- Retail Sales Consultant - 87SX5E We're determined to make a...(or equivalent on-the-job experience) + Must be fully licensed ( Series 7 , Series 63) + Must ... assets within an assigned territory. Advisor Consultants drive Hartford Funds' sales through building deep and long-term relationships with financial advisors,… more
- Umpqua Bank (Tacoma, WA)
- …quote information and mutual fund trade entry. Equity trades can be entered by Series 7 licensed employees. Accept unsolicited mutual fund and money market ... Financial Service Sales Assistant Wealth Management Tacoma, Washington Greenwood Village,...investment direction from clients. Series 7 licensed employees provide limited decision-making… more
- Principal Financial Group (Seattle, WA)
- …CFA Level I or progress preferred but not required. + FINRA licensing including SIE or equivalent, series 7 and series 63 required within 6 months + Must be ... focus. **Salary Range Information** Salary ranges below reflect targeted base salaries. Non - sales positions have the opportunity to participate in a bonus… more
- T. Rowe Price (Colorado Springs, CO)
- …experience AND 5+ years of total relevant work experience + This role requires the FINRA Series 7 and Series 66 licenses. Licenses may be obtained within ... that matter to you . Role Summary The Intermediary Sales Consultant is a sales and relationship...use a service associate role to perform some specific non -client engagement activities. + Territory Management - We apply… more
- Vanguard (Scottsdale, AZ)
- …+ This job requires a regulatory license and/or registration (eg FINRA, NASAA). The SIE, Series 7 , and Series 66 are required to be obtained within ... for investment success. That starts with you. As a Sales Consultant, you'll be an advocate for our retail...based upon the uncovered client needs. + Identify investors' non -Vanguard assets, conduct advanced needs analysis of clients' financial… more
- Hoselton (East Rochester, NY)
- Nissan Sales Consultant - Automotive Summary **Title:** Nissan Sales Consultant - Automotive **ID:** 937 Description **Hoselton Nissan** **is looking for a ... Sales Consultant!** **Job Summary:** If you are motivated and...to ensure satisfaction and address any concerns or issues. 7 . **Market Analysis** : Stay informed about industry trends,… more
- First Horizon Bank (Dallas, TX)
- …OFFICE EQUIPMENT SKILLS** + Microsoft Office suite **CERTIFICATES, LICENSES, REGISTRATIONS** (Ex: CPA, Series 6 or 7 license, etc) + None required **About Us** ... sources. + Provide product support to the Treasury Management Sales and Service partners. + Work with project teams...in this position: + Bachelor (4-year college) degree and 5- 7 years of experience or equivalent combination of education… more