- Bank of America (Fort Worth, TX)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Fort Worth, Texas **Job Description:** At Bank of America, we are guided by a ... responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point...pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66.… more
- Bank of America (Lincoln, RI)
- National Financial Solutions Advisor I (Lincoln, RI) ( Series 7 Required) Lincoln, Rhode Island **Job Description:** At Bank of America, we're creating real, ... continuation of the Bank of America/Merrill relationship. As a ** National Financial Solutions Advisor (NFSA I)** , your journey...first to meet their evolving needs. **Required skills** + Series 7 , and 66 or equivalent (if… more
- Bank of America (Chandler, AZ)
- Financial Solutions Advisor - Bilingual Spanish ( Series 7 required) Chandler, Arizona **Job Description:** **Position Description** Financial Solutions Advisors ... (FSAs) are phone-based licensed advisors ( Series 7 and 66 required) that provide...+ Minimum of 1-2 years financial advisory or investment sales experience + Passion for excellence and willingness to… more
- Bank of America (Pennington, NJ)
- Life Services Financial Solutions Advisor ( Series 7 & 66 required) Pennington, New Jersey **Job Description:** At Bank of America, we are guided by a common ... candidates must be currently working within the Consumer Investment space in Jacksonville. + Series 7 , and 66 or equivalent (required). + Minimum of 1-2+ years… more
- PNC (Pittsburgh, PA)
- …7 /2011, is acceptable in lieu of Series 52) within 90 days of employment. Municipal Sales - SIE, Series 7 or 52, and 63 within 90 days of employment. ... PA. Everyday functions: Functions as liaison between Public Finance; Sales ; PNC Underwriters & Syndicate members to facilitate the...employment. DCM (Loan Syndications & Equipment Finance) - SIE, Series 79, Series 7 , and… more
- Nuveen Investments (Boston, MA)
- …+ 5+ Years Required; 7 + Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63 **Career Level** 9PL **Position:** Head of Income ... Strategic Accounts plan. **Qualifications** + 10+ years of DCIO sales , or national account sales ...+ Demonstrated strength building client-focused relationships + Current FINRA Series 7 and Series 63… more
- Bosch (Lincolnton, NC)
- …+ Responsible for sia RAP (ROLLING SALES PLAN) process for dedicated customers/ series 7 ) Timely and accurate fulfillment of sales administrative duties ... team to address any issues affecting customer satisfaction. 3) Create and implement national growth strategy + Establish detailed sales plan considering PL/OEM… 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 **Description** **About...investment direction from clients. Series 7 licensed employees provide limited decision-making… more
- AON (Chicago, IL)
- …and relationships, and joining proposed consulting teams for presentations + Securities licenses Series 7 and 63 Preferred + CFA preferred How we support ... Aon is looking for a Non-profit Sales Director for the Investment Consulting practice This...joining proposed consulting teams for presentations + Securities licenses Series 7 and 63 Preferred + CFA… more
- Coast Guard Community Services Command (Milwaukee, WI)
- …Date: 01/30/2025 Announcement #: 6225 Opening Date: 18 April 2025 Pay Plan/ Series /Pay Band: NF-2091-01 Closing Date: Until Filled Work Schedule: Intermittent (0-19 ... hrs/wk) Position: Sales Clerk Salary: $15.00/hour Who May Apply: All Sources...Other duties as assigned. *Store Hours of Operation: Monday-Friday 7 :30am-3:00pm Saturday 8:00am-12:00pm *Up to 19 hours per week… more
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