- Umpqua Bank (Tacoma, WA)
- Financial Service Sales Assistant Wealth Management Tacoma, Washington **Description** **About Us:** At Umpqua, we create a great place to work by offering a ... a liaison between Financial Advisor(s) and their clients. A sales assistant has a large influence on...fund trade entry. Equity trades can be entered by Series 7 licensed employees. Accept unsolicited mutual… more
- Reliant Community Credit Union (Sodus, NY)
- …in financial services, preferably in investment sales or advisory capacity. + Series 7 ,6, 66, 63, 65, and NYS Insurance required. + Proficiency with ... Licensed Sales Assistant Sodus, NY (http://maps.google.com/maps?q=10+Benton+Place+Sodus+NY+USA+14551) Apply...package includes: + 401k retirement plan with up to 7 % match + Paid time off including vacation, sick,… more
- Atria Wealth Solutions (Williston, VT)
- CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at New England Federal Credit Union in the ... to consistently exceed NEFCU members' expectations. As an Investment Sales Assistant , you become part of...organizational and communication skills + College Degree preferred + Series 7 and 63 FINRA licenses a… more
- First Horizon Bank (Memphis, TN)
- …pass the following tests within a timely manner if licenses are not already held - SIE, Series 7 , Series 52 and Series 63 Requirements + Bachelor's ... Perform detailed oriented tasks and provide specialized support for our sales force and customer base. Excellent communication skills are essential. Develop… more
- Aegon Asset Management (Denver, CO)
- Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the ... Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7 ,000 people. It's part of Aegon, an integrated, diversified, international… more
- M&T Bank (Fayetteville, NY)
- …(LAH) license **Education and Experience Preferred:** Minimum of 5 years' sales and/or sales administrative experience FINRA Series 7 and 99 licenses M&T ... **Overview:** Provides administrative and sales support to Registered Representatives (Financial Advisors) to...to support follow-up activities with required servicing. + Support sales process by participating in preparing, planning and executing… more
- Access Dubuque (Dubuque, IA)
- …Outlet Food and Beverage Assistant Manager Diamond Jo Casino Account Executive- Inside Sales & Sales Assist Woodward Printing Services (A Division of WCI) ... Strength and Conditioning Assistant Coach **University of Wisconsin-Platteville** 1 Positions ID: JR10000671 Posted On 07/16/2025 **Job Overview** **Position… more
- Citizens (Johnston, RI)
- …materials, coaching, and dedicated time and support to successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely with the ... Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality...SIE licenses required + Must be able to obtain Series 7 and 66 within specific timeframe… more
- Access Dubuque (Dubuque, IA)
- …Food and Beverage Assistant Manager Diamond Jo Casino Account Executive- Inside Sales & Sales Assist Woodward Printing Services (A Division of WCI) Marketing ... Psychology and Environmental Sciences and Society Department Assistant **University of Wisconsin-Platteville** 1 Positions ID: 499408 Posted On 06/10/2025 Refreshed… more
- Citigroup (Miami, FL)
- …+ Ability to manage relationships both internal and external + Ability to multi-task + FINRA SIE, Series 7 , Series 66 (or 63 + 65) required + Proficiency in ... relationship through deep-dive analysis + Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new… more
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