• Relationship Banker Katy District

    Wells Fargo (Houston, TX)
    …partners **Desired Qualifications:** + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA ... Wells Fargo sales practices risk management culture + Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for… more
    Wells Fargo (08/26/25)
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  • Relationship Banker - Dunn Ave

    Wells Fargo (Jacksonville, FL)
    …partners **Desired Qualifications:** * Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA ... Wells Fargo sales practices risk management culture * Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for… more
    Wells Fargo (09/05/25)
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  • Relationship Banker Inland Orange County District

    Wells Fargo (Seal Beach, CA)
    …partners **Desired Qualifications:** + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA ... Wells Fargo sales practices risk management culture + Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for… more
    Wells Fargo (08/29/25)
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  • Advertising Compliance Reviewer

    Equitable (Charlotte, NC)
    …BA/BS degree + FINRA Series 7 and Series 24 preferred. Would consider candidates with a Series 6 and 26, or candidates with a Series 7 or Series ... 6 with a requirement to obtain the Series 24 or Series 26 within 90 days of employment. + Demonstrable experience in an advertising/sales material compliance… more
    Equitable (08/08/25)
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  • Senior Premier Banker - Cordera Branch

    Wells Fargo (Colorado Springs, CO)
    …+ Experience recommending financial services products and services + Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to ... Wells Fargo sales practices risk management culture + Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for… more
    Wells Fargo (08/29/25)
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  • Senior Branch Premier Banker (Safe)

    Wells Fargo (San Diego, CA)
    …* Experience recommending financial services products and services * Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to ... Wells Fargo sales practices risk management culture * Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for… more
    Wells Fargo (09/03/25)
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  • Senior Premier Relationship Manager

    BMO Financial Group (Cupertino, CA)
    **This is a licensed position requiring the SIE, Series 6 , 63, Life and Health** _The mission of Premier Services is to help mass affluent clientele make real ... _You belong here!_ + **This is a licensed position requiring the SIE, Series 6 , 63, Life and Health** + Proactively builds and manages an assigned portfolio… more
    BMO Financial Group (09/05/25)
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  • Financial Planner

    Access Dubuque (Dubuque, IA)
    …licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6 , 7, and 63. Northwestern Mutual provides ... programs and expense allowances + Support for insurance licensing, Securities Industry Essentials(R), Series 6 , Series 7, Series 63, and more + Certified… more
    Access Dubuque (08/22/25)
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  • HFA - NAC Service Specialist II

    Huntington National Bank (Indianapolis, IN)
    …+ 1+ years of related experience in investment industry with a focus on service/sales. + FINRA Series 6 and 63 + State Health and Life, Series 7 and ... commitment to excellence in service and follow up + State Health and Life, Series 7, and Series 66 or 63/65 Exempt Status: (Yes = not eligible for overtime pay)… more
    Huntington National Bank (09/05/25)
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  • VP, Operations, Cost Basis & Tax Reporting

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …required,** or ability to obtain within 120 days (as required by FINRA). Persons holding Series 6 , 7, 17, 37 or 38 or those who hold principal-level ... registrations: Series 4, 9/10, 14, 16, 23, 24, 26, 27,...28, 51, and 53 would be qualified to register as an Operations Professional ( Series 99) without passing the… more
    Raymond James Financial, Inc. (08/12/25)
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