- JPMorgan Chase (Columbus, OH)
- …+ Educate clients about JPMorgan products and valueadd resources + Work towards and obtain Securities Industry Essentials, Series 6 and Series 63 ... Relationship building and problem solving skills + Attention to detail + Obtain Securities Industry Essentials, Series 6 and Series 63 securities … more
- TD Bank (New York, NY)
- …York, New York, United States of America **Hours:** 40 **Line of Business:** TD Securities **Pay Detail:** $100,000 - $120,000 USD TD is committed to providing fair ... can provide you more specific details for this role. **Job Description:** TD Securities Corporate and Investment Banking provides a full range of financial advisory… more
- Banco Popular Puerto Rico (San Juan, PR)
- Date: Oct 6 , 2025 Location: San Juan, PR Company: Popular Workplace Type: On-site Financial Consultant | Popular Securities Job Type Full Time Exempt General ... in Finance or related field preferred Licenses and Designations: + FINRA Series 7 + FINRA Series 63 and 65 or 66 + Pertinent state Life/Variable Insurance (LAH)… more
- Truist (Atlanta, GA)
- …support and oversight for change activities (both business and regulatory change). 6 . Provide oversight and support for open risk, audit, and regulatory issues. ... of risk management experience in financial services or related field. 3. 6 + years of leadership experience. 4. Subject matter expertise in assigned/specified line… more
- Wright-Patt Credit Union Inc. (Beavercreek, OH)
- … 66 securities license required at hire. FINRA Series 24 securities license required within 6 months of employment. 3) Life, health, variable products ... Required Skills 1) Bachelor's degree is required. 2) FINRA Series 7 securities license, FINRA Series...the sales and operations functions of an investment program. 6 ) Demonstrated ability to learn and adhere to federal… more
- Aegon Asset Management (Denver, CO)
- …advisers. Qualifications + High School education or GED equivalent required. + Willing to obtain Series 6 /63 Securities Licenses within 6 months hire. + ... Willing to obtain resident state Life Insurance License within 6 months hire. + Resourceful and well organized. + Participate in proactive team efforts to achieve… more
- Manulife (Boston, MA)
- …experience, preferably in phone and/or sales type roles. + A commitment to attain the Securities Industry Essentials, Series 6 , 63 plus state insurance and ... variable licenses within 4 months of hire + Passion for growing a territory with a positive mindset + Excellent relationship building, communication, presentation and negotiation skills + Superior business acumen especially with retirement plan products and… more
- Thrivent Financial (Fort Wayne, IN)
- …Qualifications + Previous administrative/secretarial experience desired + Must be securities registered ( series 7 & 66 or 6 & 63). + Must be insurance ... Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative tasks as assigned.… more
- Truist (Sarasota, FL)
- …and Series 66 licenses. ( Series 63 & 65 in lieu of the Series 66) 6 . Exceptional telephone skills and the ability to appropriately interact with clients ... anticipating the time frame required for presentation and answering of questions. 6 . Maximize sales opportunities by contacting potential investment clients based on… more
- Atria Wealth Solutions (Vancouver, WA)
- …or graduate degree and/or an equivalent combination of education and experience. + Series 7, 63/65 or 66 Securities Registration and Variable Life and ... Extended Sick Time and 11 Paid Bank Holidays + 401k Match- 100% match up to 6 % employee contribution + Tuition Assistance + And More! About The Role As an Advisor… more