- Bank of America (Cambridge, MA)
- …knowledge of client needs and potential product services recommended Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. ... Financial Solutions Advisor - Boston Market Boston , Massachusetts; Boston ,...that a passing score is received for the missing series within 60 days. * Has at least one… more
- Citizens (Boston, MA)
- … 7 years of experience in financial planning or wealth management. + Active FINRA licenses: SIE, Series 7 , and Series 66 (or Series 63 and 65). + ... Work Schedule: Monday - Friday + Location: Citizens Private Bank, 2nd Floor; Boston , MA Some job boards have started using jobseeker-reported data to estimate salary… more
- Bank of America (Brookline, MA)
- …of client needs and potential product services recommended **Required Qualifications:** * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. ... Financial Solutions Advisor - Boston West Market Brookline, Massachusetts;Wellesley, Massachusetts; Watertown, Massachusetts;...that a passing score is received for the missing series within 60 days. * Has at least one… more
- Equitable (Portsmouth, NH)
- …or equivalent skills and work experience + **Licensing** : State Life & Health, SIE, Series 7 , Series 66 + **Personal Attributes** : values-driven with a ... Wealth Management Associate - NH, Portsmouth - Greater Boston (5040) ( 230000IH ) **Primary Location** : UNITED STATES-NH-PORTSMOUTH **Organization** : Equitable… more
- Bank of America (Wellesley Hills, MA)
- …investing and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** + ... Merrill Financial Solutions Advisor - Suburban Boston Market Wellesley Hills, Massachusetts;Burlington, Massachusetts **To proceed with your application, you must be… more
- The Hartford (Wayne, PA)
- …economics, finance, sales, or marketing (or equivalent on-the-job experience) + Must be fully licensed ( Series 7 , Series 63) + Must be able and willing to ... travel 80% of the time + A minimum of five years of external wholesaling experience is preferred + The ability to build strong relationships with a proven track record of working effectively as an individual contributor as well as a team player + A confident… more
- JPMorgan Chase (Bridgeport, CT)
- …equivalent + Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/ 7 , state registration (including 63 or 66 if required), and ... and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. **Job responsibilities** + Delivers an exceptional customer experience by… more
- Vanguard (Boston, MA)
- …financial advisors, and at least five years of prospecting to Wirehouse Financial Advisors in Boston required. + FINRA Series 7 & 63. + Undergraduate degree ... the firm. Summary As the Field Sales Executive, for Boston you are responsible for the growth and retention...the largest and most sophisticated Wirehouse teams in the Boston metropolitan area. What it takes + Achieves established… more
- Veterans Affairs, Veterans Health Administration (Jamaica Plain, MA)
- …Social Work (Program Coordinator) position is in Social Work services at the (VA Boston Healthcare Systems, located at the Jamaica Plain location. This position is a ... to serve as Social Work (Program Coordinator for VA Boston Healthcare Systems at the Jamaica Plain location. The...Personnel Action). The SF-50 must identify the position title, series , grade, step, tenure and type of service (Competitive… more
- Bank of America (Boston, MA)
- …ensuring alignment with the bank's enterprise risk appetite **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND ... Merrill Market Supervision Manager Boston , Massachusetts **To proceed with your application, you... Series 65), Series 9 AND Series 10 (or Series 8) or equivalent… more
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