- Robert Half Finance & Accounting (Boston, MA)
- …2 years of experience in a client service or administrative role within financial services. * Active Series 7 license , with Series 66 or Series 63/65 ... Ideal candidate will bring 2+ years of experience in a similar role, FINRA Series 7 and ideally Series 66 (63/65). Please reach out to Thatiane Abrantes… more
- Charles Schwab (Pleasanton, CA)
- …**Required Qualifications:** + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active ... Series 66 (63/65) license required + A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment) + Since… more
- Huntington National Bank (Austin, TX)
- …of Large Government/Higher Education/Non-Profit Lending related experience + Series 52 or Series 7 license Preferred Qualifications: + Series 63 ... licenses + Knowledge of all bank products and continual development of product expertise. + Possess proficiency in credit fundamentals and can determine the appropriate risks on new and prospective customers and transactions so that all relationships are… more
- Charles Schwab (Los Angeles, CA)
- …highly preferred + Bachelor's degree highly preferred **Required Qualifications:** + Active & valid FINRA Series 7 license + Active & valid FINRA Series ... 66 (63/65) license + Active & valid Life & Health insurance + 7 + years financial services industry experience + 2+ years Ultra- HNW client experience Pursuant to… more
- Charles Schwab (Tulsa, OK)
- …Schwab's Investment Consultant role. **What you have** **Required Qualifications:** + A valid and active Series 7 license is required ( license may be ... employment through Branch Network Licensing Program) + A valid and active Series 66 (63/65) license required ( license (s) may be obtained under a condition of… more
- Charles Schwab (Oklahoma City, OK)
- …be the role for you. **What you have** **Required Qualifications:** + A valid and active Series 7 license is required ( _license may be obtained under a ... through Branch Network Licensing Program_ ) + A valid and active Series 66 (63/65) license required ( _license(s) may be obtained under a condition of… more
- Charles Schwab (Westlake, TX)
- …facilitation) skills: leading meetings, influencing others, and inspiring action. + A valid and active Series 7 license is required ( license (s) may be ... obtained under a condition of employment) + A valid and active Series 66 (63/65) license required ( license (s) may be obtained under a condition of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Coach (RCC) or applicable coaching designation within 1 year. + Ability to obtain FINRA Series 7 License within six (6) months. We highly prefer candidates ... that have already obtained the Series 7 . more
- Wright-Patt Credit Union Inc. (Beavercreek, OH)
- …performing at a high level. (10%) Required Skills 1) Bachelor's degree is required. 2) FINRA Series 7 securities license , FINRA Series 66 securities ... license required at hire. FINRA Series 24 securities license required within 6...state regulations/laws as they pertain to investment and/or insurance. 7 ) Demonstrated ability to effectively sell financial services products.… more
- Charles Schwab (Charlottesville, VA)
- …skills include: + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active Series ... 120 day condition of employment) + A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) +… more
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