• Client Workflow Supervision Supervisory Principal

    Citigroup (San Antonio, TX)
    …process improvement initiatives. + Required Securities Licensure (depending on role select from the following): + Series 7 license ; and + Series 63 and ... Series 65 or Series 66; and + Series 8 or Series 9 and Series 10 or Series 24 **Education:** + Bachelor's/University degree or equivalent… more
    Citigroup (07/04/25)
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  • Vice President, Branch Manager- International

    Charles Schwab (Coral Gables, FL)
    …for bonus or incentive opportunities.** **What you have** **Required qualifications** + Active and valid Series 7 license + Active and valid Series 66 ... (or equivalent Series 63 AND 65 OR CFP) license (s) required + Active and valid Series 9/10 license required + Bachelor's degree or equivalent, or… more
    Charles Schwab (07/13/25)
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  • VP, Assistant Branch Manager

    Charles Schwab (Sarasota, FL)
    …**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 (may be obtained within a 90 day...day condition of employment) + A valid and active Series 9/10 (8) license required (may be… more
    Charles Schwab (07/18/25)
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  • Client Relationship Manager

    Charles Schwab (Westlake, OH)
    …**qualifications** + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active ... Series 63 license required + A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment) + 3+ years'… more
    Charles Schwab (07/12/25)
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  • Senior Manager, RIA Custody Sales at Charles…

    Charles Schwab (Westlake, TX)
    …and lead tracking systems + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license + A valid and active Series 66 ... (63/65) license + A valid and active Series 9/10 (8) license required (may be obtained within a 90-day condition of employment) **Preferred Qualifications:**… more
    Charles Schwab (07/10/25)
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  • Huntington Commercial Bank Relationship Manager,…

    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
    Huntington National Bank (06/07/25)
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  • Financial Advisor

    Access Dubuque (Dubuque, IA)
    …and experience. + Hold Series 6 & 63 securities licenses, with desire to obtain Series 7 license within one year of employment. + Hold Series ... 66 license , or ability to acquire within 90 days of employment. + Hold Life and Health Insurance Licenses. + Excellent Communication skills + Excellent mathematical and problem solving skills Primary Contact 114365 Matt Hostert Senior Recruiting… more
    Access Dubuque (05/30/25)
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  • Investment Consultant

    Charles Schwab (Millburn, NJ)
    …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 (07/18/25)
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  • Financial Consultant (FSB)

    Charles Schwab (Austin, TX)
    …quality service and the ability to implement our strategy. Required skills include: + Active FINRA Series 7 license + Series 66 (63/65) license ... + Life & Health Insurance license ( license (s) may be obtained under a 120 day condition of employment) Preferred: + Minimum of 5 years of financial experience +… more
    Charles Schwab (07/18/25)
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  • Financial Consultant Partner

    Charles Schwab (Manhasset, NY)
    …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 (07/18/25)
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