• VP, Branch Manager

    Charles Schwab (Mount Pleasant, SC)
    …may be the opportunity for you. **What you have** **Required** **qualifications** + Active and valid Series 7 license + Active and valid Series 66 ... be obtained within a 90-day condition of employment) + Active and valid Series 9/10 license required (may be obtained within a 90-day condition of employment) +… more
    Charles Schwab (08/28/25)
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  • Client Relationship Specialist

    Charles Schwab (Oak Brook, IL)
    …include: + Bachelor's degree or equivalent work related experience + A valid and active Series 7 license is required (may be obtained under a condition ... Schwab will support you to become licensed in the Series 7 and 63/66 if that is...you to become licensed in the Series 7 and 63/66 if that is in line with...of employment) + A valid and active Series 63 license is required (may be… more
    Charles Schwab (09/06/25)
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  • VP, Assistant Branch Manager

    Charles Schwab (Newport Beach, 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
    Charles Schwab (09/06/25)
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  • Institutional and Non-Profit Commercial…

    Huntington National Bank (Columbia, SC)
    …more years of Large Government/Higher Education/Non-Profit Lending 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 (08/20/25)
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  • Client Relationship Manager

    Charles Schwab (Brookfield, WI)
    …**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 (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 (09/05/25)
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  • Financial Advisor

    Insight Global (Norwalk, CT)
    …FINRA Series 66 license (or Series 63/65 combination) required FINRA Series 7 license and Life/Health Insurance License are a plus Strong ... interpersonal and communication skills with a proven ability to build trust and close business null We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal… more
    Insight Global (08/23/25)
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  • International Wealth Advisor, Schwab Wealth…

    Charles Schwab (Orlando, FL)
    …+ Bilingual (English & Spanish) + Prior experience supporting international clients + Active FINRA Series 7 license (May be obtained with a 120-day condition ... CFP(R) designation or CFA(R) designation holders, verified before hire + Active FINRA Series 66 license (May be obtained within the first 120 days) + Three or… more
    Charles Schwab (08/30/25)
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  • Investment Consultant

    Charles Schwab (Fort Collins, CO)
    …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 (09/06/25)
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  • Financial Consultant Partner

    Charles Schwab (Los Gatos, CA)
    …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 (09/06/25)
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  • Financial Consultant - Financial Solutions Branch

    Charles Schwab (Phoenix, AZ)
    …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 (09/05/25)
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