- TIAA (Frisco, TX)
- …associates up for success. You can even receive funding, coaching and support to pass FINRA Series 6 or 7 and 63 certification exams if you are not currently ... + No Experience Required **FINRA Registrations** + SRC Indicator: Series 6 or 7 ; Series ...linked to performance (for example, annual discretionary incentive programs, non -annual sales incentive plans, or other … more
- Bank of America (Los Angeles, CA)
- …to become fully licensed and achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses and approved designation ... Wealth Management Specialist - Non -Registered Los Angeles, California **To proceed with your...+ Administrative Services + Process Simplification **Required Qualifications:** + Series 7 , 63/65 or 66 or equivalent;… more
- Huntington National Bank (Columbia, SC)
- … 7 or more years of Large Government/Higher Education/ Non -Profit Lending experience + Series 52 or Series 7 license + Preferred Qualifications: + ... Description Summary: Huntington Bank's Institutional and Non -Profit Commercial Relationship III, Licensed serves as the...relationships within a targeted market segment by coordinating all sales and service efforts. + Required metrics for the… more
- Umpqua Bank (Tacoma, WA)
- …quote information and mutual fund trade entry. Equity trades can be entered by Series 7 licensed employees. Accept unsolicited mutual fund and money market ... Financial Service Sales Assistant Wealth Management Tacoma, Washington **Description** **About...investment direction from clients. Series 7 licensed employees provide limited decision-making… more
- The Hartford (Wayne, PA)
- Retail Sales Consultant - 87SX5E We're determined to make a...(or equivalent on-the-job experience) + Must be fully licensed ( Series 7 , Series 63) + Must ... assets within an assigned territory. Advisor Consultants drive Hartford Funds' sales through building deep and long-term relationships with financial advisors,… more
- T. Rowe Price (Colorado Springs, CO)
- …experience AND 5+ years of total relevant work experience. + This role requires the FINRA Series 7 and Series 66 licenses. Licenses may be obtained within ... that matter to you . Role Summary The Intermediary Sales Consultant is a sales and relationship...use a service associate role to perform some specific non -client engagement activities. + Territory Management - We apply… more
- JPMorgan Chase (Boston, MA)
- …tight timeframes. + Capable of simplifying complex scenarios to deliver straightforward solutions. + Series 7 & Series 63 FINRA licensing. JPMorganChase, one ... Securities Services Sales in the Americas is recruiting an Executive...teams. + Collaborate with internal product partners to address non -standard opportunities. + Coordinate RFP responses and presentations for… more
- Vanguard (Scottsdale, AZ)
- …+ This job requires a regulatory license and/or registration (eg FINRA, NASAA). The SIE, Series 7 , and Series 66 are required to be obtained within ... for investment success. That starts with you. As a Sales Consultant, you'll be an advocate for our retail...based upon the uncovered client needs. + Identify investors' non -Vanguard assets, conduct advanced needs analysis of clients' financial… more
- Hoselton (East Rochester, NY)
- Nissan Sales Consultant - Automotive Summary **Title:** Nissan Sales Consultant - Automotive **ID:** 937 Description **Hoselton Nissan** **is looking for a ... Sales Consultant!** **Job Summary:** We are seeking a motivated...to ensure satisfaction and address any concerns or issues. 7 . **Market Analysis** : Stay informed about industry trends,… more
- Vanguard (Malvern, PA)
- …combination of training and experience. + Minimum of three years related work experience. Sales experience preferred. + Series 7 and 66 (or ability ... Vanguard has an exciting opportunity for a Financial Consultant who will manage a sales Book of Business of High Net Worth (HNW) self-directed clients who have … more