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SRC Indicator: Series 7; Series 63; Series 65; Series 66. Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred.
$92,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required. FINRA Series 6 or 7 and 63 (if applicable) licenses. Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred.
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Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC.
Full-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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FINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses. Start building your career as a financial professional in a salaried role designed to develop the skills and knowledge needed to pursue a successful, entrepreneurially-spirited career opportunity.
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Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period. Research portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicating to client on behalf of Financial Advisor when in agreement with recommendation.
$24 - $28 an hourFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor.
$75,000 - $85,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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FINRA Series SEI, 7 & 66 (or ability to obtain these within 6 months of employment) First State Financial Management is a full-service investment and wealth management firm. The Columbia Market is one of our fastest growing areas and in need of a financial advisor to serve our expanding client base.
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FINRA series 7 & 66 (or combination of series 63 / 65) and Life, Health & Accident Insurance are required. As a Financial Advisor within PNC Investments, you will be based in Whitesburg, AL.
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Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required. Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results.
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Acquire your Series 7 & Series 66 FINRA Licenses. Series 7 and Series 66 will need to be obtained within 180 days of employment (Series 66 may be completed prior to start, recommended.
Full-timeExpandApply NowActive JobUpdated 19 days ago - UpvoteDownvoteShare Job
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As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
$28 - $32 an hourFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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The following licenses (or is willing to obtain them within the first 6 months of hire): Life & Health, SIE, Series 7, and Series 66. As a General Agency of MassMutual, a Fortune 100 company, we are backed by a mutually owned company that has helped people, gain their financial independence, prepare for their future, and make an impact for their communities since 1851.
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Attain appropriate licensing for respective products if not currently licensed, including but not limited to Life & Health Licensure, Series 6 and 63 or 65 (Series 7 also appropriate.
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Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program. Through distance learning, apprenticeship and training at the firm’s international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors.
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