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Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required - or must be successfully completed within 180 days of starting the role.
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A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment. A valid and active Series 7. SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.
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SRC Indicator: Series 7; Series 63; Series 65; Series 66. 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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Fully paid insurance licensing, SIE, Series 6, Series 63, CFP. Fully paid insurance licensing, SIE, Series 6, Series 63, CFP. Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion.
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Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required. FINRA Series 6 or 7 and 63 (if applicable) licenses. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required.
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Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. 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.
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Access to free pre-licensing coursework, SIE, Series 6, Series 63, CFP , and more. Access to free pre-licensing coursework, SIE, Series 6, Series 63, CFP , and more. Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services - Wealth Management - Retirement Planning.
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Dynamic Working (opens in a new tab) Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
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FINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses. Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.
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Series 6-63 or Series 7-63 licenses. The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services.
$81,345 - $105,270 a yearFull-timeExpandApply NowActive JobUpdated 3 months 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 7 & 66 (or combination of series 63 / 65) and Life, Health & Accident Insurance are required. FINRA series 7 & 66 (or combination of series 63 / 65) and Life, Health & Accident Insurance are required.
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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. Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required.
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FINRA SIE, Series 6/7 and 63 License. Create and send DocuSign envelopes to electronically collect signatures from clients and/or producers. The role often requires interaction with other job families as BDAs are called upon to marshal resources available from elsewhere within Highland's national enterprise.
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Financed by Northwestern Mutual) with opportunity to obtain Series 6 and 63 licenses. As a Wealth Management Associate in our Executive Development Program, you will join our Network Office Team and have the opportunity to partner with experienced financial representatives, advisors, and professional office staff to help grow your personal practice.
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