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Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. Series 63 preferred (paid training & support provided) Series 7 required. Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA.
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Learn More: Dynamic Working Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
Full-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
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SRC Indicator: Series 7; Series 63; Series 65; Series 66. The Learning & Development Manager is responsible for increasing consistency in the execution of a client engagement process leading to improved speed to productivity for the wealth management associates.
$106,100 - $156,000 a yearFull-timeExpandUpdated 22 days ago - UpvoteDownvoteShare Job
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Hold a Series 65 or 66 license or a CFP, CFA, ChFC, PFS, CIC certification. Hold a Series 65 or 66 license or a CFP, CFA, ChFC, PFS, CIC certification. Were looking for an entrepreneurial wealth advisor to join as a cornerstone of our high net worth Atlas Private Client advisory team.
ExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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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.
Full-timeExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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Required to pass the Series 65 exam or equivalent. Required to pass the Series 65 exam or equivalent. Rely on our UK sales team to gradually build your roster of high-net-worth UK clients within the first year.
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Bachelor's Degree and 5 years of experience in Compliance, Legal, or Audit OR High School Diploma or GED and 9 years of experience in Compliance, Legal, or AuditLicense or Certification Type: Certified Regulatory Compliance Manager (CRCM) designation Preferred, Valid Series 7, 63, 24, 65 or 66, and preferred insurance licenses Required, Certified Regulatory and Compliance Professional (CRCP) & ACAM designations Preferred.
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The Value You Deliver You are key to the Fidelity relationship strategy Deepening client relationships through long term mentorship Collaborating with the Relationship Manager team company wide Being responsible for the client contact strategy Building long-lasting meaningful relationships with clients Certifications: Series 07 – FINRA, Series 63 – FINRA, Series 65 – FINRA, Series 66 – FINRA.
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Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
ExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent) Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent.
Full-timeRemoteExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained, or must be obtained within 100-150 days of job entry date.
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Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire. Series 07 - FINRA, Series 63 - FINRA. Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire.
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Required: FINRA Series 7/66, or 63/65 combo. Required: FINRA Series 7/66, or 63/65 combo. Partner and influence affiliate CPAs to provide client leads for Investment Management, Life Insurance, Long-term Care Insurance, and other insurance as needed, and in Broker/Dealer business, including Retirement Plans, Annuities, etc.
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As a Financial Advisor within PNC Investments, you will be based in PA, FL, TX, OH, NJ, IN, NC, AL, IL, TN, AZ. Job Description Licensing requirements: FINRA Series 7/66 (63/65). As a Financial Advisor within PNC Investments, you will be based in PA, FL, TX, OH, NJ, IN, NC, AL, IL, TN, AZ. Job Description Licensing requirements: FINRA Series 7/66 (63/65.
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