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Certifications:Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
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You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus) Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Wealth Management Associate.
$45,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Responsible for Cisco Nexus 9000 Spine/Leaf, 7000, 5000 and 2000 series and a variety of L2 switches. Create and apply switch and core router configurations i.e. Upgrade IOS and NX-OS images and ensure they are all USPS standardized.
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Required: Bachelor’s degree in finance, Financial Planning, Accounting or related degree 8+ years of related experience Strong financial planning/wealth management acumen and judgment Solid track record of career achievements and work quality CFP, or CFA Certification(s) FINRA Series 65 or 66 Strong understanding of general stock market, mutual fund, financial planning, and economic terminologies with a clear understanding of the financial planning process.
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Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences.
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Series 65, preferred. We are currently seeking an Associate Wealth Advisor who is familiar with the financial planning and investment management process and is dedicated to helping take our company to the next level.
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Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date). Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date.
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Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.
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Obtain state insurance licenses (life, health & variable contracts) and Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations. Obtain state insurance licenses (life, health & variable contracts) and Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations.
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FINRA Series 7, 24 and 66 (or ability to obtain within 12 months) Keywords: Regional Sales Director, Location: Minneapolis, MN - 55406. working directly with our highest profile advisors, clients and their tax & legal counsel.
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FINRA Series 7 and 66 are strongly preferred. FINRA Series 7 and 66 are strongly preferred. Riverlink is working with a reputable financial services firm dedicated to exceptional wealth management.
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They prioritize ethical practices and client-centric service. Detail-oriented professionals with financial planning expertise are encouraged to apply. Provide executive and clerical support. Position Overview:Support Private Wealth Managers in maintaining client relationships, conducting research, and leading projects.
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Qualifications: Bachelor’s Degree or 3-5 years Financial Services Industry experience. Detail-oriented, analytical, and excellent communication skills. Drive process optimization and efficiency. Process account service requests and investment transactions.
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Proficient in financial services technology systems. Join their dynamic team focused on achieving financial goals. Strong understanding of financial planning services and products. Support meeting preparation and follow-up tasks.
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Organized with great time management and prioritization abilities. Responsibilities: Assist clients with inquiries and service needs. Manage client records and conduct account research. Input financial planning information into software.
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series job in Bloomington, MN
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