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Basic brokerage licenses (Series 7, 66). Certified Financial Planner (CFP) or similar license required. Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners.
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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.
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Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity.
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Licensing requirements: FINRA Series 7/66 (63/65). As a Financial Advisor within PNC Investments, you will be based in Franklin, TN. The position is primarily located at the Cool Springs Solution Center.
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Securities registrations - Series 6 and Series 63, 66 (7 & 66 preferred) Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Nashville area to work plan sponsor relationships in the higher education market.
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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. Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required.
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FINRA Series 7 (and Series 66 or 65), FINRA Series 6 (and 63) and state life and health insurances licenses required. The Financial Advisor develops business for the Wealth Management department and their broker-dealer by building effective relationships and trust and providing an excellent member service experience to credit union members.
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You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions.
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Required: FINRA Series 7/66, or 63/65 combo. The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients.
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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. If you have a heart for service and a passion for helping others reach their financial goals, we’d like to connect with you.
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Series 7 and Life and Health licensing are preferred. Series 65 or 66 is required. Assist with the Financial Planning and relationship management of the team's clients. Experience in using Money Guide Pro financial planning software.
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Has a series Series 7 and/or 79 license. Minimum of 5 years as a CFO (or equivalent, such as financial vice president/VP of finance) in privately held companies within the USA.
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Provide one-on-one financial guidance and connect clients to Thrivent products, services and unique membership benefits. Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful.
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B2B CFO offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies. As a Partner with B2B CFO & B2B EXIT, you'll tap into the potential of our well-recognized brand and esteemed reputation to create your own thriving consulting practice.
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Paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP® (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP.
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7 series jobs Title: financial in Nashville, TN
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