Series 7 Jobs in Chicago
1 - 15 of 17
Search Results - Series 7 Jobs in Chicago
Cetera Investment Services LLC-Chicago
financial objectives and provides guidance to the customer on successfully achieving those objectives.
PLEASE NOTE: Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered.
Job Responsibilities
The Producing...
mindmatch.ai -
B2B CFO Partners, LLC-Chicago
years of professional experience since college graduation
Bonus:
• Has a series 7 and/or 79 license
Please Note:
• This is NOT a W-2 CFO position; we are seeking candidates to join our firm as Partners, working from anywhere in the USA within your...
appcast.io -
MindSpring Partners LLC-Chicago
in growth objectives
• Report results of initiatives and act as an internal resource to all teams
Qualifications
• Bachelors degree (Finance, Business Administration, Economics, or related)
• 0-3 years experience in financial services
• FINRA Series 7...
mindmatch.ai -
Cabrera Capital Markets, LLC-Chicago
Excellent analytical, financial modeling, and presentation skills
FINRA Series 7, Series 79 and Series 63 licenses required (or within 6 months of hire)
Ability to work effectively in a fast-paced, team-oriented environment
Willing to travel 50...
resume-library.com -
Kinect-Chicago
2+ years as a Financial Advisor with a strong sales track record.
• Active FINRA Series 7, 63 & 65 (or 66) licenses; CFP preferred.
• State life & health license required.
Take your career to the next level with a flexible schedule and a high...
mindmatch.ai -
Rockefeller Capital Management-Chicago
years of relevant experience.
• SIE, Series 7 and Series 66 (or 63/65) strongly preferred.
• CFP designation or progress toward CFP preferred.
Skills
• Excellent client facing, interpersonal, organizational, technical, and client service skills...
appcast.io -
Oak Ridge Investments-Chicago
technical knowledge of the firm’s investment strategies.
• Document all activities such as calls, emails, meetings, and follow-up activities.
Qualifications
• Bachelor’s degree in Economics, Finance, Marketing or related field. Series 7 and 63 licensed...
mindmatch.ai -
RK Partners-Chicago
2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC.
Responsibilities
• Prospecting for clients through referrals, personal observation and networking...
talentnest.com -
Chicago
of relevant experience
• SIE, Series 7 and Series 66 (or 63/65) strongly preferred
• CFP designation or progress toward CFP preferred
Skills:
• Excellent client facing, interpersonal, organizational, technical, and client service skills
• Detail-oriented...
rockco.com -
Lakeshore Financial Group-Chicago
Haves:
• Entrepreneurial drive and a hunger to expand your practice within a supportive framework
• Exceptional communication and interpersonal skills
Nice-to-Haves:
• Life & Health Insurance License
• Series 7, Series 66, and SIE Registrations...
mindmatch.ai -
Robert Half-Chicago
and required
Requirements:
• Bachelor’s degree
• Minimum of 4+ years relevant experience
• FINRA Series 7 and 66 licenses strongly preferred
• Familiarity with estates preferred
• Highly motivated self-starter with a strong work ethic and positive “can-do...
roberthalf.com -
Chicago
Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
• Performance-based earnings and revenue^1...
icims.com -
RK Partners-Chicago
Series 66 & Series 7 securities registrations.
Essential Support Function
• Collaborate with the Investment Specialist to manage daily Firm activities and the investment calendar. • Become a subject matter expert in the paperwork processes...
talentnest.com -
Chicago
and the firm
• Additional duties as assigned
Qualifications:
• 5-10 years prior client service experience within financial industry, or equivalent experience, preferred
• Series 7 & 66 strongly preferred, and if not, willing to obtain
• BA/BS degree...
rockco.com -
RK Partners-Chicago
Energized by mentorship & collaboration
• Bachelor's Degree strongly desired or equivalent working experience
Preferred but not required:
• Licensure: CA Life & Health, SIE, Series 7 & Series 66
• *Licensing will need to be obtained*
Responsibilities...
talentnest.com -
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