Series 7 Jobs in Chicago
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Search Results - Series 7 Jobs in Chicago
Cetera Investment Services LLC-Chicago
Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered.
The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer...
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
Office, especially Excel; Salesforce familiarity is a plus.
• Series 7 and 63 licenses preferred (or must be obtained within three months).
• Strong organizational, communication, and problem-solving skills.
This position is ideal for a proactive team...
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 -
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 -
Cabrera Capital Markets, LLC-Chicago
transactions
5. Excellent analytical, financial modeling, and presentation skills
6. FINRA Series 7, Series 79 and Series 63 licenses required (or within 6 months of hire)
7. Ability to work effectively in a fast-paced, team-oriented environment
8. Willing...
appcast.io -
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 -
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 -
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 -
Franklin Templeton-Chicago
retirement plan needs
Strong communication, negotiation, and presentation skills with the ability to develop compelling proposals tailored to client needs
Deep understanding of financial services, employee benefits, and retirement planning
FINRA Series 7...
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 -
Edward Jones-Chicago
or certification
• Professional and/or military career progression
Licensing:
• SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during...
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 -
RK Partners-Chicago
is kept confidential while also tracking business in CRM systems, with
• case notes.
QUALIFICATIONS
• 3-5+ years of financial planning experience required
• Series 7 and 66 required
• Growth-focused with a passion for comprehensive planning...
talentnest.com -
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