Series 7 Jobs in Illinois
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Search Results - Series 7 Jobs in Illinois
Connect Search, LLC-Deerfield (IL)
designation; CPA/PFS certification preferred
• FINRA Series 7 and 66 licenses, preferred
• Knowledge of small business retirement plans
• Knowledge of SEC and FINRA regulations and industry best practices
• High level of organization, accuracy, and attention...
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 -
NorthStar Wealth Group-Woodridge (IL)
Relationship Manager
• Obtain Series 7, Series 66, Life and Health Licenses
Relationship Manager or Manager
Estimated Role Timeline: 3 years – 5 years
Estimated Salary: $75,000-$125,000
• Work to extend client relationships
• Provide mentorship to Client...
mindmatch.ai -
United Placement Group-Belvidere (IL)
Series 7 & 66 or ChFC designation
Clean U4 record (if currently registered)
Must live in the State you are applying for!
Enjoy Face to Face meeting with the Clients in their home
Proven sales ability with a track record of successful sales using...
resume-library.com -
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 -
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 -
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 -
United Placement Group-Dixon (IL)
excellence. Together, we'll redefine the landscape of financial planning and make a lasting impact on the lives of our clients.
Requirements
Requirements:
Here are the qualifications we are seeking in our ideal candidate:
Active Series 7 & 66 or Series 65...
resume-library.com -
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 -
RK Partners-Springfield
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 -
United Placement Group-Dekalb
your path to success in the world of financial planning.
Requirements
To be considered for this exciting opportunity, you must:
Hold an active Health and Life insurance license.
Have a Series 65 license or an Active Series 7 & 66 or ChFC
Clean U4...
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 -
United Placement Group-Waukegan
are the qualifications we are seeking in our ideal candidate:
Active Series 7 & 66 or Series 65 or ChFC Equivalent (required)
Clean U4
Active Life Insurance license (required)
Proven Sales Ability
Proficiency in Microsoft Office
Ethical Judgment ensuring the best...
resume-library.com -
Edward Jones-West Chicago
licensing, 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...
Edward Jones-Belvidere (IL)
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...
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