Series 7 Jobs in Illinois
1 - 15 of 23
Search Results - Series 7 Jobs in Illinois
Bankers Life-Libertyville (IL)
applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®)
• High level of self-motivation; ability to accomplish goals independently
• History of success in sales, competitive roles, client services, or client...
mindmatch.ai -
United Placement Group-Sycamore (IL)
insurance license
Have a Series 65 license or an Active 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...
resume-library.com -
MindSpring Partners LLC-Chicago
ideally in a related investment role.
• Proficiency in Microsoft 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...
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 -
David Vaughan Investments, LLC-Peoria
with the input of DVI’s team of subject matter specialists.
Qualifications
• Bachelor’s Degree.
• Either Series 7, 66 or 65 are required prior to hire.
• Certified Financial Planner® (CFP®) and/or Chartered Financial Analyst® (CFA®) designation.
• 5-8 years...
mindmatch.ai -
United Placement Group-Batavia (IL)
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 -
Huntington Bancshares, Inc.-Chicago
or related field
• 10+ years experience in the securities industry with no identified regulatory issues.
• NASD Series 7 and Series 63 licenses required
Preferred Qualifications:
• Experience addressing Institutional Investments strategies and collaborating...
appcast.io -
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 -
4 similar jobs: Troy, Dayton, Chicago, West Chester
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 -
Lenox Advisors-Chicago
Ability to obtain, with training, State Variable Life & Health License and
• FINRA licensing including Series 6 or Series 7, Series 63...
mindmatch.ai -
Fidelity Investments-Schaumburg
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
• Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility...
United Placement Group-Mundelein
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 a Series 7 & 66 or ChFC designation).
Clean U4 record (if currently...
resume-library.com -
Fidelity Investments-Orland Park
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
• Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility...
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 -
1 similar job: Newport Beach
Fidelity Investments-Highland Park (IL)
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
• Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility...
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