Series 7 Jobs in Allentown
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Search Results - Series 7 Jobs in Allentown
PNC-Allentown-
Certification(s)
Licenses
Public Finance & Healthcare - SIE, Series 52 & 63 (79 optional) within 180 days of employment. Asset Backed Finance - SIE, 7, 79 and 63 within 180 days of employment. DCM (Loan Syndications & Equipment Finance) – SIE, Series 79...
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Allentown-icims.com-
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:
• Average advisor annual earnings...
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United Placement Group-Allentown-
hold your Series 65, Series 7/66 combination, ChFC, or CFP, this is your next-level opportunity.
We provide what most firms promise but rarely deliver: fully qualified, pre-set appointments with members eager to discuss retirement and legacy...
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United Placement Group-Allentown-workable.com-
follow-up and ongoing service.
Requirements
What we’re looking for
• Active Health & Life insurance license (required).
• One of the following: Series 65; or Series 7 & 66.
• Experience recommending annuities and retirement income strategies...
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JPMorgan Chase & Co.-Allentown-
a holistic goals based planning approach
Required Qualifications, Capabilities, Skills
• Three plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required; MBA, JD, CFA, or CFP preferred
• Series 7, 66 and Insurance...
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King of Prussia, 35 mi from Allentown-univest.net-
planning, and investment services.
Series 7, 66, or 63/65 registration.
CFP preferred; CFA or CTFA is also desirable.
Excellent communication and social skills with the ability to build and maintain strong client relationships.
Strong guidance...
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RSM US LLP-Allentown-
banking / financial services organizations .
• Ability to work independently in a fast‑paced, client‑delivery environment.
Preferred
• Prior CCO, senior compliance, or regulatory remediation experience.
• Series 7, 24, 63, 65, 66 SIE (active...
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Newtown (PA), 38 mi from Allentown-rockco.com-
years prior client service experience within financial industry, or equivalent experience, preferred
• Series 7 & 66 required
• Intellectual curiosity and desire to learn planning and products
• BA/BS degree
Skills:
• Strong client facing...
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Bank of America-Allentown-
client interactions and opportunities within Salesforce accurately
Required Qualifications:
• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
• Minimum of one year experience working in the financial service industry and/or a sales...
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Thrivent-Allentown-
and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding...
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