Series 7 Jobs in Atlanta
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Search Results - Series 7 Jobs in Atlanta
Avantax Planning Partners-Atlanta
of related experience and/or training.
• Experience with MS Excel and Word, and the internet, required.
• Experience with a financial planning software program(s) preferred.
Certificates, Licenses, Registrations:
• Required: FINRA Series 7/66, or 63/65...
mindmatch.ai -
United Placement Group-Atlanta
for this exciting opportunity, you must:
Hold an active Health and Life insurance license.
Have a Series 65 license or be willing to obtain it within 90 days (Or have an Active Series 7 & 66 or ChFC designation).
Clean U4 record (if currently registered).
Must...
resume-library.com -
Avantax Planning Partners-Atlanta
of related experience and/or training.
• Experience with MS Excel and Word, and the internet, required.
• Experience with a financial planning software program(s) preferred.
Certificates, Licenses, Registrations:
• Required: FINRA Series 7/66, or 63/65...
mindmatch.ai -
Fidelity Investments-Atlanta
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
The Expertise We’re Looking For
• Series 7 required
• Series 63 preferred (paid training & support provided)
• 2-3...
Equitable Advisors-Atlanta
licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
• Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
• Team player...
mindmatch.ai -
United Placement Group-Atlanta
for this exciting opportunity, you must:
1. Hold an active Health and Life insurance license.
2. Have a Series 65 license or be willing to obtain it within 90 days (Or have an Active Series 7 & 66 or ChFC designation).
3. Clean U4 record (if currently registered...
workable.com -
Atlanta
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
Skills:
• Strong client facing, interpersonal, organizational, and client...
rockco.com -
Equitable Advisors-Atlanta
Series 7 and 66 exams (other designations a plus)
o Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
o Team player who possesses...
mindmatch.ai -
Atlanta
of experience in financial planning, particularly, for high-net-worth clients
• Experience maintaining at least 30 client relationships on an ongoing basis
• Series 7 and 66 preferred
Skills:
• Strong organization skills and the ability to multitask...
rockco.com -
Atlanta
prior client service experience within financial industry, or equivalent experience
• Series 7 & 66 required
• BA/BS degree
Skills:
• Excellent client facing, interpersonal, organizational, and client service skills
• Detail-oriented with ability...
rockco.com -
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