Series 7 Jobs in Charlotte
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Search Results - Series 7 Jobs in Charlotte
Strategic Staffing Solutions-Charlotte
Job Title: Customer Service Specialist (Series 7) – Hiring FAST!
Location: Charlotte, NC
Duration: 12+ months.
WE DO VISA TRANSFERS
Required Qualifications:
• Series 7 required MUST BE ACTIVE (or within 2-year window so it may be re-activated...
mindmatch.ai -
First Citizens Bank-Charlotte
licenses: Series 7, Series 63 & 65 or 66 as well as state-specific life, health, and long term care insurance licenses Required
Skill(s): Experience in Financial Brokerage Operations in supporting client and advisors relationships...
Apex Systems-Charlotte
Apex Systems is hiring Customer Service Representatives for one of our large financial clients in Charlotte, NC.
If this is something you are interested in hearing more about, please send an updated copy of your resume and your Series 7...
mindmatch.ai -
First Citizens Bank-Charlotte
OR High School Diploma or GED and 10 years of experience in Brokerage
License or Certification Type: Possess valid Series 7, 24, 53, 63 & 65 or 66, and state-specific life and health insurance licenses Required, Possess valid Series 4 license Preferred...
The Judge Group-Charlotte
Job Summary:
• The role involves working with customers to address brokerage complaints.
• The position requires a focus on customer service and resolution of issues related to brokerage services.
Top Skills:
1. Series 7: This certification...
mindmatch.ai -
First Citizens Bank-Charlotte
Qualifications:
• Bachelor's Degree and 6 years of Financial Services experience OR High School Diploma or GED and 10 years of Financial Services experience
• Must have valid Series 7, 63, 65/66, and State specific Life and Health Insurance licenses...
Motion Recruitment-Charlotte
but also truly cares about satisfying customers financial needs and helping people succeed financially, apply today.
Required Skills & Experience
• Series 7 (must be active).
• Brokerage operations experience.
• Customer service experience.
• Microsoft...
mindmatch.ai -
Fidelity Investments-Charlotte
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 Degree...
First Citizens Bank-Charlotte
Banking, or Wealth Management
License or Certification Type: Possess valid Series 7, 63 & 65 or 66 licenses Required
Skill(s): Credit underwriting skills...
Fidelity Investments-Charlotte
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 Degree...
Fidelity Investments-Charlotte
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 years of previous...
Fidelity Investments-Charlotte
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 Degree...
Charlotte
including SIE or equivalent and Series 7 & Series 66 required within 90 days of employment.
• Bilingual (English/Spanish) required.
Skills That Will Help You Stand Out
• Strong preference towards investment knowledge and experience.
• Strong communication...
principal.com -
Fidelity Investments-Charlotte
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 Degree...
Fidelity Investments-Charlotte
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 Degree...
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