Series 7 Jobs in Chicago
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Search Results - Series 7 Jobs in Chicago
RK Partners-Chicago
as to service and support insurance and investment operations.
***MUST HAVE Series 7, 63/65/66 and LAH
1 day in office
Responsibilities
• Develop and maintain a deep understanding of the comprehensive planning philosophy and process, from initial meeting...
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talentnest.com -
MBC Talent Connections-Chicago
experience
• Active Series 7 license required
• Series 66 preferred
• Established book of business preferred
• Strong client relationship and communication skills
• Growth-focused and entrepreneurial mindset
What's Offered
• 65% payout structure
• Flexible...
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careers-page.com -
Chicago
is preferred
• Bachelors degree, with a business/finance/accounting focus preferred
• CFP, CPA preferred
• Series 7 and 66 licenses required
• Proficiency in Microsoft Office suite
Skills:
• Strong interpersonal, organizational, and client service skills...
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rockco.com -
Itlearn360-Chicago
of a formal credit training program
• FINRA Licenses series 7, 63, 69
EEO Statement
Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non‑discrimination in compliance with applicable federal, state, and local laws...
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appcast.io -
RK Partners-Chicago
can focus on activities that get results. Series 65 (pre and post 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...
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talentnest.com -
Kestra Financial Independent Advisor-Chicago
annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred
Certificates, Licenses, Registration
• Series 7 and 65/66 preferred (or ability to obtain)...
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workable.com -
RK Partners-Chicago
of obtaining:
• Series 7 or Series 6
• Series 63
• Life & Health Insurance License
Compensation
• $60,000–$65,000 base salary
• Bonus potential
Key Responsibilities
• Serve as a primary point of contact for clients, providing timely responses, updates...
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talentnest.com -
Chicago
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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icims.com -
RK Partners-Chicago
Series 7, 63, 65, or 66 licenses required. (Or required to be obtained; firm will pay & sponsor)
What We Offer:
• Competitive Compensation: A highly competitive salary and performance-based incentives.
• Professional Growth: Opportunities...
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talentnest.com -
Chicago
and content-generation initiatives
Qualifications:
Minimum Requirements Include:
• Bachelor’s degree from an accredited institution required; Master’s level education preferred
• FINRA Series 7 and 63 licensing
• 8 or more years of experience working...
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icims.com -
RK Partners-Chicago
maintenance.
• Strong understanding of investment operations and client service workflows.
• Excellent written and verbal communication skills.
Preferred
• Series 7 and 63 (or willingness to obtain if not currently active)
• Experience with account...
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talentnest.com -
Chicago
and cross-functional interactions.
• FINRA Series 7 and Series 63 or 66 licenses preferred, or willingness and ability to obtain required licenses within a defined timeframe based on business needs.
Organizational Structure
Reports to: Manager, Wealth...
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corespaces.com -
RK Partners-Chicago
with affluent clients, business owners, or professionals
• Highly motivated, activity-driven, and organized
• Desire to grow within a team environment that still rewards individual ownership
Licensing
• SIE, Series 7, and Series 63...
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talentnest.com -
RK Partners-Chicago
this opportunity to build something for yourself but not by yourself.
(Series 7 & 66 will be supported & paid for by firm)...
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talentnest.com -
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