Series 7 Jobs in Framingham
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Search Results - Series 7 Jobs in Framingham
Avantax Planning Partners-Boston, 20 mi from Framingham
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 -
LGBT Great-Boston, 20 mi from Framingham
or equivalent work experience; MBA, CIMA, CFA, strongly preferred
·Series 7 & 63 licenses (or equivalent) or Series 6 and 63 (with a commitment to obtain the Series 7 upon hire) are required. Previously held series 7 and 63 licenses that are inactive...
appcast.io -
Avantax Planning Partners-Boston, 20 mi from Framingham
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 -
Citizens-Johnston (RI), 35 mi from Framingham
Description As a Licensed Series 7 and 63 colleague you will provide world class service in trade entry, order execution, account maintenance and customer service. Products include but not limited to managed accounts, mutual funds, fixed income...
The Bulfinch Group-Needham (MA), 11 mi from Framingham
Advisor (Sales):
• Must be a US citizen or permanent resident
• 4-year college degree
• Obtain appropriate state insurance licensing prior to career launch (Life and Health Licenses)
• Must either currently obtain OR working to obtain the FINRA Series 7...
mindmatch.ai -
B2B CFO Partners, LLC-Boston, 20 mi from Framingham
as a CFO (or equivalent, such as financial vice president/VP of finance) in privately held companies within the USA
• At least 15 years of professional experience since college graduation
Bonus:
• Has a series Series 7 and/or 79 license
Please Note...
appcast.io -
Fanning Personnel-Boston, 20 mi from Framingham
requests
Qualifications:
1+ years within Investment Marketing
Functional investment, distribution and market knowledge is preferred
Experience with Seismic and Salesforce is a plus
Extensive Excel, PowerPoint required
Series 7 and 63 a plus
This role...
mindmatch.ai -
Citizens-East Providence, 35 mi from Framingham
tools to uncover perspective opportunities Develop and present suitable solutions to meet client goals Partner with other colleagues to implement solutions Qualifications, Education, Certifications and/or Other Professional Credentials Series 7 and 66...
Claire Myers Consulting-Boston, 20 mi from Framingham
member
• Attend team events and volunteer days
Qualifications
• Life & Health Insurance License, Series 7 License (Prefered upon start or obtained within 1 year)
• 1-3 years of experience in financial services
• Degree in Finance, Statistics...
mindmatch.ai -
D.A. Davidson-Boston, 20 mi from Framingham
Flexibility to work long hours, nights, and weekends, as needed for workflow.
• Possession of SIE, Series 79 (Series 7 may be applicable) and 63 licenses. New hires without these licenses will require successful completion upon hiring.
In this role you...
appcast.io -
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