Series 7 Jobs in Georgia
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Search Results - Series 7 Jobs in Georgia
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...
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First Citizens Bank-Atlanta
Series 7, 65 or 66 licenses, and State Life & LTC Insurance License Required, Advanced Advisor/ Planning Designation Preferred...
MCCORMACK FINANCIAL PLANNING, INC.-Atlanta
skills, both verbal and written
• Attention to detail and accuracy in data entry and record-keeping
• Ability to work independently and prioritize tasks
• Knowledge of Pershing platform a plus
• Series 7, 66
THIS IS AN ON-SITE POSITION IN THE METRO...
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First Citizens Bank-Atlanta
Banking, or Wealth Management
License or Certification Type: Possess valid Series 7, 63 & 65 or 66 licenses Required
Skill(s): Credit underwriting skills...
2 similar jobs: New York, San Francisco
Morgan Stanley-Atlanta
and/or Experience:
• High School Diploma/Equivalency
• College degree preferred
• Industry experience is a plus
• Willingness to obtain SIE, Series 7 and 66 (or 63 and 65
Knowledge/Skills:
• Strong computer skills and knowledge of Microsoft Office products...
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Atlanta
as assigned
Qualifications:
• 1-3 years prior client service experience within financial industry, or equivalent experience
• Series 7 & 66 strongly preferred, or willing to obtain
• BA/BS degree
Skills:
• Excellent client facing, interpersonal...
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...
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2 similar jobs: Troy, Philadelphia
Keller Executive Search-Columbus (GA)
Analyze financial information and provide recommendations
• Stay up-to-date with industry trends and regulations
• Collaborate with team members to deliver exceptional client service
Requirements
• Series 7 License
• Proven experience as a Financial...
workable.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 -
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...
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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
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 -
3 similar jobs: New York, Paramus, Philadelphia
Morgan Stanley-Macon
Advisors
EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS
Education and/or Experience
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Two or more years of industry experience preferred
• High School Diploma/Equivalency...
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1 similar job: Boston
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...
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Cetera Financial Group-Atlanta
to promote the overall objectives of the Firm
What you need to have:
• Bachelor’s degree
• FINRA Series 7, Series 24, Series 63 or Series 66
• 2+ years of relevant Securities industry experience
• 2+ years of Supervisory, Compliance, and/or sales experience...
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