Series 7 Jobs in Massachusetts
1 - 15 of 48
Search Results - Series 7 Jobs in Massachusetts
Avantax Planning Partners-Boston
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
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
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-Springfield (MA)
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 live in the State you...
resume-library.com -
3 similar jobs: Richmond, Atlanta, Trenton
Fanning Personnel-Boston
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 -
B2B CFO Partners, LLC-Brockton (MA)
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 -
30 similar jobs: Miami, Chicago, Waipahu, Anaheim, Costa Mesa...
Claire Myers Consulting-Boston
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
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 -
Lead Advisor LLC-Andover (MA)
Bachelors Degree
• 5 to 7 years of experience in financial services
• Current FINRA Series 7 and 66 registrations
• Established track record of sales accomplishments
• Life, Accident and Health insurance licenses or the ability to obtain within 6 months...
mindmatch.ai -
3 similar jobs: Boca Raton, Princeton, Palm Beach Gardens
Bank of New York Mellon Corporation-Boston
and an advanced degree is preferred
• Finra series 7 and 63 are required. Finra series 3 is preferred.
• CIMA, CFA, CAIA a benefit but not required.
At BNY Mellon, our inclusive culture speaks for itself. Here’s a few of our awards:
• Fortune World’s Most...
appcast.io -
Fidelity Investments-Boston
We’re Looking For FINRA Series 7 & 63 required prior to hire Series 66 (63/65) and Insurance Licenses......
efinancialcareers.com -
Robert Half-Boston
communication skills
• Ability to handle sensitive and confidential information with discretion.
• Interest in obtaining SIE, Series 7, & 66 licenses...
roberthalf.com -
Needham (MA)
Attend evening educational workshops and introduce the main speaker or do the main presentation
Qualifications:
• College degree and 2 + years of financial services experience
• Life and Health Licensed; Series 65 or Series 7 & 66
• Strong...
aleragroup.com -
1 similar job: Wethersfield
United Placement Group-Springfield (MA)
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).
4. Must live in...
workable.com -
Waltham (MA)
Strengths and Skills
• Exemplary customer service and phone skills
• First-rate problem-solving ability and proven critical-thinking skills
• Experience in a service-oriented environment
• FINRA Series 7 securities registration preferred
• Financial service...
icims.com -
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