Series 7 Jobs in Massachusetts
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Search Results - Series 7 Jobs in Massachusetts
Johnson Brunetti Retirement & Investment Specialists-Needham (MA)
services experience as an Investment Advisor
• Life and Health Licensed; Series 65 or Series 7 & 66 - Required
• Strong organizational, prioritization, interpersonal & management skills
• Strong mathematical skills
• Excellent communications skills...
mindmatch.ai -
B2B CFO Partners, LLC-Boston
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 7 and/or 79 license
Please Note...
appcast.io -
Fanning Personnel-Boston
cash flows, performing client reporting, preparing for client reviews/meetings, responding to client inquiries, and assisting with investment research as needed.
One must be licensed (Series, 7, 63, 65, or 66) to be considered a viable candidate...
mindmatch.ai -
Vaco-Boston
of asset management experience · FINRA series 7 & 63 licenses required, or acquired within 90 days of hire Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic...
The Bulfinch Group-Needham (MA)
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 -
Nbsalonspa-Boston
1. 2-4 yrs. financial services sales experience preferred.
2. Bachelor’s degree required.
3. Excellent written and oral communication skills.
4. FINRA Series 7 and 66 preferred.
5. FINRA Series 6, 63 and 65 may be considered for exceptional...
appcast.io -
Fanning Personnel-Boston
efficiently in a fast-paced environment.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with financial software systems.
• Ability to work both independently and as part of a team.
• Series 7 and/or Series 66 licenses...
mindmatch.ai -
JPMorgan Chase & Co.-Boston
experience in Private Banking or Financial Services.
2. Bachelor’s Degree required.
3. Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.
4. Proven sales...
appcast.io -
Citizens-Swampscott
insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials Series 7, 63, 65 (or 66) active and valid. A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days...
5 similar jobs: Johnston, Raynham, Cicero, Burlington, Essex
Ignites-Boston
of Federated Hermes’ financial products preferred.
• Knowledge of institutional customers preferred.
• Must possess/immediately obtain FINRA Series 7 and Series 66 licenses.
EXPLANATORY COMMENTS:
• Location: Federated Hermes Tower, Pittsburgh, PA 15222...
appcast.io -
Citizens-Boston
knowledge, influencing and interpersonal skills Qualifications, Education, Certifications and/or Other Professional Credentials Active Series 7, 66 (65 and 63), and life insurance licenses Established track record of top-ranked sales performance...
Boston
with excellent grammar and phone/office etiquette.
Education & Experience:
• High School Diploma or equivalent
• 2+ years investment industry experience
Licenses & Credentials:
• Series 7 and 63 or 66 preferred
Systems & Technology:
• Proficient...
icims.com -
Needham (MA)
or Series 7 & 66
• Strong organizational, prioritization, interpersonal & management skills
• Strong mathematical and analytical skills
• Excellent communications skills; both verbal and written
• Ability to work in a fast-paced, evolving environment
Equal...
aleragroup.com -
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