Series 7 Jobs in Pennsylvania
1 - 15 of 29
Search Results - Series 7 Jobs in Pennsylvania
PNC-Allentown
Certification(s)
Licenses
Public Finance & Healthcare - SIE, Series 52 & 63 (79 optional) within 180 days of employment. Asset Backed Finance - SIE, 7, 79 and 63 within 180 days of employment. DCM (Loan Syndications & Equipment Finance) – SIE, Series 79...
Horace Mann-Philadelphia
with internal teams, support staff, and subject matter resources to support a strong advisor, client, and retirement plan experience
Position Requirements
• Bachelor’s degree
• Minimum of 3 years of experience as a Financial Advisor
• Series 7 and Series 66...
United Placement Group-Allentown
hold your Series 65, Series 7/66 combination, ChFC, or CFP, this is your next-level opportunity.
We provide what most firms promise but rarely deliver: fully qualified, pre-set appointments with members eager to discuss retirement and legacy...
NBT Bank-Scranton (PA)
and RequirementsNASD Series 6 and Life License. Series 7 preferred. If not Series 7 licensed, FC will be required to obtain license within 90 days.Tasks Performed50% Interviews and profiles customers/prospects to determine investment and insurance needs, recommend...
jobvertise.com -
United Placement Group-Harrisburg
hold your Series 65, Series 7/66 combination, ChFC, or CFP, this is your next-level opportunity.
We provide what most firms promise but rarely deliver: fully qualified, pre-set appointments with members eager to discuss retirement and legacy...
workable.com -
RSM US LLP-Pittsburgh
banking / financial services organizations .
• Ability to work independently in a fast‑paced, client‑delivery environment.
Preferred
• Prior CCO, senior compliance, or regulatory remediation experience.
• Series 7, 24, 63, 65, 66 SIE (active...
PNC Financial Services Group-York (PA)
including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
Benefits
PNC offers a comprehensive range...
RSM US LLP-Allentown
banking / financial services organizations .
• Ability to work independently in a fast‑paced, client‑delivery environment.
Preferred
• Prior CCO, senior compliance, or regulatory remediation experience.
• Series 7, 24, 63, 65, 66 SIE (active...
PNC Financial Services Group-Uniontown (PA)
military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
Benefits
PNC offers a comprehensive range of benefits...
42 similar jobs: Elyria, Youngstown, Frederick, Carmel, Indianapolis...
JPMorgan Chase & Co.-Philadelphia
a holistic goals based planning approach
Required Qualifications, Capabilities, Skills
• Three plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required; MBA, JD, CFA, or CFP preferred
• Series 7, 66 and Insurance...
RK Partners-Pittsburgh
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...
talentnest.com -
1 similar job: Chicago
King of Prussia
planning, and investment services.
Series 7, 66, or 63/65 registration.
CFP preferred; CFA or CTFA is also desirable.
Excellent communication and social skills with the ability to build and maintain strong client relationships.
Strong guidance...
univest.net -
Jamison (PA)
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...
icims.com -
Newtown (PA)
years prior client service experience within financial industry, or equivalent experience, preferred
• Series 7 & 66 required
• Intellectual curiosity and desire to learn planning and products
• BA/BS degree
Skills:
• Strong client facing...
rockco.com -
1 similar job: Chesterfield
Smoker & Company LLC-Ephrata (PA)
registration or securities licenses are a plus, such as SIE, Series 7, Series 66, or equivalent.
• Prior experience supporting advisors, financial professionals, or client service teams.
Desired Skills and Attributes
• Exceptional client service, relationship...
workable.com -
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