Series 7 Jobs in Saint Louis
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Search Results - Series 7 Jobs in Saint Louis
LARSON FINANCIAL HOLDINGS, LLCSaint Louis
SIE), Series 7, and Series 66 licenses.
Key Responsibilities
Client Service & Operations
• Shadow Client Service Associates (CSAs) to learn client intake, onboarding, account maintenance, and service processes.
• Observe client interactions...
Saint Louisicims.com
Licenses & Credentials:
• Minimum Required: FINRA Series 7 and 66 (or 63 and 65 instead of 66).
• Minimum Required: Life, Health, and Long-Term Care Insurance Licenses (or ability to obtain within 30-45 days of hire).
• Certified Financial Planner (CFP...
Larson Financial Group, LLCSaint Louis
and ongoing client service processes
• Resolve client inquiries and provide trusted support
Qualifications
• Minimum 2 years of experience in financial planning or a related field
• Series 7 and 66 licenses required
• CFP designation is a plus
• Bachelor’s...
Saint Louisicims.com
Minimum Required: Series 7 & 63 or Series 99.
Systems & Technology:
• Proficient in Microsoft Excel, Word, PowerPoint, Outlook #LI-AS1
About Stifel:
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth...
Larson Financial Group, LLCSaint Louis
and ongoing client service processes
• Resolve client inquiries and provide trusted support
What We’re Looking For
Qualifications
• Minimum 2 years of experience in financial planning or a related field
• Series 7 and 66 licenses required
• CFP...
Saint Louisicims.com
or related field degree in business or related field
• Minimum Required: 5+ years investment industry experience, with project management experience.
Licenses & Credentials:
• Minimum Required: Series 7 & 66 (or 63 and 65 in lieu of 66) or obtained within...
Larson Capital Management LLCChesterfield (MO), 21 mi from Saint Louis
extensively in support of RIA relationship development.
• FINRA Series 7 license preferred.
• Series 65 license preferred.
Skills & Abilities
• Genuine hunter mentality — energized by prospecting, pipeline development, and closing.
• Credible, polished...
Saint Louisicims.com
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...
Chesterfield (MO), 21 mi from Saint Louisrockco.com
and the firm
• Additional duties as assigned
Qualifications:
• 1-3 years prior client service experience within financial industry, or equivalent experience, preferred
• Series 7 & 66 strongly preferred, and if not, willing to obtain
• BA/BS degree...
Saint Louisicims.com
experience
Licenses & Credentials:
• Minimum Required: Series 7 & 66 (or 63 & 65 in lieu of 66) obtained within six months of hire
Systems & Technology:
• Proficient in Microsoft Outlook, Word, Excel, PowerPoint, and Access
• Knowledge and experience...
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