Series 7 Jobs in Westwood (MA)
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Search Results - Series 7 Jobs in Westwood (MA)
Fidelity Investments-Westwood (MA)
success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions...
efinancialcareers.com -
Avantax Planning Partners-Boston, 13 mi from Westwood (MA)
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 -
Fidelity Investments-Westwood (MA)
success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions...
efinancialcareers.com -
Avantax Planning Partners-Boston, 13 mi from Westwood (MA)
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 -
Fidelity Investments-Westwood (MA)
success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions...
efinancialcareers.com -
The Bulfinch Group-Needham (MA), 4 mi from Westwood (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 -
LGBT Great-Boston, 13 mi from Westwood (MA)
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 -
Fanning Personnel-Boston, 13 mi from Westwood (MA)
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 -
Citizens-Johnston (RI), 30 mi from Westwood (MA)
Description As a Licensed Series 7 and 63 colleague you will provide world class service in trade entry, order execution, account maintenance and customer service. Products include but not limited to managed accounts, mutual funds, fixed income...
B2B CFO Partners, LLC-Boston, 13 mi from Westwood (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 -
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