High school diploma/GED required; less than 2 years customer service or sales experience required; financial services experience preferred; strong communication and problem-solving skills.
0+ YOEHigh school diploma/GED and less than 2 years customer service or sales experience required; financial services experience preferred. Must follow regulatory and compliance standards.
4+ YOEHigh school/GED required; 4+ years customer service and sales experience (financial services preferred); ability to train/mentor; strong compliance and client relationship skills.
1+ YOEHigh school or equivalent; less than 2 years customer service and sales experience preferred; strong client service, sales orientation, regulatory compliance, problem solving and communication skills.
0+ YOEHigh school diploma or equivalent and less than two years of customer service and sales experience required; financial services experience preferred.
4+ YOEHigh school or equivalent; 4-5 years customer service and sales in financial services; NMLS registration; ability to train others; preferred experience in digital products and financial services.
Fidelity Investments: Provider of investment, retirement, and financial planning services.
2+ YOEFINRA Series 7 and 66 licenses with state registrations, or ability to obtain Series 66 after hire; 2+ years of financial services experience; strong financial planning and client relationship skills.
Rehmann: Private advisory firm serving businesses and individuals with accounting, tax, consulting, outsourcing, and wealth management services.
8+ YOE8+ years of taxation, accounting, and consulting experience; experience with healthcare organizations; CPA or CHBC (desired); strong client service, communication, and technical tax/accounting acumen; business development experience.
Old National BankNASDAQ: ONB: Regional financial services institution and community-focused bank.
1+ YOEHigh school diploma/GED, minimum 1 year consultative client-facing or sales experience, banking experience preferred, NMLS registration eligible or current, ability to meet sales and service targets and execute banking transactions.