Modern Woodmen of America: Fraternal financial services organization providing insurance and investment products.
Ability to obtain/hold life insurance license, SIE, Series 6/7/63, pass background checks; customer-focused with integrity, leadership, and relationship-building skills.
Modern Woodmen of America: Fraternal financial services organization providing insurance and investment products.
Ability to obtain/hold life insurance license, SIE and Series 6 and/or 7 and Series 63 registrations; pass background and regulatory checks; passion for helping members' financial lives.
Advisor Development Program - Financial Solutions Advisor Trainee: Lynnhaven Parkway Financial Center
Virginia Beach, Virginia, United States
$29-$34/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOETrainee program requiring completion of SIE, Series 7 and Series 66 licenses, sales and client relationship skills, regulatory due diligence, and SAFE Act registration for mortgage origination roles.
Modern Woodmen of America: Fraternal financial services organization providing insurance and investment products.
Ability to obtain life insurance license and FINRA registrations (SIE, Series 6 and/or 7, Series 63); pass background and regulatory checks; strong leadership, relationship-building, and sales orientation.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Holds FINRA SIE, Series 7 and Series 66 (63/65 accepted); advanced investment product knowledge; strong client service, communication, and tech adaptability; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Modern Woodmen of America: Fraternal financial services organization providing insurance and investment products.
Ability to obtain/hold life insurance license and FINRA registrations (SIE, Series 6/7, Series 63), pass background and regulatory checks, and demonstrate client-focused, results-driven relationship skills.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree preferred; obtain life/accident & health, SIE, Series 6,7,63 licenses; strong relationship-building, time-management, communication, and entrepreneurial skills; legal US work authorization without sponsorship required.
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOE2+ years customer service experience, 1+ year relationship management, FINRA Series 6 and Series 63 (or equivalents) and state insurance license required/obtainable, SAFE registration and FINRA/SIE requirements, strong communication and sales skills.
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
5+ YOEBachelor's in business/finance or equivalent experience; 5+ years financial services experience (or 1 year in client relationship manager role); active SIE, Series 7 and 66/63+65 and applicable insurance licenses; SAFE/NMLS mortgage compliance; strong sales and interpersonal skills; Microsoft Office proficiency.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOE1+ year sales experience in retail banking/financial services, high school diploma/GED, obtain SIE/Series 6/Series 63/Life and NMLS registration as required (unlicensed hires must secure licenses within 180 days), strong communication and compliance skills, ability to work branch hours including weekends/evenings.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOE1+ year branch banking or equivalent experience; relationship-oriented client acquisition and management; must obtain SIE/Series 6/7, required state registrations (63/66 if applicable) and life licenses within 180 days if not currently registered; compliance with Dodd-Frank/TILA; high school diploma/GED; ability to work branch hours including weeke...