Series 7 Jobs in Charlotte
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Search Results - Series 7 Jobs in Charlotte
Mindlance-Charlotte
after training is complete
Top Skills:
• Series 7 required – MUST BE ACTIVE (or within a 2-year window so it may be re-activated quickly).
• Brokerage operations experience.
• Customer service experience.
• Microsoft Products.
• Strong Verbal/ written...
mindmatch.ai -
Fidelity Investments-Charlotte
requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
The Expertise We’re Looking For
• Series 7 required
• Series 63 preferred (paid training & support provided)
• 2-3 years of previous...
Randstad-Charlotte
are interested in becoming part of a team where you can contribute to drive both personal and organizational goals, this may be the right fit for you!
As aCustomer Service Specialist, you will bring at least 2 years of experience with your ACTIVE Series 7...
randstadusa.com -
Charlotte
including SIE or equivalent and Series 7 & Series 66 required within 90 days of employment.
• Bilingual (English/Spanish) required.
Skills That Will Help You Stand Out
• Strong preference towards investment knowledge and experience.
• Strong communication...
principal.com -
Charlotte
5+ years prior client service experience within financial industry, or equivalent experience, preferred
• Series 7 & 66 are required
• BA/BS degree
Skills:
• Strong client facing, interpersonal, organizational, and client service skills...
rockco.com -
Lincolnton (NC), 28 mi from Charlotte
and maintain licensing capability.
:Prepare reports and present as appropriate
Qualifications
:Series 7, Series 66, Life and Health licenses required
:Proficiency in Microsoft Office products
:Prior Sales experience in a bank environment is preferred...
tiptopjob.com -
Charlotte
Qualifications:
• 1-3 years prior client service experience within financial industry, or equivalent experience, preferred
• Series 7 & 66 required
• BA/BS degree
Skills:
• Strong client facing, interpersonal, organizational, and client service skills...
rockco.com -
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