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Search Results
 
 Job Title / Description ( show titles only ) CompanyLocation
(Distance)
Posted
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Junior Financial Advisor -Apprentice- Sales Series 6 series 7

Contractor | Bachelor's Degree | Skills: Business development, Communication, Succession planning | with the FINRA and have either their Series 6 or 7 and Series 63 (where applicable) securities licen...
Lincoln Investment Planning, Inc.
PA - philadelphia
Aug-03
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Series 7, Registered Client Service Associate

Full-Time | Bachelor's Degree | Skills: Communication, financial analysis, Business ethics, Microsoft Office, Client Service | Basic Qualifications: • 3 - 5 years of client service experience • Series...
UBS Wealth Management
GA - Atlanta
2 Days Ago
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Financial Service Representative / Customer Service Representative

Full-Time | $17.00/hour | looking for professional candidates that hold an active Series 7 license; Series 63 or 66 is preferred ... communications to audience, actively...
Pionear
RI - Lincoln
3 Days Ago
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Administrative Assistant with Series 7

Seasonal/Temp | $35k - $45k/year | active series 7. The administrative assistant will be conducting business in Spanish. ... Assistant in the financial industry. Advance with...
OfficeTeam
FL - Miami
4 Days Ago
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Insurance Sales Agent | Agency Owner | Manager | Farmers Insurance Group | Insurance Agent

Full-Time | High School Diploma | Skills: Turnkey, Sales management, Customer service, Telemarketing, Risk management | $45k - $75k/year | , financial services, insurance sales, customer service, fina...
Farmers Insurance
KS - Topeka, KS | Kansas City, KS | Kansas City, MO
1 Week Ago
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Registered Client Associate

Full-Time | Skills: Microsoft Excel, Communication, Microsoft Word, Client Service | Merrill Lynch. Fully registered CA (Series 7, 63, 65, & 66) ... internship experience required Series 7 & 63/65 o...
Bank of America
OR - Eugene
3 Weeks Ago
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Agency Owner | Manager | Farmers Insurance Group | Insurance Sales Agent

Full-Time | Skills: Turnkey, Sales management, Customer service, Telemarketing, Risk management | $45k - $75k/year | , insurance sales, customer service, financial advisor, Series 6, Series 63, Series...
Farmers Insurance Group
KS - Overland Park, Olathe, Lenexa, Mission Shawnee, Kansas City
1 Week Ago
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Senior AIX Engineer- P-Series

Full-Time | Skills: vm (operating system), Linux, ibm aix, shell script, computer security | , processing over 3,200 transactions per minute, 7.4 million payments per day and over 8 billion transactio...
Worldpay
GA - Atlanta
1 Week Ago
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Licensed Sales Assistant

Full-Time | High School Diploma | Skills: Computer skills, Reasoning, Mailing list, Common sense, Client Service | , REGISTRATIONS Licensing required: 1) Series 6 and 63 required 2) 7, 65 or 66 prefer...
NASA Federal Credit Union
MD - Upper Marlboro
4 Days Ago
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Client Services Specialist *Must Have Series 7! $55K-$60K

Full-Time | Bachelor's Degree | $55k - $60k/year | Client Services Specialist, must have series 7! Jersey City, NJ $50k - $60k 1126479 Premier...
Access Staffing, LLC
NJ - Jersey City
3 Weeks Ago
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Client Service Representative

Full-Time | Bachelor's Degree | work experience in a related industry. · Series 7 and 63, 65 or 66 required. · Series 24 preferred or...
1st Global
TX - Dallas
1 Week Ago
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Brokerage Services Manager

Full-Time | Bachelor's Degree | Skills: Problem Solving | Strategic thinker Bachelor's Degree required Series 7 License required Series 63 License required Series 4...
Equity Trust Company
OH - Avon
3 Weeks Ago
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Compliance Supervisor - Public Commuincations

Full-Time | public communications including e-mail, social media, seminars, advertisements, etc... A Series 7 license ... Series 7 Required Series 24 Strongly...
Summit Brokerage Services
FL - Boca Raton
1 Week Ago
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Director of Compliance- RIA

Full-Time | Bachelor's Degree | Skills: Regulatory compliance, Compensation & Benefits, Problem solving, Employee Retirement Income Security Act, Risk management | skills Certification Registration: S...
Lincoln Investment Planning, Inc.
PA - Jenkintown
3 Weeks Ago
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Relationship Manager

Full-Time | Bachelor's Degree | Skills: Problem solving, Customer relationship management, Microsoft PowerPoint, Financial plan, Quality control | Client Service Comprehensive knowledge of financial i...
United Capital Financial Advisers
NV - Las Vegas
3 Weeks Ago
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Financial Representative

Full-Time | Bachelor's Degree | Skills: Computer skills, Niche market, Communication, Business ethics, Creativity | professional designations as a commitment to professional development Have or will s...
The Bulfinch Group
MA - Boston
2 Weeks Ago
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Investment Resource Consultant

Full-Time | Skills: Customer service, Cross-selling | regulations. May work on miscellaneous projects as assigned. Must have an active Series 7 license Preferred ... -Active Series 7 license...
Confidential
MO - Saint Louis
2 Days Ago
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Investment Customer Service Rep I - Broker Service Center - FINRA Series 7 Required - Chicago, IL

Full-Time | Bachelor's Degree | Skills: Customer service, Call Center, Lead management, Client Service | Schedules: 7am-6:15pm M-F, working ~1 Saturday per month (7am-6pm) & 1-2 Sundays per year (8am-...
Chase
IL - Chicago
2 Weeks Ago
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Service Representative - Series 7 & 63

Full-Time | Originator Compensation rule of the Truth in Lending Act. Minimum requirements: Holds FINRA Series 7 and 63...
SunTrust
FL - Orlando
3 Days Ago
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Licensed Financial Services Representative - state insurance license + series 6 & 63

Full-Time | Skills: Business development, Telemarketing, Business To Business, Life Insurance Sales, Insurance Sales | , entrepreneur, business, owner, broker, agent, series 6, series 7, series 63, bu...
Allstate Financial Rep
CA - Napa/Sonoma/Novato
2 Days Ago
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Financial Service Professional

Full-Time | High School Diploma | Skills: Business development, Communication, Problem Solving, Empathy, Innovation | you’ll do: As a Financial Service Professional (formerly Broker - Series 7 License...
Charles Schwab
IN - Indianapolis
Aug-03
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Financial Advisor

Full-Time | Bachelor's Degree | Skills: Fundraising, Flexible spending account, Disability insurance, Financial services | Licensing Series 6, 63, 65 or 7, 66...
Midwest Financial Group
WI - Dodge County, WI
4 Days Ago
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Apprentice Financial Advisor opportunity

Contractor | Bachelor's Degree | Skills: Business development, Financial Industry Regulatory Authority, Succession planning, Financial plan | with the FINRA and have either their Series 6 or 7 and Ser...
Lincoln Investment Planning, Inc.
PA - Allentown
2 Weeks Ago
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Senior Client Service Associate (601/Associate Level) Private Baking – Series 7&63 – Delaware

Full-Time | Skills: Microsoft Excel, Communication, Problem Solving, Cross-selling, Upselling | involvement with securities-related instruments, this position requires FINRA 7 & 63 licenses within 180...
Chase
DE - Newark
1 Week Ago
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Client Service Associate - Private Banking - Series 7 & 63 Required - Newark, DE

Full-Time | Skills: Microsoft Excel, Communication, Problem Solving, Cross-selling, Upselling | involvement with securities-related instruments, this position requires FINRA 7 & 63 licenses within 180...
Chase
DE - Newark
1 Week Ago