AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote client-facing advisor role for competitive self-starters who are coachable; work with inbound interested clients to guide and educate them toward next steps.
Minnesota or Texas or Oklahoma or Alabama or Illinois or Alaska or Iowa
$53k-$88k/yrRemoteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOE2+ years relevant experience and bachelor's degree preferred. Skills in client relationship management, project coordination, implementation, problem solving, and effective communication.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-facing experience, strong communication, ability to lift up to 50 lbs, availability for nights/weekends/holidays, passion for beauty and trends.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
2+ YOEMinimum 2 years investment sales experience; maintain Series 7 and state life insurance license; Series 63 and Series 65/66 as required; high school diploma (Bachelor's preferred); Microsoft Office proficiency; strong sales and client relationship skills.
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Anchorage, AK Merrill Office
Anchorage, Alaska, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOETrainee will obtain SIE, Series 7 and Series 66 (63/65 accepted) within deadlines, demonstrate sales confidence, build client relationships, apply regulatory due diligence, and complete SAFE Act registration where required.
Edward Jones: Offers investment management and financial planning through local branches.
Client service and administrative support for financial advisors; strong attention to detail, analytical thinking, digital tool use, and conversational skills.
Edward Jones: Offers investment management and financial planning through local branches.
Provide exceptional client service, manage account tasks, support financial advisors, strong computer literacy (MoneyGuide, Salesforce, Microsoft Office), attention to detail, and teamwork.
5+ YOESeries 7 and 63 required; CFA/CIMA preferred. Undergraduate degree or equivalent experience. 5+ years selling investment products to financial advisors, strong investment product expertise, presentation and client relationship skills, and a data-driven mindset.