3d
Save
Mark Applied
Hide
Service Associate - Series 7 & 63 Required
Florida, United States
RemoteFull Time
3+ YOEHigh school diploma and 3 years financial services experience; SIE required, Series 7 and Series 63 required; customer service and securities trading experience; ability to execute trades and process transactions.
2w
Save
Mark Applied
Hide
Ally Invest - Trading and Client Service Representative - Series 7 & 63
Charlotte or Weaverville or Lewisville
$62k-$75k/yr HybridFull Time
0+ YOEFINRA Series 7 and 63 or 66 required, ability to register in all states, high school diploma or GED, experience with trading platforms and Microsoft Office, strong phone and written communication.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Windows 7, WindowsXP, Mac OS X, desktop trading tools
3mo
Save
Mark Applied
Hide
Licensed Customer Service Rep - Remote Nationwide (Series 6/63 or 7/63)
Milwaukee or North Carolina or Virginia or New Jersey or Utah or Texas or Georgia or Florida or South Carolina
$22-$33/yr RemoteFull Time
2+ YOEAssociate degree in business or related field; 2+ years customer service; knowledge of investment products; strong communication; multitasking; computer proficiency.
CRM, Microsoft Office, Phone systems
3mo
Save
Mark Applied
Hide
Financial Solutions Advisor - Pioneer Valley Market
West Hartford or Avon or Branford or Guilford or Simsbury or Glastonbury or Vernon
$65k-$80k/yr OnsiteFull Time
1+ YOELicenses: Series 7 and 66; alternative paths with 63/65. 1+ year investments experience; 1+ year financial services or sales experience. High school diploma required; insurance licenses preferred.
Series 7, Series 66, 63, 65, Insurance licenses
2mo
Save
Mark Applied
Hide
Associate Financial Advisor
Spokane, Washington, United States
OnsiteFull Time
Bachelor’s degree or equivalent; FINRA Series 7 and Series 66 licenses required or Series 63/65 as alternatives.
Microsoft Office, CRM software
2w
Save
Mark Applied
Hide
Investment Phone Specialist - JPMorgan Wealth Management - Plano, TX
Plano, Texas, United States
HybridFull Time
Requires securities licensing (Series 7 & Series 63 or SIE+Series 7 & Series 63 within 90 days), strong client service skills, ability to manage multiple priorities, and compliance standing to hold registration in all 50 states.
3d
Save
Mark Applied
Hide
Wealth Management Banker NMLS 2- King City
Tigard, Oregon, United States
$98k-$120k/yr OnsiteFull Time
5+ YOEBachelor's or equivalent experience, 5+ years in wealth management/private banking, Series 6 and 63 or Series 7 and 63, NMLS registration with background and credit check required.
1mo
Save
Mark Applied
Hide
Shareholder Services Senior Analyst
New York City, New York, United States
$65k-$75k/yr HybridFull Time
Bachelor's degree; strong communication; detail-oriented; SIE, Series 6 and Series 63 licenses; ability to obtain Series 7.
3mo
Save
Mark Applied
Hide
Registered Client Service Associate
Boca Raton, Florida, United States
OnsiteFull Time
2+ YOEActive Series 7 and Series 66 or Series 63 and Series 65; two+ years of industry experience; high school diploma; college degree preferred.
Microsoft Office
2mo
Save
Mark Applied
Hide
Regional Retirement Representative
United States
$70k-$75k/yr RemoteFull Time
2+ YOEBachelor's degree; 2 years relevant sales experience; Series 6, Series 63, and SIE licenses required.
CRM, Office
1mo
Save
Mark Applied
Hide
VP, Financial Consultant - Schaumburg, IL
Schaumburg, Illinois, United States
$65k-$95k/yr OnsiteFull Time
Valid FINRA Series 7; pending or required Series 66 (63/65) and Life & Health Insurance licenses.
1mo
Save
Mark Applied
Hide
Client Associate Registered
Denver, Colorado, United States
$58k-$80k/yr OnsiteFull Time
Registered representative with Series 7 and either Series 66 or Series 65/63; provides operational and administrative support to Financial Advisors and services clients.
BrassRing, HackerRank, Beamery, Modern Hire, Textkernel
2mo
Save
Mark Applied
Hide
Internal Advisor Consultant
Boston, Massachusetts, United States
$60k/yr HybridFull Time
1+ YOEBachelor’s degree; 1+ years in sales or financial services; licensing: Series 7 (or SIE + Series 7 Top-Off) and Series 66 (or Series 63 & 65) or ability to obtain.
1mo
Save
Mark Applied
Hide
Client Associate - Columbia, SC
Columbia, South Carolina, United States
OnsiteFull Time
1+ YOEBachelor's degree in a related field; 1+ years related experience; SIE, Series 7, Series 63 or Series 66 required within 6 months.
Microsoft Word, Excel
2mo
Save
Mark Applied
Hide
Managing partner
Dyer County, Tennessee, United States
FieldFull Time
Requires Series 6, Series 63 and Series 26 licenses, prior financial services experience, leadership and recruiting ability, and skills to mentor and develop a team.
3mo
Save
Mark Applied
Hide
Advisor Consultant - South Florida
Wayne, Pennsylvania, United States
$75k-$100k/yr RemoteFull Time
5+ YOEBachelor’s degree; Series 7 and Series 63 licenses; willing to travel ~80%; 5+ years external wholesaling preferred.
2mo
Save
Mark Applied
Hide
Associate – Investment Banking – Public Finance
Chicago, Illinois, United States
$110k-$160k/yr OnsiteFull Time
SIE, Series 52, Series 63 required; bachelor’s degree with related coursework; experience in municipal/public finance preferred.
Microsoft Office
1mo
Save
Mark Applied
Hide
Registered Service Associate
Palm Harbor, Florida, United States
OnsiteFull Time
Active Series 7 and Series 66 (or Series 63 and Series 65), high school diploma (college preferred), strong Microsoft Office skills, attention to detail, and client service ability.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
1mo
Save
Mark Applied
Hide
Financial Advisor - Norwood, Massachusetts
Norwood, Massachusetts, United States
$79k-$118k/yr OnsiteFull Time
2+ YOE2+ years advising, planning and investment sales; SIE, Series 7, Series 63 required; Series 66 or equivalent preferred; strong communication and organizational skills.
SIE, Series 7, Series 63, Series 66, FINRA regulations
1mo
Save
Mark Applied
Hide
Financial Services Representative - State Farm Agent Team Member
Lewes, Delaware, United States
$75k-$125k/yr OnsiteFull Time
3+ YOE3+ years in financial services; analytical and communication skills; Series 6/7 and Series 63 preferred and/or Life/Health licenses.
Explore Jobs