1mo
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Supervisor, Operations - Series 7 & 66 Required
Saint Petersburg, Florida, United States
HybridFull Time
3+ YOE1+ Mgmt3+ years financial services/operations experience with ≥1 year supervisory experience; Bachelor's degree or equivalent; SIE and Series 7 and 66 (or 63/65) required; trade execution, call center, account management, training and compliance skills.
3mo
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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
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CFP - Certified Financial Planner
Spring Hill, Florida, United States
OnsiteFull Time
FINRA Series 65 required; CFP designation required; Series 65 or equivalent; Life License; strong client service and CRM skills.
2mo
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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
3mo
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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
2w
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International Investment Counselor (US Based) - Canadian Clients
Camas, Washington, United States
$90k-$140k/yr OnsiteFull Time
4+ YOECFA (any level) and Series 65 (Series 65 assistance available), 4+ years portfolio management/client relationship experience, bachelor’s degree required, consultative client-focused approach.
1mo
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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
1mo
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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.
2mo
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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
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Wealth Management Investment Consultant, Advisory Services
Gresham, Oregon, United States
$71k-$84k/yr OnsiteFull Time
2+ YOEBachelor’s degree; 1–2 years in financial sales; FINRA Series 7 plus Series 63/65 or Series 66; partial licenses considered.
Microsoft Office, Salesforce, MoneyGuide Pro
2mo
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Regional Vice President - Honolulu, HI
Honolulu or San Francisco or Seattle
$100k/yr OnsiteFull Time
10+ YOE3+ Mgmt10+ years in financial services with leadership; Series 65 or Series 7 with 66 and Life & Health licenses; CFP preferred.
3mo
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J.P. Morgan Wealth Management - Private Client Investment Associate - Sherman Oaks, CA
Sherman Oaks, California, United States
$27-$37/hr OnsiteFull Time
Licenses: Series 7, SIE; Series 66 (63/65) and Life & Health Insurance license within 60 days.
3mo
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Registered Representative - State Farm Agent Team Member
Poland, Ohio, United States
$50k-$100k/yr OnsiteFull Time
Series 6/7 and Series 64/65 (or ChFC); strong knowledge of investments; detail-oriented; high ethical standards.
FINRA licenses, Investment products, Financial markets
3w
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Inbound Investment Advisor
United States
$51k-$68k/yr RemoteFull Time
Bachelor's degree or equivalent experience; Series 65 or 66 license (or willingness to obtain Series 65 within 3 months); strong customer service, phone-based advising, and proficiency with account management tools.
3w
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Retirement Plan Sales Consultant
Phoenix or Tucson
HybridFull Time
High school diploma/GED, relevant industry experience, FINRA Series 65 (or Series 7+66 or ability to obtain 65), strong presentation/negotiation skills, proficient with CRM/technology, ability to travel.
CRM
1mo
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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
4w
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Personal Financial Advisor - Greenville, SC
Greenville, South Carolina, United States
$26-$39/hr OnsiteFull Time
2+ YOEValid Series 65 or obtain within allotted time, life & health insurance license required/obtainable, bachelor’s preferred, 2+ years experience if Series 65 not held, consultative sales and wealth management knowledge.
2mo
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VP Wealth and Private Banking
Wichita or Broomfield
$146k-$182k/yr OnsiteFull Time
5+ YOE3+ MgmtBachelor’s degree required; CFP preferred; Series 7 and Series 65/66 required; Life, Health, and Accident licenses required.
2mo
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Senior Financial Advisor
Dublin, Ohio, United States
OnsiteFull Time
5+ YOE5+ years financial advisory experience; BS in finance/economics; FINRA Series 7 and Series 65; CFP/CHFC preferred.
CRM software, Financial planning software
2w
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Client Specialist
Houston, Texas, United States
OnsiteFull Time
2+ YOE2+ years industry or administrative experience; active SIE and Series 7 and Series 66 (or Series 63 and Series 65); proficiency with Microsoft Word, Excel, PowerPoint; strong communication, organization, and compliance knowledge.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, LinkedIn, X
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