119 series 65 jobs at 41 companies in Washington, DC
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Registered Client Service Associate
Washington, District of Columbia, United States
$68k-$80k/yr OnsiteFull Time
2+ YOEHS diploma required; college degree preferred; active Series 7 and Series 66 (or Series 63 and 65) licenses; 2+ years industry experience preferred.
Microsoft Office, MSOnline
1mo
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Client Experience Associate SAFE ACT, Assistant Vice President
Washington, District of Columbia, United States
$94k-$141k/yr OnsiteFull Time
5+ YOERequires 5–8 years of relevant experience, bachelor's degree or equivalent, strong analytical and communication skills, relationship management, and FINRA SIE, Series 7, and Series 66 or Series 63 and 65.
KYC
3mo
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Senior Financial Consultant (Georgia Avenue/Olney)
Olney, Maryland, United States
OnsiteFull Time
5+ YOEBachelor’s degree preferred; minimum five years in investment services; FINRA Series 7 and Series 66 (or Series 63/65 in lieu); Virginia life insurance and annuities licenses; AWMA or CFP preferred.
Microsoft Office, Online systems
1d
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VP, Financial Consultant - Merrifield, VA
Falls Church or Merrifield
$75k-$110k/yr OnsiteFull Time
Valid FINRA Series 7 required; must obtain Series 66 or Series 63/65 and Life & Health Insurance credentials. Financial planning, business development, relationship-building, and market knowledge required.
Wealth Management University
1mo
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Associate Financial Advisor
Rockville, Maryland, United States
$82k-$137k/yr OnsiteFull Time
5+ YOEFINRA Series 7 and Series 66 (or Series 63 and 65), 5+ years financial services experience, bachelor\u0002s degree, strong communication, financial planning and investment knowledge, Microsoft Office and CRM proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
1mo
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Financial Advisor - State Employee CU of Maryland - Baltimore, MD
Baltimore, Maryland, United States
$60k-$80k/yr OnsiteFull Time
3+ YOESeries 7 and 66 (or 63/65), insurance license, and 3+ years investment sales experience required.
2mo
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Financial Advisor - Howard County, MD
Linthicum, Maryland, United States
$70k-$80k/yr RemoteFull Time
2+ YOEHigh school diploma or GED; 2+ years as a Financial Advisor; active FINRA Series 7; Series 63 and 65 or 66; active state life and health license.
2mo
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Financial Advisor - Howard County, MD
Linthicum Heights, Maryland, United States
$70k-$80k/yr RemoteFull Time
2+ YOEHigh school diploma or GED; 2+ years in financial advisory; active FINRA Series 7 and Series 63/65 or 66; life/health license; proven sales track record.
2w
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Relationship Manager
Bethesda, Maryland, United States
OnsiteFull Time
Bachelor's degree required; Series 65 or Series 66/7 combo required; experience with Goldman Sachs, Schwab, Fidelity preferred; proficiency with AI and strong client service and communication skills.
AI
5d
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Financial Advisor
Fredericksburg, Virginia, United States
$50k-$60k/yr OnsiteFull Time
2+ YOECollege degree, 2+ years of financial sales experience, FINRA Series 7 and 66 or Series 63 and 65, Virginia Life Insurance license, computer literacy, and strong communication skills.
Microsoft Excel
4w
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Registered Wealth Management Client Associate
Alexandria, Virginia, United States
$27-$45/hr OnsiteFull Time
FINRA SIE, Series 7 and Series 66 (63 or 65 accepted), high school diploma/GED, advanced industry knowledge, client service skills, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
4w
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Registered Wealth Management Client Associate
Washington, District of Columbia, United States
$27-$45/hr OnsiteFull Time
Holds FINRA SIE, Series 7 and Series 66 (63/65 accepted), high school diploma/GED, strong client service, investment product knowledge, Microsoft and Salesforce proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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External Wholesaler - Mid-Atlantic
Baltimore or Washington, D.C. or Virginia or Maryland
$100k/yr FieldFull Time
2+ YOERequired SIE, Series 7, and either Series 63 & 65 or Series 66; 2+ years external wholesaler experience (or 3 years top internal wholesaler); bachelor’s degree or equivalent; strong sales presentation, territory management, and relationship-building skills.
2mo
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Financial Advisor - Hunt Valley
Hunt Valley, Maryland, United States
$100k-$1000k/yr HybridFull Time
3+ YOEMinimum 3 years as a financial advisor with a bachelor's degree; required licenses: Maryland Life, Health & Accident, Series 7, and Series 65 or 66; strong client relationship, investment, insurance, and retirement knowledge.
1mo
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Financial Advisor – Experienced Professionals
Woodbridge, Virginia, United States
OnsiteFull Time
5+ YOE5+ years financial services experience, securities licenses (Series 7 & 66 or Series 6/63/65), Life & Health license; strong portfolio management, client relationship and business development skills.
3mo
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Business Development Financial Advisor
Chicago or Denver or Greenwood Village or Lone Tree or Milwaukee or Baltimore or Cleveland or New Haven or Newark or Jacksonville or Jupiter
$125k-$175k/yr OnsiteFull Time
5+ YOEMinimum 5 years IAR experience; hold or obtain Series 65 or Series 66+7 within 90 days; 2 years as IAR or CFP/CFA/CPA; strong communication and analytical skills.
2w
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Senior Registered Client Service Associate - Hunt Valley, MD
Hunt Valley, Maryland, United States
$80k-$85k/yr HybridFull Time
3+ YOEHigh school diploma and 3+ years financial services experience (5 years preferred); SIE and Series 7 required; Series 63/65/66 as state-required; strong communication, CRM and Excel skills.
Client Relationship Management (CRM) software, Microsoft Excel
1mo
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Branch Leader - Bethesda, MD
Bethesda, Maryland, United States
$100k-$168k/yr OnsiteFull Time
5+ YOE3+ MgmtRequires 5+ years in financial sales, Series 7 and 66 or 63/65, and acquisition of Series 9/10 after hire. Management experience, relationship management, compliance knowledge, and sales development skills preferred.
3mo
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Financial Advisor
Fairfax, Virginia, United States
OnsiteFull Time
Bachelor's preferred; FINRA Series 7, 63/65 (or 66) licenses; Life, Accident & Health licenses; clean U-4 and background.
2mo
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Senior Client Service Manager
Rockville or Alpharetta
OnsiteFull Time
5+ YOEBachelor's in Business/Finance, 5+ years client service in wealth management, FINRA Series 6/7 and Series 63/65/66, proficiency with Microsoft Outlook/Word/Excel and Salesforce, strong communication and time-management skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce CRM, Orion, Fidelity, Schwab
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