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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.
1mo
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Specialist, Pre Series Management
Charlotte or San Francisco or Los Angeles or New York City
$110k-$135k/yr OnsiteFull Time
7+ YOEBachelor's in engineering and 7+ years in vehicle development, validation/verification, or prototype environments. Experience owning DVPs, tracking validation, cross-functional coordination, gap analysis, reporting, and program tracking tools.
JIRA, Polarion, Teamcenter
2w
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Financial Solutions Advisor - Participant Services (Series 7 required)
Pennington, New Jersey, United States
$65k-$85k/yr OnsiteFull Time
Requires Series 7 and Series 66 (or obtain Series 66 within 90 days), SAFE Act registration, strong computer skills, client-facing advisory ability, and proficiency multitasking in a contact center.
3mo
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Financial Advisor, Series 7 & 66 Hybrid or In-person
Exeter, California, United States
$85k-$100k/yr HybridFull Time
Active Series 7 & 66, wealth-management experience, ability to manage a book, strong communication.
2w
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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
1w
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FINRA Exams (Series 7 & SIE) Tutor
United States
RemoteContract
Strong FINRA exam scores, prior tutoring or teaching experience, ability to create tailored study plans and teach test strategy; hosts virtual sessions and sets own hours.
1mo
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Manager, Business Affairs - Original Series
Los Angeles or United States or Canada or United Kingdom
$225k-$390k/yr OnsiteFull Time
7+ YOEJD and active bar membership, 7+ years in scripted television business & legal affairs, experience negotiating development/production agreements, familiarity with scripted series production, strong communication and project management, Google Suite proficiency.
Google Suite
1mo
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Senior Researcher - Consumer Insights, Series
Los Angeles, California, United States
$250k-$370k/yr OnsiteFull Time
7+ YOE7+ years hands-on research experience; designing and executing qualitative and quantitative studies, screenings, and marketing research; translating complex data into actionable guidance for executives and creative teams.
1mo
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Manager, Insights, Strategy & Analytics – Unscripted Series
Culver City, California, United States
$93k-$120k/yr HybridFull Time
5+ YOE5-7 years in media research or analytics; strong data synthesis; proficient in Tableau; knowledge of Nielsen; experience with social and digital measurement; bachelor’s degree required, preferably in relevant fields.
Tableau, Nielsen Ratings, Talkwalker, Tubular, TikTok Analytics, PowerPoint, Excel
2w
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District Technology Support Manager - C Series
New Bremen, Ohio, United States
FieldFull Time
5+ YOE5-7 years related experience, bachelor's in Electronics/IT/Engineering preferred (non-degree with 12+ years considered), valid driving privileges, extensive travel and overnight stays (>20%), US work authorization required.
InfoLink
3mo
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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
1mo
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Trade Desk Specialist - must be willing work 10:30am - 7:30pm CST
Kansas City or Overland Park
$81k-$105k/yr HybridFull Time
3+ YOESIE and Series 57 required (or obtainable within 8 months), 3+ years security/technical support experience, 2+ years with UNIX shell, SQL, and Agile; HS diploma required; Bachelor’s preferred; must be willing to work 10:30am–7:30pm CST Mon–Fri.
SQL, UNIX shell, Confluence, APIs, BYX, BZX, C1, C2, CFE, EDGA, EDGX
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.
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
1mo
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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.
2w
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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.
1d
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Direct Indexing and Custom Solutions Consultant
Boston, Massachusetts, United States
$102k-$138k/yr HybridFull Time
Series 7 and 63 (or Series 6+commitment to obtain Series 7), bachelor’s degree or equivalent preferred, client-facing financial services experience, knowledge of direct indexing, strong presentation and communication skills.
2mo
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AVP, Financial Consulting
San Diego, California, United States
$90k-$98k/yr OnsiteFull Time
7+ YOE1+ Mgmt7+ years asset/wealth distribution; FINRA Series 7/66 required; Series 24 preferred; Bachelor’s degree; CFA/CFP a plus.
2d
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Wealth Financial Advisor - Slidell, LA
Slidell or Baton Rouge
HybridFull Time
7+ YOERequires Series 7, Series 65 or 66, state life & health license, CFP preferred, bachelor’s or equivalent, and 7+ years industry experience.
Salesforce CRM, eMoney, Retirement Pathfinder, NFS’s Wealthscape Trading Platform
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