342 series 7 jobs at 78 companies in Chicago, IL
2w
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Trade Desk Representative, 24/7 Coverage
Chicago, Illinois, United States
$90k-$95k/yr HybridFull Time
3+ YOEFINRA SIE, Series 7, 63, and 3 required; 3+ years trade desk or high-volume trading operations experience; deep futures/options knowledge; strong communication and independent decision-making.
Salesforce, Slack, Microsoft Teams
2w
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Trade Desk Representative, 24/7 Coverage
Chicago, Illinois, United States
$90k-$95k/yr HybridFull Time
3+ YOEFINRA SIE, Series 7, 63, and 3 required; 3+ years trading operations or trade desk experience with options/futures; overnight/weekend experience preferred; strong communication and risk management skills.
Salesforce, Slack, Microsoft Teams, Microsoft products
2w
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Associate Advisor - BMO Bank
Barrington, Illinois, United States
$80k-$120k/yr OnsiteFull Time
3+ YOEMust hold Series 7 and Series 66 (or Series 63/65), insurance license, and have 3+ years investment sales experience.
1mo
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Registered Service Associate
Chicago, Illinois, United States
$35k-$90k/yr OnsiteFull Time
Requires 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 abilities.
Microsoft Office
5d
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J.P. Morgan Wealth Management - Vice President, Investment Product Specialist
Chicago, Illinois, United States
$119k-$200k/yr HybridFull Time
7+ YOERequires 7+ years of sales experience, deep investment product knowledge, wholesaling and presentation skills, Series 7, Series 66, and insurance licensing; overnight travel required.
Zoom
3mo
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Internal Advisor Consultant
Chicago, Illinois, United States
$60k-$90k/yr OnsiteFull Time
2+ YOE2+ years securities sales; Series 7 with Series 63/65 or Series 66; bachelor’s degree preferred; FINRA registrations; strong communication and sales skills.
6d
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Associate Financial Representative
Oak Brook, Illinois, United States
$74k-$124k/yr OnsiteFull Time
Bachelor's degree or equivalent experience; Series 7 and Series 63 and 65 or Series 66 licenses; client service, financial advice, sales, communication, and Microsoft Office skills.
Microsoft Office
2mo
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Senior Client Specialist
Chicago, Illinois, United States
$24-$42/hr OnsiteFull Time
5+ YOERequires 5+ years of industry experience, active SIE, Series 7, and Series 66 or Series 63 and Series 65 licenses. Microsoft Office proficiency, communication, analytical, compliance, and problem-solving skills required; bachelor's preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Client Relationship Management (CRM), LinkedIn, X
1mo
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Client Experience Associate SAFE ACT, Assistant Vice President
Chicago, Illinois, United States
$87k-$131k/yr HybridFull Time
5+ YOERequires 5–8 years of relevant experience, bachelor's degree or equivalent, strong analytical and interpersonal skills, relationship management, communication, and FINRA SIE, Series 7, and Series 66 or Series 63 and 65.
KYC
3w
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Financial Advisor
Merrillville, Indiana, United States
OnsiteFull Time
3+ YOEHigh school diploma or GED, valid driver\u0002s license, Series 7 and Series 63 plus Series 65 or 66, state insurance license, and minimum 3 years securities/annuity sales experience.
2mo
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Customer Experience Representative, Advanced Services
Chicago or Denver or Westlake
$34-$40/hr HybridFull Time
3+ YOE3+ years of customer experience in financial services; active Series 7 & 63, Series 3 within 90 days; Series 4 bonus; cross-functional collaboration; CRM tools; financial markets interest.
Salesforce, CRM
6d
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VP, Active Trader Financial Consultant - Chicago, IL
Chicago, Illinois, United States
$75k-$95k/yr OnsiteFull Time
4+ YOEBachelor’s degree or equivalent experience; active Series 7, Series 66 or 63/65, and Life and Health Insurance licenses; four years of financial services experience with retail clients. Series 3 and CFP preferred.
National Mortgage Licensing System (NMLS)
2mo
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Client Experience Associate SAFE ACT, Assistant Vice President
Chicago, Illinois, United States
$87k-$131k/yr HybridFull Time
5+ YOE5+ years relevant experience in financial services, strong analytical and interpersonal skills, FINRA SIE, Series 7 and Series 66 (or Series 63 & 65) required or to be obtained within 150 days, bachelor’s degree or equivalent.
4w
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Investment Consultant - Orland Park, IL
Orland Park, Illinois, United States
$59k-$74k/yr OnsiteFull Time
FINRA Series 7 and 66 licenses or ability to acquire Series 66, state registrations, investment knowledge, consultative communication, relationship-building, and financial planning skills.
Fidelity’s planning tools
1mo
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External Wholesaler – Indiana & Illionis
Indiana or Chicago
$100k/yr FieldFull Time
2+ YOERequired SIE, Series 7 and either Series 63 & 65 or Series 66; 2+ years external wholesaler (or 3 years top internal wholesaler); bachelor’s degree or equivalent; demonstrated sales presentation skills and territory management.
CRM
1mo
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Registered Wealth Management Client Associate
Northbrook, Illinois, United States
$25-$45/hr OnsiteFull Time
Requires FINRA SIE, Series 7 and Series 66 (or 63+65), strong industry knowledge, client service skills, attention to detail, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Sr Associate, Brokerage Operations
Chicago, Illinois, United States
$68k-$112k/yr HybridFull Time
College degree and/or relevant experience required; FINRA Series 99 required, Series 7 and 63 preferred or obtainable; brokerage operations knowledge and understanding of regional regulatory requirements.
1w
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Investment Consultant - Schaumburg, IL
Schaumburg, Illinois, United States
$59k-$74k/yr OnsiteFull Time
FINRA Series 7 and 66 licenses with state registrations, or ability to obtain Series 66. Requires investment knowledge, financial planning, client relationship, communication, and consultative skills.
Fidelity’s planning tools
2w
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Financial Advisor
Aurora, Illinois, United States
$45k-$100k/yr OnsiteFull Time
Financial services or sales experience, registration or certification, professional or military progression, or equivalent work experience. SIE, Series 7, Series 66, and state insurance licenses required.
social media
2mo
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VP, Defined Benefit Sales - IL - Chicago
Chicago, Illinois, United States
OnsiteFull Time
5+ YOE5+ years sales experience; defined benefit knowledge; Series 6/63/65 or Series 7/66 with state license; willing to travel ~25%; bachelor's degree.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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