239 series 7 jobs at 53 companies in Georgia
2w
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Brokerage Services Registered Analyst - Series 7/63 - Remote
Franklin or North Carolina or New Jersey or Virginia or Texas or Georgia or Florida
$23-$35/hr RemoteFull Time
4+ YOEAssociates degree or equivalent, 4+ years customer service experience, Series 63/7/SIE required, fingerprinting, expert knowledge of investment products and tax implications, advanced communication and computer skills.
1mo
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Registered Client Service Associate
Atlanta, Georgia, United States
OnsiteFull Time
High school diploma required; active securities licenses (Series 7 and Series 66 or Series 63 and Series 65) preferred; advanced Microsoft Office skills; strong interpersonal and client service abilities.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1mo
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Registered Service Associate
Atlanta, Georgia, United States
OnsiteFull Time
Requires securities registrations (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 experience.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
2w
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Relationship Manager
Atlanta, Georgia, United States
OnsiteFull Time
Requires securities registrations (Series 7 and 66 or Series 7/63/65), SAFE Act registration, Form ADV-2B, firm-approved designation, strong communication, and high school diploma/GED.
Salesforce
1mo
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Trader/ Investment Operations Associate
Alpharetta, Georgia, United States
HybridFull Time
3+ YOE3+ years industry experience, Bachelor's in Finance/Accounting/Business, Series 7 and Series 63 or 66, strong interpersonal, analytical, and organizational skills.
Orion Eclipse, Salesforce
2mo
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J.P. Morgan Wealth Management - National Branch Personal Advisor - Atlanta, GA
Atlanta, Georgia, United States
RemoteFull Time
3+ YOE3+ years financial services or brokerage experience; active Series 7 and Series 66; licensed in all states; Bachelor's preferred; CFP preferred.
1w
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Sales Supervision Principal
Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
$65k-$75k/yr HybridFull Time
1+ YOERequires 1–2 years of related experience, Series 7, Series 63 or 66, and Series 24, 8, or 9/10. Requires alternative investment knowledge, analytical skills, communication, and task prioritization.
Sales Supervision pre-approval platform
2mo
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Registered Representative - State Farm Agent Team Member
United States or Cumming
$100k-$200k/yr RemoteFull Time
Active Series 6 or 7 and state life/health/variable licenses, Series 63 (Series 65 a plus); proven experience advising clients on investments and insurance; strong analytical, communication, and ethical standards.
1w
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Investment Consultant - Atlanta (Buckhead), GA
Atlanta, Georgia, United States
$27-$45/hr OnsiteFull Time
Requires FINRA Series 7, Series 66 or Series 63/65, and Life & Health Insurance licenses. Financial services or client-facing sales experience preferred; strong communication, organization, initiative, and adaptability required.
3w
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Education Savings Consultant
Atlanta or Virtual
$69k-$96k/yr HybridFull Time
2+ YOE2+ years experience preferred, university degree preferred, FINRA Series 6 or 7 and Series 63 indicated, strong client relationship and analytical skills.
2w
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Advisor Development Program - Financial Solutions Advisor Trainee: Russell Parkway Financial Center - Warner Robins, GA
Warner Robins, Georgia, United States
OnsiteFull Time
0+ YOEWillingness to obtain SIE, Series 7 and Series 66 licenses; sales orientation, strong communication, time management, regulatory due diligence, and client relationship skills.
2w
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Branch Leader - Dunwoody, GA
Dunwoody, Georgia, United States
OnsiteFull Time
5+ YOE5+ years in financial sales, FINRA Series licenses required (Series 7 and 66 or 63/65), strong relationship management, compliance knowledge, and people development skills.
5d
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Trade Principal 1
Duluth, Georgia, United States
$61k-$63k/yr HybridFull Time
High school diploma or equivalent; no experience required. FINRA SIE, Series 6 and 26, or Series 7 and 24 preferred. Requires suitability analysis and regulatory compliance knowledge.
FINRA, SEC
2mo
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Financial Consultant
Atlanta, Georgia, United States
$95k-$123k/yr HybridFull Time
Life & Health Insurance license required; SIE / Series 7 / Series 66 preferred (required within first year if not held); strong communication and business development skills.
2w
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Education Savings Consultant
Atlanta or Georgia
$69k-$96k/yr OnsiteFull Time
2+ YOEUniversity degree preferred; 2+ years experience required (3+ preferred); FINRA Series 6 or 7 and Series 63 indicated; strong communication and client relationship skills.
2mo
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Analyst, Trading Operations
Atlanta or San Francisco or Chicago or New York
$65k-$85k/yr RemoteFull Time
3+ YOEBachelor’s degree; 3+ years in a trading environment; FINRA Series 7 required; Series 57 a plus; overnight remote role; remote-eligible with onsite training requirement.
SQL, Microsoft Office
1mo
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EY-Parthenon - Investment Banking - Healthcare - Payor Services - Managing Director (New York, NY, US, 10001-8604)
New York or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or McLean or San Francisco or Cincinnati or Cleveland or Minneapolis or Nashville or Charlotte
$265k-$325k/yr HybridFull Time
7+ YOEBachelor's degree plus 8 years related experience (or graduate degree plus 7 years), extensive investment banking M&A origination and execution experience, Series 7/79 and Series 63 securities licenses, team leadership, travel flexibility.
Microsoft Copilot
1mo
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Advisor Consultant - Atlanta and South Georgia
Wayne or Atlanta or Georgia
$75k-$100k/yr RemoteFull Time
5+ YOEBachelor's degree or equivalent experience; Series 7 and Series 63 licenses; willingness to travel 80%; strong relationship-building, presentation, sales, communication, compliance, and problem-solving skills.
CRM
1w
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Retirement Plan Consultant - NE Georgia
Atlanta, Georgia, United States
RemoteFull Time
High school diploma or GED required; bachelor's degree preferred. Requires excellent presentation skills, appropriate state insurance licenses, and preferred Series 7 and Series 66 licenses.
video technology, client management, financial planning tools
3w
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VP, Advisory Consulting
Florida or Georgia or Charlotte or Fort Mill
$163k-$272k/yr FieldFull Time
10+ YOE10+ years in financial services, active Series 7 and 66 (or Series 63 and 65), demonstrated sales and people-leadership success, strong presentation and communication skills, willingness to travel.
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