383 series 7 jobs at 89 companies in Illinois
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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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
1mo
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Financial Advisor
Shiloh, Illinois, United States
OnsiteFull Time
5+ YOEBachelor's preferred, 5+ years in wealth management or related client-facing finance roles, active Series 7 and Series 66 (or Series 7 with Series 63 and 65), professional designations preferred, proficiency with financial planning software, CRM, and Microsoft Office.
financial planning software, CRM systems, Microsoft Office
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
3mo
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Wealth Management Associate - IL, Springfield (2355)
Springfield, Illinois, United States
OnsiteFull Time
Bachelor's degree or equivalent; State Life & Health, SIE, Series 7, Series 66 licenses; work authorization in the United States.
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
4d
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Citi Private Bank | UHNW Private Banker
Chicago, Illinois, United States
$200k-$500k/yr HybridFull Time
15+ YOERequires 15+ years of experience, Series 7 and Series 66 or Series 63 and 65, extensive UHNW private banking experience, relationship selling, investment and banking product knowledge, and strong communication skills.
computer, web-based applications
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
3mo
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Financial Advisor - Scott Credit Union
Edwardsville, Illinois, United States
$45k-$60k/yr OnsiteFull Time
3+ YOESeries 7 and 66 required; insurance license; 3+ years investment sales experience.
1mo
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Regional Vice President of Sales (North Central)
Illinois or Indiana or Kentucky
$100k/yr FieldFull Time
5+ YOE5+ years in financial services; FINRA Series 65 or Series 7 and 66 preferred; proven sales track record; high-volume phone and in-person meeting experience.
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
2mo
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Registered Private Wealth Client Associate
Chicago, Illinois, United States
$25-$44/hr HybridFull Time
SIE, Series 7, Series 66 (63/65 accepted in lieu of 66); Bachelor’s degree or equivalent; strong client service mindset; MS Office and Salesforce skills.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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