2mo
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Financial Services Representative - SIE (Chicago, IL)
Chicago, Illinois, United States
$24/hr HybridFull Time
2+ YOEPassed SIE exam, bachelor’s degree or equivalent, 2+ years customer-facing experience, flexible for hybrid schedule (3 days in office). Morgan Stanley will pay for Series 7 & 63 training.
3mo
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SIE Labor Electricians
Seymour, Indiana, United States
OnsiteFull Time
High school diploma required; electrical training/experience preferred; knowledge of poultry facility electrical systems; computer skills; good communication; multitasking; professional conduct.
MS Word, MS Excel, drafting/mapping software, ohmmeters, voltmeters, oscilloscopes
2w
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Staff SIE, Exterior Trim
Southfield, Michigan, United States
OnsiteFull Time
5+ YOE5+ years high-volume manufacturing supplier industrialization experience; APQP/PPAP, quality tools (IATF16949, SPC, MSA, FMEA, DOE, GD&T); advanced Excel; Bachelors in engineering required, Masters preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Smartsheets, JMP, Minitab, JIRA, Tableau
3d
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Consumer Investments - Investment Specialist Trainee (Obtain SIE, Series 7 & 66)
Fort Worth, Texas, United States
OnsiteFull Time
Phone-based client service and referral role preparing for SIE, Series 7 and Series 66 licensing; client-focused, strong communication, multitasking, computer skills, and desire for a career in financial services.
1w
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Financial Services Consultant -SIE & Registered - Frisco, TX National Contact Center
Frisco, Texas, United States
$24-$29/hr HybridFull Time
FINRA-registered role; SIE/Series 6 or 7 and 63 expected or supported, life and health insurance license required within 120 days, Associate's degree preferred, no prior experience required, strong customer service and communication skills, able to pass credit background check.
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.
3d
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Security (SIE) Assistant Manager - Bilingual (English & Korean)
Ellabell, Georgia, United States
$86k-$90k/yr OnsiteFull Time
3+ YOE2+ MgmtBachelor's degree or equivalent experience; 3-5 years facilities/operations experience with 2+ years supervisory experience; HVAC/electrical experience preferred; OSHA 30, NFPA 70E/CFM/PSP desirable; Microsoft PowerPoint and Excel skills.
Microsoft PowerPoint, Microsoft Excel
1mo
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Investment Banking Consumer - Senior Associate / Vice President (New York, NY, US, 10019)
New York, New York, United States
$225k-$275k/yr OnsiteFull Time
3+ YOE3-4 years investment banking M&A experience; MBA desirable; strong Excel/PowerPoint; SIE/Series 63/79 required or willing to take exams.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, SIE, Series 63, Series 79
1mo
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Financial Advisor - Norwood, Massachusetts
Norwood, Massachusetts, United States
$79k-$118k/yr OnsiteFull Time
2+ YOE2+ years advising, planning and investment sales; SIE, Series 7, Series 63 required; Series 66 or equivalent preferred; strong communication and organizational skills.
SIE, Series 7, Series 63, Series 66, FINRA regulations
2mo
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Latin America Private Bank - Senior Client Service Associate
Houston or Jersey City
OnsiteFull Time
3+ YOESenior Client Service Associate in Latin America Private Bank; FINRA Series 7 and 63; SIE; fluent Spanish; 3+ years in investment management; college degree preferred.
FINRA Series 7, FINRA Series 63, SIE, Microsoft Office Suite
3mo
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Entry Level - Financial Advisor - NJ, Secaucus (3857)
Secaucus, New Jersey, United States
$33k/yr OnsiteFull Time
0+ YOEEntry-level financial advisor role requiring a bachelor’s degree or equivalent, plating for licensing in Life/Health, SIE, Series 7 and 66; must be eligible to work in the United States.
Life and Health Licensing, SIE, Series 7, Series 66
1mo
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Team Manager, Premier Relationship Management
Gilbert or Sandy or Alpharetta
OnsiteFull Time
2+ YOELead a team delivering relationship management; ensure KPIs; require SIE, Series 7, 63, 9/10 licenses; 2+ years experience; authorized to work in the United States; visa sponsorship not required.
MS Word, Excel, PowerPoint, Salesforce, SIE, Series 7, Series 63, Series 9/10
1mo
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Citi Commercial Bank - Mid-Corp Relationship Manager, Digital Tech & Comms - Director
Seattle or United States
$200k-$300k/yr RemoteFull Time
10+ YOE10+ years in Commercial Banking with tech client exposure; Active FINRA Licenses 79, 63 and SIE or ability to obtain; strong risk management and credit skills; proven new client acquisition and cross-sell ability.
FINRA 79, FINRA 63, SIE
2mo
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Branch Banking Client Consultant II-Licensed
North Babylon, New York, United States
$18-$28/hr OnsiteFull Time
4+ YOEHigh school or equivalent; 4-5 years customer service and sales in financial services; NMLS; Life/Health licenses within 90 days; FINRA SIE, Series 6, and Series 63 or 66 within 90 days.
NMLS, SIE, Series 6, Series 63, Series 66
1mo
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Advisor Consultant, Broker Dealer, Pac NW
United States
$85k-$100k/yr HybridFull Time
10+ YOE10+ years in investment management; experience with wirehouse/distributor channels; licenses SIE/Series 7/66 or SIE/7/63/65; undergraduate degree required; graduate degree a plus.
CRM, Excel, PowerPoint, Financial modeling
3w
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Sales & Business Development - Regional Director
Santa Monica or Charlotte or Austin or California or Florida
$155k-$185k/yr HybridFull Time
Established sales professional with strong investment knowledge; SIE, Series 7, and Series 63/66 required (SIE and Series 7 within 12 weeks of hire). Client development, presentation, and territory growth experience expected.
3mo
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Advisor Consultant, Broker Dealer, Mid West
Indiana, United States
$85k-$100k/yr OnsiteFull Time
5+ YOE5+ years intermediary distribution, experience with wirehouses/regionals/independents; proven sales and relationship-building; licenses: SIE, Series 7, 66, or SIE, 7, 63, 65; undergraduate degree required; CFA/CAIA/CIMA a plus.
CRM
2mo
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Financial Advisor - Albany, NY
Albany, New York, United States
OnsiteFull Time
Bachelor's degree; FINRA SIE; life and health licenses; background check and licensing verification.
3mo
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Senior Manager, Payments & Cash Management
Saint Petersburg, Florida, United States
HybridFull Time
7+ YOE7+ years in payment operations or treasury; experience leading wire/ACH processes; SIE and Series 99; treasury systems and bank connectivity; hybrid work; 10–15 years general experience; BS in Accounting/Business/Finance; SIE certification.
2mo
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Regional Retirement Representative
United States
$70k-$75k/yr RemoteFull Time
2+ YOEBachelor's degree; 2 years relevant sales experience; Series 6/63 licenses; SIE.
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