20 sie jobs at 11 companies in Anderson, IN
3mo
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Merrill Performance Coach
New York or New York or Peachtree City or Boston or Deer Park or Alpharetta or Carmel or Mount Laurel or Paramus or Pennington or Toms River or Dallas or Cincinnati or Charlotte or Century City or Saint Helena or White Plains
$140k-$207k/yr HybridFull Time
10+ YOE10+ years coaching/consulting in wealth management; senior leader coaching; travel 40%; SIE and Series 7 or ability to obtain.
1w
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Financial Representative - Seeking Growth
Indianapolis, Indiana, United States
$97k-$192k/yr HybridFull Time
Requires active or quickly obtainable SIE and life/health licensing, team-oriented and competitive mindset, willingness to recruit and develop others, strong interpersonal skills.
3w
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Financial Services Representative (Investments & Retirement) - Fishers, IN
Fishers, Indiana, United States
$60k-$100k/yr OnsiteFull Time
Life & Health license required; ability to obtain SIE, Series 6, 63, 65; strong communication, integrity, and growth mindset; licensing support provided.
3mo
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Executive Director, Private Banking
Columbus or Warren or Fishers or Bellevue or Independence
OnsiteFull Time
15+ YOE15+ years in financial services; wealth management/private banking leadership; CTFA, CFP, FINRA SIE, Series 6, Series 7 licenses; bachelor's and master's degrees.
Microsoft Office, Wealth Management software
1mo
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Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Carmel, IN
Carmel, Indiana, United States
OnsiteFull Time
0+ YOEObtain SIE, Series 7 and Series 66 within required timelines; sales aptitude, client relationship skills, regulatory due diligence, time management, and results orientation.
17h
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Financial Services Representative
Indianapolis, Indiana, United States
$25/hr OnsiteFull Time
Strong client service, communication, empathy, problem-solving, accuracy, adaptability, and willingness to learn. Paid training supports SIE, FINRA Series 7, and Series 63 licensing.
Schwab Service Academy
6d
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College Financial Representative, Internship Program
Carmel, Indiana, United States
$500-$1k/yr OnsiteInternship
Full-time student, preferably junior or senior, with sales interest, entrepreneurial ambition, campus involvement, time-management skills, and interest in financial literacy and planning tools.
Series 6, Series 63, CFP, SIE
2mo
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Financial Services Representative
Indianapolis, Indiana, United States
$25/hr HybridFull Time
Provide inbound client support, active listening, problem solving; complete on-site training and obtain SIE and Series 7 & 63 licenses; openness to feedback and ability to work varied shifts including evenings, overnights, and weekends.
2mo
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Relationship Executive-Diversified Industries Discipline–Executive Director
Indianapolis or Chicago or New York or Los Angeles or Charlotte or Washington or San Francisco or Austin
OnsiteFull Time
8+ YOE8+ years lending/credit experience; knowledge of Commercial Banking products; strong relationship management; able to meet sales goals; FINRA Series 79, 63 and SIE licenses required or must obtain within 180 days.
3w
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Client Relationship Manager
Akron or Cincinnati or Indianapolis or Columbus or Kentucky
$65k-$90k/yr FieldFull Time
Client relationship management experience, comfortable presenting to groups and C-suite, ability to work flexible hours, active Series 6, 63 and SIE and state life & health licenses (or obtain within first year), valid driver\u000fs license.
Salesforce
1mo
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Branch Operations Manager
Greenwood, Indiana, United States
OnsiteFull Time
3+ YOE1+ MgmtManage branch operations, ensure compliance, supervise operations staff; bachelor's degree plus 3 years financial services experience (or equivalent); required FINRA registrations (SIE, Series 7/9/10/63/65/66) and supervisory experience.
4w
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Field Development Supervisor - Indianapolis, IN.
Indianapolis or Denver
$65k/yr FieldFull Time
3+ YOEActive life and health license, 3+ years field experience selling insurance products, required FINRA registrations (SIE, Series 6/7, 63, 65/66, 24/26 per timelines), ability to travel up to 65% and work from an office as needed.
Salesforce, Microsoft Office
2mo
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Private Client Banker
Shelbyville, Indiana, United States
$25-$38/hr OnsiteFull Time
Experience developing customer relationships, meeting sales goals, and building referral sources; HS/GED required (Bachelor's preferred); FINRA S6, S63, SIE and Life & Health Insurance licenses upon hire; working knowledge of Microsoft Office and digital platforms; valid driver’s license.
Microsoft Windows, Microsoft Office, Microsoft Word, Microsoft Excel
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