Fidelity’s Licensing Accelerator Program (SIE®) - Westlake, TX
Westlake, Texas, United States
RemoteInternship
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Program participants prepare for the SIE exam, explore financial services careers, and receive study resources and support; no prior experience requirement is stated.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEHigh school diploma/GED, strong communication and computer skills, client focus, sales aptitude, and willingness to pass SIE, Series 7, and Series 66 licensing exams; 1+ year experience or related bachelor's degree preferred.
Financial Services Consultant -SIE & Registered - Frisco, TX National Contact Center
Frisco, Texas, United States
$24-$29/hrHybridFull Time
TIAA: Financial services organization providing retirement, asset management, and investments.
FINRA-registered role; SIE/Series 6 or 7 and Series 63 indicated; life and health insurance license required within 120 days; Associate's degree preferred; must pass background and credit checks; strong customer service and communication skills.
Financial Services Consultant -SIE & Registered - Frisco, TX National Contact Center
Frisco, Texas, United States
$24-$29/hrHybridFull Time
TIAA: Provides retirement and financial services for academic and non-profit sectors.
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.
No prior experience required; motivated and coachable. Willingness to learn licensing (Life,SIE,Series 7,Series 66); strong communication and sales orientation.
Knowledge of financial services, strong communication, organizational and client-service skills; SIE, Series 7 and 63 must be obtained within three months.
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
3+ YOEMinimum 3 years service, sales support, or relationship experience; SIE and Series 7 desired; bachelor’s degree preferred; experience managing escalations and SLAs.
ScotiabankToronto Stock Exchange: BNS: Provides global personal, commercial, and investment banking services.
SIE and Series 99 required; fixed income operations and management experience; familiarity with FICC and multiple settlement systems; strong risk, compliance, and people leadership skills.
Jersey City or Jericho or Denver or Dallas or Chicago or Boston or Boca Raton or Tysons or Woodbridge or Washington or San Francisco or Rockville or Philadelphia or New York City or Los Angeles
$98k-$211k/yrHybridFull Time
FINRA: Regulates brokerage firms and exchange markets in the United States.
Bachelor's degree or equivalent experience, financial industry analysis, risk expertise, SIE certification, regulatory knowledge, advanced analytical skills, and Microsoft Excel and Word proficiency.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
2+ YOEFINRA Series licenses (7,63,66) or ability to acquire, SIE, 2+ years financial services experience, CFP encouraged, proficiency with Salesforce, client profiling and outbound outreach skills.
Financial Consultant I – Principal Connection (Multiple Locations)
Des Moines or Charlotte or Raleigh or Richmond or Grand Island or Minneapolis or St. Louis or Chicago or Denver or Salt Lake City or Atlanta or Dallas or Fort Worth or Phoenix or Miami or Tampa or Jacksonville or Orlando or San Diego or Bridgewater or Cherry Hill or Princeton or Austin
$27-$40/hrHybridFull Time
Principal Financial GroupNASDAQ: PFG: Providing retirement planning, asset management, and insurance services globally.
2+ YOEBachelor's degree plus 2+ years' experience, ability to obtain SIE and Series registrations, strong communication, retail investment and retirement plan knowledge, and desktop computer proficiency.
Private Wealth Management, Wealth Management Professional, Senior Analyst, Philadelphia
Philadelphia or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
2+ YOEBachelor's degree, 2–4 years of client service or financial industry experience, strong communication and organizational skills, and required SIE, Series 7, and Series 63 credentials.
Financial Wellness Coach, UBS Wealth Advice Center
Charlotte or Dallas or Nashville or Weehawken
$70k-$93k/yrOnsiteFull Time
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
Deliver financial wellness education and coaching to employees; hold FINRA SIE, Series 7 and 66; CFP preferred; strong presentation, communication, and financial services experience; willing to travel.
Equity Research, Analyst/Associate, Energy & Infrastructure
Dallas, Texas, United States
$130k-$150k/yrOnsiteFull Time
BTIG: Provides global institutional trading and investment banking services.
5+ YOEBachelor's degree required; 5+ years preferred; equity research or investment banking experience; advanced financial modeling, research and communication skills; Series SIE/63/86/87 preferred.