95 sie jobs at 21 companies in Cherry Hill, NJ
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Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
Pennington, New Jersey, United States
$27-$29/hr OnsiteFull Time
1+ YOE1+ years experience, high school diploma/GED, prepared to obtain SIE, Series 7 and Series 66 licenses, strong communication, sales aptitude and computer skills.
1mo
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Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
Pennington, New Jersey, United States
$27-$29/hr OnsiteFull Time
1+ YOEHigh school diploma, client-focused phone service experience (1+ years preferred), prepared to obtain SIE/Series 7/Series 66, strong communication and computer skills, ability to handle 20-30 inbound calls daily.
3mo
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Premier Banker- Medford
Medford, New Jersey, United States
$26-$39/hr OnsiteFull Time
2+ YOEPremier Banker for mass affluent clients; HS diploma required; 2+ years banking; active NMLS; SIE preferred; Life/Health license preferred; consultative sales experience.
NMLS, SIE
3w
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Non Registered Client Associate
West Chester, Pennsylvania, United States
OnsiteFull Time
5+ YOEHigh school diploma required (Bachelor's preferred), FINRA SIE required, 5+ years customer service/financial industry experience, proficient with Microsoft Office.
Microsoft Office
3d
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Principal Analyst, Risk Monitoring
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/yr HybridFull Time
Bachelor's degree or equivalent experience, financial industry analysis, risk expertise, SIE certification, regulatory knowledge, advanced analytical skills, and Microsoft Excel and Word proficiency.
Microsoft Excel, Microsoft Word
2w
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Private Wealth Management, Wealth Management Professional, Senior Analyst, Philadelphia
Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
2+ YOEBachelor's degree, 2+ years client service or financial industry experience preferred, SIE/Series 7 and 63 required, strong communication, organizational and client-service skills.
2w
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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/hr HybridFull Time
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.
5d
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Financial Advisor (Delaware)
New Castle, Delaware, United States
$70k-$120k/yr HybridFull Time
Self-motivated, communicative, entrepreneurial, and committed to learning; Life, Accident & Health license required at start, with SIE, Series 7, and Series 66 required within six months.
Securities Industry Essentials (SIE)
2d
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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
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.
1w
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Financial Planning Consultant - Devon, PA
Devon, Pennsylvania, United States
OnsiteFull Time
3+ YOEBachelor's degree and 3+ years financial services experience; SIE and Series 7 required (other state series within 6 months); Bachelors in Accounting/Business/Finance preferred.
2w
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Ultra High Net Worth Client Case Representative, Senior Associate
Malvern or Paoli
$70k-$78k/yr HybridFull Time
3+ YOERequires 3+ years in financial services, an undergraduate degree or equivalent, SIE and Series 7, Series 66 or ability to obtain within 90 days, and consultative client service and investment knowledge.
2d
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Cash and Controls Associate I
Newark, Delaware, United States
OnsiteFull Time
Requires automation experience, market products and regulatory knowledge, problem-solving, time management, data analysis, presentations, and FINRA SIE plus Series 99 or willingness to obtain Series 99.
Straight Through Processing (STP)
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Trade Support | Execution Desk
Bala Cynwyd, Pennsylvania, United States
OnsiteFull Time
2+ YOE2+ years support experience preferred; SIE and Series 57 required (or willingness to obtain); strong Microsoft Excel required; VBA/Python preferred; high school diploma; excellent communication skills.
Microsoft Excel, VBA, Python
3w
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Retirement Plan Specialist
Conshohocken or Linthicum Heights or Philadelphia or Baltimore
$65k-$85k/yr FieldFull Time
0+ YOE0-2 years B2B sales experience, cold calling, territory management, strong communication and relationship skills; FINRA Series 6, 63 and SIE required or to be obtained; valid driver’s license.
2w
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Ultra High Net Worth Client Case Representative, Senior Associate
Malvern, Pennsylvania, United States
$84k-$92k/yr HybridFull Time
3+ YOE3+ years in financial services, undergraduate degree or equivalent, active SIE and Series 7 and Series 66 (or obtain Series 66 within 90 days); strong client relationship and consultative skills.
2mo
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Financial Advisor - Pennington, NJ - Market 34, Region 308
Pennington, New Jersey, United States
$45k-$100k/yr OnsiteFull Time
Bachelor's degree preferred or equivalent experience; SIE, Series 7 and Series 66 (or obtain during paid study); FINRA registrations and state insurance license required; strong relationship-building and sales orientation.
4w
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Financial Services Sales Representative - Annuities
Radnor, Pennsylvania, United States
$45k-$81k/yr HybridFull Time
4+ YOEBachelor's degree or 4 years' experience required. Must obtain FINRA SIE, Series 6, Series 63 (if required), and resident life & health licenses within 120 days. Strong communication and relationship skills.
1w
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Private Client Advisor
Harleysville, Pennsylvania, United States
$62k/yr HybridFull Time
High school diploma or equivalent, required FINRA SIE, Series 7, Series 66 or Series 63 and 65, resident state insurance licenses, sales experience, valid driver's license, and ability to travel occasionally.
PC, laptop
1mo
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Financial Services Representative - State Farm Agent Team Member
Jamison, Pennsylvania, United States
$50k-$125k/yr OnsiteFull Time
Requires life & health license (or ability to obtain), FINRA SIE and Series 6/63/65/7 preferred, previous financial services or insurance experience, strong communication and analytical skills, customer-focused demeanor.
5d
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College Financial Representative, Internship Program
Radnor, Pennsylvania, United States
$500-$1k/yr OnsiteInternship
Full-time student, preferably a junior or senior, with entrepreneurial ambitions, sales interest, strong time management, campus involvement, financial planning interest, and critical thinking skills.
Series 6, Series 63, CFP, SIE
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