13 sie jobs at 7 companies in Danville, VA
2mo
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Advisor Development Program - Carolina East Financial Solutions Advisor Trainee: Financial Center - Durham, NC (Spanish Speaking Preferred)
Durham or North Carolina
OnsiteFull Time
0+ YOESales aptitude, strong client relationships, regulatory diligence, licenses (SIE, Series 7, 66); effective communicator; collaborative; adaptive; time management.
CRM, Microsoft Office, Financial planning software
6d
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2026-2027 Undergraduates, Planning & Advice Associate
Westlake or Greenwood Village or Covington or Jacksonville or Salt Lake City or Durham or Merrimack or Smithfield
$48k-$50k/yr HybridFull Time
Strong client relationship, consultative, communication, technology, and time-management skills; inbound/outbound customer engagement experience; ability to complete SIE, Series 7, and Series 66 upon hire.
Salesforce
1w
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2026-2027 Undergraduates, Customer Relationship Advocate
Westlake or Greenwood Village or Covington or Jacksonville or Salt Lake City or Durham or Merrimack or Smithfield
$48k-$50k/yr OnsiteFull Time
Prepare for FINRA SIE/Series 7/63 licensing, provide inbound client service, handle trade and money-movement requests, learn proprietary platforms, and apply problem-solving and communication skills.
1mo
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Financial Solutions Advisor Registration Candidate - Raleigh/Durham Market
Cary or Raleigh or Durham or Knightdale or Wake Forest or Chapel Hill or Holly Springs or Apex or Fuquay-Varina or Greenville
OnsiteFull Time
1+ YOEAbility to obtain SIE, Series 7 and Series 66 licenses within required timelines; strong client relationship, communication, time-management and sales aptitude; self-disciplined and adaptable to new technology.
2d
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Relationship Banker, Burlington Main
Burlington, North Carolina, United States
OnsiteFull Time
2+ YOERequires 2+ years customer service experience, 1+ year customer needs assessment and relationship-building experience, FINRA Series 6 and 63, SIE, state insurance license, and SAFE registration.
mobile banking
1w
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Private Client Banker - (New Build) Meadowmont Village - Chapel Hill, NC
Chapel Hill or Holly Springs
OnsiteFull Time
1+ YOE1+ year branch banking or equivalent; high school/GED; SIE/Series 6 or 7 and state registrations or completion within 180 days; NMLS registration required; compliance with lending regulations.
2mo
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Advisor Development Program - Carolina East Financial Solutions Advisor Trainee: Financial Center - Durham, NC (Spanish Speaking Preferred)
Durham, North Carolina, United States
OnsiteFull Time
0+ YOEStudy for and obtain SIE, Series 7 and Series 66; SAFE Act registration for mortgage origination; sales-oriented client acquisition and relationship management; strong communication, regulatory diligence, and time management.
5d
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College Financial Representative, Internship Program
Durham, North Carolina, United States
$500-$1k/yr OnsiteInternship
Full-time student, preferably a junior or senior, with entrepreneurial sales ambitions, campus involvement, excellent time management, financial planning interest, and business and critical-thinking skills.
Series 6, Series 63, CFP, SIE
2mo
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Wealth Investment Support Specialist II (Greensboro, NC.)
Greensboro, North Carolina, United States
OnsiteFull Time
3+ YOE3+ years in investment/trust support or related client service; knowledge of deposits, trusts, investment products; strong problem solving, communication, and relationship management; SIE or Trust School Level 1 preferred; undergraduate degree preferred.
1w
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Relationship Banker - (New Build) Meadowmont Village - Chapel Hill, NC
Chapel Hill or Holly Springs
OnsiteFull Time
1+ YOE1+ year sales experience in retail banking/financial services, high school or GED, SIE/Series 6/state and life licenses required (obtainable within 180 days), ability to work branch hours including weekends and evenings.
Chase Mobile App, Chase.com, ATM
2w
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Friendly Center-Senior Premier Banker
Greensboro, North Carolina, United States
OnsiteFull Time
4+ YOE4+ years customer service experience, 3+ years building customer relationships, recommending financial products, FINRA Series 6 and 63 and state insurance licenses required, SAFE registration and FINRA/SIE requirements, ability to work Saturdays.
1mo
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Financial Solutions Advisor Registration Candidate - Raleigh/Durham Market
Raleigh or Knightdale or Durham or Wake Forest or Chapel Hill or Holly Springs or Cary or Apex or Fuquay Varina or Greenville
OnsiteFull Time
1+ YOEObtain SIE, Series 7 and Series 66 within required timelines; SAFE Act registration for mortgage originations; high school diploma/GED; ~1 year financial services or sales experience preferred; strong client relationship and communication skills.
1mo
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Financial Advisor - Durham, NC - Market 27, Region 028
Durham, North Carolina, United States
$45k-$100k/yr OnsiteFull Time
Bachelors preferred or equivalent experience; licensing (SIE, Series 7, Series 66) and state insurance licenses required; paid training and paid study period provided; strong relationship-building, sales/financial services experience, and commitment to professional development.