Financial Services Representative - State Farm Agent Team Member
Rehoboth Beach, Delaware, United States
$50k-$60k/yrOnsiteFull Time
Eric Blondin State Farm: An insurance agency team providing insurance and financial services to help customers manage risk and plan for the future.
3+ YOE3+ years in financial services, strong analytical and communication skills, Series/SIE licenses preferred, knowledge of compliance and financial products.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
FINRA SIE, Series 7 and 66 (63/65 accepted), advanced investment product knowledge, client service experience, strong communication and detail orientation.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Financial Services Representative - State Farm Agent Team Member
Lewes, Delaware, United States
$40k-$60k/yrOnsiteFull Time
Catie Walther Insurance and Financial Services: Independent insurance agency providing auto, home, and life insurance.
Active life & health license required; Series 6/63/65 and SIE willingness to obtain; sales or insurance experience preferred; strong communication and relationship-building skills.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
7+ YOE7+ years in trading services; expertise in order execution, trade processing, settlement; strong automation, data analysis, and stakeholder management; FINRA licensing (SIE, Series 99) preferred.
Horace MannNYSE: HMN: Provides insurance and financial services tailored for educators.
Active Property & Casualty and Life & Health licenses required; FINRA SIE/Series 6/63 required or obtainable for Enhanced role; insurance experience preferred; strong relationship, communication, and entrepreneurial skills.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
FINRA SIE, Series 7 and Series 63 required (or to be obtained within 90 days); proficiency with Microsoft Office; ability to work under pressure in a matrix organization; strong client service and communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOE3+ years trade lifecycle experience focusing on cash movements and DDA funding; Series 99 and SIE to be completed within 12 months; automation, reconciliation, project management and cross-functional stakeholder skills.
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
3+ YOERequires SIE, Series 6/7 and Series 63/66 licenses at hire, 3+ years banking or wealth experience, experience with affluent/HNW clients, Salesforce CRM proficiency, strong communication and regulatory knowledge.
Financial Advisor - Wilmington, DE - Market 34, Region 266
Wilmington, Delaware, United States
$45k-$100k/yrOnsiteFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Develop a client-focused advisory practice; obtain SIE, Series 7 and Series 66 registrations and state insurance licenses; bachelor’s degree preferred or equivalent experience; strong relationship-building and critical thinking skills.
Somerset or Alaska or Alabama or Connecticut or Delaware or Hawaii or Iowa or Idaho or Indiana or Kansas or Maryland or Michigan or Minnesota or Mississippi or Montana or North Carolina or North Dakota or Nebraska or New Mexico or Oregon or South Carolina or South Dakota or Tennessee or Texas or Utah or Virginia or Washington or Wisconsin or Wyoming
$37-$66/hrOnsiteFull Time
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
4+ YOE3–4+ years experience building customer relationships and recommending financial products; FINRA Series 6 & 63 (and possibly Series 65/SIE) and state insurance licenses required; SAFE registration and LO/CFPB requirements apply.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Experience with automation technologies, knowledge of market products and regulations, proactive problem solving, strong time management, data analysis and presentation skills; FINRA SIE + Series 99 required or willingness to obtain Series 99 within 12 months.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOE1+ year sales experience in retail banking or financial services; high school/GED; SIE and Series 6/other registrations required or to be obtained; ability to work branch hours including weekends and evenings; strong communication and compliance skills.
Financial Advisor - Middletown, DE - Market 34, Region 266
Middletown, Delaware, United States
$45k-$100k/yrOnsiteFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Candidates must obtain SIE, Series 7 and Series 66 registrations and state insurance licenses (registrations may be obtained during paid study); bachelor’s degree preferred or equivalent experience; financial services/sales experience or military progression acceptable.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOE1+ year sales experience in retail banking/financial services, high school or GED, required licensing (SIE, Series 6, state registration/Series 63 as needed, life licenses), NMLS registration, strong communication and client service skills.