33 sie jobs at 13 companies in Easton, MD

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Software Integration Engineer (SIE) 2
Fort Meade, Maryland, United States
OnsiteFull Time
Wyetech
Wyetech: Provides professional engineering services for government and commercial sectors.
6+ YOERequires US citizenship and active TS/SCI clearance; 6+ years integrating and supporting COTS/GOTS software in heterogeneous environments; Linux, scripting, containers, Kubernetes, IaC and monitoring experience.
Linux, Bash, Python, Docker, Podman, Kubernetes, Ansible, Helm, Prometheus, Grafana, Git, Jira, Confluence, AWS
2w
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Financial Advisor
Lusby, Maryland, United States
$45k-$100k/yr OnsiteFull Time
Edward Jones
Edward Jones: Provides personalized financial advice and wealth management services.
Requires at least one of: bachelor's degree or equivalent industry experience, financial services or sales experience, financial registration, licensing or certification, or professional or military career progression. SIE, Series 7, Series 66 and state insurance licenses required.
SIE, Series 7, Series 66, FINRA, SEC
3mo
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Client Associate
Baltimore, Maryland, United States
$55k-$65k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
SIE, Series 7 and 66 (or willingness to obtain); bachelor’s degree preferred; strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office
2mo
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Financial Services Representative - State Farm Agent Team Member
Baltimore, Maryland, United States
$60k-$90k/yr OnsiteFull Time
Michael Doyle State Farm Agent
Michael Doyle State Farm Agent: Independent insurance agency providing financial services and insurance solutions.
Active Life & Health license; FINRA SIE; Series 6/63/65 or 7; experience in financial services or insurance; strong communication and analytical skills.
2d
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Insurance Agent - Dover, DE
Dover, Delaware, United States
FieldFull Time
Horace Mann
Horace MannNYSE: HMN: Provides insurance and financial services tailored for educators.
Active Life & Health and Property & Casualty licenses required. Enhanced agents need SIE and Series 6 and/or Series 63 licenses. Insurance or financial services experience preferred.
1mo
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Financial Services Representative - Annapolis, MD
Annapolis, Maryland, United States
$45k-$75k/yr HybridFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Customer-service experience; ability to handle inbound calls, place trades, and obtain FINRA licenses (SIE, Series 7, Series 66); strong communication, attention to detail, and coachability.
2w
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Financial Services Representative - Annapolis, MD
Annapolis, Maryland, United States
$45k-$75k/yr HybridFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Customer service experience, strong interpersonal and multitasking skills, attention to detail, flexibility, self-motivation, and successful completion of sponsored SIE, Series 7 Top Off, and Series 66 exams.
telephone
2mo
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Financial Advisor - Prince Frederick, MD - Market 34, Region 250
Prince Frederick, Maryland, United States
$45k-$100k/yr OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
Bachelor's degree preferred or equivalent experience; ability to obtain SIE, Series 7 and Series 66 registrations and state insurance licenses; strong relationship-building, sales aptitude, and commitment to professional development.
1mo
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Financial Solutions Advisor Registration Candidate- Southgate Glen Burnie Financial Center
Glen Burnie, Maryland, United States
$29-$34/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEObtain SIE, Series 7 and Series 66 licenses; SAFE Act registration for mortgage originations; 1 year financial services or sales experience preferred; strong client relationship and communication skills.
3w
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Retirement Plan Specialist
Conshohocken or Linthicum Heights or Philadelphia or Baltimore
$65k-$85k/yr FieldFull Time
Mutual of America Financial Group
Mutual of America Financial Group: Provides retirement plans and investment services to various organizations.
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.
1mo
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Financial Solutions Advisor Registration Candidate- Southgate Glen Burnie Financial Center
Glen Burnie, Maryland, United States
$29-$34/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOEMust obtain SIE, Series 7 and Series 66 (63/65 accepted in lieu of 66); aptitude for licensing; self-disciplined, client relationship and consultative selling skills; ability to learn new technology.
2mo
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Financial Advisor - Securities Administration
California, Maryland, United States
$35k-$40k/yr OnsiteFull Time
WesBanco
WesBancoNasdaq: WSBC: Regional bank providing personal, business, and investment services.
Requires FINRA SIE, Series 7 and 66 (or 63 and 65) and state life & health licenses; investment sales experience; bachelor’s degree preferred; proficiency with Microsoft Office; coaching/mentoring experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1mo
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Brokerage Registered Client Service Associate - Baltimore, Maryland
Baltimore, Maryland, United States
$60k-$75k/yr OnsiteFull Time
Truist
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
Bachelor's degree or equivalent experience; securities industry experience; FINRA SIE, Series 7 and Series 66 licenses; strong telephone, time-management, and Microsoft Office skills; experience with brokerage operations and client servicing.
SalesForce, Microsoft Office
1mo
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Private Client Relationship Manager
Lewes or Dover
OnsiteFull Time
Citizens Financial Group
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.
Salesforce CRM
1mo
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Internal Audit Director - Institutional Equity Division
Baltimore, Maryland, United States
$108k-$155k/yr HybridFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
4+ YOEDirector-level auditor to lead assurance activities for equities coverage; strong audit methodology, data analysis, stakeholder communication; ~4+ years relevant experience; preferred certifications such as CIA, CPA, CFA, CIDA, SIE/Series.
4d
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Investment Banking Analyst, Debt Capital Markets
Baltimore, Maryland, United States
$89k-$148k/yr HybridFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and wealth management banking services.
2+ YOEBachelor's degree in business, finance, economics, or related field plus 2 years of experience, or equivalent experience. Requires analytical, financial modeling, communication, and presentation skills; FINRA SIE, Series 79, and Series 63 within 6 months.
Microsoft Excel, Refinitiv
1mo
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Internal Audit Director - Institutional Equity Division
Baltimore, Maryland, United States
$108k-$155k/yr HybridFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
4+ YOE4+ years relevant audit experience; strong audit methodology and control testing skills; ability to analyze multiple data sources, communicate with stakeholders, and apply relevant regulations; preferred certifications (CIA, CPA, CFA, CIDA, SIE/Series).
2mo
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External Wholesaler - Mid-Atlantic
Virginia or Maryland or Washington, D.C. or Baltimore
$100k/yr FieldFull Time
Potomac Fund Management
Potomac Fund Management: A boutique tactical asset manager serving the independent broker-dealer and RIA channel with institutional-grade investment expertise.
2+ YOESIE, Series 7 and Series 63 & 65 or 66 required; minimum 2 years external wholesaler experience (3 years internal wholesaler acceptable); proven sales presentation and territory management skills; bachelor’s degree or equivalent preferred.
CRM