2mo
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Financial Services Representative - SIE (Chicago, IL)
Chicago, Illinois, United States
$24/hr HybridFull Time
2+ YOEPassed SIE exam, bachelor’s degree or equivalent, 2+ years customer-facing experience, flexible for hybrid schedule (3 days in office). Morgan Stanley will pay for Series 7 & 63 training.
3w
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Consumer Investments - Investment Specialist Trainee (Obtain SIE, Series 7 & 66)
Chicago, Illinois, United States
$27-$29/hr OnsiteFull Time
Phone-based client service focused on referral-based sales; must be client-focused, self-motivated, strong communicator, able to multitask, prepared to pass SIE, Series 7 and Series 66 exams; high school diploma or GED minimum.
2mo
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Private Client Banker - Lake Zurich Branch - Lake Zurich, IL
Lake Zurich, Illinois, United States
$23-$30/hr OnsiteFull Time
1+ YOE1+ year banking sales/relationship experience; licensing: SIE, FINRA Series 6/7, state registrations or must complete; comply with Dodd-Frank; high school or equivalent; ability to work weekends/evenings
NMLS, SIE, FINRA
2mo
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Associate – Investment Banking – Public Finance
Chicago, Illinois, United States
$110k-$160k/yr OnsiteFull Time
SIE, Series 52, Series 63 required; bachelor’s degree with related coursework; experience in municipal/public finance preferred.
Microsoft Office
2mo
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VP Portfolio Specialist
Naperville, Illinois, United States
$145k-$175k/yr OnsiteFull Time
5+ YOE5+ years in investment, CFA and/or MBA preferred; SIE and Series 7 license required; strong presentation and communication skills; Excel proficiency.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Outlook
2mo
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Premier Client Specialist
Darien, Illinois, United States
$58k-$107k/yr OnsiteFull Time
3+ YOE3+ years in financial services; SIE/Series licenses; knowledge of banking products; ability to meet sales targets and manage client relationships.
1mo
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Senior Manager, Risk Advice
Minneapolis or Chicago or Phoenix or Charlotte
OnsiteFull Time
6+ YOE6+ years in strategic risk/compliance or product management; strong communication; leadership; organized; SIE exam or able to obtain within 180 days.
3mo
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Insurance Agent - Racine, WI
Racine, Wisconsin, United States
RemoteContract
Active Life & Health and Property & Casualty licenses; SIE and Series 6/63 may be required; strong relationship-building, sales and entrepreneurial mindset.
2mo
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Director, Corporate Banking - Native American Financial Services
San Francisco or Cleveland or Chicago or Seattle or United States
$165k-$345k/yr HybridFull Time
10+ YOE10+ years in investment banking or capital markets; bachelor degree; FINRA SIE, S7, S79, S63; strong client management and deal execution.
2mo
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VP Investment Banking - ESOP
Saint Petersburg or New York City or Chicago
$130k-$250k/yr OnsiteFull Time
15+ YOEBachelor’s in Accounting, Business Administration, or Finance; 15+ years experience; FINRA SIE certification; full-time role; travel <25%; salary range provided.
2mo
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Asset & Wealth Management, Private Wealth Management, Business Unit Manager, Vice President - Chicago
Chicago, Illinois, United States
$85k-$240k/yr OnsiteFull Time
Bachelor’s degree; strong leadership and strategic planning; SIE and Series 7, 9, 63, 10 within 3 months; excellent communication and governance skills.
2w
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Financial Advisor
Chicago, Illinois, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial and client-building experience, must obtain SIE, Series 6,7,63 and Life/Accident & Health certifications; US work authorization required.
2mo
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Investment Banking Industrials Associate
Chicago, Illinois, United States
$175k-$200k/yr HybridFull Time
3+ YOEAssociate on Industrials M&A and financing; 3-5 years IB experience in industrials; SIE, Series 79 and 63; strong financial modeling; MS Office proficiency.
Microsoft Office, Financial Modeling, Pitch and Marketing Materials
1mo
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Client Associate
Chicago, Illinois, United States
$60k-$70k/yr OnsiteFull Time
Requires SIE, Series 7 and 66 licenses; bachelor's degree preferred; strong communication, attention to detail, and proficiency in Microsoft Office; client service and record maintenance experience.
Microsoft Office Suite, BrassRing, HackerRank, Beamery, Modern Hire, Textkernel
2w
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Financial Advisor - Glen Ellyn & Surrounding Areas
Glen Ellyn or Lombard or Wheaton
FieldFull Time
Bachelor's degree or equivalent experience; attainment of FINRA SIE, life & health insurance licenses and securities registrations before contracting; satisfactory background check, fingerprinting, and licensing verification.
3w
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Financial Representative - Entry Level
Oak Park, Illinois, United States
$97k-$192k/yr HybridFull Time
Active or quickly obtainable SIE and life/health (state insurance) licenses; sales orientation, team-focused, competitive, willing to obtain state licensing and participate in training and development.
2mo
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Financial representative
Kenosha County, Wisconsin, United States
OnsiteFull Time
Ability to obtain/hold life insurance and FINRA registrations (SIE, Series 6/7, Series 63), pass background and financial checks, sales orientation and community engagement.
2mo
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Controller
Chicago, Illinois, United States
$140k-$185k/yr OnsiteFull Time
6+ YOE2+ MgmtBachelor's in Accounting/Finance; 6-8+ years accounting; CPA required; 2+ years leadership; NetSuite experience; Big 4 preferred; Series 99/SIE licensing sponsorship.
NetSuite
2mo
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Quantitative Trader (Equities - Chicago)
Chicago or London or New York
$100k-$200k/yr OnsiteFull Time
1+ YOE1–3 years in quantitative trading/research; active SIE and Series 57; strong Python skills; solid equity market structure knowledge; experience with statistics or machine learning.
Python, C++, Java
1w
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Investment Banking Analyst Syndicate - Equity Capital Markets
Chicago or New York
$115k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1+ years related experience, obtain SIE/Series 79 and 63 within 150 days, detail oriented with strong analytical, math, writing and computer skills.
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