MassMutual: Sells life insurance, retirement plans, and investment services.
1+ YOEBachelor’s degree or HS diploma +4 years in financial services; 1+ year life insurance sales; FINRA SIE, Series 6 & 63; State Life & Health license.
Modern Woodmen of America: Fraternal financial services organization providing insurance and investment products.
Ability to obtain/hold life insurance license, SIE, Series 6 and/or 7, Series 63 as required; pass background and regulatory checks; client-facing relationship and sales skills.
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
3+ YOEComplete AMP training and obtain licensing; 3+ years relevant experience preferred, bachelor’s degree preferred, sales and client development skills, SIE and Series licensing required/obtainable.
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Bachelor's degree, ability to build client relationships, obtain insurance and securities licenses (SIE, Series 6/7/63), strong communication and time-management, legal authorization to work in the US.
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Bachelor's degree, ability to build client relationships, obtain Life/Accident & Health, SIE, Series 6/7/63 licenses; entrepreneurial drive and strong communication and critical thinking skills.
Financial Advisor - Worcester, MA - Market 13, Region 329
Worcester, Massachusetts, United States
$45k-$100k/yrOnsiteFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Must pursue licensing (SIE, Series 7, Series 66) and state insurance licenses; bachelor's degree strongly preferred or equivalent experience; sales/financial services experience or professional/military progression valued.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOE1+ year branch banking or equivalent experience; high school/GED; SIE/Series 6/7/state registration and life licenses required or to be obtained; NMLS registration for mortgage duties; compliance with lending regulations.
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
2+ YOE2+ years advising/planning and investment sales, SIE/Series 7/63 required, Series 66 and L&H required or ability to obtain, strong consultative sales and communication skills, ability to travel/commute within assigned market.
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Bachelor's degree; entrepreneurial and client-building experience; obtain Life/Accident & Health, Securities Industry Essentials (SIE), Series 6, 7, and 63; strong communication and critical thinking; legal US work authorization without sponsorship required.
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Bachelor's degree, ability to build client relationships, obtain insurance and securities licenses (SIE, Series 6/7/63, Life/Accident & Health), entrepreneurial drive, strong communication and time-management, legal US work authorization required.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOE1+ year branch banking or equivalent experience; high school/GED; SIE/Series 6/7, state registration (63/66) and life licenses required or to be completed within 180 days; NMLS registration for mortgage origination; ability to work branch hours including weekends/evenings.