75 sie jobs at 20 companies in Manassas, VA
6d
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Software Integration Engineer (SIE) 2
Fort Meade, Maryland, United States
OnsiteFull Time
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
3w
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Financial Advisor
Reston, Virginia, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain Life/Accident & Health, SIE, Series 6,7,63 licenses; entrepreneurial mindset and strong communication.
1mo
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Sr. Sales Specialist, Workplace
Owings Mills or Maryland or Colorado or Washington or Washington or New York or California
$61k-$75k/yr HybridFull Time
4+ YOEBachelor's degree (or equivalent), 4+ years relevant experience, FINRA SIE/Series 7/66 to be obtained, strong client service and communication, consultative sales and regulatory knowledge.
2w
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Wealth Management Client Associate
Reston, Virginia, United States
$25-$44/hr OnsiteFull Time
0+ YOEProviding client service support to financial advisors; strong communication, detail orientation, and computer skills; High School diploma required; FINRA credentials (SIE/Series) preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Private Wealth Management, Wealth Management Professional, Senior Analyst, Philadelphia
Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
2+ YOEBachelor's degree, 2+ years client service or financial industry experience preferred, SIE/Series 7 and 63 required, strong communication, organizational and client-service skills.
3w
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Registered Wealth Management Client Associate
Frederick, Maryland, United States
$27-$45/hr OnsiteFull Time
Holds SIE, Series 7 and Series 66 (63/65 accepted), high school diploma/GED, client service and investment product knowledge, strong communication and technology skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Insurance Agent - Columbia, MD
Columbia, Maryland, United States
FieldContract
Active Property & Casualty and Life & Health licenses required; FINRA SIE/Series 6/63 for some roles; insurance experience preferred; strong relationship, communication, and entrepreneurial skills.
4w
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Equity Research Associate - Washington Policy (Virginia)
Arlington, Virginia, United States
OnsiteFull Time
1+ YOE1-3 years public policy experience; strong writing, analytical, and communication skills; bachelor’s degree preferred; ability to obtain SIE and Series licenses; proficient with spreadsheets and presentations.
1w
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Associate Principal Analyst, Surveillance and Market Intelligence
Rockville or Jericho or Denver or Dallas or Chicago or Boston or Boca Raton or Tysons or Jersey City or Woodbridge or Washington or San Francisco or Philadelphia or New York or Los Angeles
$84k-$180k/yr HybridFull Time
4+ YOEBachelor's degree plus 4+ years in securities/financial services or equivalent; working knowledge of SRO rules and securities laws; SIE certification required within 16 months; surveillance lifecycle experience.
2mo
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Financial Advisor Associate - Great Falls, VA
Great Falls, Virginia, United States
$67k-$99k/yr OnsiteFull Time
1+ YOEEntry-level financial advisor role requiring SIE, Series 7, Series 66 or equivalent, strong communication and relationship-building skills, willingness to travel, and ability to meet sales and referral goals.
SalesForce, Money Guide Pro
1mo
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Registered Client Associate
Pasadena or Zurich or Rockville or London or Los Angeles or Mountain View or Wexford or Amsterdam or China or Uruguay or Jersey or Monaco
$75k-$85k/yr OnsiteFull Time
3+ YOESIE, Series 7 and 66 required; ideally 3-5 years client service experience in finance; bachelor's or master's in finance preferred; proficient in Microsoft Office; strong communication and attention to detail.
Microsoft Office
1w
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Private Client Banker - Village Center @ Dulles - Herndon, VA
Herndon, Virginia, United States
OnsiteFull Time
1+ YOE1+ year branch or financial services sales experience; high school/GED; SIE, Series 6/63 and life licenses or ability to obtain; NMLS registration; strong communication and client relationship skills.
Chase Mobile App, Chase.com, ATMs
2mo
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Registered Client Assistant III--Wealth Management (Richmond, Fredericksburg, Christiansburg, Charlottesville)
Glen Allen or Christiansburg or Fredericksburg or Charlottesville
$52k-$77k/yr OnsiteFull Time
5+ YOEHigh School diploma; 5-7 years in financial services; 2+ years as a Registered Client Assistant; FINRA registrations SIE, Series 7 or 6 and 63; Virginia life insurance and annuities licenses.
Microsoft Office, Online systems
2mo
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Registered Client Assistant III--Wealth Management (Richmond, Fredericksburg, Christiansburg, Charlottesville)
Glen Allen or Christiansburg or Fredericksburg or Charlottesville
$52k-$77k/yr OnsiteFull Time
6+ YOEHigh School diploma; 5-7 years financial services experience; 2+ years as a Registered Client Assistant; FINRA SIE, Series 7 or 6 and 63; Virginia life insurance and annuities licenses.
1mo
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Registered Client Service Associate
Fredericksburg, Virginia, United States
$67k-$87k/yr OnsiteFull Time
FINRA SIE, Series 7, and Series 63 required; college degree preferred; experience in financial services or banking preferred; proficiency with Microsoft Outlook, Word, Excel; strong organization, communication, and customer service skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel
1mo
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Client Service Associate (Washington D.C)
Washington, District of Columbia, United States
$50k-$60k/yr OnsiteFull Time
1+ YOE1+ years financial services experience preferred; willing to obtain FINRA registrations (SIE, Series 7, 63/65 or 66); bachelor’s preferred; strong MS Office skills; confidentiality and organizational skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1mo
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Financial Advisor - New Market, MD - Market 34, Region 197
New Market, Maryland, United States
$45k-$100k/yr OnsiteFull Time
Bachelor's degree preferred or equivalent experience; SIE, Series 7 and Series 66 required (may be obtained during paid study); state insurance license required; financial services or sales experience and strong relationship-building skills.
2mo
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External Wholesaler - Mid-Atlantic
Virginia or Maryland or Washington, D.C. or Baltimore
$100k/yr FieldFull Time
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
1mo
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Managing Director & Head of Security and Defense, Public Sector Banking
New York City or Reston
$250k-$500k/yr OnsiteFull Time
10+ YOESenior banking leader with 10+ years corporate finance and credit experience, client relationship and people management experience, knowledge of defense/security sectors, FINRA licenses (SIE, S79, S63, S24) and active security clearance or ability to obtain.
1mo
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Fast Track to Leadership
Bethesda, Maryland, United States
$100k-$150k/yr OnsiteFull Time
Goal-oriented sales leader with insurance/financial services experience (3+ years preferred). Preferred licenses: Life & Health, SIE, Series 6/63/7/65/24. Salesforce experience and language fluency beneficial; MBA preferred.
Salesforce