New York or New York or Peachtree City or Boston or Deer Park or Alpharetta or Carmel or Mount Laurel or Paramus or Pennington or Toms River or Dallas or Cincinnati or Charlotte or Century City or Saint Helena or White Plains
$140k-$207k/yrHybridFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
10+ YOE10+ years coaching/consulting in wealth management; senior leader coaching; travel 40%; SIE and Series 7 or ability to obtain.
Financial Services Representative (Investments & Retirement) - Fishers, IN
Fishers, Indiana, United States
$60k-$100k/yrOnsiteFull Time
Clint Wilson State Farm: Local insurance agency providing personal and commercial insurance solutions.
Life & Health license required; ability to obtain SIE, Series 6, 63, 65; strong communication, integrity, and growth mindset; licensing support provided.
Columbus or Warren or Fishers or Bellevue or Independence
OnsiteFull Time
Northwest BankNASDAQ: NWBI: Provides retail and commercial banking and financial services.
15+ YOE15+ years in financial services; wealth management/private banking leadership; CTFA, CFP, FINRA SIE, Series 6, Series 7 licenses; bachelor's and master's degrees.
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Carmel, IN
Carmel, Indiana, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
0+ YOEObtain SIE, Series 7 and Series 66 within required timelines; sales aptitude, client relationship skills, regulatory due diligence, time management, and results orientation.
Financial Services Representative (Investments & Retirement) - Muncie, IN
Muncie, Indiana, United States
$60k-$100k/yrOnsiteFull Time
Clint Wilson State Farm: Local insurance agency providing personal and commercial insurance solutions.
Life & Health insurance license required; ability to obtain SIE, Series 6, 63, 65; strong communication and integrity; licenses for securities preferred; coaching and client relationship skills.
Financial Advisor - Gas City, IN - Market 10, Region 305
Gas City, Indiana, United States
$45k-$100k/yrOnsiteFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Paid training with required FINRA registrations (SIE, Series 7, Series 66) and state insurance license; bachelor's preferred or equivalent experience; strong relationship-building and sales aptitude.
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Bachelor's degree, ability to build client relationships, obtain SIE/Series 6/7/63 and life/accident & health licenses, entrepreneurial drive, strong communication and time-management, legal authorization to work in the US.
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Carmel, IN
Carmel, Indiana, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOEObtain SIE, Series 7 and Series 66 licenses within required timeframes; sales-oriented with client relationship, time management, and regulatory due diligence skills; bachelor’s degree or 1+ year financial services/sales experience preferred.
Relationship Banker - Hamilton Town Center - Noblesville, IN
Noblesville, Indiana, United States
OnsiteFull Time
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 required, must obtain SIE/Series 6/other required licenses and NMLS registration within 180 days, strong communication, compliance, and client-service skills.
Lincoln FinancialNew York Stock Exchange: LNC: Provides life insurance, annuities, and retirement planning services.
12+ YOE5+ Mgmt12+ years in retirement plan services, 5+ years managerial experience, proven success scaling participant engagement, FINRA SIE/S6/S63 and Life & Health exams within 90 days, experience with AI/automation/digital tools, ability to travel 30%.