2mo
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Financial Advisor - Havertown, PA
Havertown, Pennsylvania, United States
$72k-$108k/yr OnsiteFull Time
2+ YOE2+ years of providing advice, planning and investment sales; SIE, Series 7, Series 63; Series 66 or equivalent; strong communication and organizational skills; willingness to travel within assigned market.
SIE, Series 7, Series 63, Series 66
2mo
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Client Associate
Baltimore, Maryland, United States
$55k-$65k/yr OnsiteFull Time
SIE, Series 7 and 66 (or willingness to obtain); bachelor’s degree preferred; strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office
1w
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Extended Hours Client Representative
Malvern, Pennsylvania, United States
$64k-$70k/yr RemoteFull Time
Requires SIE, Series 7 and Series 63 (or equivalent registrations), undergraduate degree or equivalent experience, strong communication, and ability to work non-traditional hours.
1mo
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Financial Services Representative - State Farm Agent Team Member
Baltimore, Maryland, United States
$60k-$90k/yr OnsiteFull Time
Active Life & Health license; FINRA SIE; Series 6/63/65 or 7; experience in financial services or insurance; strong communication and analytical skills.
1w
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Non Registered Client Associate
West Chester, Pennsylvania, United States
OnsiteFull Time
5+ YOEHigh school diploma required (Bachelor's preferred), FINRA SIE required, 5+ years customer service/financial industry experience, proficient with Microsoft Office.
Microsoft Office
2w
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Registered Wealth Management Client Associate
Dover, Delaware, United States
OnsiteFull Time
FINRA SIE, Series 7 and 66 (63/65 accepted), advanced investment product knowledge, client service experience, strong communication and detail orientation.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3mo
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J.P. Morgan Advisors – Wealth Advisor Development Associate - Philadelphia, PA
Philadelphia, Pennsylvania, United States
OnsiteFull Time
3+ YOELicenses Series 7, 66 and SIE within 120 days; bachelor's degree preferred; 3-5 years financial services; self-starter; client relations.
2w
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Financial Advisor
Philadelphia, Pennsylvania, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to obtain Life/Accident & Health, SIE, Series 6,7,63; strong relationship-building, time management, communication, and critical thinking; entrepreneurial drive.
1d
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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.
2w
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Associate
Philadelphia, Pennsylvania, United States
OnsiteFull Time
1+ YOEBachelor's degree, strong analytical and communication skills, proficiency in Microsoft Word and Excel, client service experience preferred; firm will sponsor SIE/Series 7/63 exams.
Microsoft Word, Microsoft Excel
4d
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Practice Operations Manager
Radnor, Pennsylvania, United States
HybridFull Time
2+ YOE2+ years in wealth management or financial services operations, strong organization, client communication, CRM and Microsoft proficiency; FINRA SIE/Series 6/7 preferred or willing to obtain.
Microsoft Outlook, Microsoft Excel, Microsoft Teams, Microsoft OneNote, Salesforce, Advisor360
1w
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Retirement Plan Specialist
Conshohocken or Linthicum Heights or Philadelphia or Baltimore
$65k-$85k/yr FieldFull Time
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.
1w
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Financial Advisor - Forest Hills, MD - Market 34, Region 197
Forest Hill, Maryland, United States
$45k-$100k/yr OnsiteFull Time
Prepare for regulatory registrations (SIE, Series 7, Series 66), state insurance licenses; bachelor’s degree preferred or relevant experience; sales/financial services background and strong relationship skills required.
2w
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Insurance Agent - Dover, DE
Dover, Delaware, United States
FieldContract
Active Property & Casualty and Life & Health licenses required; FINRA SIE/Series 6/63 required or obtainable for Enhanced role; insurance experience preferred; strong relationship, communication, and entrepreneurial skills.
1mo
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Trade Support | Execution Desk
Bala Cynwyd, Pennsylvania, United States
OnsiteFull Time
2+ YOE2+ years support experience preferred; SIE and Series 57 required (or willingness to obtain); strong Microsoft Excel required; VBA/Python preferred; high school diploma; excellent communication skills.
Microsoft Excel, VBA, Python
5d
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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.
2w
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College Financial Representative, Internship Program
West Chester, Pennsylvania, United States
$500-$1k/yr OnsiteInternship
Full-time college student (juniors/seniors preferred), entrepreneurial and sales interest, campus involvement, strong time-management and communication. Support for SIE, Series 6 & 63 and life/health licensing provided.
3w
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Brokerage Registered Client Service Associate - Baltimore, Maryland
Baltimore, Maryland, United States
$60k-$75k/yr OnsiteFull Time
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
1w
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Financial Services Sales Representative - Annuities
Radnor, Pennsylvania, United States
$45k-$81k/yr HybridFull Time
4+ YOEBachelor's degree or 4 years' experience required. Must obtain FINRA SIE, Series 6, Series 63 (if required), and resident life & health licenses within 120 days. Strong communication and relationship skills.
1mo
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Private Client Relationship Manager
Lewes or Dover
OnsiteFull Time
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