3mo
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Merrill Performance Coach
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/yr HybridFull Time
10+ YOE10+ years coaching/consulting in wealth management; senior leader coaching; travel 40%; SIE and Series 7 or ability to obtain.
2mo
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Private Client Banker - Westport Main St - Westport, CT
Westport, Connecticut, United States
$25-$33/hr OnsiteFull Time
1+ YOE1+ year banking/financial services experience; SIE/FINRA licenses required or to be completed within 180 days; high school diploma or equivalent; ability to work weekends/evenings.
4d
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AMP Financial Advisor Trainee - Springfield, MA
Springfield, Massachusetts, United States
$31k-$75k/yr OnsiteFull Time
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.
2mo
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Internal Wholesaler
Springfield or Boston
$60k-$65k/yr HybridFull Time
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.
Salesforce, Microsoft Office
1mo
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Financial representative
Fairfield County, Connecticut, United States
FieldFull Time
Ability to obtain/state-hold life insurance license, SIE, Series 6/7 and Series 63 as required; pass background and regulatory checks; integrity, leadership, community engagement.
1w
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Financial Services Representative -Lake Grove, NY
Lake Grove, New York, United States
$45k-$75k/yr HybridFull Time
Customer service experience; ability to support customers by phone, process transactions, and obtain FINRA licenses (SIE, Series 7, Series 66) through company-paid training and study time.
2w
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Internal Sales Associate
St. Petersburg or Stamford or Boston
$55k-$65k/yr OnsiteFull Time
BA/BS required; obtain SIE, Series 7 and Series 63 within 90-180 days; proficiency with MS Office Suite; strong communication, time management, and sales aptitude.
MS Office Suite
2mo
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Financial Services Representative -Lake Grove, NY
Lake Grove, New York, United States
$45k-$75k/yr HybridFull Time
Customer service experience; willing to obtain FINRA licenses (SIE, Series 7, 66); ability to work from home with one day per week in an Investor Center; strong communication.
4d
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Licensed Private Client Banker
Fishkill, New York, United States
$25-$38/hr OnsiteFull Time
Proven sales and relationship-building experience; FINRA S6,S63,SIE and life & health insurance upon hire; comfortable with prospecting, referral generation, and digital tools; high school required; valid driver's license.
Microsoft Windows, Microsoft Word, Microsoft Excel
1mo
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Financial Advisor - Briarcliff, NY - Market 13, Region 375
Briarcliff Manor, New York, United States
$45k-$100k/yr OnsiteFull Time
Ability to build client relationships, obtain SIE/Series 7/Series 66 and state insurance licenses, complete FINRA registrations, and demonstrate ambition, sales or financial-services experience; bachelor's degree strongly preferred.
1mo
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Client Service Associate
Armonk, New York, United States
$60k-$65k/yr OnsiteFull Time
2+ YOEBachelor's degree required; 2+ years in financial services preferred. Experience in wealth management, strong multitasking, documentation accuracy, and ability to obtain SIE/Series 7/65 registrations; must be US citizen or permanent resident.
CRM
1mo
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Licensed Relationship Manager
Pleasant Valley, New York, United States
$26-$31/hr OnsiteFull Time
High school diploma/GED; SIE required; NYS Notary Public within 12 months; NMLS registration required; Series 7 and 66 or able to pass within 120 days; must pass FINRA background screening.
1mo
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Financial Advisor-Stamford, CT (Multiple-Levels)
Stamford, Connecticut, United States
$67k-$118k/yr OnsiteFull Time
2+ YOE2+ years providing advice, planning and investment sales; SIE, Series 7 and Series 63 required; L&H and Series 66 (or ability to obtain); bachelor's degree preferred; consultative sales, client onboarding, planning and compliance knowledge.
1mo
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Relationship Manager, Global Equity - VP
Alpharetta or Menlo Park or Purchase
$110k-$185k/yr OnsiteFull Time
3+ YOEUniversity degree in Business/Economics, minimum 3 years in account management/client services or sales, SIE and FINRA Series 7 & 63 required, strong communication, Excel/Word and web/email competency, ability to travel up to 25%.
Microsoft Excel, Microsoft Word, email, internet
2mo
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Senior Wealth Advisor SAFE Act - Suffolk County
Huntington, New York, United States
$70k-$120k/yr HybridFull Time
5+ YOE5-8 years experience in proactive sales/service roles in financial services; SIE and Series 7 and 66 (or 63 & 65); Group 1 insurance; MLO registration required; Microsoft Office proficiency; strong analytical and communication skills; bachelor’s preferred.
Microsoft Excel, Microsoft Outlook, Microsoft Word
2mo
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Branch Banking Client Consultant II-Licensed
East Northport, New York, United States
$18-$28/hr OnsiteFull Time
4+ YOEHigh school or equivalent; 4-5 years customer service and sales in financial services; NMLS registration; Life/Health licenses within 90 days; FINRA SIE, Series 6, and Series 63/66 within 90 days; ability to train others.