108 sie jobs at 28 companies in Pennsylvania
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Financial Services Representative - Cranberry Township, PA
Cranberry Township, Pennsylvania, United States
HybridFull Time
Customer service experience; willingness to obtain FINRA licenses (SIE, Series 7, Series 66).
3mo
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Premier Banker- Media
Media, Pennsylvania, United States
$26-$39/hr OnsiteFull Time
2+ YOE2+ years banking experience; HS diploma; active NMLS; SIE preferred; Life/Health license preferred.
1mo
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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
2mo
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Private Client Banker
Pittsburgh, Pennsylvania, United States
$25-$38/hr OnsiteFull Time
Experience building client relationships; sales and referral skills; FINRA licenses S6, S63, SIE; Life/Health licenses; high school required (Bachelor’s preferred).
3mo
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Executive Director, Private Banking
Columbus or Warren or Fishers or Bellevue or Independence
OnsiteFull Time
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.
Microsoft Office, Wealth Management software
1mo
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Wealth Management Client Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
Provide client service support to Financial Advisors, ensure accuracy of client materials, promote banking offerings, and use Microsoft Office and Salesforce; SIE/Series credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Financial Advisor (Allentown)
Allentown, Pennsylvania, United States
$70k-$120k/yr HybridFull Time
Self-motivated, relationship-oriented candidates must obtain life, accident and health, SIE, Series 7, and Series 66 licenses; U.S. citizenship or permanent residency is required.
MassMutual
1w
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Premier Banker Manheim Twp Lancaster
Manheim Township or Lancaster
OnsiteFull Time
3+ YOERequires 4+ years customer service, 3+ years relationship-building and product recommendation experience, FINRA Series 6 and 63, SIE, state insurance license, and SAFE registration.
mobile banking
2d
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External Wholesaler- Raymond James Investment Management- Remote / Pennsylvania Metro
Pennsylvania, United States
RemoteFull Time
2+ YOEBachelor's degree in finance or related field plus 2+ years in financial services, or equivalent experience. Requires SIE and FINRA Series 7, sales, presentation, communication, and organizational skills.
1d
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Registered Client Services Associate - Brokerage
Lancaster, Pennsylvania, United States
$25-$41/hr HybridFull Time
2+ YOEBachelor's degree or equivalent required; 3+ years financial services or sales administration and 2+ years investment operations required. SIE, Series 7, and Series 63 or 66 required.
Microsoft Office Suite, Client Relationship Management (CRM) software
2mo
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Financial Advisor - Elizabethville, PA - Market 34, Region 029
Elizabethville, Pennsylvania, United States
$45k-$100k/yr OnsiteFull Time
Requires licensing (SIE, Series 7, Series 66, state insurance); bachelor’s preferred or equivalent experience; strong relationship-building, sales orientation, and commitment to training and registration with FINRA.
2w
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Registered Private Wealth Client Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
High school diploma or equivalent; active SIE, Series 7, and Series 66 or accepted alternatives; advanced investment product knowledge; client service, communication, judgment, and technology skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
6d
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Senior Director, 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
$158k-$371k/yr HybridFull Time
10+ YOE5+ MgmtBachelor’s degree or equivalent, 10+ years in securities or financial services, 5+ years supervising, regulatory surveillance expertise, project management, data analytics, communication, and SIE or equivalent certification.
Microsoft Power BI, Dataiku, CAT, Securities Exchange Act of 1934
6d
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Los Angeles
Los Angeles or Atlanta or Boston or Chicago or Dallas or Houston or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1–3 years of preferred client service or financial industry experience, strong communication and organizational skills, and SIE, Series 7, and 63 within three months.
3w
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Ultra High Net Worth Client Case Representative, Senior Associate
Malvern or Paoli
$70k-$78k/yr HybridFull Time
3+ YOERequires 3+ years in financial services, an undergraduate degree or equivalent, SIE and Series 7, Series 66 or ability to obtain within 90 days, and consultative client service and investment knowledge.
1d
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Registered Client Services Associate - Brokerage
Lancaster, Pennsylvania, United States
$25-$41/hr HybridFull Time
2+ YOEBachelor's degree in business, finance, or related field; 3+ years financial services administration; 2+ years investment operations; required SIE, Series 7, and Series 63 or Series 66.
Microsoft Office Suite, Client Relationship Management (CRM) software
6d
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Capital Markets Managing Director I Real Estate- Structuring/Originations (IC)(F)
Pittsburgh or Denver
$154k-$315k/yr OnsiteFull Time
8+ YOEBachelor's degree and typically 8+ years of industry experience; requires SIE, Series 7, 63, and 79 licensing for the role, plus financial analysis, structuring, sales, and client relationship skills.
STEM OPT
6d
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Financial Advisor
Tamaqua, Pennsylvania, United States
$45k-$100k/yr OnsiteFull Time
Ambition, self-motivation, relationship-building, critical thinking, and interest in financial services. One qualifying background required; SIE, Series 7, Series 66, and state insurance licenses required.
social media, FINRA, SEC
2mo
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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
4w
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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.
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