13 sie jobs at 9 companies in Pittsfield, MA
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Financial Advisor - Albany, NY
Albany, New York, United States
OnsiteFull Time
Bachelor's degree; FINRA SIE; life and health licenses; background check and licensing verification.
3mo
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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
2w
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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.
3mo
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Licensed Private Client Banker- Saratoga County
Saratoga Springs, New York, United States
$25-$38/hr OnsiteFull Time
3+ YOEHigh school diploma or GED required; FINRA S6, S63, SIE, Life and Health licenses required; experience in sales and client relationship development; ability to work Saturdays; proficient with PCs and digital platforms.
MS Windows, Office, Digital platforms
1w
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Investment Associate, FINRA Registered - Albany, NY
Albany, New York, United States
$23-$35/hr HybridFull Time
1+ YOEHigh school diploma, 1+ year brokerage/financial services experience, FINRA S6,S63,SIE required (Series 7 and Life Insurance preferred), strong communication, organization, and investment product knowledge.
Microsoft Word, Microsoft Excel, PowerPoint
6d
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College Financial Representative, Internship Program
Albany, New York, United States
$500-$1k/yr OnsiteInternship
Full-time student, preferably junior or senior, with sales interest, entrepreneurial ambition, campus involvement, strong time management, financial planning interest, and critical thinking skills.
Series 6, Series 63, CFP, SIE
6d
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College Financial Representative, Internship Program
Springfield, Massachusetts, United States
$500-$1k/yr OnsiteInternship
Full-time student, preferably a junior or senior, with entrepreneurial sales ambitions, campus involvement, strong time management, financial planning interest, business savvy, and critical thinking ability.
Series 6, Series 63, CFP, SIE
1mo
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Private Client Banker - Latham Circle
Latham, New York, United States
$25-$38/hr OnsiteFull Time
High-school diploma (BA preferred), sales experience developing customer relationships, FINRA S6/S63/SIE and life & health insurance required, Microsoft Office and digital proficiency, valid driver's license, strong communication and prospecting skills.
MS Windows, Microsoft Word, Microsoft Excel
1mo
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Financial Advisor- Longmeadow, Massachusetts
Longmeadow, Massachusetts, United States
$72k-$108k/yr OnsiteFull Time
2+ YOE2+ years advising/planning and investment sales, SIE/Series 7/63 required, Series 66 and L&H required or ability to obtain, strong consultative sales and communication skills, ability to travel/commute within assigned market.
3d
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Client Services Associate, Wealth Management
Albany, New York, United States
$23-$27/hr OnsiteFull Time
3+ YOEFINRA SIE, Series 7, and Series 66 or Series 63/65 required within one year; bonding eligibility, associate degree or three years related experience, strong client service, organization, technology, and Microsoft Office skills.
Wealthbox CRM, LPL ClientWorks, Microsoft Office Suite
2mo
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Private Client Advisor
East Greenbush, New York, United States
$62k/yr HybridFull Time
FINRA SIE, Series 7 and Series 66/63+65 required; resident state insurance licenses required. High school diploma required (bachelor's preferred). Valid driver's license, occasional travel, consultative sales and financial planning experience.
1mo
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Sales Leader-New Hampshire Manchester Sales Territory
Manchester or Nashua or Concord or Portsmouth or Burlington or Montpelier or Rutland or Bennington or New Hampshire or Vermont
$200k/yr RemoteFull Time
5+ YOE5+ years in insurance/financial services or sales leadership; proven coaching, recruiting, and territory growth experience; FINRA SIE passed and ability to obtain Series 6/63/65 and state insurance licenses; valid driver license; flexible hours.
2mo
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Financial Advisor - Troy, NY - Market 25, Region 157
Troy, New York, United States
$45k-$100k/yr OnsiteFull Time
Candidates should demonstrate ambition and relationship-building skills; bachelor’s degree preferred or equivalent experience, financial services/sales experience or registrations; SIE, Series 7 and 66 required (can be obtained during paid training); state insurance licenses and FINRA registrations required.