4w
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Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Riverside or Lincoln
$27-$29/hr OnsiteFull Time
1+ YOEProvide phone-based client service, refer sales opportunities, prepared to pass SIE, Series 7 and Series 66 exams; high school diploma/GED required; strong computer and communication skills.
1mo
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Consumer Investments - Investment Specialist Trainee (Obtain SIE, Series 7 & 66)
Jacksonville or Hunt Valley or Lincoln or Fort Worth or Pennington or Chandler
$27-$29/hr OnsiteFull Time
1+ YOEHigh school diploma/GED required. Client-focused, strong computer and communication skills, self-motivated. Must be prepared to pass SIE, Series 7 and Series 66 licensing exams; 1+ year performance-based experience preferred.
3mo
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Retirement Plan Specialist
Providence, Rhode Island, United States
$65k-$85k/yr HybridFull Time
0+ YOE0-2 years B2B sales with territory management; strong communication; FINRA 6, 63, and SIE or to be obtained within 180 days; valid driver’s license.
1w
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Customer Relationship Advocate Career Development Experience- Smithfield, RI
Smithfield, Rhode Island, United States
OnsiteFull Time
Early-career role requiring completion of FINRA SIE, Series 7 and 63 licensing, strong customer service, problem-solving, and ability to navigate multiple systems.
1mo
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Financial representative
Newport County, Rhode Island, United States
OnsiteFull Time
Ability to obtain or hold life insurance license, SIE, Series 6/7/63 registrations, pass background and regulatory checks, and demonstrate integrity, leadership, and community focus.
1mo
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Financial representative
Providence, Rhode Island, United States
FieldFull Time
Obtain/hold life insurance license and FINRA registrations (SIE, Series 6/7, Series 63); pass background and regulatory checks; demonstrated integrity, leadership, and community involvement.
2w
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Planning and Advice Associate - Smithfield, RI
Smithfield, Rhode Island, United States
HybridFull Time
Provide consultative inbound/outbound guidance to workplace and personal investment clients; obtain SIE, Series 7 and Series 66 (paid support); strong communication and relationship skills; experience with warm leads preferred.
Salesforce
5d
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Customer Relationship Advocate Career Development Experience- LAP Classroom
Smithfield or Jacksonville or Merrimack or Covington or Westlake
OnsiteFull Time
Provide inbound phone support for client trade requests, money movement and online support; complete SIE, Series 7 and Series 63 licensing; strong customer service, problem-solving and multitasking skills.
2w
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Financial Advisor
Providence, Rhode Island, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to obtain Life/Accident & Health, SIE, Series 6, 7, 63 licenses; entrepreneurial mindset, client-building experience, strong communication and time-management, legal US work authorization required.
1d
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Private Client Banker- Warwick, RI
Warwick, Rhode Island, United States
$23-$30/hr OnsiteFull Time
1+ YOE1+ year branch banking or equivalent; high school/GED; SIE/Series 6/7/63/66 and life licenses required or must be obtained; NMLS registration required; strong relationship and revenue generation skills.
1w
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Customer Relationship Advocate Career Development Experience- Smithfield, RI
Smithfield, Rhode Island, United States
HybridFull Time
Prepare for and obtain FINRA SIE, Series 7 and 63 licenses (sponsored), provide inbound phone customer service, handle trade and money movement requests, learn proprietary platforms, strong problem-solving and communication skills; no immigration sponsorship.