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.
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
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.
2w
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Financial Services Representative - Rockville, MD
Rockville, Maryland, United States
$45k-$75k/yr HybridFull Time
Customer service experience, eagerness to learn financial services, ability to obtain SIE/Series 7 and Series 66 (sponsored), strong communication and multitasking skills.
2w
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Financial Advisor
Frederick, Maryland, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, licensing (Life/Accident & Health, SIE, Series 6,7,63), strong relationship-building, time-management, and communication skills; legal authorization to work in the US.
1mo
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Sr. Sales Specialist, Workplace
Owings Mills or Maryland or Colorado or Washington or Washington or New York or California
$61k-$75k/yr HybridFull Time
4+ YOEBachelor's degree (or equivalent), 4+ years relevant experience, FINRA SIE/Series 7/66 to be obtained, strong client service and communication, consultative sales and regulatory knowledge.
2w
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Insurance Agent - Columbia, MD
Columbia, Maryland, United States
FieldContract
Active Property & Casualty and Life & Health licenses required; FINRA SIE/Series 6/63 for some roles; insurance experience preferred; strong relationship, communication, and entrepreneurial skills.
2w
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Equity Research Associate - Washington Policy (Virginia)
Arlington, Virginia, United States
OnsiteFull Time
1+ YOE1-3 years public policy experience; strong writing, analytical, and communication skills; bachelor’s degree preferred; ability to obtain SIE and Series licenses; proficient with spreadsheets and presentations.
1mo
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Citi Commercial Bank - Mid-Corp Relationship Manager, Digital Tech & Comms - Director
Washington, District of Columbia, United States
$200k-$300k/yr RemoteFull Time
10+ YOE10+ years commercial banking experience (technology client exposure), active/obtainable FINRA 79, 63 and SIE, strong credit and client origination skills, bachelor's degree (masters preferred).
4d
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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.
1mo
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Financial Advisor - Prince Frederick, MD - Market 34, Region 250
Prince Frederick, Maryland, United States
$45k-$100k/yr OnsiteFull Time
Bachelor's degree preferred or equivalent experience; ability to obtain SIE, Series 7 and Series 66 registrations and state insurance licenses; strong relationship-building, sales aptitude, and commitment to professional development.
1mo
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Sr. Sales Specialist, Workplace
Owings Mills or Maryland or Colorado or Washington or New York or California or District of Columbia
$61k-$75k/yr HybridFull Time
4+ YOEBachelor's degree or equivalent and 4+ years relevant experience; must obtain FINRA SIE, Series 7 and 66 within company window; strong client service, communication, and financial knowledge required.
1d
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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.
2mo
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Financial Advisor - Great Falls, VA
Great Falls, Virginia, United States
$79k-$118k/yr OnsiteFull Time
2+ YOEFull-time Financial Advisor with 2+ years in wealth management; SIE, Series 7, 63 (or equivalent), ability to travel within assigned market; strong client service and relationship-building skills.
2mo
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Registered Client Assistant III--Wealth Management (Richmond, Fredericksburg, Christiansburg, Charlottesville)
Glen Allen or Christiansburg or Fredericksburg or Charlottesville
$52k-$77k/yr OnsiteFull Time
6+ YOEHigh School diploma; 5-7 years financial services experience; 2+ years as a Registered Client Assistant; FINRA SIE, Series 7 or 6 and 63; Virginia life insurance and annuities licenses.
2mo
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Registered Client Assistant III--Wealth Management (Richmond, Fredericksburg, Christiansburg, Charlottesville)
Glen Allen or Christiansburg or Fredericksburg or Charlottesville
$52k-$77k/yr OnsiteFull Time
5+ YOEHigh School diploma; 5-7 years in financial services; 2+ years as a Registered Client Assistant; FINRA registrations SIE, Series 7 or 6 and 63; Virginia life insurance and annuities licenses.
Microsoft Office, Online systems
2d
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Private Client Banker - Village Center @ Dulles - Herndon, VA
Herndon, Virginia, United States
OnsiteFull Time
1+ YOE1+ year branch or financial services sales experience; high school/GED; SIE, Series 6/63 and life licenses or ability to obtain; NMLS registration; strong communication and client relationship skills.
Chase Mobile App, Chase.com, ATMs
3mo
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Senior Wealth Advisor SAFE Act - DMV Market
Bethesda, Maryland, United States
$70k/yr HybridFull Time
5+ YOE5+ years experience in financial services sales/service; SIE and Series 7 and 66 (or 63 & 65); Group 1 insurance; MLO registration required; strong analytical, communication, and Microsoft Office skills.
Microsoft Excel, Microsoft Outlook, Microsoft Word
1mo
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Washington D.C.
Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington, D.C. or West Palm Beach
$75k-$160k/yr OnsiteFull Time
2+ YOEBachelor's degree required. 2+ years preferred in client service or financial industry. SIE, Series 7 and 63 required. Strong communication, organization, client service orientation, and ability to work under pressure.
2mo
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Financial Advisor - Securities Administration
California, Maryland, United States
$35k-$40k/yr OnsiteFull Time
Requires FINRA SIE, Series 7 and 66 (or 63 and 65) and state life & health licenses; investment sales experience; bachelor’s degree preferred; proficiency with Microsoft Office; coaching/mentoring experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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