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
3mo
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Private Wealth Management Advisor
Mechanicsburg, Pennsylvania, United States
HybridFull Time
Entry-level role; Coachable; strong relationship skills; self-motivated and goal oriented. Sponsorship for SIE, Series 7, and Series 66.
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.
3w
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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).
2mo
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Financial Advisor - Carlisle, PA - Market 25, Region 231
Carlisle, Pennsylvania, United States
$45k-$100k/yr OnsiteFull Time
Candidates must be self-motivated, skilled in relationship-building, and able to obtain SIE, Series 7 and Series 66 registrations and state insurance licenses; bachelor’s degree preferred or equivalent experience.
6d
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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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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.
3mo
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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.
4d
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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.
4d
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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.
3w
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Brokerage Registered Client Service Associate - Baltimore, Maryland
Baltimore, Maryland, United States
$60k-$75k/yr OnsiteFull Time
Bachelor's degree or equivalent experience; securities industry experience; FINRA SIE, Series 7 and Series 66 licenses; strong telephone, time-management, and Microsoft Office skills; experience with brokerage operations and client servicing.
SalesForce, Microsoft Office
1mo
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Client Service Associate (Washington D.C)
Washington, District of Columbia, United States
$50k-$60k/yr OnsiteFull Time
1+ YOE1+ years financial services experience preferred; willing to obtain FINRA registrations (SIE, Series 7, 63/65 or 66); bachelor’s preferred; strong MS Office skills; confidentiality and organizational skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook