Financial Services Representative - SIE (Chicago, IL)
Chicago, Illinois, United States
$24/hrHybridFull Time
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
2+ YOEPassed SIE exam, bachelor’s degree or equivalent, 2+ years customer-facing experience, flexible for hybrid schedule (3 days in office). Morgan Stanley will pay for Series 7 & 63 training.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Phone-based client service focused on referral-based sales; must be client-focused, self-motivated, strong communicator, able to multitask, prepared to pass SIE, Series 7 and Series 66 exams; high school diploma or GED minimum.
Private Client Banker - Lake Zurich Branch - Lake Zurich, IL
Lake Zurich, Illinois, United States
$23-$30/hrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOE1+ year banking sales/relationship experience; licensing: SIE, FINRA Series 6/7, state registrations or must complete; comply with Dodd-Frank; high school or equivalent; ability to work weekends/evenings
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
3+ YOE3+ years in financial services; SIE/Series licenses; knowledge of banking products; ability to meet sales targets and manage client relationships.
Calamos Investments: Provides global asset management and wealth management investment strategies.
5+ YOE5+ years in investment, CFA and/or MBA preferred; SIE and Series 7 license required; strong presentation and communication skills; Excel proficiency.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Outlook
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
6+ YOE6+ years in strategic risk/compliance or product management; strong communication; leadership; organized; SIE exam or able to obtain within 180 days.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, entrepreneurial and client-building experience, must obtain SIE, Series 6,7,63 and Life/Accident & Health certifications; US work authorization required.
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
15+ YOEBachelor’s in Accounting, Business Administration, or Finance; 15+ years experience; FINRA SIE certification; full-time role; travel <25%; salary range provided.
Bachelor’s degree; strong leadership and strategic planning; SIE and Series 7, 9, 63, 10 within 3 months; excellent communication and governance skills.
DC AdvisoryTokyo Stock Exchange: 8601: Global investment bank providing mergers and acquisitions advisory services.
3+ YOEAssociate on Industrials M&A and financing; 3-5 years IB experience in industrials; SIE, Series 79 and 63; strong financial modeling; MS Office proficiency.
Microsoft Office, Financial Modeling, Pitch and Marketing Materials
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
Requires SIE, Series 7 and 66 licenses; bachelor's degree preferred; strong communication, attention to detail, and proficiency in Microsoft Office; client service and record maintenance experience.
Microsoft Office Suite, BrassRing, HackerRank, Beamery, Modern Hire, Textkernel
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Active or quickly obtainable SIE and life/health (state insurance) licenses; sales orientation, team-focused, competitive, willing to obtain state licensing and participate in training and development.
Financial Advisor - Glen Ellyn & Surrounding Areas
Glen Ellyn or Lombard or Wheaton
FieldFull Time
Thrivent: Provides financial advice, insurance, and investments to member-owners.
Bachelor's degree or equivalent experience; attainment of FINRA SIE, life & health insurance licenses and securities registrations before contracting; satisfactory background check, fingerprinting, and licensing verification.
Investment Banking Analyst Syndicate - Equity Capital Markets
Chicago or New York
$115k/yrOnsiteFull Time
William Blair: Provides investment banking, investment management, and private wealth services.
1+ YOEBachelor's degree, 1+ years related experience, obtain SIE/Series 79 and 63 within 150 days, detail oriented with strong analytical, math, writing and computer skills.
DV Trading: Proprietary trading firm providing liquidity to global financial markets.
1+ YOE1–3 years in quantitative trading/research; active SIE and Series 57; strong Python skills; solid equity market structure knowledge; experience with statistics or machine learning.
SpiderRock: Provider of algorithmic trading and financial risk management software.
6+ YOE2+ MgmtBachelor's in Accounting/Finance; 6-8+ years accounting; CPA required; 2+ years leadership; NetSuite experience; Big 4 preferred; Series 99/SIE licensing sponsorship.
Charlotte or Chicago or Cleveland or New York City or Atlanta
$71k-$146k/yrOnsiteFull Time
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
3+ YOEBachelor's in finance/accounting/economics,3+ years M&A or investment banking experience,SIE/Series 79/63 (or ability to obtain),advanced Excel/PowerPoint,financial modeling and credit skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Bloomberg, Capital IQ
Sr. Manager, Active Trader Relationship Management
Chicago or Sandy or Gilbert or Tampa or Jersey City or Alpharetta
$110k-$190k/yrOnsiteFull Time
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
5+ YOE2+ MgmtBachelor’s degree preferred; 5+ years relevant experience, 2+ years leading managers; SIE, Trader Certification, Series 7, 63, and 9/10; authorized to work in the United States.
Salesforce, MS Office, PowerPoint, Excel, Trading platforms