Investment Specialist Trainee | License Path to Series 7/66
$26.92 - $29.33 per hourBank of America ATM
Bank of America is looking for dedicated individuals to enhance financial lives by providing phone-based services. Responsibilities include identifying client needs, fostering relationships, and engaging in product management. The ideal candidate should have strong communication skills, be client-focused, and ready to pass required licensing exams. This full-time position offers comprehensive benefits and competitive hourly pay ranging from $26.92 to $29.33, based on experience. #J-18808-Ljbffr Bank of America
- ...as a central entry point into a fully licensed financial services career. Responsibilities... ...by referring sales opportunities to specialist and sales teams. Focus daily on... ...Security Industry Essentials (SIE) and Series 7 and Series 66. Desired Qualifications Bachelor’s Degree...TraineeshipHourly payShift workDay shift
$62k - $72k
...Grinney & Davis Wealth Management, a part of Ameriprise Financial, is hiring a Remote Paraplanner. This role requires valid Series 7 and 66 licenses, a bachelor's degree, and at least a year of experience in financial planning. Responsibilities include executing trades,...SuggestedRemote work$65k - $85k
...identifying broader product and service solutions that meet investment and savings needs. They demonstrate knowledge of... ...support and resolution communication. Required Qualifications Series 7 and 66 licenses, or equivalent (Series 66 must be obtained within 90 days...SuggestedWork experience placementShift workDay shift- ...Securities San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. We are dedicated to... ...Firms Qualifications 5+ years of proven success Series 7 (6) and 63 licenses are required Self-starter with a strong work ethic and ability...SuggestedWork at officeRemote workWork from home
- ...consulting on tailored financial products. Candidates should possess a bachelor's degree and FINRA licenses. The position requires an in-office presence and offers a structured path to becoming a wealth manager along with stable pay and benefits. #J-18808-Ljbffr Equitable...TraineeshipWork at office
- ...professional growth through training and mentorship. Ideal candidates hold a bachelor's degree and necessary licensing. This position offers a structured path with benefits including health insurance, flexible scheduling, and performance-based bonuses. #J-18808-Ljbffr...TraineeshipFlexible hours
- ...concentrating on supporting the trading and investment implementation of the firm’s Donor... ...Administration, Finance, Economics 7+ years of experience in financial... ...a related financial services role. Series 7 and Series 66 licenses required. Additional certifications...Shift work
- JPMorgan Chase & Co. is seeking an Investment Specialist within their International Private Bank team in New York. You will support... ...candidate holds a bachelor’s degree and possesses the Series 7 and 66 licenses, with experience in capital markets. Strong analytical...Bank staff
- ...Advisors and Self-Directed - our digital investing platform. The combined business... ...President, Investment Product Specialist in J.P. Morgan Wealth Management,... ...brokerage markets knowledge) required Series 7, Series 66, and Insurance Licensing required 7+ Years of Sales...Work at officeRemote workFlexible hoursNight shift
$28.85 per hour
...The Financial Advisor Trainee (FA Trainee) role is... ...and clients regarding investment and insurance... ...offerings for TD Bank licensed insurance agents Maintains... ...Life & Health, Series 7 and Series 66 (or equivalent) within... ...in a specific career path or are looking to build...TraineeshipTemporary workWork experience placementWork at officeLocal areaWork from homeFlexible hours$66.56k - $99.32k
...0 Pay Details: $66,560 - $99,320 USD... ...and clients regarding investment and insurance strategies... ...of the FAA Trainee program ~ SIE & Series 7 required ~ Required... ...obtain all within the Licensing and Registration Schedule... ...a specific career path or are looking to...TraineeshipTemporary workWork experience placementWork at officeLocal areaWork from homeFlexible hours$183.7k - $330.8k
...Bank Of America Merrill Alternative Investments Sales Professional At Bank of America... ...to join its Alternative Investments Specialist organization. Responsible for driving... ...capability, 50-60% ~ Hold or attain Series 7 and 66 licenses within 120 days of hire ~...Local areaWork from homeShift workDay shift$100k
...Solutions Advisor (Partially Licensed)- 5th Ave Market... ...management and investment products and services... ...guidance through a defined path to become a... ...to partners who are specialists in their field. Marketing... ...~ Ability to obtain Series 7 and 66 licenses within allotted...Work at officeShift workDay shift- As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client... ...Skills Bachelor’s degree required; MBA or CFA preferred Series 7, 66 and Insurance licenses required for position; unlicensed candidates...
$70k - $90k
...Advisors, the Financial Advisor Trainee will learn to build an... ...development, sales activities, investment management, customer... ...obtains mandatory industry licenses within prescribed timeframes... ...the start of the program. Series 7 and Series 66 or the ability to obtain them...TraineeshipApprenticeshipWork experience placementWork at office$55k - $76k
...and you—live your best lives. About the Invest Team XY Investment Solutions, LLC is an... ...an asset-class specific focus You hold Series 7 & 66, or Series 65 Solid understanding of portfolio... ...who may have had nontraditional career paths, or who may have taken time off for...Full timeLive inImmediate startRemote work- ...This role can sit in NYC (1 NYP), Jersey City, or Purchase Interviews will be conducted over Zoom Total headcount of FOUR, Series 7 preferred Support the team by supporting activities included, but not limited to: • Trust account openings and Early Lockup...Temporary workHome office
- ...Investment Specialist We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated... ...Bachelor's degree required; MBA or CFA preferred Series 7, 66 and Insurance licenses required for position; unlicensed candidates...
- ...Investment Specialist We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated... ..., and Skills Bachelor's degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered...
- ...The Financial Advisor Trainee (FA Trainee) role is intended to be a transitional... ...prospects and clients regarding investment and insurance strategies and... ...to obtain Life & Health, Series 7 and Series 66 (or equivalent) within Licensing & Registration Schedule Self-...TraineeshipTemporary workWork experience placementWork at office
- ...The Financial Advisor Trainee (FA Trainee) role is... ...and clients regarding investment and insurance... ...offerings for TD Bank licensed insurance agents Maintains... ...obtain Life & Health, Series 7 and Series 66 (or equivalent) within... ...in a specific career path or are looking to...TraineeshipFull timeTemporary workWork experience placementWork at officeLocal areaWork from homeFlexible hours
- ...Hours: 40 Pay Details: $66,560 - $99,320 USD TD... ...clients regarding investment and insurance strategies... ...completion of the FA Trainee program SIE & Series 7 required Required to... ...all within the Licensing and Registration Schedule... ...in a specific career path or are looking to...TraineeshipFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeFlexible hours
$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor Stage I in Fairview, NJ. This role involves obtaining Securities Industry licenses, managing client relationships, and providing tailored financial guidance. You'll start your journey with dedicated study time for...TraineeshipHourly pay- ...Investment Operations Leader Range is a cutting-edge wealth management platform... ...and develop a team of operations specialists Act as the liaison between... ...Will Set You Apart ~ CFP, CFA, Series 65 or Series 66 designation ~7+ years experience in a similar role...Work at officeRelocationMonday to Friday
$62.35k - $90k
...training and support to prepare trainees for a successful career as a... ...client financial needs, investment opportunities, current holdings... ...mandatory industry licenses within prescribed timeframes... ...cannot be applied. ~ Series 7 & 66 required. ~ Life, Health...TraineeshipWork experience placement$55.78k - $59.13k
...Staff Analyst Trainee Series - Supply Chain Strategy Job ID: 15875 Business Unit: MABSTOA Location: New York, NY, United States Regular... ...55,782 - $59,128 Staff Analyst Trainee II (OA): $61,247 - $66,939 Deadline (If Applicable): Open until filled...TraineeshipFull timeContract workTemporary workFor contractors$90k - $115k
...Internal Alternative Investment Specialist - Analyst / Associate Greenwich, Connecticut, United... ...Specialist to support a new series of accredited investor-focused offerings... ...development and team improvement ~ Series 7 and 63 licenses are required ~ Must obtain CAIA...Full timeWork at officeRemote work$57.72k - $86.32k
...Description The Financial Advisor Trainee (FA Trainee) role is meant... ...information, provide investment and insurance advice, and recommend... ...offerings for TD Bank licensed insurance agents Maintains... ...to obtain Life & Health, Series 7, and Series 66 (or equivalent) within...TraineeshipWork experience placementWork at officeLocal area$45k - $100k
...and Canada than any other investment firm, serving over eight million... ...- Get registered and licensed and learn how to be a financial... ...without Firm sponsorship), Series 7 and Series 66 will be required; if not... ...compensation program includes trainee pay, a supplemental salary...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...sales training on annuity and insurance offerings for TD Bank licensed insurance agents* Maintains on-going relationships with... ...college degree* SIE required* Ability to obtain Life & Health, Series 7 and Series 66 (or equivalent) within Licensing & Registration Schedule*...TraineeshipWork experience placementWork at officeLocal areaWork from home
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