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
$60k
...improvements and enhancements. Series 6/7, 24/26 and 65/66 required. Remote position.... ...to Customer Service trainees. Supports the Coordinator by... ...programs and initiatives, we invest in each employee, seeking to... ...supporting over 151,000 licensed financial representatives across...TraineeshipLocal areaRemote workFlexible hours- ...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
$55k - $96k
...a leading provider of comprehensive wealth‑management and investment products and services for individuals, companies, and institutions... ..., time horizon, and objectives. Role Requirements Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses, plus all state...SuggestedWork at officeShift workDay shift$65k - $85k
...and service solutions that meet their investment and savings needs. Financial Solutions... ...and processes Required Qualifications Series 7, and 66 or equivalent (if not currently held,... ...expanding knowledge by completing required licenses and trainings. This position is subject...Temporary workWork experience placementWork at officeShift workDay shift- ...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
$66.56k - $99.32k
...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 build...TraineeshipTemporary workWork experience placementWork at officeLocal areaWork from homeFlexible hours- ...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
- The Alternative Investment Sales Specialist is a senior strategic contributor responsible for driving the distribution and adoption of... ...successful internal and external partnerships. FINRA Series 7 and 63/66 licenses required. Strong communication, presentation, and...
- Morgan Stanley is seeking an Alternative Investments Advisor Relations Associate in New York. In this role, you will partner with... .... Excellent communication and writing skills, along with Series 7 and 66 licenses, are necessary for this position. This role offers a competitive...
- ...Financial Advisor Trainee- Upper East... ...juin 2026 (Il reste 7 jours pour postuler... ...regarding investment and insurance strategies... ...for TD Bank licensed insurance agents*... ...obtain Life & Health, Series 7 and Series 66 (or equivalent)... ...specific career path or are looking to...TraineeshipTemporary workWork experience placementWork at officeLocal areaWork from homeFlexible hours
- ...opportunity to take your career to the next level. As an Investment Specialist in the U.S. Private Bank, you will provide support to... ...Capabilities, and Skills Bachelor’s degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates...Work at office
- ...with associates and management to implement recommendations for department improvements. Candidates should possess Series 6/7, 24/26, and 65/66 licenses while ensuring a positive client experience. The role includes providing product support, accurately documenting findings...Remote job
$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- ...Investment Analyst At Range, we're building towards a world where anyone can live the financial life they imagine... ...and video content. CFA or CFP designations Series 7 and/or Series 65 or Series 66 licenses 5+ years of experience in a similar role Member...Work at officeRelocationMonday to Friday
- ...comprehensive wealth management and investment products and services for individuals... ...expectations include partnering with internal specialists, delivering investment solutions via... ...solutions Required Qualifications Series 7, 63/65 or 66 or equivalent; must obtain all state...Work at officeWork from homeShift workDay shift
- ...We have attracted advisors from Regional, Wirehouse and Independent Firms Qualifications 5+ years of proven success Series 7 (6) and 63 licenses are required Self-starter with a strong work ethic and ability to work independently Portable, existing, client relationships...Work at officeRemote workWork from home
- ...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
$55.78k - $59.13k
...DescriptionJob Information:Title: Staff Analyst Trainee Series (Cost/Price)Department: MTA ProcurementAuthority: OADivision/Unit: Supply Chain... ...(OA):$55,782 - $59,128Staff Analyst Trainee II (OA):$61,247 - $66,939Deadline (If Applicable):Open until filledReporting Manager...TraineeshipFull timeContract workFor contractors$26.92 - $29.33 per hour
...teams. Qualified candidates should have strong communication skills, a positive team attitude, and be prepared to pursue necessary licensing exams. A High School diploma is required, and a Bachelor’s degree is desired. This position offers a competitive pay range of $26....TraineeshipHourly pay$55.78k - $59.13k
...Description Job Information: Title : Staff Analyst Trainee Series (Cost/Price) Department : MTA Procurement... ...28 Staff Analyst Trainee II (OA): $61,247 - $66,939 Deadline (If Applicable) : Open until filled...TraineeshipFull timeContract workTemporary workFor contractors- ...Hours:**40**Pay Details:**$66,560 - $99,320 USDTD is committed... ...and clients regarding investment and insurance strategies... ...degree or completion of the FA Trainee program* SIE & Series 7 required* Required to have... ...to obtain all within the Licensing and Registration Schedule*...TraineeshipTemporary workWork experience placementCasual workWork at office
- ...Our Investment Operations Specialist will play a critical role supporting one of our top financial advisor... ...trusted contributors who must be licensed, qualified, and accountable —... ...Financial Advisor contract required. Series 6 (or Series 7 for certain products) and Series...Contract workWork at officeHome office
$45k - $100k
...existing clients by reviewing investment strategies and... ...Financial services registration, licensing, or certification Professional... ...without firm sponsorship), Series 7 and Series 66 will be required; if not currently... ...program includes trainee pay, a supplemental salary...TraineeshipLocal areaFlexible hours$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$66.56k - $99.32k
...America Hours 40 Pay Details $66,560 - $99,320 USD TD is... ...FAA educates and advises on investment and insurance strategies... ...degree or completion of the FAA Trainee program SIE & Series 7 required Required to have... ...to obtain all within the licensing and registration schedule Self...TraineeshipTemporary workWork experience placementWork at officeLocal areaFlexible hours$66.56k - $99.32k
...rique Hours 40 Pay Details $66,560 - $99,320 USD Line Of... ...prospects and clients regarding investment and insurance strategies... ...or completion of the FA Trainee program SIE & Series 7 required Required to have... ...ability to obtain all within the Licensing and Registration Schedule...TraineeshipTemporary workWork experience placementWork at officeLocal areaFlexible 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
$80k
...Investment Banking Analyst Alantra is seeking to hire an Experienced Investment Banking Analyst to help support its M&A advisory... ...suite skills; Expert in Excel and PowerPoint ~ FINRA Series 79/7 and 63 licenses are required, or to be obtained within the first six...Work at officeImmediate start
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