Financial Advisor - Series 7/63 Licensing Path
Fidelity Investments
Fidelity Investments Inc. in Farmington Hills is seeking a Financial Representative to engage with clients and support the branch's success. The role requires strong customer service skills and the ability to foster positive client relationships. Ideal candidates will have a teaching mindset, superb interpersonal skills, and a strong attention to detail. Fidelity provides extensive training and support to help you secure necessary certifications, ensuring your success in the role. #J-18808-Ljbffr
- ...Monday - Friday 10:00 am to 7:00 pm CT (11:00 am to 8... ...and challenges. Licenses/Certifications SIE... ...cannot be applied. Series 7 License required, or ability... ...(6) months. Series 63 (or 66) License... ...Certifications AG - Agent - Financial Industry Regulatory...SuggestedWork experience placementWork at officeMonday to Friday
- ...Merrill Advisor Development Program - Financial Advisor: Farmington Hills & Associates Market Auburn Hills, Michigan;Clinton Township... ...Required Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Minimum of one year experience working in...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Job Description: Financial Consultant If you no longer want to spend your time on... ...needs and recommending solutions FINRA Series 7 & 66 licensed and hold appropriate state... ...Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66...SuggestedWork at office
$48k
...exceptional member experiences and financial empowerment through our best-in-... ...About the role: The wealth advisor is responsible for the sales of wealth... ...of sales experience. NASD, Series 7, Series 63, and Insurance licenses. Demonstrated excellent communication...SuggestedFull timeLocal areaFlexible hours- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ...as a Financial Advisor Required Skills: FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with...SuggestedWork at officeShift workDay shift
- ...Job Description: Financial Representative We believe that as a Financial Representative, you make a key... ...We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses Degree and/or other professional certifications...
- ...Financial Solutions Advisor - Orchard Lake Road - Greater Michigan Market West Bloomfield, Michigan... ...knowledge by completing required licenses and trainings. This position may be... ...Qualifications: Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if...Temporary workWork at officeShift workDay shift
- ...to clients to help them achieve their financial goals. Responsibilities Triage client... ...expand knowledge by completing required licenses and trainings. Maintain SAFE Act... ...Required Qualifications Currently holds Series 7 and 66 (or 63/65 in lieu of 66) licenses. If the 66...Shift workDay shift
- ...guided by a common purpose to help make financial lives better through the power of... ...expanding knowledge by completing required licenses and trainings. This position may be... ...Required Qualifications Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if...Temporary workWork at officeShift workDay shift
- ...Investment Executive (Financial Advisor) Westside Detroit Metro Make banking a Fifth Third... ..., training, and developing a team of licensed retail bankers. May handle large book... ...Brokerage Industry Experience. Series 7, 66 (or 63 and 65) and appropriate state required...
- ...Job Description At Financial Architects, Inc. (FAI) and FAI Advisors, Inc., we are dedicated... ...develop along a professional path toward becoming a future... ...coursework or advanced licensing, and contribute to continuous... ...Ideally licensed with Series 65. ~ Knowledge of...Work at office
- ...driven, entrepreneurial advisors and professionals who... ...a meaningful career in financial planning while owning their... ...earning multiple 7-figures... knocking on... ...Lakes sponsors required licensing and delivers a structured... ...opportunity to shape your own path, make a meaningful...Local areaImmediate startShift work
- ...Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals... ...Must be Able to Obtain Required Licenses* Benefits: Health/Dental/Vision Insurance... ...Securities Industry Essentials, FINRA Series 7, FINRA Series 66, State Life, Accident...Work at officeFlexible hours
- Fidelity Investments Inc. is seeking a Financial Services Representative in Novi, Michigan. This role offers passionate individuals... ...and personal growth. You'll receive paid training for the Series 7 and 66 licenses, while also gaining invaluable customer service experience...Remote jobWork at office
- Bank of America is seeking a motivated financial advisor to provide personalized client solutions. The role involves triaging leads... ...brokerage and banking products. Candidates should hold Series 7 and 66 licenses and possess a minimum of one year of experience in the investments...
$48k
...exceptional member experiences and financial empowerment through our best-in-... ...About the role: The Wealth Advisor is responsible for the sales of wealth... ...years of sales experience. NASD, Series 7, Series 63, and Insurance licenses. Demonstrated excellent...Full timeLocal areaFlexible hours$105k - $250k
...employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors... ...Professional Credentials Series 7, 63, 65 (or 66) active and valid.... ...Insurance Life/Health/Variable licenses is required or must be obtained...Temporary workLocal areaFlexible hours$105k - $250k
...employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors... ...Professional Credentials Series 7, 63, 65 (or 66) active and valid.... ...Insurance Life/Health/Variable licenses is required or must be...Full timeTemporary workLocal areaFlexible hoursShift work$48k
...Wealth Advisor At orsa credit union, we believe in more than just banking;... ...exceptional member experiences and financial empowerment through our best‑in‑class... ...years of sales experience. NASD, Series 7, Series 63, and insurance licenses. Demonstrated excellent...Full timeLocal areaFlexible hours$75k - $125k
...and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and... ...Bachelors Certifications No Required Certification(s) Licenses FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required....Full timeTemporary workPart timeWork experience placementWork at office- ...client and prospect meetings Identify strategic and financial buyers and sellers Participate in M&A strategy... ...in finance, economics, or a related field Series 7, 79, and/or 63 designations Any FINRA licenses, CFA charters, and other industry-specific designations...Work at officeFlexible hours
$105k - $250k
...employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors... ...Other Professional Credentials Series 7, 63, 65 (or 66) active and valid.... ...Insurance Life/Health/Variable licenses is required or must be obtained...Temporary workLocal areaFlexible hours- ...tailored to suit their financial needs. As a... ...Specialists (Private Client Advisors, Mortgage Bankers and... ...24 hours a day/ 7 days a week Adheres... ...Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or...Immediate startAfternoon shift
$120.56k
...Financial Professional: Are you a leader who has the following traits... ...(member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that... ...such as by becoming a financial advisor with Eagle Strategies LLC, our... ...awards is available here: 7. All figures on this slide reflect...Full timeContract workFor contractors- .... Provides professional support to Financial Advisors by preparing industry and company research... ...approved by Human Resources. Licenses/Certifications SIE required... ...grandfathering cannot be applied. Series 7 required. Series 63, 65 and/or 66 as required by state...Work experience placementWork at office
$96k - $144k
Job Description As a Financial Due Diligence Senior Associate... ...by offering a career path with more: more... ...Grant Thornton LLP, a licensed, certified public accounting... ...services ― and Grant Thornton Advisors LLC (not a licensed CPA... ...practices. With $2.7 billion in revenues...Work experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- ...Waterford Charter Township, MI, is seeking a Private Client Advisor to provide financial planning and advice to individuals and families. You... ...2+ years in a financial advisory role, with valid Series 7 and 66 licenses, and preferably CFP certification. We offer a competitive...
- ...culture. We reward hard work, promote from within, and create clear paths for advancement while celebrating wins together and encouraging... ...every level. About the Role We're seeking experienced, licensed Loan Officers to join our Southfield, MI Headquarters. This is...Work at office
- A leading financial services firm is seeking a Private Client Advisor to offer personalized financial planning and investment solutions to clients.... ...financial advisory experience and hold a valid Series 7 and Series 66 licenses. This role offers competitive rewards and...
$100k
Overview We are seeking a motivated, self-starting Financial Advisor to join our growing team. The ideal candidate has a hunter mentality... ..., and estate positioning. Requirements Insurance license required. Series 65 preferred. Experience in annuities, insurance, or...
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