Financial Representative: Licensing Path & Client Impact
Soteria Reinsurance Ltd.
Soteria Reinsurance Ltd. in Alexandria, VA is seeking a Financial Representative who will be the face of Fidelity and play a crucial role in branch success. This position involves fostering relationships with clients through exceptional service and offering support in compliance and transactions. The ideal candidate will have customer service or financial experience, and we provide training on obtaining necessary licenses. Our competitive rewards package emphasizes personal and professional development. #J-18808-Ljbffr Soteria Reinsurance Ltd.
Vacancy posted 12 hours ago
Similar jobs that could be interesting for youBased on the Financial Representative: Licensing Path & Client Impact in Alexandria, VA vacancy
- ...seeking individuals ready to define their path in wealth management while making a positive impact in the community. The role emphasizes client engagement, product consultation, and... .... With all necessary training and licensing provided, this position offers a flexible...SuggestedFlexible hours
- ## Financial Representative - Alexandria, VAApplylocations: Alexandria, VAtime... ...Representative, you make a key impact on the branch atmosphere,... ..., we know you will inspire client dedication and engagement... ...while you learn the FINRA licensing material and work to obtain...Suggested
- ...commercial finance experience to join its Finance & Transactions practice. This role offers opportunities for significant career growth and client interaction, managing complex financing transactions. The successful candidate will collaborate with a multidisciplinary team and...Suggested
- .... Morgan in Northern Virginia is seeking a Private Client Advisor who will provide comprehensive financial planning and personalized investment solutions to individuals... ...advisory experience, a Series 7 and Series 66 license, and a commitment to goals-based planning, you'll...Suggested
- First Command in Arlington, VA is seeking Financial Advisors to coach military families... ...financial security. The role involves guiding clients through evolving financial plans,... ...is provided, including assistance with licensing. Your success translates directly into income...SuggestedFlexible hours
- First Command in Alexandria, Virginia, is seeking Financial Advisors to coach military families on... ...guidance and engaging with the community to bring new clients. Candidates will benefit from extensive training and licensing support, enabling them to run their own...Flexible hours
- JPMorgan Chase is seeking a client-focused professional in Alexandria, Virginia. In this role, you will engage with clients to exceed... ...the ability to meet compliance regulations related to mortgage licensing. Work hours will include weekends and some evenings. #J-18808-...Afternoon shift
- ...education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are... ...63 or 66 if required) and Life licenses are required - or must be successfully... ...or through NMLS notifications may impact your employment with the firm. Any of...Immediate startAfternoon shift
- ...and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the... ...63 or 66 if required) and Life licenses are required - or must be successfully... ...or through NMLS notifications may impact your employment with the firm. Any...Immediate startAfternoon shift
- Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Alexandria, Virginia. The role involves obtaining necessary securities licenses, managing client relationships, and driving financial solutions for customers. Candidates should possess strong communication...
$61k - $119k
Overview Becoming a financial advisor at... ...you can help your clients achieve their goals... ...planning. On your path to becoming a financial... ...start as a financial representative focused on client‑... ...and obtaining licenses. Our award‑winning... ...you have a bigger impact on your clients and...Full timeContract workFor contractorsWork at office$141k - $200k
...they are hiring a Financial Consultant in their... ..., and your impact is profound. In this... ...of high-net-worth clients, guiding them through... .... Brand Builder: Represent a firm known for integrity... ...& 66 (or 63 & 65) licenses—required. CFP... ...Growth: A clear path to leadership,...Work at officeFlexible hours$61k - $119k
Overview Becoming a financial advisor at... ...you can help your clients achieve their goals... ...planning. On your path to becoming a financial... ...start as a financial representative focused on client-... ...and obtaining licenses. Our award-winning... ...you have a bigger impact on your clients and...Work at office$45k - $100k
...volume of applicants. Join a financial services firm where your... ...come first. With over 9 million clients and 20,000 financial advisors... ...training - Get registered and licensed and learn how to be a financial... .... Working in and positively impacting your local community....Work at officeLocal areaWork from homeHome officeFlexible hours- Overview Financial Advisor Careers at First Command: Shaping Positive... ...financial principles and a client-first philosophy. We inspire... ...the first or next step on the path to financial security. First... ...Offer We have a specialized licensing and comprehensive training program...Hourly payMinimum wageTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...while making an impact. Full training and... ...and lead your own path to success as a... ...Influence - presenting clients with the... ...them with tailored financial strategies and holistic... ...for insurance licensing, SIE, Series 6,... ...clients. Our Financial Representatives are valued...Work experience placement
- Financial Advisor Jobs at First Command: Shaping Positive... ...principles and a client‑first philosophy. We inspire... ...or next step on a path to financial security.... ...Training and licensing support First Command... ...authorized to sell or represent on behalf of or otherwise...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$50k
...branch-team business model. One financial advisor and one branch office... ...entirely focused on building client relationships. It's our sole... ...built to help you positively impact clients' lives, helping them... ...maintain registrations and licenses in good standing. A firm-provided...Work at officeWork from homeHome officeFlexible hours$60k - $90k
LPL Financial is seeking a Financial Advisor associated with Apple Federal Credit Union in... ...position allows you to service an existing client base and build a strong client portfolio... ...qualifications include Series 7 and 66 licenses and investment sales experience. You...$66.56k - $99.32k
...Job Description The Financial Advisor Associate... ...prospects and clients to attract and retain... ...collaboration and enthusiasm Represents TD Wealth to the... ...all within the Licensing and Registration... ...a specific career path or are looking to... ...make a meaningful impact. We're committed...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours- ...ID: 2739 Summary The Financial Advisor is responsible... ...fostering and maintaining client relationships through... ..., and assessing the impact of new or additional... ...Series 7 (Registered Representative) and/or Series 65 (Investment Advisor) licenses, or the ability to obtain...Full timeBank staff
$70k - $80k
...purpose to help make financial lives better... ...delivering for our clients, teammates, communities... ...and career paths - whether shaped by... ...workforce and positively impact the communities we... ...required licenses and trainings. This... ...four values that represent what we believe. Pay...Full timeTemporary workWork at officeFlexible hoursShift workDay shift- Senior Financial Advisor - Experienced Professionals Join... ...to elevate their impact. This independent contractor... ...First Command clients, deepen long-term client... ...strongly preferred. Licensing & Certifications Required... ...authorized to sell or represent on behalf of or...For contractorsLocal areaFlexible hoursShift work
$47.52k
JPMorgan Chase is seeking a Private Client Advisor in Bethesda, MD to provide comprehensive financial planning and advice. This role involves engaging with clients... ...in a financial advisory role and hold required licenses such as Series 7 and Life Insurance. A competitive...- Northwestern Mutual is seeking College Financial Representatives for an internship in McLean, Virginia... ...Responsibilities include prospecting clients and developing business strategies,... ...training, performance-based earnings, and licensing support in life, health, and...Internship
- A leading financial services firm in Arlington is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. You will build relationships and offer personalized investment solutions while fostering a culture of diversity. The ideal...
- A leading financial services company is seeking a Private Client Advisor to offer comprehensive financial planning and investment solutions. This role involves... ...advising, along with required Series 7 and 66 licenses. The ideal applicant will be dedicated to providing...
- ...is offering an internship for College Financial Representatives in Washington, D.C. This role helps... ...and training. Interns will prospect clients, develop business strategies, and learn... ...based earnings, bonuses, and support for licensing are part of the program. #J-18808-...InternshipFlexible hours
- ...Financial Solutions Advisor Stage I At Bank of America, we are guided... ...and delivering for our clients, teammates, communities, and... ...performance, and how we make an impact in the communities we serve.... ...obtaining your Securities Industry licenses, where you receive dedicated...Work at officeImmediate startMonday to FridayShift workDay shift
- ...through the acquisition of new clients from internal and external... ...assess the client’s current financial situation, goals and objectives... ...Responsibilities This position has a direct impact on revenue growth of the... ...Preferred Securities licensing, CFP, CTFA, CPA designation...Temporary workWork experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Representative: Licensing Path & Client Impact. Be the first to apply!
Related searches
- associate corporate finance Alexandria, VA
- financial planner Alexandria, VA
- estate planning consultant Alexandria, VA
- financial counselor Alexandria, VA
- financial advisor development program Alexandria, VA
- financial consultant Alexandria, VA
- financial associate Alexandria, VA
- financial planning assistant Alexandria, VA
- financial advisor associate Alexandria, VA
- financial planning associate Alexandria, VA