Financial Client Services Associate (Series 7/66)
UBS
UBS, a leading global wealth manager, is hiring a client service professional in Jackson, MS. The role focuses on maintaining client information systems, educating clients on services, and preparing meeting materials. Ideal candidates hold Series 7/66 licenses (for CSAs) and have 2–4 years in finance client service, with strong communication and detail orientation. Proficiency in MS Office is required. #J-18808-Ljbffr UBS
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Client Services Associate (Series 7/66) in Kansas City, MO vacancy
- ...history and recognition for service and excellence in the Financial Services industry, Raymond... ...seeking a dynamic Registered Client Service Associate who is a motivated, detail... ...cannot be applied. Series 7 required. Series 63, 65 and/or 66 as required by state. Licenses...SuggestedWork experience placementWork at office
- ...of applicants. Join a financial services firm where your contributions... .... With over 9 million clients and 20,000 financial advisors... ...partnership. Edward Jones associates are seen, heard, respected... ...Willingness to obtain Series 7, Series 66, and state insurance licenses...SuggestedFull timeTemporary workFlexible hours
Edward Jones
Overland Park, KS2 days ago $83.36k - $141.7k
...Summary of the Job: The Client Relationship Associate Manager (CRAM) is a newly... ...within FNBO's Advisory Services division of Wealth Management... ...in wealth management, financial services, or a related... ...management. FINRA Series 7 and Series 66 (or Series 7, 63 & 65)...SuggestedContract workTemporary workFor contractorsWork experience placement$45k - $60k
...Advisors in Kansas City, MO is seeking a Client Associate or Registered Client Associate... ...registrations. The role blends client service with regulatory compliance, including... ...marketing efforts. Licenses required include Series 7 and 66 (or 63/65); willingness to obtain...Suggested$70k - $90k
...If you've spent a decade in financial services and you're at your best when the pace is fast and the clients expect nothing less than exceptional... ...experienced Client Service Associate to support two Associate... ...For Must-haves: Series 7 license (required) Minimum...SuggestedWork at office- ...and investment products and services for individuals, companies, and... ...and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life... ...Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Leawood, KS3 days ago - ...and investment products and services for individuals, companies, and... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life... ...Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu...Seasonal workWork at officeWork from homeShift workDay shift
$45k - $60k
...Advisors is looking for a Client Associate or a Registered Client Associate... ...sectors preferred) Series 7 and 66 (or 63/65) licenses or the... ...communication, people, and client service abilities. Pay type: Salary... ...can continue to grow your financial career in a way that...Work at officeWork from home- ...responsibilities Are you truly service oriented? Do you know how to... ...management systems up-to-date with client information educate clients... ...team You’ll be working with a financial Team in Jackson, MS. Your skills and experience series 7 and 66 licenses (for registered CSAs...Full timeWork at officeFlexible hours
- ...Description Synergy Wealth Solutions is a financial services firm located in St. Louis, MO and... ...comprehensive solutions to help our clients leave a lasting legacy. With our collaborative... ...Life/Health Insurance, Series 7, Series 66 licensed within 12 months 1+ year as...Full timeContract work
- ...Investment and Insurance-related services to individual clients, employers and families. These services... ...delivered through an innovative financial planning approach that helps... ...Word, and PowerPoint Requisites Series 6 or 7, 63, & 65/66 or able to obtain within first 9...Full timeWork experience placementRemote work
$102.96k - $125.84k
...with prospects and clients for investment (brokerage... ...advisory) services. Establish and execute... ...MINIMUM: ~7 years financial advisor or investment... ...~ Licenses: FINRA Series 7, 63, 65 or 66. State Life and Health... ...benefits to eligible associates, such as Paid Time Off...Work at officeLocal areaFlexible hoursUMB Financial Corporation
Leawood, KS4 days ago- ...Role Highlights Client Engagement: Cultivate and expand... ...established markets Products and Services Consultation : Educate clients on our diverse financial products and services,... ...: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values...Work experience placementLocal areaRemote workFlexible hours
Equitable Advisors LLC
Overland Park, KS4 days ago $50k
...Join a financial services firm where your contributions are valued. Edward... .... With over 9 million clients and 20,000 financial advisors... ...partnership. Edward Jones associates are seen, heard, respected... ...qualifications: Series 7 and Series 66 required Experience in...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Kansas City, MO4 days ago- ...Summary of the Job: The Sr. Financial Advisor is accountable to advise affluent clients through multiple delivery... ...specialized asset management full service financial planning and business... ...financial services industry. ~ FINRA Series 7 and 66 (or Series 63 & 65)...Full timeContract workTemporary workLocal area
First National Bank of Omaha
Leawood, KS9 days ago - Bank of America is hiring a Financial Solutions Advisor Stage I to help clients with banking and investment needs. You will pursue required licenses (SIE, Series 7, Series 66) and start in a financial center delivering comprehensive advice and client care. You will build...Work at office
$74k - $120k
...for an opportunity to break into the financial services industry! Our successful entry-level... ...related to wealth management to help clients define and achieve their financial objectives... ...is desired Up-to-date FINRA Series 7 & 63/66 documents are a bonus Superior...Work at officeNew York Life - Kansas City
Kansas City, MO21 days ago$100k
...management and investment products and services for individuals, companies, and... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life... ...industry ~ Ability to obtain Series 7 and 66 licenses within allotted...Work at officeShift workDay shiftBank of America Corporation
Leawood, KSa month ago- ...common purpose to help make financial lives better through the... ...Growth and delivering for our clients, teammates, communities,... ...Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your... ...minimum of one year of financial services industry or sales...Work at officeImmediate startMonday to FridayShift workDay shift
$50k
...helping people find financial safety and success, helping... ...been working to help clients achieve their... ...investment and insurance services Leverage digital... ...experience required FINRA Series 7 & 66 licenses, and Life &... ...shift) that could be associated with the position or...Full timeShift work$80k - $95k
...team who partners with clients to identify their financial goals, analyze their... ...-add products and services for clients and develops... ...SRC Indicator: Series 7; Series 63; Series 65; Series 66 Physical Requirements... ...challenges. We equip our associates with future-focused skills...Work experience placementWork at office- Summary of the Job Senior Financial Advisor is accountable for advising affluent clients through multiple delivery channels... ...specialized asset management, full‑service financial planning and... ...financial services industry. FINRA Series 7 and 66 (or Series 63 & 65)...Contract workTemporary workLocal area
- ...resource to you and your clients. Prudential will provide... ...support you by offering financial packages designed to make... ...Requirements: SIE required. Series 6 and 63 required. Series 7 and 66 (63/65) preferred Life... ...-Verify. Seniority level Associate Employment type Full-time...Full time
$50k
Join to apply for the Financial Advisor role at Commerce Bank About... ...Manage an existing client book of business with recurring... ...planning, investment and insurance services Leverage digital tools to... ...experience required FINRA Series 7 & 66 licenses, and Life & Health...Full time- ...in Independence, MO is looking for a Financial Advisor to sell investment products to individuals and manage an existing client book, while partnering with internal... ...or equivalent, 5+ years in financial services, FINRA Series 7 & 66 and Life & Health licenses, a clean...
- Senior Financial Advisor - Experienced Professionals Join the mission... ...with existing First Command clients, deepen long‑term client... ...term relationships through a service model that emphasizes clarity... ...& Certifications Required: Series 7 & 66 (or 6, 63, 65) and Life & Health...For contractorsLocal areaFlexible hoursShift work
- ...Park, KS is hiring a Wealth Advisor to partner with clients, analyze financial landscapes and develop tailored investment plans. You... ...client solutions. Role requires 3+ years in financial services, Series 7/63/65 (or 66), and a university degree. Base pay ranges reflect market...
- ...you like to own a meaningful financial services practice under the Allstate... ...Health Insurance Licenses FINRA Series 6 or 7 and 63 (if applicable)... ...services, Series 65 or 7 & 66 licenses would also be required... ...are dedicated to serving clients, customers, and communities,...For contractorsWork at office
$74k - $120k
..., strategic, and definitive financial advisor to fill an entry-level... ...driven by the need to help clients identify and achieve their... ...through a variety of planning services. Join our team to begin... ...tools desired Up-to-date FINRA Series 7 & 63/66 documents are a bonus Baseline...Start working todayWork at office- ...well as the development of financial plans for clients. Grows and retains an... ...efficiently handling sales and service, identifying sales and/or... ...managing all of the risks associated with their business objectives... ...(s) Licenses FINRA Series 7 and 66 (or 63,65) required. Life...Full timeTemporary workPart timeWork experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Client Services Associate (Series 7/66). Be the first to apply!
Related searches
- financial advisor training program Kansas City, MO
- project finance associate Kansas City, MO
- financial consultant Kansas City, MO
- financial associate Kansas City, MO
- jde finance consultant Kansas City, MO
- financial planner Kansas City, MO
- wealth advisor Kansas City, MO
- financial planning administrator Kansas City, MO
- financial planning assistant Kansas City, MO
- estate planning consultant Kansas City, MO