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 1 day ago
Similar jobs that could be interesting for youBased on the Financial Client Services Associate (Series 7/66) in Kansas City, MO vacancy
- ...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 Series 66 (63 and 65 accepted in lieu...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...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...SuggestedFull timeWork at officeFlexible hours
- ...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 Series 66 (63 and 65 accepted in lieu...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...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 Series 66 (63 and 65 accepted in lieu...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...direct supervision, the Registered Financial Client Associate assists the Financial Advisor (s... ...but not limited to client service, account research, completing paperwork... ...: ~ Minimum required: Series 7 and Series 63/65 or Series 66. Work Environment: This...SuggestedWork experience placementWork at officeHome office
- ...Advisor Development Program participant to work with high-net-worth clients in a branch setting. Responsibilities include identifying... ...book of business. The position requires pursuing FINRA licenses (Series 7/66) with prior SIE, plus strong #J-18808-Ljbffr...
$102.96k - $125.84k
...with prospects and clients for investment (brokerage... ...advisory) services. Establish and execute... ...Requirements MINIMUM: 7 years financial advisor or investment... ...experience Licenses: FINRA Series 7, 63, 65 or 66. State Life and... ...reimbursement an associate wellbeing program...Work at officeLocal areaFlexible hours- ...Description: At Larson Financial Group, LLC, we are committed to helping our clients build a secure financial future. Our... ...comprehensive wealth management services with a personalized touch, and... ...in financial planning Series 7 and 66 licenses required CFP or CPA...Work experience placementLive outWork at office
$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...Work at office- ...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
- ...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
- ...Are At Corebridge Financial, we believe action... ...Corebridge Financial Services has been helping... ...and prospective clients to plan their financial... ...an active FINRA Series 7 licenses and a Series 63 and 65 or 66.* You also have... ...deemed a “covered associate” under SEC Rule 20...Local areaImmediate startRemote workRelocation
- ...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
- ...an impact providing expert financial advice with heart. Thrivent... ...different kind of financial services firm, one that puts generosity... ...health & variable contracts), Series 7 and 66 registrations, and complete... ...advice and connect clients to Thrivent products and programs...Local area
- ...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
$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- First Command seeks a Senior Financial Advisor to guide seasoned clients with comprehensive financial planning.... ...relationships and trusted advisory services aimed at military families. The role... ...licensing requirements including Series 7/66 and Life & Health. #J-18808-...
- 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
$50k - $70k
...as part of a team providing financial advice with heart. You’ll learn... ...development while serving clients with mentorship through... ...is an independent financial services practice of Thrivent in Saint... ...Industry Essentials (SIE) Series 7 and 66 or 6 and 63, or 7, 63 and 6...Base plus commissionFull timeWork at officeLocal area$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... .... We equip our associates with future-focused skills...Work experience placementWork at office- ...provide a first-class experience to clients within J.P. Morgan’s U.S. Private... ...your knowledge of investments, financial planning, credit and banking to both... ...experience in Private Banking or Financial Services Bachelor’s Degree required Series 7, 66 and Insurance licenses required...Temporary workWork experience placementLocal area
$50.3k - $69.13k
...that transforming financial lives starts by giving... ..., and our associates dedicate thousands... ...organization by guiding clients through the... ...trends, and Empower's service offerings. Meet or... ...experience. Active FINRA Series 7 license required.... ..., or Series 66, required. FINRA...16 hoursTemporary workWork experience placementCasual workInternshipWork at officeLocal areaRemote workWork from homeFlexible hours- ...Private Client Banker You have a passion... ...tailored to suit their financial needs. As a... ...best products and services for their needs... ...accounts 24 hours a day/ 7 days a week Adheres... ...(SIE) exam, FINRA Series 6/7, state... ...registration (including 63 or 66 if required) and...Immediate startAfternoon shift
- ...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 Series 66 (63 and 65 accepted in lieu...Seasonal workWork at officeWork from homeShift workDay shift
- ...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate,... ..., organizational, and client service skills Attention to detail coupled... ...efficient and effective Series 7 and 66 (or 63/65) licenses or the...Full timeFlexible hours
- ...Range: Not Available Application Deadline: 11/18/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities... ...success, growth, and advancement. Job Description The Client Service Associate serves as the first point of contact to meet client needs...Work at office
- Bank of America in the United States is hiring a Financial Solutions Advisor Stage I to begin with securing required licenses (SIE, Series 7, Series 66). You will learn to acquire, grow and manage client relationships, using a consultative approach to recommend solutions...
$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern... ...where you can help your clients achieve their goals through financial... ...· Investment & Advisory Services · Trust Services · Retirement... ...Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual...For contractorsWork at office- ...About the role Our financial representatives at Modern Woodmen of America are dedicated... ...Woodmen of America is a fraternal financial services organization built to help families... ...(Securities Industry Essentials®/SIE), Series 6 and/or 7 license, and Series 63 license, as required...Full timeLocal area
$87.4k - $123.4k
...idea that transforming financial lives starts by giving... ...environment, and our associates dedicate thousands of... ...within Empower's dedicated services model, you will... ...for our Large to Mega client base. You will play a... ...certification * Active FINRA Series 7, 63, and 65...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours
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 associate Kansas City, MO
- financial planning associate Kansas City, MO
- financial consultant Kansas City, MO
- finance associate Kansas City, MO
- senior financial advisor Kansas City, MO
- associate leveraged finance Kansas City, MO
- project finance associate Kansas City, MO
- financial planning administrator Kansas City, MO
- associate corporate finance Kansas City, MO
- financial planner Kansas City, MO


