Hybrid Financial Services Rep: Series 7 & 63 Training Paid
University of Delaware
Morgan Stanley is seeking a Financial Services Representative to engage clients via inbound calls, answer questions about stock portfolios, and educate customers on products. The role includes preparing for and obtaining Series 7 & 63 licenses, with training provided by Morgan Stanley. You will work in a hybrid environment and contribute to sales growth while upholding the Code of Conduct. Typical duties include handling account-related requests, following up on items, and continuing education #J-18808-Ljbffr University of Delaware
- A leading financial services firm is seeking a Financial Services Representative in Gilbert, Arizona. In this... ...their stock portfolios. The firm offers training for Series 7 & 63 licenses, a competitive salary, and a hybrid work environment. Ideal candidates have strong...Training
- ...career changers, and those exploring financial services to our Virtual Hiring Event for the Financial... ...leads to the Schwab Service Academy training, with paid study time and licensing paths (Securities Industry Essentials, FINRA Series 7 & 63). #J-18808-Ljbffr Charles SchwabTraining
- ...Job Summary As a National Financial Solutions Advisor (NFSA I) at Bank of America, you will be trained to provide comprehensive financial... .... Required Qualifications Series 7 and Series66 licensure (Series... ...experience in the financial services industry or a metrics‑based sales...TrainingShift workDay shift
- Are you interested in financial services? Have you always wanted to learn the... ...Stanley will pay for your training to obtain your Series 7 & 63 Licenses. In This Role You... ...& 63 licenses that will be paid for by Morgan Stanley. Enjoy a hybrid work environment that enables...TrainingFull timeWork experience placementInternshipWork at officeFlexible hours3 days per week
$52.8k
...industry together. Schwab’s service team is at the heart... ...clients own their financial futures. In this... ...provides you with the paid training, study time, and support... ...Essentials and FINRA Series 7 & 63 licenses. If you are... ...(SSA), followed by a hybrid work schedule....TrainingFull timeShift workNight shift- ...National Financial Solutions Advisor (NFSA I) At Bank of America,... ...America through world-class training and on-boarding programs that... ...with industry leading products, services, and education. Robust... ...needs. Required skills: Series 7, and 66 or equivalent (if not...TrainingShift workDay shift
- ...Position Description Financial Solutions Advisors (FSAs) are... ...phone-based licensed advisors (Series 7 and 66 required) that provide... ...ident ifying broader product and service solutions that meet their investment... ...required (or the equivalent 63 & 65) ~ Minimum of 1-2 years...Work experience placementImmediate startFlexible hoursShift workDay shift
- TEKsystems in Tempe, AZ is seeking an entry level Financial Services Rep for a full-time, direct-hire role. You will be the first point... .... The position offers a structured career path with a hybrid schedule after training, comprehensive benefits, bonus opportunities and...TrainingFull time
- Financial Services Professional Hybrid Schedule after training!!* Launch Your Career in Financial Services!! This is a full-time, direct-hire opportunity with one of... ...Services Professional Hours Training: Mon-Fri from 7:30am - 3:30pm for 4-6 weeks After training must be...TrainingPermanent employmentFull timeRelocation package
$25 per hour
Entry Level Financial Services Rep This is a Direct Placement position!! Hybrid Schedule after training!! Launch Your Career in Financial Services!! This is a full-time, direct-hire... ...Services Rep Hours: Training: Mon-Fri from 7:30am - 3:30pm for 4-6 weeks After training...TrainingPermanent employmentFull timeTemporary workRelocation package- ...common purpose to help make financial lives better through the power... ...us! Merrill Participant Services Financial Solutions Advisors... ...Qualifications • Series 7, and 66 or equivalent (if not... ...required licenses and trainings. This position is subject to...Temporary workWork at officeShift workDay shift
- Overview The Participant Services Financial Solutions Advisor (FSA) engages clients in goals‑based conversations to provide education and guidance... ...client needs and proposed product services. Qualifications Series 7 and 66 or equivalent (if not currently held, Series 66 must...Temporary workWork at officeShift workDay shift
$45k - $100k
...to the volume of applicants. Join a financial services firm where your contributions are... ...every step of the way, providing: Paid training - Get registered and licensed and learn... ...be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not...TrainingTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$60k - $80k
...Manager, Investment Services. Functions Supervised... ...prospective clients to promote financial planning and... ...compliance, licensing and training requirements. #... ...Qualifications Education: Series 7, 63 and/or 65/66 and Life... ...programs to include Paid Time Off accrual, Paid...TrainingTemporary workLocal area$50k
...Join a financial services firm where your contributions are valued. Edward... ...required to complete ongoing training offered by the firm and regulatory... ...law, are eligible for paid sick leave and paid time off... ...Candidate qualifications: Series 7 and Series 66 required...TrainingWork at officeWork from homeHome officeFlexible hours- Job Overview Financial Solutions Advisor (FSA) is a phone-based, licensed advisor (Series7 and... ...by identifying broader product and service solutions for investment, savings, and liability... ...Series7 &66 (or equivalent 63 &65) REQUIRED. 1-2years of financial advisory...Monday to FridayShift workDay shift
- ...AZ Job Profile As a Financial Advisor within PNC Wealth... ...success. A robust training program, administrative... ...handling sales and service, identifying opportunities... ...(s). Licenses FINRA Series 7 and 66 (or 63, 65) required. Life... ...programs fully paid), and a robust wellness...TrainingFull timeTemporary workWork experience placementWork at office
$20 - $25 per hour
FinancialCustomer Service Associate (HYBRID) Location: Austin, TX Pay Rate: $20-25/hr Work arrangement: Onsite during training, then fully remote. Shift options include 4‑day weeks with... ...simple account inquiries to complex financial transactions. Daily activities...TrainingRemote workMonday to FridayShift work- ...to help them achieve their financial goals. Key responsibilities... ...completing required licenses and trainings. This position is subject to... ...to appropriate internal service providers based on client needs... ...Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses...TrainingTemporary workMonday to FridayShift workDay shift
- ...applicants. Join a financial services firm where your contributions... ...Jones hires, trains, supports and... ...serve clients from 7:30 am-5:30 pm CST.... ...Supervision concerns Current Series 7 and 66 (OR... ...of both Series 63 and 65) licenses required... ...Jones observes ten paid holidays and...TrainingTemporary workWork at officeLocal areaRemote workWork from homeHome officeMonday to FridayFlexible hours
$57.6k - $66.1k
...industry together. Schwab’s service team is at the heart of our firm... ...to helping clients own their financial futures. In this exciting... ...Qualifications Active FINRA Series 7 & 63 Licenses Flexibility to work... ...Employee stock purchase plan Paid time for vacation, volunteering...Day shift- ...well as the development of financial plans for clients. Grows and... ...efficiently handling sales and service, identifying sales and/or... ...Certification(s)LicensesFINRA Series 7 and 66 (or 63,65) required. Life and... ...including select programs fully paid; a robust wellness program with...Full timeTemporary workPart timeWork experience placementWork at office
- ...1K match, PTO, Sick Time, 10 Paid Holidays, Remote work opportunities... .../closed loans. Training Support Cascade provides structured... ...and strengthen customer service, organizational, and mortgage... ...our doors in 1999, Cascade Financial Services has grown to become...TrainingHourly payWork at officeRemote workWork from home
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...licenses. Our award-winning training programs equip you with the... ...· Investment & Advisory Services · Trust Services · Retirement... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual...TrainingFull timeContract workFor contractorsWork at office- ...of America seeks a National Financial Solutions Advisor (NFSA I) in... ...will leverage our financial services to provide comprehensive advice... .... Ideal candidates will have Series 7 and Series 66 licensure, excellent... ...rewarded with comprehensive training and opportunities for career...Training
- Yoh is seeking a Financial Customer Service Associate in Austin, TX. The role starts onsite during training and transitions to fully remote work with options for 4‑day weeks (10‑hour days) or 5‑day weeks (8‑hour days). Candidates must be available 6am-6pm, Monday-Friday...TrainingRemote jobMonday to Friday
$27 - $33 per hour
...serve to make better and smarter financial decisions and enabling the... ...and loan products and services, and recommending solutions based... ...experience and commensurate training Preferred Skills/Experience Proven... ...‑funded retirement plan Paid vacation (from two to five weeks...TrainingTemporary workLocal area$27 - $33 per hour
...serve to make better and smarter financial decisions and enabling the... ...and loan products and services, and recommending solutions based... ...experience and commensurate training Preferred Skills/Experience... ...employer-funded retirement plan ~ Paid vacation (from two to five...TrainingTemporary workLocal area- ...transformation, planning the future of Banner Health. As a Patient Financial Services rep you will be responsible for checking in and out patients,... ..., care team, management, centralized services and HIMS. 7. Assists in responding to requests for patient medical records...Daily paidFull timeWork experience placementWork at officeShift work
- ## Financial Consultant - Chandler, AZApplylocations: Chandler, AZ: Phoenix, AZtime type... ...needs and recommending solutions* FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and... ...strike the right balance. We offer training in-branch, regionally, nationally, and...TrainingFull time
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