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
- Morgan Stanley’s Financial Services team in Gilbert, AZ is seeking an unlicensed... ...requests, and learn to obtain Series 7 & 63 licenses with Morgan Stanley covering training costs. Join a team that values... ..., and ongoing education in a hybrid work environment. Prior call-center...Training
- 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
- ...Stanley in Gilbert, AZ is seeking an unlicensed Financial Services Representative to help clients with their stock... ...service and problem-solving. You will receive paid training to obtain Series 7 & 63 licenses, enjoy a hybrid work environment, and benefit from health care,...Training
- Morgan Stanley is seeking a Financial Services Representative to engage clients by phone, educate them on... ...products, and drive sales. The role includes training paid by the company to obtain Series 7 and 63 licenses, and a hybrid work environment. Candidates should have a...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
- ...Stanley is seeking an unlicensed Financial Services Representative to engage... ...portfolio questions. You will receive training funded by Morgan Stanley to obtain Series 7 & 63 licenses, enabling you to... ...services firm. This role offers a hybrid work environment with a base salary...Training
- ...Financial Services Representative Are you interested in financial services... ...Stanley will pay for your training to obtain your Series 7 & 63 Licenses. In This Role... ...& 63 licenses that will be paid for by Morgan Stanley. ~ Enjoy a hybrid work environment that...TrainingFull timeWork experience placementInternshipWork at officeWork visaFlexible 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- ...Financial Solutions AdvisorAt Bank of America, we're creating real,... ...America through world-class training and on-boarding programs that... ...with industry leading products, services, and education.Robust... ...evolving 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
- ...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
- ...success. As a Financial Advisor within PNC... ...We provide a robust training program, administrative... ...efficiently handling sales and service, identifying sales... ...Licenses FINRA Series 7 and 66 (or 63,65) required. Life... ...programs fully paid; a robust wellness program...TrainingFull timeTemporary workPart timeWork experience placementWork at office
- ...of applicants. Join a financial services firm where your contributions... ...firm and division training, continuing education,... ...Required Background Active Series 7 and Series 66 (or Series 7 with Series 63 and 65) at time of... ...Edward Jones observes ten paid holidays and provides 1...TrainingTemporary workWork at officeHome officeFlexible hours
- ...role:Wells Fargo is seeking a Financial Relationship Advisor in... ...investment conversations, service support, and relationship management... ...: work experience, training, military experience, educationSuccessfully... ...Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations (or...TrainingOngoing contractFull timeWork experience placementWork at officeImmediate start
$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- ...and shape the future of financial well-being. You take... ...officer over investment services to generate targeted... ...Attend all required training and informational meetings... ...Registration: SIE, Series 7, 63/65 (or 66), required... ...Benefits Generous paid time off: paid holidays...TrainingWork experience placementLocal area
$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
...Financial Advisor Join a financial services firm where your contributions are valued. Edward... ...required to complete ongoing training offered by the firm and... ...applicable law, are eligible for paid sick leave and paid time... ...qualifications: Series 7 and Series 66 required...TrainingWork at officeWork from homeHome officeFlexible hours$80k - $115k
...Description WealthBridge Financial Group is seeking... ...strategies across the 7 planning areas —... .... No prior financial-services experience is required... ...a 4-week joint-field training program, and a defined... ...Willingness to pursue SIE, Series 6 or 7, and Series 63/66 securities...TrainingContract workFor contractors- ...common purpose to help make financial lives better through... ...Essentials [SIE], Series 7 and Series 66 Exams. Once... ...America through world-class training and on‑boarding... ...and Series 66 licenses (63 & 65 accepted, in lieu... ...one year of financial services industry or sales experience...TrainingWork at officeImmediate startMonday to FridayShift workDay shift
- ...ingredients you need at LPL Financial to shape your success... ...driven with a client service attitude and the... ...in customer service training and other training to... ...experience ~ Series 7 ~ Series 63 and 65, or 66 License... ...employee stock options, paid time off, volunteer time...TrainingWork experience placementWork at officeImmediate startWork from home
- ...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
- ...extraordinary customer service while maintaining... ...them reach their financial goals and dreams.... ...Valid and active Series 7 and Series 63 or (b) SIE,... ...am 5:00pm during training and/or licensing.... ...transition to a hybrid environment, where... ...compensation, paid in the form of cash...TrainingWork at officeLocal areaRemote workMonday to Friday3 days per week
$45k - $100k
...Financial Advisor OpportunityJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...step of the way, providing:Paid training – Get registered and licensed and... ...obtained without Firm sponsorship), Series 7 and Series 66 will be required;...TrainingTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$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$86.73k - $144.61k
...ingredients you need at LPL Financial to shape your success... ..., guidance, and training for junior equity traders... ...: FINRA Series 7 & 63 or 65 licenses required... ...Excellent customer service skills with the ability... ...employee stock options, paid time off, volunteer time...TrainingWork at officeWork from homeFlexible hours$52k - $64k
...reach their long-term financial goals or providing personal... ...obtain FINRA 7 & 63 registrations within corporate... ...and customer service skills Problem-solving... ...to wear jeans Generous paid time off upon hire - including... ...law. ***For remote and hybrid positions you will be required...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from home$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 work$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
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