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
$50k
...Are you interested in financial services? Have you always wanted to learn... ...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 enables...TrainingFull timeTemporary workWork experience placementInternshipWork at officeLocal areaWork visaFlexible hours3 days per week- ...National Financial Solutions Advisor I (Chandler, AZ) (Series 7 Required) Chandler, Arizona To proceed with your application... ...of America through world-class training and on-boarding programs that set... ...with industry leading products, services, and education. Robust...TrainingWork at officeShift workDay shift
$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,... ...Services Rep Hours: Training: Mon-Fri from 7:30am - 3:30pm for 4-6 weeks After...TrainingPermanent employmentFull timeTemporary workRelocation package$60k - $80k
...Investment Services Representative Reports to: Manager... ...clients to promote financial planning and... ...compliance, licensing and training requirements. Maintain... ...Qualifications Education: Series 7, 63 and/or 65/66 and Life... ...programs to include Paid Time Off accrual, Paid...TrainingTemporary workLocal area- ...ingredients you need at LPL Financial to shape your success... ...driven with a client service attitude and the... ...participate in customer service training and other training to... ...working experience Series 7 Series 63 and 65, or 66 License... ...stock options, paid time off, volunteer time...TrainingWork experience placementWork at officeImmediate startWork from home
- ...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
- ...Financial Service Center Representative (Licensed) 100% Remote but candidates must... ...rules and regulations. FINRA Series 7 (Required) FINRA SIE & Series 63 licenses, or the ability to pass... ...offer quality career resources, training, certifications, development opportunities...TrainingRemote work
$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- ...Financial Services Representative | Leadership & Business Development Opportunity Type: Independent... ...Full-Time Path Location: Remote / Hybrid — U.S. Based Experience: No... ...companies Participating in ongoing training, mentorship, and professional development...TrainingHourly payFull timePart timeFor contractorsRemote workFlexible 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- ...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
...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- ...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
- ...1K match, PTO, Sick Time, 10 Paid Holidays, Remote work opportunities... .../closed loans. Training Support Cascade provides... ...growth 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
$40k
...performance ~ Competitive salary ~ Paid time off ~ Signing bonus ~ Training & development ~ Tuition assistance Hybrid remote option available (office days... ...help customers with their insurance and financial services needs, including: Auto insurance...TrainingFor contractorsWork at officeRemote workWork from homeRelocation packageFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern... ...platforms Engage in weekly coaching, training, and development meetings Receive Risk... ...life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required)...TrainingFull timeInternshipLocal area$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege... ...in weekly coaching, training, and development meetingsReceive... ...certifications such as the Series 6 & 63 or CFP®. Get inspired at local... ...to the best products and services for our clients.Our Financial...TrainingFull timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Loan Servicing Representative Wells Fargo is seeking Loan Servicing Representatives... .... Find out why we're the #1 financial services company to grow YOUR... ...following: work experience, training, military experience,... ...work is Monday - Friday 6:00am - 7:00pm but may adjust based on...TrainingWork experience placementRelocation packageMonday to Friday
$50.7k - $67.6k
...Description At Edelman Financial Engines (EFE), our... ...approach, products and services, investment strategies... ...management Possess the Series 65 or Series 66... ...willing to go through our training program to earn the Series... ...This is a hybrid role (3 days per week...TrainingWork experience placementWork at office3 days per week$24 per hour
...with an emphasis on activating services that are in the member’s best... .../help them achieve their financial success. Processes specialty... ..., and percentages. Licenses, Training, And Certifications Required... ...Preferred Qualifications None. Hybrid Work Environment and Physical...TrainingWork from home$75k - $172.54k
...Job Description WealthBridge Financial Group is seeking results-... ...dedicated to delivering exceptional service in Phoenix Metro. If you are... ...insurance license; SIE plus Series 6/7 and 63/66 registrations preferred... ...opportunities and ongoing training support — advanced...TrainingContract work- ...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
$23.18 - $38.63 per hour
...ingredients you need at LPL Financial to shape your... ...instructor-led training supported by on-the... ...Collaborate with internal service partners to achieve... ...during training, hybrid role to be... ...Range $23.18-$38.63/hour Actual base salary... ...employee stock options, paid time off, volunteer...TrainingFull timeWork from home$42.12k - $51.48k
...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...TrainingFull timeTemporary workLocal area$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...Engage in weekly coaching, training, and development meetings Receive Risk... ...registrations and certifications such as the Series 6 & 63 or CFP ® . Get inspired at local and national...TrainingFull timeInternshipLocal areaFlexible hours$24.31 per hour
...AT&T Premier Service ConsultantThis hybrid-remote position reports to our 1355 W. University Drive, Mesa, Arizona location; if selected, you... ...schedule, which may include nights, weekends, and overtime.Paid training to set you up for success.Key expectations to succeed:...TrainingHourly payTemporary workWork at officeLocal areaRemote workWork from homeFlexible hoursShift workNight shift$24.31 per hour
...Bilingual (Spanish / English) hybrid-remote position reports to our... ..., you’ll redefine customer service, creating meaningful... ...experience, expertise, and education/training. How You’ll Make an Impact:... ...nights, weekends, and overtime. Paid training to set you up for...TrainingHourly payTemporary workWork at officeLocal areaRemote workWork from homeFlexible hoursShift workNight shift$40k - $55k
...~ Opportunity for advancement ~ Paid time off ~ Training & development Join an incredibly... ...ROLE DESCRIPTION: As a Customer Service Representative - State Farm Agent... ...help customers with their insurance and financial services needs, including Auto Insurance...TrainingFor contractorsWork at officeFlexible hours$65k - $108.3k
...thorough knowledge of Financial Services industry and capital... ...Industry Essentials (SIE), Series 7, Series 63 & 65 or 66... ...Working Arrangement Hybrid Salary range is expected... ..., and education/training. If you are applying... ...resources. Our generous paid time off program in...TrainingTemporary workLocal areaFlexible hours- ...delivering excellent customer service and are customer focused?... ...invests in you through continued training and education? Do you have... ...Who We Are: At Farm Bureau Financial Services, our client/members... ...insurance options. We also offer paid time off, including holidays...TrainingPermanent employmentFull timeWork visaMonday to FridayShift workWeekend work
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