Financial Services Advisor (Series 6/63/65)
$50k - $80kBrianhickssf
Brianhickssf in Apex, NC, is seeking a Registered Representative - State Farm Agent Team Member to market financial products and educate customers on their options. This full-time role involves managing customer portfolios, conducting needs analyses, and ensuring compliance with industry regulations. Candidates must hold Series 6, 63, and 65 licenses and have strong communication and analytical skills. The position offers a competitive salary range of $50,000 to $80,000, alongside benefits such as paid time off and opportunities for advancement. #J-18808-Ljbffr Brianhickssf
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...Funding · Investment & Advisory Services · Trust Services · Retirement... ...Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment...SuggestedFull timeContract workFor contractorsWork at office$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Funding • Investment & Advisory Services • Trust Services • Retirement Solutions... ...Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre‑...SuggestedWork at office- ...banking needs, products and services through scheduled appointments... ...progress toward their financial goals through planning, digital... ...Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized... ...where hired, FINRA Series 65 (or equivalent) examination...SuggestedTemporary workWork experience placementImmediate start
- ...guided by a common purpose to help make financial lives better through the power of... ...makes referrals to appropriate internal service providers based on client needs and... ...Required Qualifications Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses. If you do...SuggestedTemporary workMonday to FridayShift workDay shift
- ...we were founded in 1883. Owning our own financial services brokerage firm, MWA Financial Service Inc., allows our advisors to build their book of business with... ...FINRA Securities Industry Essentials (SIE) Series 6 or Series 7 Series 65 or Series 66 Qualifications Passion...SuggestedLocal area
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) Pay Range USD $500.00...Full timeInternshipLocal area- ...clients to help them achieve their financial goals. Key responsibilities... ...to appropriate internal service providers based on client needs... ...holds Series7 &66 (or Series63 &65 in lieu of 66) licenses. If not... ...must pass the missing series within 60 days. At least one year...Temporary workMonday to FridayShift workDay shift
- ...guided by a common purpose to help make financial lives better through the power of... ...career paths - whether shaped by military service, community college education, or a... ...Qualifications : Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...common purpose to help make financial lives better through... ...shaped by military service, community college education... ...a Financial Solutions Advisor Stage I (FSA I), your... ...Industry Essentials [SIE], Series 7 and Series 66 Exams.... ...Series 66 licenses (63 & 65 accepted, in lieu of 6...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$45k - $100k
...to the volume of applicants. Join a financial services firm where your contributions are valued... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...manager for a portfolio of financially complex client relationships... ...investments, and insurance services. Leverage the Truist... ...Proactively work with the financial advisor on assigned investment... ...Industry Essentials (SIE), FINRA Series 7, 66 (63 and 65 in lieu of 66) and...Full timePart timeWork at officeShift workDay shift
- ...in Cary, North Carolina is looking for a Private Client Advisor to provide comprehensive financial planning and advice. The successful candidate will... ...Proven experience in client acquisition and an active Series 7 license are essential. Preferred qualifications include...
$45k - $100k
...With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we provide... ...experience within the securities/financial services industry. Financial services and/or... ...SIE (obtained without firm sponsorship), Series 7 and Series 66 will be required; if...TraineeshipFlexible hours- ...Cary, NC, is seeking an experienced customer service representative to join our banking team. You will handle a cash drawer, process financial transactions, and develop long-term client... ...have at least a high school diploma and 6 months of relevant experience. The role...
- Financial Service Representative - Bilingual Spanish preferred Job Category : Branch Services Requisition Number : FINAN004391 Employment Type... ...all team members. Highly competitive 401K plan featuring a 6% company match, with immediate vesting with a ROTH IRA option...Full timeTemporary workImmediate startFlexible hours
- ...NC Default: Location : City CARY Overview The purpose of the Financial Representative is to meet the needs of middle‑income clients by... ...and existing clients for the purpose of sales, conservation, and service. Adequately prepares for and conducts all appointments using...Work at officeLocal area
- ...is seeking an individual in Cary, NC, to provide comprehensive financial advice and customized solutions to clients. The role includes... ...applicant has at least one year of experience in the financial services industry, focusing on investments and customer relations. This...
- ...Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. As a Financial Representative,... ...candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced...Full time
$61k - $119k
Northwestern Mutual in Cary, North Carolina is seeking a Financial Advisor to help clients achieve their financial goals through personalized planning. As a Financial Advisor, you will grow your client base, build tailored financial plans, and support clients throughout...- ...Summary Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving... ...as noted. High school diploma or GED required and 6 months of cash handling or teller experience strongly...Work at officeMonday to FridayNight shift
- ...Cary, NC, is seeking an experienced customer service representative to join our banking team. You will handle a cash drawer, process financial transactions, and develop long-term client... ...have at least a high school diploma and 6 months of relevant experience. The role...
$19 - $21 per hour
...Recommended award by the Globe & Mail (past 6 years) Competitive pay and annual... ...culture What you’ll do: Process a variety of financial transactions (check cashing, withdrawals,... ...experience in cash handling or customer service High school degree or GED required...Hourly payTemporary workPart timeAll shiftsFlexible hours- ...Manufacturing Co in Cary, North Carolina is seeking a dedicated financial advisor to help clients achieve their financial goals through... ...will have a high school diploma and experience in financial services. Key responsibilities include building financial plans with...Full time
- A leading financial services firm is looking for a relationship manager to serve a portfolio of affluent clients in Cary, North Carolina. You will be responsible for developing new client relationships, providing financial planning, and ensuring compliance with applicable...
- A leading financial services firm in Cary, NC is seeking a Financial Representative to work with clients on their financial needs and goals. This exciting role involves recommending impactful solutions from a comprehensive product line, including life insurance. Ideal...
- The Western & Southern Financial Group is seeking a Financial Representative in Cary, NC. This role involves meeting the needs of middle-income clients by educating them on financial security and wealth creation. Responsibilities include developing marketing plans and securing...
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigates...Temporary workWork at officeShift workDay shift
- ...Bank of America in Holly Springs, North Carolina is looking for an enthusiastic professional to engage clients and assist with financial transactions. The successful candidate will have the opportunity to build relationships and deliver solutions that improve clients'...
- ...On Assignment Position Overview This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution...Work at office
- ...on Assignment Position Overview This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution...Work at office
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