Financial Services Trainee - Series 7 & 63 Licensing Program
$54k - $58kDexian
Location: Minneapolis Minnesota 55415 United States Pay-range: $18 - 19/hour during the 3-4-month contract - Upon permanent hire, expected base salary of $54,000-$58,000 annually About the Role: Selected candidates will be paid while completing a 12-week licensing program to earn the SIE, Series 7, and Series 63 licenses. All study materials and licensing costs are fully covered. After obtaining the required licenses, candidates will support clients and financial advisors by: Handling inbound client and advisor calls Assisting clients with digital investment platforms Reviewing portfolio holdings and discussing investment options Educating clients on financial products and services Helping align investment strategies with clients' financial goals Providing exceptional customer service and resolving account inquiries Ongoing coaching, training, and professional development are provided throughout the program. Candidates who successfully complete the licensing requirements and internal hiring process will be considered for permanent positions. Key Qualifications: Bachelor's degree in finance, Economics, Business, or a related analytical field Strong customer service and communication skills Excellent analytical ability with high attention to detail Accurate data entry and organizational skills Ability to explain complex financial concepts in a clear, easy-to-understand way Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support. Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status. #J-18808-Ljbffr Dexian
- ...long-term career in the financial services and investment industry... ...12-13 week licensing and development program designed to prepare them... ...Essentials (SIE), FINRA Series 7, and Series 63 licenses. Upon successful... ...transition into a Broker Trainee role for approximately...TraineeshipInternshipWork at officeWorldwide
$45k - $100k
...Financial Advisor OpportunityJoin a financial services firm where your contributions are valued... ...registered and licensed and learn how to... ...industry's top training program.Salary for the... ...sponsorship), Series 7 and Series 66 will... ...program includes trainee pay, a supplemental...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- A leading financial services firm in Minneapolis is seeking a Financial Representative Trainee. This role involves a comprehensive program that prepares you to sell Individual Insurance products... ...oriented, and ready to obtain necessary licenses. Competitive hourly wage during...TraineeshipHourly pay
$80k - $90k
...investment products and services for individuals, companies... ...guidance. Merrill’s Financial Advisors and Wealth Management... ...The Advisor Development Program is designed for... ...Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift$45k - $100k
...applicants. Join a financial services firm where your contributions... ...- Get registered and licensed and learn how to be a... ...’s top training program. Salary for the... ...without firm sponsorship), Series 7 and Series 66 will... ...program includes trainee pay, a supplemental salary...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$18 - $19 per hour
...you will be paid $18-$19 per hour while completing a licensing program to earn the SIE, Series 7, and Series 63 licenses. Materials and costs are fully covered. After licensure, you will support clients and financial advisors by handling inbound calls, assisting with digital...Hourly payPermanent employmentFull timeContract workInternship- ...tailored to suit their financial needs. As a... ...products and services for their needs... ...24 hours a day/ 7 days a week Adheres... ...) exam, FINRA Series 6/7, state... ...registration (including 63 or 66 if required) and Life licenses are required -... ...of benefits and programs to meet employee...Immediate startAfternoon shift
$21.64 - $37.09 per hour
.... Role Summary The Virtual Financial Advisor deepens relationships... ...model by setting clear service expectations and providing... ...in incentive compensation programs. Manage warm referrals from... ...financial services experience. Series 7 license. Series 63 and 65 licenses, or Series...Hourly pay$1,000 per month
...Northwestern Mutual College Financial Representative... ...Representatives in the internship program at Northwestern Mutual... ...Risk Product State Licensing: Life, Accident, and... ...such as the Series 6 & 63 or CFP®. Get inspired... ...the best products and services for our clients.Our Financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Securities, Inc. is seeking a Junior Advisory Program participant to support brokers and manage client... ...environment. Ideal candidates have 1-2 years in financial services or related internships, pursue FINRA licenses (Series 7/66), and hold a bachelor’s degree. #J-18808-...Internship
$23.8 - $26.45 per hour
...a deeply purposeful, financially rewarding career**Thrivent... ...than a financial services company - we’re a... ...insurance and securities licenses necessary for this... ...Thrivent products and programs.* Have access to a large... ...to apply.* FINRA Series 7, 63/65 or 66 required or...Hourly payFull timeLocal areaRemote work- ...Description Fortune Financial is an established financial services practice that... ...when appropriately licensed and authorized, as... ...Required: Active Series 7 license. Active... ...license, or Series 63/65 Previous experience... ...firm's benefits programs, which currently include...Temporary workWork at office
$150k - $200k
...repositioning, and long-term financial strategy.Transaction... ...calculating debt service and sizing bond... ...discipline; MBA a plus.7+ years of relevant experience... ...communication skills.Series 52 and 63 and 7 licenses required or... ...-being, our benefits program and how we are here for...Full timeLocal area$70k - $130k
...divisional consultants, and RBC Financial Advisors. • Respond to... ...agents)• Strong customer service orientation and... ...week• Securities industry licenses 7, 63 and 65, or series 66; or willingness to become... ...comprehensive Total Rewards Program including bonuses and flexible...Full timeWork at officeFlexible hours$60k - $80k
...: The Junior Advisory Program is a foundational initiative... ...early stages of their financial careers. This program... ...within the financial services industry; takes... ...administrative role is a plus. Licensing: Pursuit of relevant FINRA licenses (e.g., Series 7, Series 66). Desired:...Temporary workInternshipWork at office$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection... ...Receive Risk Product State Licensing: Life, Accident, and Health... ...and certifications such as the Series 6 & 63 or CFP ® . Get inspired at local...Full timeInternshipLocal areaFlexible hours- ...and deliver tailored financial strategies, always acting... ...accountabilityFINRA Series 7 and Series 63; Series 65 or 66Life... ...and Health Insurance License — all licenses must... ...Sales, TIAA Products/Services Acumen, Wealth Due... ...superior retirement program and highly competitive...Work at officeFlexible hours
- ...your knowledge of investments, financial planning, credit and banking... ...Banking or Financial Services Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed... ...a range of benefits and programs to meet employee needs, based...Temporary workWork experience placementLocal area
$50k
...Join a financial services firm where your contributions are valued. Edward... ...maintain registrations and licenses in good standing. A firm-... ...in the firm's Travel Award Program. All associates are eligible... ...Candidate qualifications: Series 7 and Series 66 required Experience...Work at officeWork from homeHome officeFlexible hours- ...Thrivent Financial AdvisorMeaningful work. Rewarding career... ...kind of financial services firm, one that puts generosity... ...your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations,... ...advisor onboarding program. After onboarding, you'...
$250k - $400k
...and prospects identify financial goals and needs through... ...resolve trade processing or service-related issues.... ...and Variable Insurance License. ~ Series 7 license. ~ Series 63, Series 66, or Series 6... ...benefits including well-being programs and incentives, parental...$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual... ...building and obtaining licenses. Our award-winning training programs equip you with the education... ...Investment & Advisory Services · Trust Services · Retirement... ...Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual...Full timeContract workFor contractorsWork at office$200k
...to provide capital markets services including public offerings... ..., Communications, Energy, Financials, Real Estate, Materials or... ...required. FINRA SIE, 7, 63 and Series 79 License (or equivalent registrations... ...Matching Contributions Time Off Programs Health Savings Account (...Temporary workFor contractorsWork at officeWork from home$80k - $90k
...investment products and services for individuals, companies... ...and guidance. Merrill’s Financial Advisors and Wealth... ...The Advisor Development Program is designed for individuals... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year...Interim roleWork at officeLocal areaImmediate startShift workDay shift$75.6k - $92.4k
...Advisor provides personalized financial education and investment... ...-Must be FINRA licensed with Series 7, 66 (or 63 and 65) and required state... ..., background in financial services, investments, or equivalent... ...various computer software programs including Microsoft Office...Temporary workWork experience placementWork at officeLocal area- ...Job Description A Financial Advisor at Northwestern... ...(brokerage, advisory services) to meet client needs... .... Training, Licensing & Designations: Northwestern... ...the business. In the program, you’ll hear from... ...(SIE), and Series 6 or 7, and 63. Northwestern Mutual...Work experience placementWork at officeWork visaFlexible hours
- ...Thrivent Financial Advisor Meaningful work. Rewarding... ...different kind of financial services firm, one that puts... ...your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations,... ...comprehensive advisor onboarding program. After onboarding, you'...
- ...the volume of applicants. Join a financial services firm where your contributions... ...conversations Willingness to obtain Series 7, Series 66, and state insurance licenses within three months of hire -... ...the firm's Employee Assistance Program. For more information on the Benefits...Full timeTemporary workFlexible hours
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual... ...building and obtaining licenses. Our award‑winning training programs equip you with the... ...Investment & Advisory Services • Trust Services • Retirement... ...Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual...Work at office$88k - $118k
...suite of investment banking services tailored for middle-market... ...and maintain complex financial models to perform various... ...or related field.SIE Exam, Series 79, and Series 63 licenses preferred, or must attain... ...and an Employee Assistance Program. Other benefits include firm...Temporary workWork at officeLocal areaFlexible hours
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