Hybrid Financial Services Rep — Return-to-Work (Series 7/63 Paid)
Morgan-Stanley
Morgan Stanley in Gilbert, AZ is launching a 16-week Return to Work program within the Wealth Management division. The Financial Services Representative role includes paid training to obtain Series 7 and 63 licenses, strong customer service focus, and a sales-oriented environment in a hybrid office setting. Applicants should have 2+ years in customer-facing roles, a bachelor’s degree in Finance/Business, and be eligible to work in the United States. #J-18808-Ljbffr Morgan-Stanley
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Hybrid Financial Services Rep — Return-to-Work (Series 7/63 Paid) in Gilbert, AZ vacancy
- Morgan Stanley is seeking a Financial Services Representative to engage clients via inbound calls... ...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...Suggested
- A leading financial services firm is seeking a Financial Services Representative in Gilbert, Arizona. In this role... ...portfolios. The firm offers training for Series 7 & 63 licenses, a competitive salary, and a hybrid work environment. Ideal candidates have strong interpersonal...Suggested
- Morgan Stanley’s Gilbert Return to Work program seeks... ...offering 16 weeks of paid training and mentorship... ...Management. You’ll start in a Financial Services Representative role... ...training to obtain Series 7 & 63 licenses funded by... ...Stanley, with a hybrid in-office schedule and...SuggestedWork at office
- ...Stanley in Gilbert is offering a Return to Work program within Wealth... ...break. You will use your customer service strengths to assist clients via... ...opportunities. The role supports a hybrid schedule, includes training to obtain Series 7 and 63 licenses, and emphasizes a strong...Suggested
- ...Stanley is seeking an unlicensed Financial Services Representative to engage clients... ...activity. The role includes training paid by Morgan Stanley to obtain Series 7 & 63 licenses. You will field... ...with the firm’s Code of Conduct. A hybrid schedule is supported. #J-18808-...Suggested
- Morgan Stanley offers an entry into financial services with on-the-job training funded to obtain Series 7 and 63 licenses. The role emphasizes customer service, problem solving, and sales in a hybrid in-office setting. You will handle inbound inquiries, educate clients,...Work at officeFlexible hours
- ...global leader in financial services, continuously evolving... ...the world. Return to Work Program – Gilbert... ...2027 through May 7, 2027 in our... ...office. This 16-week paid program places... ...to obtain your Series 7 & 63 Licenses. In... ...Stanley. ~ Enjoy a hybrid work environment...Full timeWork experience placementInternshipJanuary startWork at officeWork visaFlexible hours3 days per week
Morgan Stanley
Gilbert, AZ22 days ago - ...Financial Service Representative (SIE) Return To Work Candidates At Morgan Stanley, we recognize... ..., 2027 through May 7, 2027 in our... .... This 16-week paid program places participants... .... ~ Obtain the Series 7 & 63 licenses that will... .... ~ Enjoy a hybrid work environment that...Full timeWork experience placementInternshipJanuary startWork at officeWork visaFlexible hours3 days per week
- Morgan Stanley is seeking an unlicensed Financial Services Representative to leverage strong... ...company will sponsor training and pay for Series 7 and 63 licenses. You will field inbound... ...maintaining a high standard of integrity. A hybrid work setup is offered. #J-18808-Ljbffr...
- Morgan Stanley’s Financial Services team is seeking a motivated representative to deliver exceptional customer service and drive sales. You... ...account-related requests with accuracy. The role offers a hybrid work environment, a competitive base salary, and comprehensive...
- Morgan Stanley, in Gilbert, is seeking a Financial Services Representative for its Return to Work program. The 16-week paid program trains you to earn Series 7 & 63 licenses while you assist clients with their portfolios in a hybrid office setting. The role emphasizes...Work at office
- ...common purpose to help make financial lives better through the power... ...day. Being a Great Place to Work is core to how we drive Responsible... ...us! Merrill Participant Services Financial Solutions Advisors... ...quickly Required Qualifications Series 7, and 66 or equivalent (if...Temporary workWork at officeShift workDay shift
- Overview The Participant Services Financial Solutions Advisor (FSA) engages clients in goals‑based... ...they need us most. The role involves working within a contact center environment, leveraging... ...product services. Qualifications Series 7 and 66 or equivalent (if not currently...Temporary workWork at officeShift workDay shift
- Fidelity Investments in Chandler, AZ seeks a Financial Representative to be the branch face, delivering exceptional client experiences and... ...drive branch growth. The role supports licensing readiness (Series 7/66), embraces new tools, and offers structured training—onsite...
- Morgan Stanley is seeking a Financial Services Representative to join our client-focused team. This role is unlicensed but provides a clear... ...path to licensing through company-supported training for Series 7 and 63. You will handle inbound calls, educate clients about investment...
$57.6k - $66.1k
...industry together. Schwab’s service team is at the heart... ...clients own their financial futures. In this exciting... ...licenses, enjoy working in a team setting, and... ...Qualifications Active FINRA Series 7 & 63 Licenses Flexibility... ...stock purchase plan Paid time for vacation, volunteering...Day shift- ...looking for the next generation of Financial Solutions Advisors—those with... ...industry leading products, services, and education. Robust... ...tools, technology, and ways of working. We always put our clients... ...needs. Required skills Series 7, and 66 or equivalent (if...Shift workDay shift
$52k - $64k
...the legal right to work in the country where... ...their long-term financial goals or providing... ...successfully obtain FINRA 7 & 63 registrations... ...management and customer service skills Problem-... ...wear jeans Generous paid time off upon hire... ...***For remote and hybrid positions you will...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeDEV INC
Chandler, AZ4 days ago- ...for our customers. We work together each day to foster... ...as the development of financial plans for clients.... ...handling sales and service, identifying sales and... ...Certification(s)LicensesFINRA Series 7 and 66 (or 63,65) required. Life... ...select programs fully paid; a robust wellness...Full timeTemporary workPart timeWork experience placementWork at office
The PNC Financial Services Group
Gilbert, AZ3 days ago - ...common purpose to help make financial lives better through the power... ...day. Being a Great Place to Work is core to how we drive... ...responsible for providing phone-based services to relationship jobs where... ...Essentials (SIE) and Series 7 and Series 66 Desire to establish...TraineeshipWork at officeShift workDay shift
$75k - $150k
...Financial Representative role focused on building client relationships... ...Mutual’s products and services Join a top team supported... ...motivation Coachability Strong work ethic Alignment with core... ...(examples: Life/Health, Series 7 6, 63, CFP, RICP) Award-winning...Contract workRelocationNorthwestern Mutual
Gilbert, AZ2 days ago- ...team where your daily work helps clients feel supported... ..., and confident. As a Financial Representative at... ...foundation from customer service, phone-based support, or... ...prepare for the required Series 7 and Series 66 licenses... ...07 - FINRA , Series 63 - FINRA . Benefits Competitive...Full time
Fidelity Investments
Chandler, AZ2 days ago - ...Edward Jones Financial Advisor This... ...Join a financial services firm where your... ...than shareholder returns. Behind... ...Financial Advisors work remotely alongside... .... Current Series 7 and 66 (OR Combination... ...of both Series 63 and 65)... ...Jones observes ten paid holidays and...Temporary workWork at officeRemote workHome officeFlexible hours
- ...for our customers. We work together each day to foster... ...’s success. As a Financial Advisor within PNC... ...efficiently handling sales and service, identifying sales and... ...) Licenses FINRA Series 7 and 66 (or 63,65) required. Life... ...select programs fully paid; a robust wellness...Full timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Mesa, AZ17 hours ago - ...delivering extraordinary customer service while maintaining a... ...solutions to meet their financial needs. As a Private... ...advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required... ...incentive compensation, paid in the form of cash and/or...
Chase
Gilbert, AZ4 days ago - ...out of US locations and has Financial Advisors and Client... ...Relationship Associates, all of whom work with our clients over the... ...differs in products and services offered Execute on new account... ...Required Active Licenses: Series 7 Series 66 (or 63 & 65) Minimum of 3 years’...Worldwide
- ...extraordinary customer service while maintaining... ...them reach their financial goals and dreams.... ...Valid and active Series 7 and Series 63 or (b) SIE,... ...partners, working independently as... ...transition to a hybrid environment, where... ...incentive compensation, paid in the form of cash...Work at officeLocal areaRemote workMonday to Friday3 days per week
$60k - $80k
...Reports to: Manager, Investment Services. Functions Supervised: None... ...clients to promote financial planning and investment services... .... Qualifications Education: Series 7, 63 and/or 65/66 and Life and Health... ...Generous leave programs to include Paid Time Off accrual, Paid Sick...Temporary workLocal area- ...Career Opportunity At LPL Financial What if you could... ...success driven with a client service attitude and the... ...improvement. Requirements ~ Series 7, 63 and 65 or 66 Core... ...your success at work, at home, and at play... ...employee stock options, paid time off, volunteer time...Work at officeImmediate startWork from home
- ...Investments in Chandler, AZ is seeking a Financial Representative to deliver a compliant, client... ...training and support for licensing (Series 7 and Series 66) and have access to tuition... ...equivalent credential, with a full-time onsite work model in Chandler. #J-18808-Ljbffr...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Hybrid Financial Services Rep — Return-to-Work (Series 7/63 Paid). Be the first to apply!
Related searches
- estate planning consultant Gilbert, AZ
- financial consultant Gilbert, AZ
- financial advisor training program Gilbert, AZ
- finance associate Gilbert, AZ
- financial associate Gilbert, AZ
- financial advisor development program Gilbert, AZ
- financial planning administrator Gilbert, AZ
- financial counselor Gilbert, AZ
- wealth advisor Gilbert, AZ
- jde finance consultant Gilbert, AZ