Remote Paraplanner - Licensed (Series 7/66)
$62k - $72kAmeriprise Financial - Minnesota
- Remote job
Grinney & Davis Wealth Management, a part of Ameriprise Financial, is hiring a Remote Paraplanner. This role requires valid Series 7 and 66 licenses, a bachelor's degree, and at least a year of experience in financial planning. Responsibilities include executing trades, managing client interactions, and utilizing MoneyGuide for planning. The position offers a salary ranging from $62,000 to $72,000 and a comprehensive benefits package. Interested candidates must reside in EST or CST time zones. #J-18808-Ljbffr Ameriprise Financial - Minnesota
$100k - $130k
...Financial Advisor Location: Exeter, CA or Remote (Hybrid Option Available) Company:... ...is ideal for someone currently in a Paraplanner or Associate Advisor role who is... ...accounts. What You'll Bring Licenses • Series 7 and 66 (or 63 & 65) - REQUIRED • California...Remote work- ...in search of a Registered Service Advisor, offering a fully remote position focused on supporting high-net-worth clients. The role... ...demands 3+ years in wealth management, along with necessary Series 7/66 licenses. Applicants should have excellent communication skills and...Remote job
- ...Independent Firms Qualifications 5+ years of proven success Series 7 (6) and 63 licenses are required Self-starter with a strong work ethic and... ...Securities is an Equal Opportunity Employer Location: Remote (work from home/own office). #J-18808-Ljbffr San Blas SecuritiesRemote workWork at officeWork from home
$85k - $100k
...or capacity. • The firm operates with clarity, consistency, and scalable capacity. Qualifications & Experience • Active Series 7 & 66 (or equivalent) • Prior experience as a financial advisor or relationship manager in wealth management or financial services....Remote workFull timeWork at office3 days per week$75k - $83k
...Associate Financial Planner (High-Net-Worth Clients | CFP® | Series 7 & 66) Location: Bellevue, WA Salary: $75,000 - $83,000 What... ..., or a related field • Active FINRA Series 7 and Series 66 licenses (or recognized equivalents) • CFP® designation or other...Suggested$65k - $85k
...activities. Maintain client relationships and provide after‑sales support and resolution communication. Required Qualifications Series 7 and 66 licenses, or equivalent (Series 66 must be obtained within 90 days if not currently held). Minimum 1‑2+ years of financial advisory...Work experience placementShift workDay shift$85k - $100k
...Job Description Job Description Job Summary We are seeking a detail-oriented Paraplanner with a required Series 7 license to support financial advisors in a direct hire opportunity in Walnut Creek, CA. This role is ideal for a financial services professional with...Temporary work- ...Financial Solutions Advisor Stage I in West Hollywood, California, to build client relationships while earning essential securities licenses. The role includes comprehensive training and a structured development program aimed at helping clients achieve financial goals...
- ...Position Description Financial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with holistic financial advice and guidance by ident ifying broader product and service solutions that meet their investment...Work experience placementImmediate startFlexible hoursShift workDay shift
$65k - $85k
...Provide coaching and feedback to referral partners based on client needs and product recommendations. Qualifications Required: Series 7 and 66 or equivalent (required), 1-2+ years of financial advisory or investment experience in the financial service industry, and/or...Work experience placementShift workDay shift- ...time off ~ Training & development Position title: Licensed Paraplanner Position Description: Step into an instrumental role... ...or higher 2+ years of similar experience Must have Series 7, Series 66 (or equivalent), and State life, accident and health...Work at office
$25 - $30 per hour
...assignments. Required qualifications include 2+ years of experience in Customer Service and Financial Services, along with an active Series 7 License. The role offers a pay range of $25.00/hr to $30.00/hr with a hybrid work model requiring at least three days in the office....Contract workWork at office- ...seeking a Financial Solutions Advisor Stage I to advise clients on their financial needs. This role requires obtaining necessary licenses and utilizes a structured support system to help candidates grow their career. Responsibilities include building client relationships...Full timeMonday to Friday
- ...is expected to be able to work independently and assist in multiple core business activities. Qualifications ~ Series 7, 66, 63 licenses ~ State Insurance Licenses (Life, Accident & Health) ~ CFP® designation is a plus ~ Knowledge of Emoney,...Remote workFull timeWork from homeFlexible hours
$78k - $95k
Position: Experienced Paraplanner (Fully Remote Option Available) Allegiance Wealth Management A private... ...specifically Ameriprise Financial * Active licensing or ability to obtain required licenses: * SIE * Series 7 * Series 66 * Strong understanding of financial...Remote workPrivate practiceFlexible hours$75k
...Paraplanner Clarity Financial Advisors, a growing Private Wealth... ...Financial, is seeking a fully licensed Paraplanner to join our team... ...Active securities licenses (Series 7 and 66 or equivalent) and Life &... ...Ann Arbor, MI Hybrid or remote arrangements considered for...Remote workPrivate practice$28 - $33 per hour
...Paraplanner Steve Teranishi – Financial Advisor with Ameriprise Financial Services Location... ...Full-Time or Part-Time | In-Office (Remote eligible for current and former... ...confidentiality and professional ethics Licensing (Series 7, 66, Life & Health) a plus but not...Remote workHourly payFull timePart timePrivate practiceWork at officeFlexible hours$70k - $100k
...Position summary: The Paraplanner position will come alongside our... ..., 401K with match This is a remote role, must live and work in the... ...Must be securities registered (series 7 & 66 or 7 & 63/65). ~ Must be insurance licensed/appointed ~ Must be securities...Remote workFull timeWork at officeLocal areaFlexible hours- Overview My client is seeking an experienced and detail-oriented Paraplanner to support their financial planning team. In this role,... ...meetings, and follow up. What you'll bring to the firm Licensed Series 65 or 7/66 Life Accident and Health Licensing (or ability to obtain...Remote job
$70k - $80k
Location Note: This is a remote or hybrid role, open to candidates in Eastern Time... ...an experienced and detail-oriented Paraplanner to support our financial planning team... ...up. What you’ll bring to Sentinel: Licensed Series 65 or 7/66 Life Accident and Health Licensing...Remote workSummer workWork at officeLocal areaFlexible hours- Job Overview Financial Solutions Advisor (FSA) is a phone-based, licensed advisor (Series7 and66 required) who provides clients with... ...for Business Conduct. Required Skills and Qualifications Series7 &66 (or equivalent 63 &65) REQUIRED. 1-2years of financial advisory...Monday to FridayShift workDay shift
$21.77 per hour
...Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start: $21.77 Pay Range - End: $32.66 Geographic Specific Pay Structure: Structure 110: Structure 1...Remote work$24.03 - $26.44 per hour
...obtain the state insurance and securities licenses necessary for this position. Role... ...within 90 days of hire - Life and Health, Series 7, Series 66 State insurance licensed and appointed... ...0 1 month ago RVP Hotel Finance - LAC (Remote Opportunity) Chicago, IL $150,000.00-$2...Remote workHourly payFull timeLocal areaWork from homeFlexible hours$75k
Operations Principal (Series 7 & Series 24) Austin, Arizona - Direct Hire - $7... ...bonus Hybrid work schedule - Fridays remote 18 PTO days + 11 paid holidays... ...For Active Series 7 and Series 24 licenses (REQUIRED) Active Series 63 or 66 licenses (REQUIRED) 5+ years of financial...Remote workLocal area$69.5k - $80k
...strict SLA’s Seeking and providing positive and constructive feedback frequently on all levels Qualifications Active FINRA Series 7 license (this is a requirement). Previous customer service experience at a broker-dealer or other financial institution....Remote workTemporary workWork at officeWork from homeRelocationFlexible hours$17.52 - $38.87 per hour
...objectives of the department) Function : The Paraplanner provides critical technical and... ...illustrations, and supporting materials for licensed Financial Advisors' review. Research... ...after hire Securities Licenses- Series 7, 65. Experience: Requires up to...Remote workFor contractorsMonday to FridayNight shift- ...Financial Advisor Associate (Series 7 Required) Are you a Series 7 Registered Financial Advisor? Are you trying to build a successful... ...are looking for Financial Advisors with Series 7 and Series 63 licenses who are performance-driven personalities and entrepreneurs in...Immediate startWeekend work
- ...and personal growth. You'll receive paid training for the Series 7 and 66 licenses, while also gaining invaluable customer service experience.... ...position emphasizes dedicated career development with both remote and in-office responsibilities, ensuring career flexibility...Remote jobWork at office
- ...dedicated and knowledgeable full-time Paraplanner to join our growing financial planning practice. This is a fully remote position, offering the flexibility to... .... The ideal candidate will have their Series 65 License (or Series 66). The role will be split between time...Remote jobFull timeLive inMonday to FridayWeekend workAfternoon shift
$75k
...over 5 years of experience in financial services operations, particularly with Series 7 and Series 24 licenses. The position offers a salary of $75,000, a hybrid work schedule with remote Fridays, and a robust benefits package. Join us to enhance operational excellence...Remote work
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