Financial Advisor (Series 6/7) & Portfolio Specialist
Alexander Brown - State Farm Agent
Alexander Brown - State Farm Agent in Columbia, MD seeks a Registered Representative to market financial products and support customers in managing their investments. You will utilize your knowledge of financial markets to enhance customer education and decision-making. The ideal candidate will possess a Series 6 or 7 license, along with strong analytical and communication skills. Benefits include competitive salary, flexible schedule, and 401(k) matching. #J-18808-Ljbffr Alexander Brown - State Farm Agent
$75k - $125k
...perfect our craft of personalized financial planning with our team-based... ...for an Associate Financial Advisor working as part of an advisory... ...(CFP, CPA, MBA, etc.) ~ Series 7, 66 (BD/RIA) ~ Series 65... ...Caregiver leave available after 6 months of tenure) ~ Reimbursement...SuggestedFull timeTemporary workWork at officeFlexible hours- ...clients’ lives through personalized financial planning. With over 90,000... ...model. Associate Financial Advisor The Associate Financial Advisor... ...coursework toward CFP, CPA, MBA, etc. Series 7 and 66 (BD/RIA); Series 65 (... ...leave (available after 6 months of tenure). Reimbursement...SuggestedFull timeTemporary workFlexible hours
- ...guiding military families toward financial security since 1958. We're... ...for seasoned financial advisors who are ready to elevate... ...relationships. Skilled in portfolio and wealth management, with... ...Certifications Required: Series 7 & 66 (or 6, 63, 65) and Life & Health...SuggestedFor contractorsLocal areaFlexible hoursShift work
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement...SuggestedFull timeContract workFor contractorsWork at office- ...Incentive Bonus Prepare and update financial plans using client... ...planning software. Work with senior advisors to review planning... ...strategies. Help rebalance client portfolios when needed. Support the transfer... ...or wealth management Licenses Series 7 and Series 66 required...SuggestedLocal area
- ...and provide access to partners who are specialists in their field. Marketing strategies... ...Required Skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.... ...Has two years’ experience working in the financial service industry and/or a sales environment...Immediate start
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre‑payment/...Work at office- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles... ...Advisor Required Skills: FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66... ...production Experience managing client portfolios and driving growth Proven...Work at officeShift workDay shift
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...Candidate qualifications: Series 7 and Series 66 required Experience in...Work at officeWork from homeHome officeFlexible hours- ...Merrill Advisor Development Program - Financial Advisor: Delaware South Jersey Market... ...your experience to promote portfolio growth. The Merrill Advisor... ...the appropriate internal specialists, and executing highly... ...Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing... ...(life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent... ...help you do so. Get the support of specialists from every facet of the...
$70k - $80k
...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... ...services recommended Required Qualifications Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently...Temporary workWork at officeShift workDay shift- Charles Schwab is looking for a Financial Consultant in Columbia, Maryland. In this role, you will provide wealth management and financial... ...fostering strong relationships. Candidates must hold a FINRA Series 7 license and be open to obtaining further licenses. Schwab offers...
$19.5 - $20 per hour
...looking for an hourly, full‑time Baby Imaging Specialist to join our team in Columbia, MD. We're... ...Plan 3.5 Weeks Paid Time Off plus 7 company‑paid Holidays Life Insurance Short... ...with the opportunity to increase pay in 3-6 months as part of a levels program that is...Hourly payFull timeTemporary workWork at officeWork visa$65k - $150k
...Financial Services Representative Location: Columbia, MD, 21045 Salary: $65000.0 -... ...for this role: 1. Must have an active Series 65 or 7 License and other relevant certifications... ...products. Manage customers portfolios and provide ongoing support. Stay updated...Base plus commissionFor contractorsWork at officeFlexible hours- ...volume of applicants. Edward Jones is a Fortune 500 financial services firm. We recruit Full‑time Financial Advisors who build and manage client relationships,... ...Licensing SIE (obtainable without firm sponsorship), Series 7, and Series 66 will be required. If not currently...Full timeTraineeshipWork at officeLocal areaHome officeFlexible hours
- ...but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of existing Firm clients and development of new business through aggressive...Work at office
- ...Primary Functions Financial Advisors will be expected to gather new clients and new assets from leads provided. The Financial Advisor meets... ...be provided during the interview process Required Licenses Series 7 Series 63 and 65 or 66 Life and Health Insurance Preferred...Temporary workLocal area
- ...Equitable Advisors is dedicated to making a positive impact in the... ...clients. Our network of over 4,300 financial professionals across the U.S.... ...networking events and portfolio management, ensure consistent... ...Licensing: State Life & Health, SIE, Series 7, Series 66 Personal...Work experience placementWork at officeLocal areaFlexible hours
$45k - $100k
...to the volume of applicants. Join a financial services firm where your contributions are... ...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 not...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$60k - $100k
...Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management... ...below Required Qualifications: ~6+ months of Customer Service, Sales, Relationship... ...: ~ Successfully completed FINRA Series 7 and 66 (or 63 and 65) exams to qualify...Ongoing contractFull timeWork experience placementWork at officeLocal areaImmediate start$28.85 - $33.65 per hour
...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... ...Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen...Hourly payTemporary workWork at officeShift workDay shift- TwinThread in Columbia, Maryland is seeking a Financial Advisor to provide personalized investment solutions and foster client relationships... ...experience in financial services, alongside licenses including Series 7 and Series 66. The position offers comprehensive health...
$70k - $80k
Bank of America is looking for a financial advisor in Ellicott City, Maryland. The role involves providing tailored financial advice, assessing... ...appropriate brokerage products. Candidates must hold Series 7 and 66 licenses, and have strong communication skills and at...$20 - $24 per hour
...point of contact for the student(s) within their assigned portfolio. Supports students with Financial Aid advising and awareness of overall financial literacy... ...and disability insurance ~401k Retirement Program + 6% employer match ~15 Days of Paid Vacation Days each Calendar...Work at officeAfternoon shift$70k - $80k
...and customized solutions to clients to help them achieve their financial goals. This role focuses on building financial plans, recommending... ...incorporate regulatory due diligence. Required Qualifications Series 7 license. Series 66 license (or Series 63/65 in lieu of 66 with...Shift workDay shift- ...commitment to helping clients own their financial futures. In this exciting role, you’ll give... ...: A valid and active FINRA Series 7 license required Obtaining or acquiring... ...also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge...
$55k - $114.5k
...Inclusivity Collaboration Literacy Specialist ROLE SUMMARY: The Literacy Specialist... ...of managing a complex, cross-campus portfolio with minimal supervision; organized,... ...health benefits and retirement match (up to 6% of the base salary). Deep investment...Flexible hoursWeekend workAfternoon shift$18 - $20 per hour
...AR Reimbursement Specialist Corporate Billing & Collections | Staffing Industry This Jobot... ...plays a key role in maintaining strong financial operations across multiple business... ...reimbursement activity across corporate billing portfolios Research, analyze, and resolve billing...Hourly payLocal area$400k
...Vitreoretinal Surgery - Retina Specialist Position Full-time retina position with Prism Vision Group - The Retina Group of Washington (... ...Bel Air. Join our thriving and growing group of 40 MDs at RGW and 7 MDs at TRCC and enjoy having an established patient and busy...Full timePrivate practiceRelocation package
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