Financial Customer Support - SIE/Series 6 Training
Pacific Life Insurance Co
Pacific Life in Omaha is hiring Financial Customer Service Representatives who will be sponsored to obtain FINRA SIE and Series 6 licenses. The first 8 weeks are onsite with paid training, then a hybrid schedule with one in-office day per week. The role handles 40–60 inbound calls daily and guides policyholders through transactions and account activity. The position requires 1–2 years of customer-facing experience, strong communication, and comfort with multiple systems. #J-18808-Ljbffr Pacific Life
- ...ready to control your financial future with unlimited upside... ...our top-notch sales training, you'll connect with... ...readiness.ADP is here to support you and your goals with... ...prospectingSecurities Industry Essentials (SIE) and Financial Industry... ...Authority (FINRA) Series 6 and 63 licensing is a...FinancialTraining
$88.4k - $132.6k
...Involved in coaching and training of new recruits.... ...Net Worth segment with financial planning and excellent... ...client profiling.With the support of product specialists... ...and expand high value customer relationship by... ...US FINRA Registration: SIE, Series 6, 63, and 65 OR Series...FinancialTrainingFull timeWork at office$88.4k - $132.6k
...Involved in coaching and training of new recruits.... ...Net Worth segment with financial planning and excellent... ...client profiling.With the support of product specialists... ...and expand high value customer relationship by... ...US FINRA Registration: SIE, Series 6, 63, and 65 OR Series...FinancialTrainingFull timeWork at office$88.4k - $132.6k
...Involved in coaching and training of new recruits... ...segment through the use of financial planning and excellent... ...profiling.With the support of product specialists... ...and expand high value customer relationship by maximizing... ...FINRA Registration: SIE, Series 6, 63, and 65 OR Series...FinancialTrainingFull timeWork at office$50k - $125k
Financial Services Representative - State Farm Agent Team Member Full... ...advancement Paid time off Training & development Bonus based... ...approach to educating customers on their financial options.... ...ability to obtain quickly) FINRA SIE, Series 6/63/65 or 7 license. Previous...FinancialTrainingFull timeFlexible hours$59.06k - $114.27k
...Description Join our Financial Professionals... ...needs to develop customized solutions that... ...while receiving support and guidance from... ...support personnel, training and educational programs... ...to acquire series FINRA SIE (Securities Industry... ...), Series 6/7 and 63.Previous...FinancialTrainingFull timeWork at officeRemote workRelocation- ...retailers and their customers. Founded in 201... ...funding through Series B from top-tier investors... ...Manager to support the Director of... ...improve the policies, training, workflows,... ...General, Departments of Financial Services, or... ...oversight. Within 6 months: Has used...FinancialTrainingFull timeImmediate startRemote workFlexible hoursShift work
- ...Manager or Accounting Manager 44483-6 (44483-6) Management and... ...general documents and financial reporting. ● Applies a thorough... ...of the department. ● Provides training to new and existing staff as needed... ...of managers, staff, clients, customers, and the general public in English...FinancialTraining
$35.5k
.... Our network of over 4,300 financial professionals across the U.S... ...obtain State Life & Health, SIE, Series 7, Series 66 with the help of our training programs (This takes 3-6 months) Personal Attributes... ...valuable insights and support to help you succeed Leadership...FinancialTrainingWork experience placementLocal areaFlexible hours- ...collaboration with Financial Advisors, help propel... ...provide service and support functions such as portfolio... ...-class level of customer service and support... ...and comprehensive training program – The Associate... ...sponsor required series exams, including SIE, Series 7, and Series...FinancialTrainingFlexible hours
$137k
...Financial Advisor Track | The Tri-Harbor Financial Group -... ...receiving hands-on coaching, training, and support as you develop your... ...exceptional service and customized financial solutions.... ...Licensing/Credentialing (Series 6/7, 63, SIE, Life Accident and Health...FinancialTrainingFull timeWork experience placementWork at officeLocal area$115k - $135k
...incorporates M&A and other financial advisory services... ...transactions that support the AI build-out... ...and directing and training analyst... ...Experience. A minimum of 6 months of previous... ...Markets.Licenses: FINRA Series 63 and either Series... ...already obtained, SIE, at a minimum, required...FinancialTraining$61k - $119k
...Financial Advisor – Midtown Manhattan (Training Provided) We are actively seeking candidates... ...specialists and office support to assist in delivery of... ...Delivery of customized financial plans to help... ...Advisors, including the SIE, Series 6, and Series 63, so this...FinancialTrainingFull timeLive inWork at officeMonday to Friday- ...The most successful financial advisors don't seek ceilings... ...clients. We provide the training, mentorship, resources, and support necessary to help ambitious... ...owners · Create customized financial strategies aligned... ...· Active LAH required – SIE, Series 7 & 66 preferred ·...FinancialTrainingFull time
$18 - $26 per hour
...Are you outgoing and customer-focused? Do you enjoy... ...State Farm insurance and financial service products.... ...agent to identify and support local community events... ...must be able to obtain) Series 6 and 63 (must be able... ...licensing requirements and training programs. State Farm...FinancialTrainingHourly payFor contractorsLocal areaFlexible hours$95k - $142.6k
...off, for our people, our customers, and the world around us... ...smarter solutions, supporting customers, or creating a... ...Expected results within 6-12 months:After receiving initial training/onboarding we expect you... ...the EPM/CPM space or with financial ERP applications is a plusProven...FinancialTrainingFull timeWork at officeRemote workHome officeFlexible hours$138k - $201k
...solutions tailored to customer objectives, effectively... ...or a related field, and 6 years of experience in... ...Revenue forecasting and financial planning to meet... ...relevant education or training. Learn more about benefits... ...customer services and support, as well as overlay programs...FinancialTrainingFull timeWork at office- ...entry path to becoming a Merrill Financial Advisor. The program starts with obtaining SIE, Series 7, and Series 66 licenses... ...provides foundational skills to support Financial Advisors and clients.... ...trainee, and receive dedicated training and resources to grow in this in...FinancialTrainingTraineeshipWork at office
- ...provides industry leading support for the full range of... ...and quality control of financial models and client... ...MBA: MBA - Preferred. 6+ Years in Corporate Finance... ...raises. Certifications: SIE, 79 and 63 It Would Be... ...of work experience, training, military service, or education...FinancialTrainingHourly payFull timeWork experience placementWork at office
$100k - $150k
...professionals transition into financial services - and... ...Advisors , supported by: · Structured training · Direct mentorship... ...· Developing customized financial strategies... ...Securities licensing (SIE / Series 7 / 66) is fully supported... ...within your first 6 months ·...FinancialTrainingFull timeWork at office3 days per week$30k - $75k
Financial Services Representative - State Farm Agent Team Member Full... ...salary Flexible schedule Training & development As a Financial... ...consultative approach to educating customers on their financial options.... ...to obtain quickly) FINRA Series 6/63/65 or 7 license preferred...FinancialTrainingFull timeFlexible hours- ...responding to, and resolving customer requests related to... ...and courteous customer support while adhering to... ...customer requests. Uses the training and reference materials... ...hr shift premium after 6:00 pm. The position... ...experience within banking or financial institution preferred....FinancialTrainingFull timeTemporary workBank staffWork at officeRemote workFlexible hoursShift work
$20 - $22 per hour
...Service Center Representative (Workday Support) Location: Manhattan, NY Term: 6 Month Contract Setup: Hybrid... .... Share recurring issues and customer feedback with the manager, and recommend... ..., and HR processes. Help train new HR Service Center Representatives...TrainingContract workRemote workMonday to FridayShift work- ...Specialist will play a critical role supporting one of our top financial advisor teams and providing high-... ...Support onboarding and ongoing training requirements for advisory programs.... ...Financial Advisor contract required. Series 6 (or Series 7 for certain products)...FinancialTrainingContract workWork at officeHome office
$160k - $180k
...Banks, and Fintechs. ~ Series D. Heavily backed by... ...accounting operations and financial reporting while... ...partners. You will also support budgeting and forecasting... ...Will Need: Required ~6-8+ years of progressive... ...sets, experience and training; · licensure and certification...FinancialTrainingFull timeWork at officeLocal area$34 - $40 per hour
...historic cultural and financial shift, keep reading.... ...rewards. Robinhood's Customer Experience team is committed... ...and designed to fully support high-performing teams.... ...environment. FINRA Series 7 and 63 required.... ...may include education, training, experience, location,...FinancialTrainingWork at officeRemote workFlexible hoursShift work$120k - $160k
...prediction markets, crypto, financial markets, politics, culture,... ...26, we raised a $20 million Series A led by Payward, the parent... ...define. The Role. We’re hiring a Customer Support Manager to build and lead... ...Own support documentation, training materials, templates, and playbooks...FinancialTrainingWork at officeWeekend workAfternoon shift$61k - $119k
...Becoming a financial advisor at Northwestern Mutual... ...relationships with clients to support them through every... .... Our award-winning training programs equip you... ...Industry Essentials (SIE), and Series 6, 7, and 63.... ...teams that reflect our customers and communities, fostering...FinancialTrainingFull timeWork at office$65k - $125k
Financial Services Representative - State Farm Agent Team... ...off Signing bonus Training & development 401(k)... ...committed to building a supportive and rewarding work... ...thrives on building strong customer relationships and... ...license (required) \ FINRA Series 6 & 63 and 65 (will...FinancialTrainingFull timeFor contractorsWork at officeRelocation package$29.75 - $35 per hour
...management and workplace support services to ensure efficient... ...for maintaining strong customer relationships, supporting... ...assessment of vendor performance • Train vendors on work order and... ...Urgency 5. Multi-Tasking 6. Detail Oriented 7. Financial Knowledge 8. Time...FinancialTrainingMinimum wageFull timeContract workFor contractorsWork experience placementFor subcontractorWork at officeFlexible hoursNight shiftWeekend work
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