Financial Services Rep — Hybrid, Series 7/63 Training
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Join Morgan Stanley as a Financial Services Representative. You’ll handle inbound calls, answer questions about stock portfolios, and support clients with account needs. The role emphasizes customer service, problem solving, and meeting sales goals in a hybrid in-office schedule. Morgan Stanley funds training for Series 7 & 63 licenses, reflecting strong career development. You will participate in ongoing education, ensure regulatory compliance, and collaborate across teams to resolve client #J-18808-Ljbffr Socket.dev
- ...Stanley in the United States is seeking a Financial Services Representative to engage clients via... ...account-related requests. You will train to obtain your Series 7 & 63 licenses, with tuition funded by the firm, and join a hybrid work environment. Expect to build strong...Training
- A leading financial institution in Tampa seeks a Financial Services Representative. The role involves engaging with customers to assist with their stock... ...Essentials Exam. Morgan Stanley offers paid licensing training and a hybrid work environment with attractive benefits. #J-1...Training
- Morgan Stanley is seeking a Financial Services Representative in a hybrid role in the United States. You will engage customers, answer questions... ...help clients understand Morgan Stanley’s services. Training for Series 7 & 63 licenses is provided by the employer, including...Training
- Morgan Stanley is hiring a Financial Services Representative to assist clients via inbound calls, identify needs, and... ...suitable investment solutions. The role offers paid training to obtain Series 7 & 63 licenses and a hybrid work environment. The position emphasizes...Suggested
- ...Financial Services Representative Are you interested in financial services? Have you... ...Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses. In This Role You Will... ...for by Morgan Stanley. ~ Enjoy a hybrid work environment that enables...TrainingFull timeWork experience placementInternshipWork at officeWork visaFlexible hours3 days per week
$60k - $120k
Role Description As a Financial Services Representative - State Farm Agent Team Member with Jamie... ...Health insurance Paid time off Training & development Responsibilities Consult... ...Analytical and communication skills. FINRA Series 7 and 63 licenses preferred. Compensation $60...Training- ...common purpose to help make financial lives better through the power... ...required licenses and trainings. This position is subject to... ...referrals to appropriate internal service providers based on client... ...Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66)...TrainingFull timeTemporary workDay shift
- ...Certified Financial Advisor Apply ( locations... ...designation required . Series 7, 63, or 66 (or the ability... ..., team events, training sessions, or other business... ...lead through product and services that transform our... ...Vanguard has implemented a hybrid working model for the...TrainingFull timeRemote work
- ...Are you a Certified Financial Planner (CFP®) with a... ..., and corporate trust services. They also manage trusts... ...~ This job requires a Series 7, 63 or 66 regulatory license... ..., team events, training sessions, or other business... ...Vanguard has implemented a hybrid working model for the...TrainingLocal areaRemote work
- ...Westshore Financial Group Inc., a boutique financial... ...comprehensive financial services including insurance, investment... .... This full-time, hybrid role includes:... ...the help of Westshore’s training and mentorship program... ...obtain. Ability to obtain Series 7 and Series 66...TrainingFull timeLocal area
- ...and investment products and services for individuals, companies,... ...and guidance. Merrill's Financial Advisors and Wealth Management... ...client Completing mandated training, assessments, performance... ...Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66)...TrainingInterim roleWork at officeLocal areaImmediate startShift workDay shift
- Morgan Stanley in Tampa seeks a Registered Client Service Associate to elevate client service, process requests, onboard accounts and assist Financial Advisors with planning and client events. You will handle inquiries, guide clients on banking products and digital offerings...
- ...Opportunity for advancement ~ Paid time off ~ Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team... ...required or ability to obtain quickly) FINRA Series 6/63/65 or 7 license (required) Previous experience in...TrainingFlexible hours
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 50... ..., you are required to complete ongoing training offered by the firm and regulatory authorities... ...Candidate qualifications: Series 7 and Series 66 required Experience in...TrainingWork at officeWork from homeHome officeFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...licenses. Our award-winning training programs equip you with the... ...· Investment & Advisory Services · Trust Services · Retirement... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual...TrainingFull timeContract workFor contractorsWork at office$10k
...clients reach their long-term financial goals? We are looking to... ...career in the financial services industry. Through our specialized training, Fisher Investments... ...begin by obtaining the Series 65, where you will receive... ...to participate in our hybrid work from home program....TrainingWork at officeWork from home- ...Wealth Advisor Sequoia Financial Group is a growing... ...wealth management services. At Sequoia, we exist... ...First calls to custodian reps on referral... ...virtual and in-person training and development programs... ...years as IAR with a Series 65 or a Series 7 and Series 66 combination...TrainingWork at officeImmediate start
- Westshore Financial Group Inc. in Tampa, FL, is seeking driven individuals for a full-time Financial Advisor role in a hybrid setup. You will help clients create tailored financial and retirement... .... This opportunity offers strong training, mentorship, and the backing of a...TrainingFull timeLocal area
- ...Make an impact providing expert financial advice with heart. Thrivent... ...different kind of financial services firm, one that puts generosity... ...offer up to 14 weeks of paid training and coaching as you obtain... ...health & variable contracts), Series 7 and 66 registrations, and complete...TrainingLocal area
- ...while building a successful Financial Advisory practice! The Huntington... ...goals and customer service objectives for all assigned... ...as needed. Provide ongoing training and sales support to assigned... ...investment sales experience Series 7, 63, 65/66 and Life and Health...TrainingTemporary workWork at officeRemote workWork from homeFlexible hours
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is... ...licenses. Our award‑winning training programs equip you with the... ...Funding • Investment & Advisory Services • Trust Services •... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides...TrainingWork at office- ...personal relationship, specialized service and ongoing advice built on... ...by providing customized financial planning, foundational portfolio... ...through coaching and ongoing training to prepare you for the next... ...Qualifications Active and valid FINRA Series 7 Active and valid FINRA...TrainingWork at office
- ...overall production, coaching, training, and developing a team of... ...clients with more complex financial profiles. Accountable for sales... ...client needs and introduce services of other Fifth Third Bank... ...Industry Experience. Series 7, 66 (or 63 and 65) and appropriate state...Training
$60k - $120k
Financial Services Representative - State Farm Agent Team Member Full Time in Tampa, FL 33609 Benefits 401(k) Bonus based on performance... ...license (required or ability to obtain quickly) FINRA Series 6/63/65 or 7 license (required) Previous experience in financial...Full timeFor contractors- ...strategies, as well as the development of financial plans for clients. Grows and retains... ..., efficiently handling sales and service, identifying sales and/or executing opportunities... ...Certification(s)LicensesFINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance...Full timeTemporary workPart timeWork experience placementWork at office
- ...Financial Advisor Come join our GTE Financial team... ...track record in financial services, we want you on our... ...Participate in ongoing trainings and meetings to stay... ...experience. FINRA Series 7 and Series 65/66 licenses... ...9:00 AM to 6:00 PM Hybrid work schedule with...Contract workWork at officeRemote workMonday to Friday
$10k
...Financial Planning Counselor Are you passionate about helping others... ...Manager who will aid in your training for the role and professional... ...experience within financial services ~ You have in-depth... ...opportunity to participate in our hybrid work from home program. This...TrainingWork at officeWork from home$1,000 per month
...Northwestern Mutual College Financial Representative Internship College... ...Engage in weekly coaching, training, and development meetings... ...certifications such as the Series 6 & 63 or CFP. Get inspired at... ...access to the best products and services for our clients. Our...TrainingFull timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Financial Advisor Investment & Wealth Advisory | Tampa or Orlando... ...comprehensive wealth management services including investment... ...participating in ongoing compliance training. Supporting regulatory... ...Candidate Required Series 65 or Series 66 license. CFP...TrainingFull timeWork at officeLocal area
- Who We Are At Corebridge Financial, we believe action is everything. That’s why every... ...'ll Work WithCorebridge Financial Services has been helping Americans plan for... ...track record.You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.You also have an...Local areaImmediate startRemote workRelocation
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