Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Hybrid Financial Services Rep - Get Series 7 & 63 Training

Morgan-Stanley

Morgan Stanley in Chicago seeks a Financial Services Representative to provide exceptional customer service, identify client needs, and drive sales. You will handle inbound calls about portfolios, educate clients on products, and pursue opportunities for additional solutions while maintaining compliance and integrity. The role offers training paid by the company and a hybrid office arrangement. Ideal candidates have 2+ years in customer-facing roles, a finance/business background, and strong #J-18808-Ljbffr Morgan-Stanley

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Hybrid Financial Services Rep - Get Series 7 & 63 Training in Chicago, IL vacancy
  • Morgan Stanley is seeking a Financial Services Representative in a hybrid role in Chicago. You will engage clients via inbound calls, educate them...  ...and sales excellence. The position includes paid training for Series 7 and 63 licenses, a competitive base salary with... 
    Training

    Morgan-Stanley

    Chicago, IL
    16 hours ago
  • A leading financial services firm in Chicago is seeking a Financial Services Representative to join their...  ...to their stock portfolios. The firm offers training for the Series 7 & 63 licenses, a competitive salary, and a hybrid work environment. Ideal candidates will have... 
    Training

    PowerToFly

    Chicago, IL
    1 day ago
  • $24.04 per hour

    Morgan Stanley is hiring a Financial Services Representative in Chicago, IL, offering a dynamic environment that emphasizes exceptional customer support and sales engagement. This role requires strong interpersonal skills, a Bachelor's degree in a related field, and the... 
    Suggested
    Hourly pay

    Morgan Stanley

    Chicago, IL
    2 days ago
  • $65k - $85k

     ...Job Overview National Financial Solutions Advisor (NFSA I):...  ...career through world‑class training and onboarding programs. Get training and one‑on‑one...  ...industry‑leading products, services, and education. Benefit...  ...Required Qualifications Series 7 and 66 or equivalent (Series... 
    Training
    Shift work
    Day shift

    Bank of America

    Chicago, IL
    3 days ago
  •  ...National Financial Solutions Advisor I (Series 7 Required) Chicago, Illinois To proceed...  ...shaped by military service, community college education...  ...America through world-class training and on-boarding programs that...  ...you up for success. Get training and one-on-one coaching... 
    Training
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Chicago, IL
    4 days ago
  • $24.04 per hour

     ...Financial Services Representative Are you interested in financial...  ...the stock market? Do you get excited about solving problems...  ...will pay for your training to obtain your Series 7 & 63 Licenses. In This Role...  ...Morgan Stanley. ~ Enjoy a hybrid work environment that... 
    Training
    Full time
    Temporary work
    Work experience placement
    Internship
    Work at office
    Local area
    Flexible hours
    3 days per week

    Morgan Stanley

    Chicago, IL
    3 days ago
  •  ...of America Launch your financial services career with an organization...  ...honest. Education and training Modern Woodmen’s education...  ...services or you’re just getting started, you’ll have the...  ...Essentials/SIE), Series 6 and/or 7 license, and Series 63 license, as required by... 
    Training
    Full time
    Local area

    Modern Woodmen

    Chicago, IL
    4 days ago
  • $28.85 - $33.65 per hour

     ...purpose to help make financial lives better...  ...Essentials (SIE), Series 7 and Series 66 Exams...  ...through world‑class training and on‑boarding programs...  ...up for success. Get training and one‑on...  ...Series 66 licenses (63 & 65 accepted, in...  ...year of financial services industry or sales experience... 
    Training
    Hourly pay
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Chicago, IL
    1 day ago
  • $23.8 - $26.45 per hour

     ...Virtual Financial Advisor – Remote Chicago, Illinois...  ...more than a financial services company – we’re a...  .... You’ll also receive training and connect with your...  ...hardware provided. Get the support of collaborative...  ...to apply. FINRA Series 7, 63/65 or 66 required or... 
    Training
    Hourly pay
    Full time
    Local area
    Remote work

    Thrivent Financial

    Chicago, IL
    3 days ago
  • $80k - $90k

     ...investment products and services for individuals,...  ...guidance. Merrill’s Financial Advisors and Wealth Management...  ...Completing mandated training, assessments,...  ...you up for success. Get training and one‑on‑one...  ...Qualifications Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66)... 
    Training
    Temporary work
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Oak Brook, IL
    2 days ago
  •  ...Development Program - Financial Advisor: Chicago West...  ...investment products and services for individuals,...  ...Completing mandated training, assessments, performance...  ...you up for success. Get training and one-on-one...  ...Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66)... 
    Training
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Oak Brook, IL
    2 days ago
  • $70k - $80k

     ...Bank Of America Financial Advisor At Bank of America...  ...licenses and trainings. This position may be...  ...appropriate internal service providers based on client...  ...Qualifications Currently holds Series 7 and 66 (63 and 65 in lieu of 66...  ...with others to get things done... 
    Training
    Temporary work
    Work at office
    Shift work
    Day shift

    Bank of America

    Oak Park, IL
    16 hours ago
  • $100k

     ...Merrill Wealth Management Financial Advisor Merrill...  ...investment products and services for individuals,...  ...you with the necessary training and guidance through a...  ...We'll help you: Get training and one-on-one...  ...Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66)... 
    Training
    Shift work
    Day shift

    Bank of America

    Oak Brook, IL
    7 days ago
  • $70k - $80k

     ...them achieve their financial goals. Responsibilities...  ...internal service providers based on client...  ...Qualifications Currently holds Series 7 and 66 licenses (or Series 63/65 in lieu of 66)...  ...investment training and in‑depth knowledge...  ...effectively with others to get things done.... 
    Training
    Temporary work
    Shift work
    Day shift

    Bank of America

    Oak Park, IL
    4 days ago
  • $50k - $75k

     ...Financial Services Representative - State Farm Agent Team Member As a Financial Services...  ...for advancement ~ Paid time off ~ Training & development Responsibilities...  ...or ability to obtain quickly) FINRA Series 6/63/65 or 7 license (required) Previous experience... 
    Training
    For contractors
    Work at office

    Dwan Johnson-Bell - State Farm Agent

    Chicago, IL
    2 days ago
  •  ...Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION As a Financial Services Representative - State Farm Agent Team Member...  ...required or ability to obtain quickly) FINRA Series 6/63/65 or 7 license (required) Previous experience in financial... 
    Training

    Dwan Johnson-Bell - State Farm Agent

    Chicago, IL
    1 day ago
  • $70k - $100k

    Financial Services Representative - State Farm Agent Team Member Full Time in La Grange, IL...  ...Opportunity for advancement Paid time off Training & development Role Description As a...  ...& Health license (required). FINRA Series 6/63/65 or 7 license preferred. Previous... 
    Training
    Full time
    Flexible hours

    Kariskares

    La Grange, IL
    2 days ago
  •  ...Patient Financial Services (PFS) Account Representative We are seeking an experienced Patient Financial Services...  ...Additional details: Fully onsite during the training period, with the potential to transition to a hybrid schedule after demonstrating independent... 
    Training
    Hourly pay
    Contract work
    Casual work
    Local area

    Addison Group

    Chicago, IL
    1 day ago
  • $74.25k - $123.75k

     ...best meet their individual financial goals and help grow our book...  ...success driven with a client service attitude and the ability to...  ...participate in customer service training and other training to remain...  ...working experience. Series 7, Series 63 and 65, or 66 license. Preferred... 
    Training
    Work experience placement
    Work at office
    Immediate start

    LPL Financial

    Oak Brook, IL
    16 hours ago
  •  ...Gallagher Benefit Services, you’re a trusted...  ...make an impact The Financial Advisor position is...  ..., rotational training regimen where you...  ...Appropriate licensure Series 7, 65, and 66 Willing to work on a hybrid model in a Gallagher...  ...benefits you’ll get, depending on your... 
    Training
    Full time
    Live out
    Work at office
    Local area
    Flexible hours

    Arthur J. Gallagher & Co.

    Chicago, IL
    1 day ago
  •  ...ingredients you need at LPL Financial to shape your success while...  ...driven with a client service attitude and the ability to...  ...participate in customer service training and other training to remain...  ...working experience Series 7 Series 63 and 65, or 66 License... 
    Training
    Work experience placement
    Work at office
    Immediate start
    Work from home

    LPL Financial

    Oak Brook, IL
    16 hours ago
  • $95.6k - $162.4k

     ...recognized, award-winning financial institution that has been in...  ...provide innovative financial services and guidance to the world's...  ...in all ongoing training and meeting initiatives...  ...Required Securities license: Series 7, 66 (or 63/65) Professional designation... 
    Training
    Flexible hours

    Northern Trust

    Chicago, IL
    2 days ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii...  ...products and services for individuals, companies...  ...connect. Contact us to get more details about our...  ...practice and complete the training and development needed...  ...Skills: FINRA Series 7 & 66 (63 & 65 accepted, in lieu... 
    Training
    Work at office
    Shift work
    Day shift

    Bank of America

    Oak Brook, IL
    1 day ago
  • $120.56k

     ...Opportunity for advancement Training & development Vision...  ...their families and achieve financial goals for over 180 years. As...  ...Williams University; FINRA Series 6, 7, 24, 63, 66 licensed. Follow this...  ...experience in insurance, financial services, or business development is... 
    Training
    Live in
    Work at office
    Local area
    Work from home
    Flexible hours

    New York Life

    Chicago, IL
    3 days ago
  • $80k - $100k

     ...Securities is a rapidly growing, full‑service investment bank and...  ...exceptional service and innovative financial solutions. We foster a...  ...initiatives. Manage firm’s onboarding training program for compliance with...  ...experience equivalent FINRA Series 7 and FINRA Series 24 required... 
    Training
    Full time

    San Blas Securities

    Chicago, IL
    2 days ago
  • $45k - $60k

     ...personal results? As a Financial Advisor with Ameriprise...  ...to extensive, in-person training taught by local leaders...  ...clients and develop a service model to provide solutions...  ...of hire: o FINRA Series 7 (Obtaining the Series...  ...State Securities (Series 63 or Series 66) o... 
    Training
    Full time
    Part time
    Work experience placement
    Local area

    Ameriprise Financial

    Chicago, IL
    4 days ago
  •  ...impact providing expert financial advice with heart....  ...different kind of financial services firm, one that puts...  ...up to 14 weeks of paid training and coaching as you obtain...  ...& variable contracts), Series 7 and 66 registrations,...  ...willing to help you do so.Get the support of... 
    Training
    Local area

    Thrivent Financial

    Chicago, IL
    16 hours ago
  •  ...profession seeking strong training, structure, and mentorship,...  ...firm built on the belief that financial advice should be personal....  ...of experience in financial services One or more of the following FINRA Registrations: Series 6, Series 7, Series 63, Series 65, Series 66... 
    Training
    Local area
    Home office

    RK Partners

    Chicago, IL
    16 hours ago
  •  ...Willingness to learn. Our training and development are derived...  .... A passion for client service. You enjoy talking with clients...  ...and are interested in getting to know them and helping them...  ...FINRA licensing including Series 6 or Series 7, Series 63 #J-18808-Ljbffr Lenox... 
    Training
    Temporary work

    Lenox Advisors

    Chicago, IL
    16 hours ago
  • $26.92 - $29.33 per hour

     ...guided by a common purpose to help make financial lives better through the power of every...  ...is responsible for providing phone-based services to relationship jobs where the representative...  ...Security Industry Essentials (SIE) and Series 7 and Series 66 Desire to establish a... 
    Hourly pay
    Traineeship
    Work at office
    Shift work
    Day shift

    Bank of America

    Chicago, IL
    16 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Hybrid Financial Services Rep - Get Series 7 & 63 Training. Be the first to apply!