Hybrid Financial Services Advisor (Series 7/63 Licensed)
$62.8k - $71.3kCharles Schwab
Join Charles Schwab in Lone Tree, Colorado, as a financial representative whose role is to guide clients in owning their financial futures. You will engage with clients via inbound calls, providing personalized financial solutions while fostering long-term relationships. The ideal candidate will have active securities licenses and a passion for customer service. We offer competitive pay ranging from $62,800 - $71,300, plus a 10% annual bonus and a comprehensive benefits package, including 401(k) matching and health insurance. #J-18808-Ljbffr Charles Schwab
$62.8k - $71.3k
...industry together. Schwab’s service team is at the heart... ...clients own their financial futures. In this... ...have your securities licenses, enjoy working in a team... ...Qualifications Active FINRA Series 7 & 63 Licenses Flexibility... ...a lasting impact. Our Hybrid Work and Flexibility...SuggestedDay shift$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...-building and obtaining licenses. Our award-winning... ...Funding · Investment & Advisory Services · Trust Services ·... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides...SuggestedFull timeContract workFor contractorsWork at office$107k - $179k
...you an experienced financial professional who enjoys... ...a Financial Advisor to join our growing... ...sales or financial services experience who are... ...preferred Life & Health License preferred FINRA Series 6, 63, 65, or 7 licenses are... ...products and solutions Hybrid work flexibility Defined...SuggestedFlexible hours$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...‑building and obtaining licenses. Our award‑winning training... ...• Investment & Advisory Services • Trust Services • Retirement... ...Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides...SuggestedWork at office$56.9k
...together. Schwab’s service team is at the heart... ...helping clients own their financial futures. In this role... ...Essentials and FINRA Series 7 & 63 licenses. If you are eager to... ...shifts. Your Talent Advisor will walk you through... ...lasting impact. Our Hybrid Work and Flexibility...SuggestedWork at officeRemote workMonday to FridayShift workNight shiftAfternoon shift$70k - $80k
...common purpose to help make financial lives better through the power... ...by completing required licenses and trainings. This position... ...referrals to appropriate internal service providers based on client... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66)...Temporary workWork at officeMonday to FridayShift workDay shift$52.5k - $96.25k
...to the company's success. As a Financial Advisor within PNC's Wealth Management organization... ..., efficiently handling sales and service, identifying sales and/or... ...No Required Certification(s) Licenses FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance...Full timeTemporary workPart timeWork experience placementWork at office$60k - $120k
...aligned with OneAmerica Financial®. About Wisepath... ...Support Senior Advisors in analyzing client... ...Requirements FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred... ...& Health Insurance License is required (or... ...features a structured hybrid model, typically utilizing...Local area- ...specified location. The Financial Solutions Branch (FSB) is... ...Relationships of Investor Services. FSB engages Mass Affluent... ...financial goals. Be a Trusted Advisor: Build strong... ...Qualifications: Active FINRA Series 7 license Series 66 (63/65) license Life & Health...Work at officeLocal area
- ...Launch your financial services career with an organization that positively impacts thousands... ...hold: an active life insurance license, FINRA securities registration (... ...Industry Essentials®/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state)....Local area
$100k - $250k
...About Strategic People Advisors Strategic People Advisors... ...aligned with OneAmerica Financial®. Our client firm operates... ...Requirements Active FINRA Series 7 and Series 66 (or Series 6 and 63/65) registrations. Active... ...Life & Health Insurance License. 3+ years of experience as...Work at officeLocal area$175k - $330k
...chance to build your own financial planning practice... ...successful Financial Advisor. No previous financial services experience? That's okay... ...advisors and leaders. Licensing support and reimbursement... ...Life & Health, SIE, Series 6, Series 7, and Series 63. Dedicated coaching...Full timeFlexible hours- ...poster from Prudential Financial Business Development... ...at Prudential Advisors We are looking for Experienced... ...: SIE required. Series 6 and 63 required. Series 7 and 66 (63/65)... ...and Health Insurance license required Two or more... ...the Rock symbol are service marks of Prudential...Full timeWorldwide
$61k - $119k
Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique... ...through every stage of life. Training, Licensing & Designations On your path to... ...Certifications, Securities Industry Essentials, Series 6, 7, and 63. Compensation & Benefits...For contractors$175k - $330k
...Financial Advisor (Client Relationship & Financial Planning) Location... ...most respected financial services companies, you'll receive... ...mentorship and coaching Licensing support and reimbursement... ...support for Life & Health, SIE, Series 6, 7, and 63 Ongoing coaching and...Full timeImmediate startFlexible hours- ...applicants Overview Prudential Advisors is looking for an experienced financial advisor in your area.... ...offer: The ability to service an existing book of... ...services Qualifications Series 7 and 66 (or 6 and 63/65) required Insurance license required Three or more years...Full time
$70k - $200k
Financial Representatives at Northwestern Mutual help... ...& Advisory Services - Trust Services - Retirement... ...training through sponsored licensing, registration, and... .... Average income per advisor that has been here... ...insurance licensing, SIE, Series 6, Series 63, CFP®, and more...Work experience placement$70k - $130k
...You’re Worth. Becoming a financial advisor at Northwestern Mutual is... ...-time role with training, licensing support, and ongoing development... ...do not need a financial services background to succeed here... ...Life and Health, SIE, Series 6, 7, and 63 Ongoing coaching, mentorship...Full timeTemporary work- ...have the chance to learn about our Financial Services Representative role, build connections... ...to interview with one of our Talent Advisors. If you’re passionate about serving... ...Industry Essentials and FINRA Series 7 & 63 licenses. If you’re not a finance expert, that...Day shift
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact... ...a different kind of financial services firm, one that puts generosity... ...you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete...
$1,000 per month
...Northwestern Mutual College Financial Representative... ...Receive Risk Product State Licensing: Life, Accident, and... ...such as the Series 6 & 63 or CFP®. Get inspired... ...Financial Representative or Advisor role upon graduation.... ...the best products and services for our clients. Our...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program... ...Receive Risk Product State Licensing: Life, Accident, and Health... ...certifications such as the Series 6 & 63 or CFP®. Get inspired at local... ...Financial Representative or Advisor role upon graduation....Full timeInternshipLocal areaFlexible hours$200k
...relationships (solutions and services) in an intensely... ...clients/prospects complex financial concepts and investment strategies... ...’s advocate and trusted advisor (primary contact) for strategic... ...+ years of experience ~ Licensing: Series 7 & 66 (or 63 & 65) ~ Extensive and...Full time$80k - $90k
...Program Overview The Advisor Development Program is designed... ...passion of becoming a Financial Advisor. Role... ...investment products and services that are suitable for prospects... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Minimum of one year...Interim roleLocal areaImmediate startShift workDay shift- Northwestern Mutual's College Financial Representative internship provides guidance and a framework for building a financial planning... ...seniors with entrepreneurial spirit; the program supports licenses (Series 6 & 63, CFP) and helps you #J-18808-Ljbffr Northwestern MutualFull timeInternshipFlexible hours
- ...Mountain Cancer Centers in Englewood, CO, is seeking a Patient Financial Counselor to guide patients through insurance coverage, estimate... ..., and document discussions in the EHR. The position offers a hybrid schedule with a comprehensive benefits package. #J-18808-Ljbffr...
- ...Financial Advisor Our client is one of the top lending institutions in the USA. Over the... ..., training, and developing a team of licensed retail bankers. May handle large book... ...Prior Brokerage Industry Experience. Series 7, 66 (or 63 and 65) and appropriate state...
- ...and lifecycle of corporate hardware and software while supporting daily financial operations. The role focuses on maintaining asset records, licenses, and budget tracking within the ERP system. Hybrid work schedule; you will collaborate with Facilities & Fleet and...
- ...Overview As a Sr. Manager, Wealth Advisor within Schwab Wealth... ...personal relationship, specialized service, and ongoing advice built on... ...Active and valid FINRA Series 7 license May be obtained with a 120‑... ...including creating and customizing financial plans and portfolios for...Work at office
- ...position sets the foundation for a career in financial consulting and involves building client... ...ideal candidate will hold necessary financial licenses and have a passion for the financial services industry. Schwab offers a hybrid working environment and a competitive...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Hybrid Financial Services Advisor (Series 7/63 Licensed). Be the first to apply!
- financial planning assistant Littleton, CO
- estate planning consultant Littleton, CO
- associate leveraged finance Littleton, CO
- financial advisor development program Littleton, CO
- wealth advisor Littleton, CO
- financial consultant Littleton, CO
- financial counselor Littleton, CO
- associate corporate finance Littleton, CO
- finance associate Littleton, CO
- jde finance consultant Littleton, CO


