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- ...Senior Financial Advisor - Remote/Hybrid Seeking an experienced Financial Advisor with an established... ...Focus on higher-value advisory services Qualifications: ~10+ years... ...wealth management experience ~ Active Series 7 license required ~ Series 66 preferred...SuggestedRemote workFlexible hours
$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$65.6k - $92.68k
...that transforming financial lives starts by giving... ...are already fully licensed! Sign-on bonus... ...September 30. 6:00 am to 7:00 pm MT are our... ...delivering personalized service and respond to a... ...* FINRA 7 & 66 (or 63 & 65)... ...***For remote and hybrid positions you will...Suggested16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaRelocation packageFlexible hoursShift work$62.8k - $71.3k
...Licensed Financial Services Representative At Schwab, you're empowered to make an impact on your... ...conversations. Requirements: Active FINRA Series 7 and 63 licenses. A passion for helping... ...qualifying shifts. Your Talent Advisor will walk you through the training...SuggestedWork at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work$107k - $179k
...you an experienced financial professional who... ...seeking a Financial Advisor to join our... ...sales or financial services experience who are... ...Life & Health License preferred FINRA Series 6, 63, 65, or 7 licenses are advantageous... ...and solutions Hybrid work flexibility...Flexible 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...Work at office$70k - $80k
...common purpose to help make financial lives better through the... ...shaped by military service, community college education... ...knowledge by completing required licenses and trainings. This... ...: Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses...Temporary workWork at officeMonday to FridayFlexible hours$56.9k
...make a difference. Our service team plays a vital... ...Essentials (SIE) and FINRA Series 7 & 63 licenses, opening doors to a meaningful career in financial services. If you’re... ...shifts. Your Talent Advisor will walk you through... ...lasting impact. Our Hybrid Work and Flexibility...Work at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shift$55k - $94k
...Senior Financial AssociateWhat is the opportunity?As a Senior Financial Associate... ...additional products and services.Monitor and evaluate clients' investment... ...+ years industry experienceSeries 7, Series 66 (or 63/65) and State licenses consistent with those of the FA(s)...Work at officeFlexible hours$55k - $94k
...Senior Financial AssociateAs a Senior Financial Associate, you will be a key... ...introducing additional products and services.Monitor and evaluate clients' investment... ...+ years industry experienceSeries 7, Series 66 (or 63/65) and State licenses consistent with those of the FA(s)...Work at officeFlexible hours$85k - $100k
...Senior Financial Planner Sparks Financial – Private... ...Private Wealth Advisor in aspects of... ...analysis, account servicing, and ensuring client... ...and Long‑Term Care Licenses required. FINRA SIE, Series 7, and Series 63 Licenses required... ...quarterly bonuses Hybrid work environment with...Temporary workWork at officeLocal areaRemote workHome office- ...on trust, personalized service, and a fiduciary... ...clients. As a Wealth Advisor , you’ll manage ongoing... ...relationships, deliver holistic financial planning, and provide... ...s degree Active FINRA Series 7 license May be obtained with a... ...a lasting impact. Our Hybrid Work and Flexibility...Work at office
$60k - $120k
...aligned with OneAmerica Financial®. Our client... ...Support Senior Advisors in analyzing client... ...Requirements ~ FINRA Series 7 and Series 66 (or Series 6 and 63) are highly... ...& Health Insurance License is required (or must... ...features a structured hybrid model, typically utilizing...Full timeLocal area- ...tailored to suit their financial needs. As a... ...products and services for their needs... ...(Private Client Advisors, Mortgage... ...24 hours a day/ 7 days a week... ...SIE) exam, FINRA Series 6/7, state registration... ...registration (including 63 or 66 if required) and Life licenses are required -...Immediate startAfternoon shift
$100k - $250k
...Financial Advisor Opportunity Wisepath Recruiting (a specialized recruiting division... ...Requirements ~ Active FINRA Series 7 and Series 66 (or Series 6 and 63/65) registrations. ~ Active State Life & Health Insurance License. ~3+ years of experience as a producing...Work at officeLocal area$175k - $330k
...Financial Advisor (Client Relationship & Financial Planning) Location... ...No previous financial services experience? That's okay.... ...advisors and leaders. Licensing support and reimbursement... ...for Life & Health, SIE, Series 6, Series 7, and Series 63. Dedicated coaching...Full timeImmediate startFlexible hours$45k - $100k
...volume of applicants. Join a financial services firm where your... ...clients and 20,000 financial advisors across the U.S. and Canada,... ...training - Get registered and licensed and learn how to be a financial... ...without Firm sponsorship), Series 7 and Series 66 will be required...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...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
$90k - $100k
...Financial Advisor At Corebridge Financial, we believe action is... ...Corebridge Financial Services has been helping Americans... ...tools Company-paid E&O, licensing fees, continuing education... ...You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. You also...Hourly payLocal areaImmediate startRemote work- ...Financial Advisor At Corebridge Financial, we believe action is... ...through the solutions and services we provide. We do this... ...tools Company-paid E&O, licensing fees, continuing... ...sales track record FINRA Series 6 or 7 licenses and a Series 63 and 65 or 66 Active state...Local areaImmediate start
- ...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 - $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- ...looking for Experienced Advisors in the Denver Area.... ...Requirements SIE required. Series 6 and 63 required. Series 7 and 66 (63/65)... ...and Health Insurance license required Two or more... ...and the Rock symbol are service marks of Prudential Financial, Inc., and its related...Full timeWorldwide
$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 timeFlexible hours- ...area is looking to add a Financial Advisor to its team as part of a... ...partner with operations and service teams to ensure... ...services environment. Active Series 65 or Series 7 & 66 licensing required. Insurance licensing... ...culture, and a flexible hybrid environment. For an advisor...Flexible hours
- ...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
$85k - $145k
...Work at Mercer Advisors?For more than 4... ...simplify their financial lives by integrating... ...size, growth, service quality,... ...plusExperience:7-10 years of job... ...Certifications/Licenses:Certified Financial... ...(CIC).Series 65 required, unless... ...Working Conditions: Hybrid schedule with a...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$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 timeFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative... ...meetingsReceive 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
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