Financial Services Consultant - SIE/Series Licensed
TIAA Financial Services
TIAA is seeking Financial Services Consultants in a hybrid environment to guide participants on retirement options, investments and insurance. You will help educate clients, explain options clearly and complete transactions while aligning with TIAA’s mission to provide guaranteed income for life. The role supports a strong benefits package, training opportunities, and potential certifications, with a start date and base pay structured around market data and experience. #J-18808-Ljbffr TIAA
- National Black MBA Association seeks a driven Financial Solutions Advisor I to begin a licensed journey in securities, build client relationships... ...exposure to core banking and investment services while pursuing SIE, Series 7, and Series 66 licenses. With progression through...Suggested
- Bank of America in Placentia, CA seeks a Financial Solutions Advisor Stage I to begin licensing and handling client relationships, building a foundation in advisory skills and financial solutions. You'll progress toward Stage II with ongoing training and mentorship. You...SuggestedWork at office
- Bank of America is hiring a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, Series 66) and move into client-focused advisory work within a financial center in San Francisco. You will learn to build and manage client relationships,...SuggestedWork at office
- Bank of America in California is seeking a Financial Solutions Advisor Stage I in Fresno. The role begins with obtaining Securities Industry licenses (SIE, Series 7, Series 66) and advancing through a dedicated academy to develop advisory skills for banking, investments...Suggested
- Bank of America in San Jose, CA seeks a Financial Solutions Advisor Stage I to begin by earning securities licenses and building foundational client advisory skills. You will train on SIE, Series 7 and Series 66 while learning to acquire, grow and manage client relationships...SuggestedWork at office
- Bank of America is seeking a Financial Solutions Advisor Stage I in Fresno, CA. The role focuses on building client relationships... ...investment guidance, and completing necessary securities licenses (SIE, Series 7, Series 66) as part of a structured development program....
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning SIE, Series 7 and Series 66 licenses and to develop foundational skills in advising clients on banking and investment solutions. You will work in a financial center delivering client care...Work at office
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning Securities Industry licenses (SIE, Series 7, Series 66) and to develop foundational advisory skills for client relationships and financial planning. You’ll work in an in-office environment...Work at office
$25 - $38.46 per hour
...plan-based approach to financial advice. As a PCB, you... ...appropriate products and services. PCBs identify... ...clients, including tele-consulting, outside calling, prospecting... ...within Key (required) Licenses and Certifications... ...Industry Essentials (SIE) (required) Life, Accident...Hourly payWork experience placementFlexible hoursDay shift- Manulife Financial is seeking a New Graduate for the Internal Business Associate role... ...environment. You will support Internal Business Consultants, analyze markets, and help advisors grow their business while pursuing licenses (SIE, Series 7, Series 66) with company support....
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...client-building and obtaining licenses. Our award-winning training... ...Funding · Investment & Advisory Services · Trust Services ·... ...Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual...Full timeContract workFor contractorsWork at office- ...Join to apply for the Financial representative role at Modern Woodmen... ...Launch your financial services career with an organization... ...hold: an active life insurance license, FINRA securities registration... ...Industry Essentials®/SIE), Series 6 and/or 7 license, and Series...Full timeLocal area
$70k - $100k
...as part of a team providing financial advice with heart. You’ll learn... ...in the financial industry. Licensing and Training Over your first... ...Industry Essentials (SIE) Series 6 and 63, 7 and 66, or 7, 63... ...different kind of financial services firm, one that puts generosity...Base plus commissionWork at officeLocal area$58.7k - $67.2k
...finance industry together. Schwab’s service team plays a critical role in helping clients feel confident about their financial futures. As a Licensed Financial Services Representative, you... .... Requirements: Active FINRA Series 7 and 63 licenses. A passion for helping...Work at officeMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work$45k - $100k
...volume of applicants. Join a financial services firm where your contributions... ...training - Get registered and licensed and learn how to be a financial... ...career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$75k - $110k
...providing personalized financial plans that uncover... ...a leading financial services company, we manage $2... ...and their investment licenses by the end of their first... ...insurance licensing, SIE, Series 6 & Series 63 or... ...in sales, technology, consulting, teaching, coaching,...Full timeContract workTemporary workWork experience placementWork at officeMonday to FridayFlexible hours- Morgan Stanley is seeking an unlicensed Financial Services Representative to engage clients via inbound calls and answer questions about... ...portfolios. The company will fund training to obtain Series 7 & 63 licenses, and offers a hybrid work environment with competitive benefits...
$1,000 per month
...Overview College Financial Representatives in the internship program... ...Receive Risk Product State Licensing: Life, Accident, and Health... ...health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (... ...to the best products and services for our clients. Our Financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative... ...Receive Risk Product State Licensing: Life, Accident, and Health... ...such as the Series 6 & 63 or CFP®. Get inspired... ...DI, LTC) Support for SIE, Series 6, Series 63 registrations... ...the best products and services for our clients. Our...Full timeFor contractorsInternshipLocal areaFlexible hours- Equitable Advisors is seeking an Entry Level - Financial Advisor in Milwaukee, WI. You will engage clients, develop financial strategies... ...location. The role includes extensive training and FINRA licensing sponsorship. You'll build relationships, gain market insights,...Work at office
- ...Wichita, KS to build client relationships and craft tailored financial strategies. You will discuss products, manage portfolios, and... ...communication, and a growth mindset, offering a structured path through licensing and mentorship within Equitable Advisors’ network. #J-18808-...Work at office
- ...generation of Raymond James Financial Advisors. The program... ...management, customer service and compliance with... ...obtains mandatory industry licenses within prescribed... ...Licenses/Certifications SIE required provided that... ...start of the program. Series 7 and Series 66 or the...ApprenticeshipTraineeshipWork experience placement
- ...Secaucus, NJ, to build client relationships, develop financial strategies, and consult on tailored products and services. The role emphasizes in-office collaboration,... ...growth opportunities. You will receive FINRA licensing support, participate in a structured training environment...TraineeshipWork at office
$28.85 - $33.65 per hour
...purpose to help make financial lives better through... ...Securities Industry licenses, where you receive dedicated... ...Industry Essentials [SIE], Series 7 and Series 66 Exams... ...by using a defined consultative approach with clients... ...year of financial services industry or sales experience...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...Associate to build client relationships, develop tailored financial strategies, and discuss investment products. The... ...reach their financial goals. The position outlines licensing requirements (Life & Health, SIE, Series 7, 66), a 120-day training window, and access to...Work at office
- ...offering an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I).... ...for the Securities Industry Essentials (SIE), Series 7 and Series 66 exams and learn to... ...understanding a client’s financial picture. Upon licensing, you move to a financial center to...Traineeship
- Northwestern Mutual is seeking financial advisors to start their own practice as financial... ...opportunity focuses on client-building, licensing, and building a personal advisory business... ...planning, sales, and ongoing client service within a performance-based compensation...
$37 - $65.5 per hour
...those with more complex financial needs, serving as their... ...banking products and services through scheduled appointments... ...Premier Banker LP (license pending) role is a... ...Regulatory Authority (FINRA)Series 6 and 63 exams (or... ...Securities Industry Essentials (SIE) exam is also required....Temporary workWork experience placementImmediate start- ...customers achieve their financial goals. Our branch... ...other banking products and services. Duties & Responsibilities... ...or similar role. FINRA Licenses (required) Candidate... ...licenses in an active status: Series 6 or 7; Series 63 or 66... ...Insurance License; SIE – Securities Industry...Full timeH1bWork at officeRemote workWork from homeFlexible hours
$37 - $65.5 per hour
...those with more complex financial needs, serving as their... ...banking products and services through scheduled appointments... ...Premier Banker LP (license pending) role is a... ...Regulatory Authority (FINRA)Series 6 and 63 exams (or... ...Securities Industry Essentials (SIE) exam is also required....Temporary workWork experience placementImmediate start
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