Finance CX Associate - Licensing Path to Registered Rep
Triwill Group
Robinhood is launching the CXR Pathway Program in Denver/Westlake to develop diverse talent into licensed Registered Representatives. You’ll gain FINRA licensing and hands-on customer support experience across chat, email, and phone channels, with a strong emphasis on customer empathy and product knowledge. Successful candidates complete licensing, join a high-performing team, and begin a career in financial services through structured onboarding and training. #J-18808-Ljbffr Triwill Group
- ...graduates with customer-facing experience who want to become Registered Representatives through licensing and training. The role combines chat, email, and phone... .... Successful candidates will gain FINRA licenses and a path to a sales-based career with competitive pay and #J-18...Suggested
- Equitable Advisors is seeking a finance professional in Denver to build client relationships, develop tailored financial strategies, and... ...and staying aligned with clients’ goals. The position supports licensing pathways and ongoing professional growth. The role emphasizes a...SuggestedWork at office
- ...Denver area is seeking a Customer Experience Associate for the Pathways program, starting... ...email, and phone while pursuing required FINRA licenses. As part of the CXR Pathway, you’ll train, license, and become a Registered Representative. The program emphasizes customer...Suggested
- Wisepath Group, through Wisepath Recruiting, is seeking a finance-advisory professional to support Senior Advisors in macroeconomic modeling... ...have 1-3 years in banking or insurance sales, a Life & Health license (or willingness to obtain), and excellent listening skills. A...Suggested
- ...to make an impact. We'll help you do it. As a licensed (Series 6, 65, 63, Life, Health, Property, Casualty) associate at our State Farm agency, you'll work side by... ...challenging and rewarding career , the Associate Registered Representative role at our agency may be the...SuggestedFull timeWork at officeLocal area
- CrossCountry Mortgage is seeking a Licensed Loan Officer Assistant in the Denver area who will help guide clients through the loan application process and support loan officers in managing client relationships. You will prequalify borrowers, coordinate with underwriters...Flexible hours
$62.8k - $71.3k
...solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s service team is at the heart of... ...of career opportunities. If you currently have your securities licenses, enjoy working in a team setting, and share our passion for serving...Day shift$60.01k - $69.99k
...individuals bring from all backgrounds and career paths - whether shaped by military service,... ...obtaining your Securities Industry licenses, where you receive dedicated and personalized... ...loan mortgage originations must register with the federal registry system and remain...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$41.25k - $68.75k
...effectively managing all of the risks associated with their business... ...Loyalty, Customer Experience (CX), Customer Service, Identifying... ...No Required Certification(s) Licenses No Required License(s)... ...Insurance Act (FDIA) and, for any registered role, the Secure and Fair...Full timeTemporary workPart timeWork experience placementWork at office$61k - $119k
...goals through financial planning. On your path to becoming a financial advisor, you... ...focused on client-building and obtaining licenses. Our award-winning training programs equip... ...) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member...Full timeContract workFor contractorsWork at office$45.38k - $75.63k
...effectively managing all of the risks associated with their business... ...Loyalty, Customer Experience (CX), Customer Service, Identifying... ...No Required Certification(s) Licenses Candidates being... ...Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement...Full timeTemporary workPart timeWork experience placementWork at office$55k - $65k
...opportunities. This role offers a competitive base salary between $55,000 - $65,000 annually, along with comprehensive training and licensing support. The successful candidate will develop relationships with clients and assist with insurance policy management in a...Local area$65k
...Job Description Job Description As a Licensed Loan Officer Assistant at CrossCountry Mortgage Mountain Region, you’ll play a vital role... ..., making it more than just a job—it’s a fulfilling career path. Join us to be part of a team that supports each other while achieving...Flexible hours$70k - $80k
...individuals bring from all backgrounds and career paths - whether shaped by military service,... ...knowledge by completing required licenses and training. This position may be responsible... ...mortgage loan originations must register with the federal registry system and remain...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$62.8k - $71.3k
...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...- ...by a Fortune 500 company. You’ll learn prospecting, strategy, client meetings, and use planning software with weekly coaching and licensing support. Open to juniors/seniors, you’ll gain leadership exposure, interview for full-time roles later, and work a flexible schedule...Full timeInternshipFlexible hours
$80k - $90k
...identify their financial needs, develop relationships, and provide tailored investment solutions. Candidates must hold Series 7 and 66 licenses, and possess strong communication and interpersonal skills. The position offers a competitive salary range of $80,000 to $90,000...- ...networking and building a financial planning practice while working with experts and a Fortune 500 company. You'll gain coaching, licensing support (SIE, Series 6/63), and exposure to planning software, with flexible scheduling around classes and opportunities for full-...Full timeInternshipFlexible hours
$28.85 - $33.65 per hour
...individuals bring from all backgrounds and career paths - whether shaped by military service,... ...knowledge by completing required licenses and trainings. This position may be responsible... ...mortgage loan originations must register with the federal registry system and remain...Hourly payTemporary workWork at officeFlexible hoursShift workDay shift$70k
As a Licensed Loan Officer Assistant at CrossCountry Mortgage, you’ll be at the forefront of empowering individuals and families to achieve... ...to offering you more than just a job—it’s a fulfilling career path. Join us and be part of a journey that makes a difference. Responsibilities...Flexible hours$24.52 - $37.5 per hour
...clients on digital platforms and capabilities within Key (required). Licenses and Certifications FINRA License S6 Upon Hire (required). FINRA... ...skills. Providing clients with expert advice on managing their finances, including investment strategies, retirement planning, and tax...Hourly payWork experience placementDay shift$41.25k - $68.75k
...effectively managing all of the risks associated with their business... ...Loyalty, Customer Experience (CX), Customer Service, Identifying... ...No Required Certification(s) Licenses Candidates being considered... ...Insurance Act (FDIA) and, for any registered role, the Secure and Fair...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...offering wealth planning and investment management. We seek an Associate Wealth Advisor to grow with our team and deepen client relationships... ..., operations, compliance, and portfolio delivery, with a clear path for advancement in a fast-growing, privately held firm. #J-188...Work at office
- Catalyst Retirement Advisors in Denver is seeking an Associate Advisor to build a career in financial planning. You’ll work directly with... ...active candidacy is strongly preferred; the firm supports your path with mentorship, an educational allowance, and reimbursement....
$21 per hour
...Description Job Description Customer Service Associate (Financial Services): Onsite in Denver,... ...Stands Out: · Clear career growth path with structured advancement opportunities... ...· Opportunity to obtain industry licenses and build a long-term financial services...Full timeContract workTemporary workWork at officeMonday to FridayShift work$18 - $28 per hour
...marketing goals, and developing leads. Qualifications include sales experience, self-motivation, and the ability to obtain necessary licenses. The position offers a pay range of $18.00 - $28.00 per hour, plus commission and bonuses, along with benefits like paid time off...Hourly pay- ...7 A valid and active Series 66 (63/65) license is required or must be obtained within 6... ...through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor,... ...banking, credit cards, mortgages, auto financing, investment advice, small business loans...
$75k - $137.5k
...effectively managing all of the risks associated with their business objectives and activities... ...No Required Certification(s) Licenses No Required License(s) Language Assessments... ...Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for...Full timeTemporary workPart timeWork experience placementWork at officeShift work$75k - $137.5k
...and effectively managing all of the risks associated with their business objectives and... ...Required Certification(s)LicensesNo Required License(s)Language AssessmentsNo Required or... ...Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for...Full timeTemporary workPart timeWork experience placementWork at officeShift work$80k - $150k
...personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise... ...3 years of financial services related experience (required)Licenses and CertificationsFINRA License S7 (required)FINRA License S66...Full timeWork experience placementWork at officeLocal areaFlexible hoursNight shift
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