Remote Paraplanner - Licensed (Series 7/66)
$62k - $72kAmeriprise Financial Services, Inc.
Grinney & Davis Wealth Management, a part of Ameriprise Financial, is hiring a Remote Paraplanner. This role requires valid Series 7 and 66 licenses, a bachelor's degree, and at least a year of experience in financial planning. Responsibilities include executing trades, managing client interactions, and utilizing MoneyGuide for planning. The position offers a salary ranging from $62,000 to $72,000 and a comprehensive benefits package. Interested candidates must reside in EST or CST time zones. #J-18808-Ljbffr
- ...Independent Firms Qualifications 5+ years of proven success Series 7 (6) and 63 licenses are required Self-starter with a strong work ethic and... ...requirement San Blas Securities is an Equal Opportunity Employer Location: Remote (work from home/own office). #J-18808-Ljbffr...Remote workWork at officeWork from home
- ...highly motivated advisors to join their growing team. This remote position offers a competitive commission-based... ...Candidates should have at least 5 years of proven success, hold Series 7 (or 6) and 63 licenses, and possess portable client relationships. Join a dynamic...Remote work
- Job Description: Position Description Financial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment...SuggestedWork experience placementImmediate startFlexible hoursShift workDay shift
- ...excellence in client service and financial knowledge, especially in investments and banking products. Candidates must possess Series 7 and 66 licenses along with 1-2 years of advisory experience. Bilingual (Spanish) proficiency is required. This position offers a chance to...SuggestedFlexible hours
$120k - $200k
...interpersonal and communication skills Bachelor’s degree from an accredited institution Series 7 and 63 (or 65 and 66) required Clean U-4 record Life/Health/Variable Annuity licenses preferred CFP designation strongly preferred or willingness to obtain within a...SuggestedLocal area- ...maintaining client information systems, educating clients on services, and preparing meeting materials. Ideal candidates will have Series 7 and 66 licenses, along with 2 years of experience in client service in the finance sector, coupled with strong communication skills. This...Full time
- ...Solutions Advisors in Chandler, Arizona. This phone-based role requires expertise in investments and financial markets, along with Series 7 and 66 licensure. Advisors provide clients with tailored financial solutions, aiming to deepen relationships and exceed service...Shift work
- ...Financial Solutions Advisor Stage I in West Hollywood, California, to build client relationships while earning essential securities licenses. The role includes comprehensive training and a structured development program aimed at helping clients achieve financial goals...
- ...join our team in Portland, Oregon. The role is completely remote, allowing you to work from home or your own office. The ideal... ...a proven track record of success and possess the necessary Series 7 and 63 licenses. This position offers a competitive commission-based...Remote jobWork at officeWork from home
- ...seeking a Financial Solutions Advisor Stage I to advise clients on their financial needs. This role requires obtaining necessary licenses and utilizes a structured support system to help candidates grow their career. Responsibilities include building client relationships...Full timeMonday to Friday
- ...Advisor Stage I in Seattle, WA, to guide clients through their financial journey. This role includes obtaining Securities Industry licenses and developing client relationships while providing comprehensive financial advice. The position requires the ability to manage...
- ...Financial Solutions Advisor Stage I in Wichita, Kansas, dedicated to enhancing financial lives. This role includes obtaining necessary licenses and building client relationships through personalized guidance. The position offers world-class training, client engagement, and...Work at office
$25 - $30 per hour
...assignments. Required qualifications include 2+ years of experience in Customer Service and Financial Services, along with an active Series 7 License. The role offers a pay range of $25.00/hr to $30.00/hr with a hybrid work model requiring at least three days in the office....Contract workWork at office- ...seeking a Financial Solutions Advisor Stage I. In this role, you will build a successful career by obtaining necessary securities licenses and advising clients on their financial needs. You will receive comprehensive training and support, allowing you to manage client...
- ...minimum of one year of brokerage client support experience is necessary. Post-training, candidates will work under a hybrid schedule—alternating weeks between in-office and remote work. An active Series 7 license is also required for this position. #J-18808-Ljbffr StaffingRemote workWork at office
$70k - $80k
...Location Note: This is a remote or hybrid role, open to candidates in Eastern Time... ...an experienced and detail-oriented Paraplanner to support our financial planning team... ...you'll bring to Sentinel: Licensed Series 65 or 7/66 Life Accident and Health Licensing...Remote workSummer workWork at officeLocal areaFlexible hours- ...complex technical material quickly Required Qualifications Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained... ...applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration...Temporary workWork at officeShift workDay shift
$65k - $85k
...policies, procedures, and processes Required Qualifications Series 7 and 66 or equivalent (if not currently held, Series 66 must be... ...include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration...Temporary workWork experience placementWork at officeShift workDay shift- ...consisting of one week in-office and one week working from home. Contractors must work from their registered home address only. Series 7 license must be active and not within six months of expiration at the start date U5 disclosures are not preferred but can be reviewed...For contractorsWork at officeWork from home
- ...opportunity for career development while helping customers over the phone. You will be supported with paid training to obtain your Series 7 and 66 licenses, with ongoing guidance as you transition to the Investor Center. The ideal candidate should have a strong passion for...Remote job
- ...service while preparing for financial certifications. This role includes paid training for SIE, Series 7, and Series 66 licenses, and offers a balanced work environment with both remote and on-site work. You will engage with customers over the phone, supporting their account...Remote job
- ...dedicated and knowledgeable full-time Paraplanner to join our growing financial planning practice. This is a fully remote position, offering the flexibility to... .... The ideal candidate will have their Series 65 License (or Series 66). The role will be split between time...Remote workFull timeLive inMonday to FridayWeekend workAfternoon shift
$21.77 per hour
...solid keyboarding skills and experience using common software applications. Series 63 – FINRA, Series 6 – FINRA, SIE – FINRA. Compensation Range: Pay Range – Start: $21.77 Pay Range – End: $32.66 Geographic Specific Pay Structure: Structure 110: Structure 115:...Remote work$17.52 - $38.87 per hour
...objectives of the department) Function : The Paraplanner provides critical technical and... ...illustrations, and supporting materials for licensed Financial Advisors' review. Research... ...after hire Securities Licenses- Series 7, 65. Experience: Requires up to...Remote workFor contractorsMonday to FridayNight shift- ...A growing financial planning practice is seeking a dedicated remote Paraplanner to assist in managing client financial operations and support planners. The role requires a Series 65 or 66 License, understanding of retirement accounts, and the ability to work during business...Remote work
$57.7k - $66.2k
...trust. Applicants are required to hold active FINRA Series 7 and 63 licenses and should have 1+ years of customer service experience... ...competitive compensation ranging from $57,700 to $66,200 and opportunities for remote work after training, with flexible shifts including...Remote jobFlexible hoursAfternoon shift- ...institutional clients. The ideal candidates should have a proven track record of success, along with the necessary licenses. Experience in BD, RIA, and insurance platforms is valued. This position is remote, allowing flexible work from home or own office. #J-18808-Ljbffr...Remote workWork at officeWork from homeFlexible hours
- ...and personal growth. You'll receive paid training for the Series 7 and 66 licenses, while also gaining invaluable customer service experience.... ...position emphasizes dedicated career development with both remote and in-office responsibilities, ensuring career flexibility...Remote jobWork at office
- Parsippany, NJ Are you a Series 7 Registered Financial Advisor? Are you trying to build a successful career as a Financial Advisor? Are... ...are looking for Financial Advisors with Series 7 and Series 63 licenses who are performance-driven personalities and entrepreneurs in...Immediate startWeekend work
- ...advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required skills Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) Is comfortable in a sales role, finding ways...Shift workDay shift
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