Financial Services Associate: Training to Series 7/63
Morgan Stanley
Morgan Stanley is seeking an unlicensed Financial Services Representative to engage clients via inbound calls, resolving questions about stock portfolios and account activity. The role includes training paid by Morgan Stanley to obtain Series 7 & 63 licenses. You will field inquiries, educate clients on services, and demonstrate sales initiative while maintaining high integrity and alignment with the firm’s Code of Conduct. A hybrid schedule is supported. #J-18808-Ljbffr Morgan Stanley
- Morgan Stanley is seeking a Financial Services Representative to engage clients via inbound calls, answer questions about stock... .... The role includes preparing for and obtaining Series 7 & 63 licenses, with training provided by Morgan Stanley. You will work in a hybrid...Training
- A leading financial services firm is seeking a Financial Services Representative in Gilbert, Arizona. In this role, you'll engage with... ...them manage their stock portfolios. The firm offers training for Series 7 & 63 licenses, a competitive salary, and a hybrid work environment...Training
- ...Financial Solutions AdvisorAt Bank of America, we're creating real,... ...America through world-class training and on-boarding programs that... ...with industry leading products, services, and education.Robust... ...evolving needs.Required skills:Series 7, and 66 or equivalent (if not...TrainingShift workDay shift
- ...are phone-based licensed advisors (Series 7 and 66 required) that provide clients with holistic financial advice and guidance by ident ifying broader product and service solutions that meet their... ...6 is required (or the equivalent 63 & 65)Minimum of 1-2 years financial...SuggestedFull timeImmediate startFlexible hoursShift workDay shift
- ...common purpose to help make financial lives better through the power... ...us! Merrill Participant Services Financial Solutions Advisors... ...Qualifications • Series 7, and 66 or equivalent (if not... ...required licenses and trainings. This position is subject to...SuggestedTemporary workWork at officeShift workDay shift
- Overview The Participant Services Financial Solutions Advisor (FSA) engages clients in goals‑based conversations to provide education and guidance... ...client needs and proposed product services. Qualifications Series 7 and 66 or equivalent (if not currently held, Series 66 must...Temporary workWork at officeShift workDay shift
- ...Wells Fargo is seeking a Financial Relationship Advisor... ...conversations, service support, and relationship... ...: work experience, training, military experience,... ...Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations... ...not eligible to be associated with a FINRA-...TrainingOngoing contractFull timeWork experience placementWork at officeImmediate start
- ...Morgan Stanley’s Financial Services team in Gilbert, AZ is seeking an unlicensed Financial Services Representative... ...account-related requests, and learn to obtain Series 7 & 63 licenses with Morgan Stanley covering training costs. Join a team that values client-first service...Training
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...licenses. Our award-winning training programs equip you with the... ...· Investment & Advisory Services · Trust Services · Retirement... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual...TrainingFull timeContract workFor contractorsWork at office- ...success. As a Financial Advisor within PNC... ...We provide a robust training program, administrative... ...efficiently handling sales and service, identifying sales... .../or investment sales associate, leads the branch... ...Licenses FINRA Series 7 and 66 (or 63,65) required. Life...TrainingFull timeTemporary workPart timeWork experience placementWork at office
- ...common purpose to help make financial lives better through... ...Essentials [SIE], Series 7 and Series 66 Exams. Once... ...America through world-class training and on‑boarding... ...and Series 66 licenses (63 & 65 accepted, in lieu... ...one year of financial services industry or sales experience...TrainingWork at officeImmediate startMonday to FridayShift workDay shift
- ...Financial Services Representative Are you interested in financial services? Have you always wanted to learn the inner workings... ...career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses. In This Role You Will: Provide excellent...TrainingFull timeWork experience placementInternshipWork at officeWork visaFlexible hours3 days per week
- ...career changers, and those exploring financial services to our Virtual Hiring Event for the Financial... ...leads to the Schwab Service Academy training, with paid study time and licensing... ...(Securities Industry Essentials, FINRA Series 7 & 63). #J-18808-Ljbffr Charles SchwabTraining
- Morgan Stanley is seeking an unlicensed Financial Services Representative to engage clients via inbound calls and address... ...stock portfolio questions. You will receive training funded by Morgan Stanley to obtain Series 7 & 63 licenses, enabling you to progress within a...Training
- Morgan Stanley is seeking a Financial Services Representative to engage clients by phone, educate them on investment products, and drive sales. The role includes training paid by the company to obtain Series 7 and 63 licenses, and a hybrid work environment. Candidates should...Training
$52.8k
...industry together. Schwab’s service team is at the heart of our... ...to helping clients own their financial futures. In this exciting role... ...provides you with the paid training, study time, and support you... ...Essentials and FINRA Series 7 & 63 licenses. If you are eager...TrainingFull timeShift workNight shift$60k - $80k
...Reports to: Manager, Investment Services. Functions Supervised:... ...clients to promote financial planning and investment services... ..., compliance, licensing and training requirements. # Maintain proficiency... ...Education: Series 7, 63 and/or 65/66 and Life and Health...TrainingTemporary workLocal area$45k - $100k
...volume of applicants. Join a financial services firm where your... ...partnership. Edward Jones associates are seen, heard, respected,... ...the way, providing: Paid training - Get registered and licensed... ...without Firm sponsorship), Series 7 and Series 66 will be required...TrainingTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$50k
...Financial Advisor Join a financial services firm where your contributions are valued. Edward... ...partnership. Edward Jones associates are seen, heard,... ...required to complete ongoing training offered by the firm and... ...Candidate qualifications: Series 7 and Series 66 required...TrainingWork at officeWork from homeHome officeFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege... ...in weekly coaching, training, and development meetingsReceive... ...certifications such as the Series 6 & 63 or CFP®. Get inspired at local... ...to the best products and services for our clients.Our Financial...TrainingFull timeContract workFor contractorsInternshipLocal areaFlexible hours$80k - $115k
...Description WealthBridge Financial Group is seeking... ...across the 7 planning areas... ...prior financial-services experience is... ...joint-field training program, and a defined... ...path from Associate through Managing... ...to pursue SIE, Series 6 or 7, and Series 63/66 securities registrations...TrainingContract workFor contractors$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual... ...platforms Engage in weekly coaching, training, and development meetings Receive Risk... ...and certifications such as the Series 6 & 63 or CFP ® . Get inspired at local and national...TrainingFull timeInternshipLocal areaFlexible hours- Morgan Stanley is seeking an engaged Financial Services Representative to assist clients by handling inbound inquiries... ...products. In this role you will receive training funded by Morgan Stanley to obtain Series 7 & 63 licenses. A hybrid work schedule is offered along...Training
- ...well as the development of financial plans for clients. Grows and... ...handling sales and service, identifying sales and/or executing... ...managing all of the risks associated with their business objectives... ...(s)LicensesFINRA Series 7 and 66 (or 63,65) required. Life and Health...Full timeTemporary workPart timeWork experience placementWork at office
- ...of applicants. Join a financial services firm where your contributions... .... Edward Jones associates are seen, heard, respected... ...firm and division training, continuing education,... ...Required Background Active Series 7 and Series 66 (or Series 7 with Series 63 and 65) at time of...TrainingTemporary workWork at officeHome officeFlexible hours
$45 - $48 per hour
...whilemaintaining a strong client service approach.LocationRemote... ...LicensesActive Series 7Active Series 24Note:... ...for:Bank-employed financial advisorsFinancial advisors... ...strongly encouraged to apply.Training & OnboardingNew hires... ...to close on Sep 7, 2026.About TEKsystemsWe...TrainingFull timeContract workTemporary workRemote work$86.73k - $144.61k
...ingredients you need at LPL Financial to shape your success while... ...Providing support, guidance, and training for junior equity traders... ...Requirements: · FINRA Series 7 & 63 or 65 licenses required.... ...setting · Excellent customer service skills with the ability to listen...TrainingFull timeWork at officeWork from homeFlexible hours$45k - $100k
...Financial Advisor OpportunityJoin a financial services firm where your contributions are valued. Edward... .... Edward Jones associates are seen, heard, respected... ...the way, providing:Paid training – Get registered and licensed... ...Firm sponsorship), Series 7 and Series 66 will be...TrainingTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...operates out of US locations and has Financial Advisors and Client Relationship Associates, all of whom work with our... ...differs in products and services offered Execute on new account... ...Qualifications Required Active Licenses: Series 7 Series 66 (or 63 & 65) Minimum of 3 years’...Worldwide
- Alternate titles: Financial Advisor Retirement Transition Sell Your... ...and investment advisory services through Equity Services, Inc... ...comprehensive planning framework (the 7 planning areas). Clients... ...platform support for associates: Training allowance and performance-based...TrainingFull timeLocal areaFlexible hours
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