Financial Services Rep (Hybrid) - Series 7 Training
Morgan-Stanley
Morgan Stanley is hiring a Financial Services Representative in Tampa, Florida, to engage with clients about their stock portfolios through inbound calls. The role requires excellent customer service skills, flexibility for a hybrid work environment, and a bachelor's degree in a relevant field. Candidates should have at least 2 years of customer-facing experience. Benefits include training for Series 7 & 63 licenses, competitive salary, and extensive employee support programs. #J-18808-Ljbffr Morgan-Stanley
- E*TRADE from Morgan Stanley is hiring a Financial Services Representative in Tampa, Florida. In this role, you will provide exemplary customer... ...experience in customer-focused roles. This position offers a hybrid work environment and numerous benefits, including career...Suggested
- Are you interested in financial services? Have you always wanted to learn the inner workings... ..., Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses.In This Role You... ...paid for by Morgan Stanley.Enjoy a hybrid work environment that enables employees...TrainingFull timeWork experience placementWork at officeFlexible hours3 days per week
- ...Competitive salary Health insurance Paid time off Training & development Role Description As a Financial Services Representative - State Farm Agent Team Member... ...services. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred. #J-18808-Ljbffr...Training
- ...About Florida Financial Advisors Florida Financial Advisors is a full‑service financial planning firm dedicated to helping individuals... ...required industry licenses (Series 7, Series 66, Life/Health... ...Insurance). Participate in ongoing training, mentorship, and skill...TrainingWork at office
$10k
...clients reach their long-term financial goals? We are looking to... ...career in the financial services industry. Through our specialized training, Fisher Investments... ...begin by obtaining the Series 65, where you will receive... ...to participate in our hybrid work from home program....TrainingWork at officeWork from home- ...Make an impact providing expert financial advice with heart. Thrivent... ...different kind of financial services firm, one that puts generosity... ...offer up to 14 weeks of paid training and coaching as you obtain... ...health & variable contracts), Series 7 and 66 registrations, and complete...TrainingLocal area
$80k - $190k
Posted 2 days ago Description Financial Advisor / Financial... ...variety of financial products and services to expand the client base successfully... ...person, virtual, and online training sessions to enhance skills... ...willing to obtain a FINRA Series 6, Series 7 & 63/66 license is highly...TrainingWork at office$45k - $100k
...Financial Advisor Opportunity Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...of the way, providing: Paid training Get registered and licensed and... ...without Firm sponsorship), Series 7 and Series 66 will be required;...TrainingTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$100k - $185k
Overview As a Financial Advisor on the Fast-Track Management path with... ...with exceptional customer service skills and a drive to excel in... ...financial decisions. Advanced training, additional licensing, and... ...talent. Willing to obtain FINRA Series 6, 7, 63, and 66. Compensation $...Training- ...and investment products and services for individuals, companies, and... ...and guidance. Merrill’s Financial Advisors and Wealth Management... ...client Completing mandated training, assessments, performance goals... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66)...TrainingInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Wealth Advisor Sequoia Financial Group is a growing... ...wealth management services. At Sequoia, we exist... ...First calls to custodian reps on referral... ...virtual and in-person training and development programs... ...years as IAR with a Series 65 or a Series 7 and Series 66 combination...TrainingWork at officeImmediate start
- ...emphasizing growth, client acquisition, financial planning, and retention. The ABM... ...dealer operations and develop advisor training. Active FINRA Series 7 or ability to obtain within 150... ...discuss how we can support you. #J-18808-Ljbffr Ameriprise Financial Services, LLCTrainingFull timePart timeH1bWork at officeLocal areaWork from homeVisa sponsorship1 day per week
$21.77 per hour
...Summary This role is part of the Client Services Operations organization and supports the... ...day-to-day servicing needs of clients and Financial Representatives. The position is... ...guidelines and requires fingerprinting.Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA...Remote workFlexible hours- A leading financial services firm in Florida is seeking a Financial Services Representative to provide exceptional customer service and drive... ...years of experience in a customer-facing role. The role offers a hybrid work environment and competitive compensation, including...
$150k
Financial Advisor - Endowments and Foundations Financial Advisor -... ...meaningful impact in the financial services industry? As an Endowment... ...Securities licenses such as Series 65, 66, 7. Technical Proficiency:... ...discrimination. #executive #hybrid Seniority level Seniority level...Full timeWork at office- Financial Advisor with Sandy Morris Financial In-Office Position How... ..., operations, and client service teams to deliver a seamless client... ...in firm meetings, training, and ongoing development to strengthen... ...professional: Active Series 65 and 2-15 (Life, Health & Variable...TrainingFull timeWork at office
$28.32 - $38.61 per hour
...Financial Consultant I We're looking for a Financial Consultant... ...serve as our primary customer service contact, providing a high level... ...services industry. SIE, Series 7, and either a Series 66 or both... ...This role offers in-office, hybrid and remote work arrangements....Remote jobHourly payTemporary workWork experience placementWork at officeShift work$48k - $100k
...and investment products and services for individuals, companies, and... ...and guidance. Merrill's Financial Advisors and Wealth Management... ...optimal practice and complete the training and development needed to... ...Advisor Required Skills: FINRA Series 7 & 66 (63 & 65 accepted, in...TrainingWork at officeShift workDay shift$10k
...separation of sales and client service, you don't have to... ...hats of a typical Financial Advisor. Now is your... ...commissions. Through our unique training program, Fisher... ...finance industry ~ Series 65 (we will help you... ...to participate in our hybrid work from home program...TrainingWork experience placementWork at officeWork from home$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a... ...licenses. Our award‑winning training programs equip you with the... ...Funding • Investment & Advisory Services • Trust Services •... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual...TrainingWork at office$61k - $119k
Financial Advisor Opportunity Becoming a financial advisor at Northwestern... ...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...TrainingFull timeContract workFor contractorsWork at office$10k
...Financial Planning Counselor Are you passionate about helping others... ...Manager who will aid in your training for the role and professional... ...experience within financial services ~ You have in-depth... ...opportunity to participate in our hybrid work from home program. This...TrainingWork at officeWork from home$60k - $120k
A State Farm agent team is seeking a Financial Services Representative based in Tampa, FL, to market financial products and provide tailored insurance solutions. The role requires active Life & Health and FINRA licenses along with a strong customer-focused demeanor. Responsibilities...- ...Financial Advisor Are you looking to advance your career in a role... ...to extensive, in-person training taught by local leaders who will... ...relationships with clients and develop a service model to provide solutions... ...150 days of hire: ~ FINRA Series 7 (Obtaining the Series 7 may...TrainingFull timeWork experience placementLocal area
- Join a forward-thinking financial institution as a Registered Client Service Associate in Tampa. This dynamic role offers a unique... ...Advisors and benefit from a robust training program that prepares you for obtaining your Series 7 and 66 licenses. With a focus on personal...Training
$60k - $120k
Financial Services Representative As a Financial Services Representative - State Farm Agent Team Member with Joseph Ledo - State Farm Agent... ...license (required or ability to obtain quickly) FINRA Series 6/63/65 or 7 license (required) Previous experience in financial services...For contractorsWork at office$60k - $120k
Financial Services Representative - State Farm Agent Team Member Full Time in Tampa, FL 33609 Benefits 401(k) Bonus based on performance... ...license (required or ability to obtain quickly) FINRA Series 6/63/65 or 7 license (required) Previous experience in financial...Full timeFor contractors- ...salary ~ Health insurance ~ Paid time off ~ Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member... ...services. ~ Analytical and communication skills. ~ FINRA Series 7 and 63 licenses preferred....Training
- ...Opportunity for advancement ~ Paid time off ~ Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team... ...required or ability to obtain quickly) FINRA Series 6/63/65 or 7 license (required) Previous experience in...TrainingFlexible hours
- ...banking needs, products and services through scheduled appointments... ...customers progress toward their financial goals through planning,... ...following: work experience, training, military experience, education... ...Regulatory Authority (FINRA) Series 6 and Series 63 examinations...TrainingTemporary workWork experience placementImmediate start
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