Licensed Financial Services Advisor (Series 7/63)
$57.6k - $66.1kCharles Schwab
Charles Schwab is seeking a Regular-position service professional to provide financial guidance and build lasting client relationships. You will engage with clients on inbound calls, take ownership, and resolve complex issues while upholding Schwab’s standards of service. A growth-minded, collaborative team culture supports your professional journey. Starting compensation for this location ranges from $57,600 – $66,100 depending on related experience, with an annual bonus opportunity of 10% of #J-18808-Ljbffr Charles Schwab
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...-building and obtaining licenses. Our award-winning... ..., investment and advisory services, trust services, retirement... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual...SuggestedFull timeContract workFor contractorsWork at office- ...Financial representative Contract type: Full... ...: Financial Services Date published:... ...an active life insurance license, FINRA securities registration... ...Essentials®/SIE), Series 6 and/or 7 license, and Series 63 license, as required by...SuggestedFull timeContract workLocal area
- ...and prospective clients to promote financial planning and investment services Conduct educational seminars and... ...guidelines, policy, procedure, compliance, licensing and training requirements Maintain... ...duties as assigned Requirements Series 7, 63 and/or 65/66 and Life and Health...Suggested
$110k
...Pointwealth Capital Management – Financial Advisor. We are a boutique wealth... ...will be given clients to service, with the expectation to deepen... ...(required) SIE, Series 7, Series 63/65 or 66 (required) Life, Accident & Health license (required) Bachelor’s degree...Suggested- ...needs Recommending investment products and services that are suitable for prospects based... ...Requirements Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year experience working in the financial service industry and/or a sales environment...Suggested
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...‑building and obtaining licenses. Our award‑winning training... ...• Investment & Advisory Services • Trust Services • Retirement... ...Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides...Work at office$52.73k
Financial Consultant Location US-CA-Burbank ID 2026-1724 Category... ...LFCU Brokerage & Insurance Services and processes operational paperwork... ...Insurance agent's and variable contract licenses are required. NASD series 7, 63, 65 and/or 66 licenses are...Full timeContract workWork experience placementWork at officeRemote work$51.45k - $84k
## Associate Financial PlannerApplylocations: Los Angeles... ...investment management services to over 90,000 households... ...support to Financial Advisors and their clients by developing... ...hybrid offices: FINRA Series 7 & 66 (or 63 and 65) required* Insurance licenses preferred* For RIA-only...Full timeTemporary workWork at officeFlexible hours$28.85 - $33.65 per hour
...purpose to help make financial lives better... ...Financial Solutions Advisor Stage I (FSA I), your... ...Industry licenses, where you receive... ...Essentials [SIE], Series 7 and Series 66 Exams... ...Series 66 licenses (63 & 65 accepted, in... ...year of financial services industry or sales...Hourly payFull timeWork at officeImmediate startMonday to FridayShift workDay shift$66.64k - $70.3k
...Financial Advisor Are you looking to advance your career in... ...obtain your required licenses/credentials, and we'll... ...clients and develop a service model to provide solutions... ...of hire: o FINRA Series 7 (Obtaining the Series... ...Securities (Series 63 or Series 66) o State...Full timePart timeWork experience placementLocal area- ...Wealth Advisor Join Us in Making an Impact At... ...and shape the future of financial well-being. You take... ...officer over investment services to generate targeted... ...FINRA Registration: SIE, Series 7, 63/65 (or 66), required... ...and Variable Products License, required Certified...Work experience placementLocal area
- ...: Senior Wealth Advisor About the Opportunity... ...experience as a financial advisor at an... ...) with a service model built for... ...retention plan Licensing & Regulatory Standing... ...Active Series 65 (or equivalent... ...combination of Series 7 & 66) required;... ...(Series 63, insurance lines...Relocation package
$85.33k - $145.13k
...wealth management, asset servicing, asset management and... ...than 135 years of financial experience and over 24... ...with a Senior Financial Advisor, this motivated and client... ...FNRA Securities license: Securities Essentials Exam (SIE), Series 7, 66 (or 63/65) ~ Strong written...Full timeH1bWorldwideFlexible hours$109.94k - $186.76k
...Financial Advisor page is loaded## Financial Advisorlocations: Los Angeles... ...innovative financial services and guidance to the world’... ...date on client interaction 7. Monitors the market and... ...preferred. - Required Securities license: Series 7, 66 (or 63/65) - Professional...Flexible hours- ...Wells Fargo is seeking a Financial Consultant in Wealth... ...part of Wells Fargo Advisors. Learn more about the... ...Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations... ...Qualifications:Full-service brokerage experienceFinancial... ...appropriate FINRA license(s) is required for...Hourly payMinimum wageOngoing contractFull timeWork experience placementWork at officeImmediate start
$150k
...purpose to help make financial lives better through... ...whether shaped by military service, community college... ...with Merrill advisors and market leadership... ...supporting deal execution. A Series 7 and 63 (or 66) are required... ...7 and 63 (or 66) licenses (if not currently licensed...Full timeWork at officeWork from homeFlexible hoursDay shift$57.5k - $106.5k
...Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver... ...of education and experience. FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses. Life and Health Insurance Producer...Part timeLocal area- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles... ...and investment products and services for individuals, companies, and institutions... ...Advisor Required Skills: FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66)...Work at officeShift workDay shift
$50k
...Join a financial services firm where your contributions are valued. Edward... ...clients and 20,000 financial advisors across the U.S. and Canada,... ...maintain registrations and licenses in good standing. A firm-... ...Candidate qualifications: Series 7 and Series 66 required Experience...Work at officeWork from homeHome officeFlexible hours- ...communication and progress tracking Financial Strategy Development:... ...guidance Product and Service Consultation: Discuss... ...and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes... ...: access to Equitable Advisors' Virtual University for...Work experience placementWork at officeLocal areaFlexible hours
- ...impact providing expert financial advice with heart.... ...different kind of financial services firm, one that puts... ...obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations,... ...’s comprehensive advisor onboarding program. After...
- ...Financial Advisor Services Analyst Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and... ...- e.g. Salesforce, Microsoft Suite ~ FINRA/NASAA licenses - Series 7; Series 63 About Us JPMorganChase, one of the oldest financial...
$70k - $200k
...Professional, WealthCompany: CitiThe Financial Advisor is a strategic professional who... ...variety of financial and investment services to an Ultra high Net Worth client base... ...Qualifications:6-10 years of experienceNYSE Series 7 and 66 licenses and additional licensing as...Full time$28.85 - $33.65 per hour
...purpose to help make financial lives better... ...shaped by military service, community college... ...Financial Solutions Advisor Stage I (FSA I), your... ...Industry licenses, where you receive... ...Essentials [SIE], Series 7 and Series 66 Exams... ...Series 66 licenses (63 & 65 accepted, in...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$125k - $155k
...investorsStrong project management and teamwork skillsFINRA licenses (Series 7 and 63) or the ability to obtain them within a compressed... ...childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information,...Full timeFor contractorsWork at officeLocal areaWorldwideFlexible hours$180k - $225k
...and ad hoc investor servicing support of sophisticated... ....Approximately 7+ years of relevant... ...consultant or other top-tier financial services platform.... ...-performing team.Series 7, Series 63 and SIE licenses, or ability to... ...access to a financial advisor, new parent leave, reproductive...Full timeTemporary workWork experience placementFlexible hours$179.27k - $286.84k
...Capital Group Fixed Income products and services. You will be instrumental in helping... ....Skills/QualificationsYou have 7+ years of experience in fixed income... ...or similar platforms is a plus.Holds Series 7 and 63, or equivalent, licenses, and/or is willing to earn these...Full timeTemporary workLocal areaFlexible hours$275k
...capital raising and strategic advisory services to entrepreneurs, family-owned... ...market advisory arm of Mitsubishi UFJ Financial Group (NYSE: MUFG), one of the largest... ...bankers into these relationshipsFINRA Series 7, 63 or 79 license, Series 24 The typical base pay for this...Full timeWork at officeLocal areaRemote work$52.8k
...the finance industry together. Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll... ...Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in...Full timeShift workNight shift- Job Description At Regions, the Financial Advisor establishes a portfolio of... ...guidance through Financial Planning services. Identifies and follows up on... ...months of related experience. Series 7. Series 63 & 65 or Series 66. Life Insurance License obtained within 60 days from...Temporary workLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Licensed Financial Services Advisor (Series 7/63). Be the first to apply!
- associate corporate finance Glendale, CA
- financial planning assistant Glendale, CA
- financial advisor associate Glendale, CA
- financial advisor training program Glendale, CA
- wealth advisor Glendale, CA
- financial planning administrator Glendale, CA
- financial advisor Glendale, CA
- financial advisor development program Glendale, CA
- financial counselor Glendale, CA
- finance associate Glendale, CA

