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
- Bank of America is recruiting a Financial Solutions Advisor Stage I in Glendale, CA. The role starts with obtaining Securities Industry licenses (SIE, Series 7, Series 66) and progresses toward advising clients on a broad range of financial solutions. You will build client...SuggestedWork at office
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin with licensing coursework (SIE, Series 7/66) and to develop core advisory skills, including client intake, needs discovery and proposal delivery. In-office training and progression through the advisory...SuggestedWork at office
$57.6k - $66.1k
...industry together. Schwab’s service team is at the heart of our... ...to helping clients own their financial futures. In this exciting role... ...have your securities licenses, enjoy working in a team setting... ...Qualifications Active FINRA Series 7 & 63 Licenses Flexibility to work...SuggestedDay shift- Northwestern Mutual’s College Financial Representative internship provides guidance, connection, and a framework for building... ...The program offers a flexible schedule around classes, licensing support (SIE, Series 6/63), and opportunities to advance to a full-time role...SuggestedFull timeInternshipFlexible hours
$51k - $320k
...About GoldBook Financial GoldBook Financial... ...premier financial services firm and proud member... ...believe the strongest advisor-client... ...& Health insurance licenses. Active FINRA registrations... ...registrations, including Series 7 and Series 66 (or Series 63 and 65), preferred...SuggestedLocal areaFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...-building and obtaining licenses. Our award-winning... ...Funding · Investment & Advisory Services · Trust Services ·... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides...Full timeContract workFor contractorsWork at office$60k - $80k
...Reports to: Manager, Investment Services. Functions Supervised:... ...clients to promote financial planning and investment services... ...policy, procedure, compliance, licensing and training requirements.... ...Qualifications Education: Series 7, 63 and/or 65/66 and Life and Health...Temporary workLocal area$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- ...Description Job Description As a Financial Advisor you’ll be part of our... ...on activities that get results. Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application... ...skills and customer service focus Experience working with...Work experience placement
$70k - $80k
...role provides comprehensive financial advice and customized... ...referrals to appropriate internal service providers based on client... ...Qualifications Currently holds Series 7 & 66 (or Series 63/65 in lieu of 66). If you... ...relevant insurance licenses. Skills Account Management...Temporary workMonday to FridayShift workDay shift$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...$150k
...meaningful? At Beer Financial Group (BFG), we’re... ...and professional licensing support to help... ...transition into financial services. You’ll be... ...Northwestern Mutual Advisor: A Glance at Northwestern... ...100+ lives for 7 years and... ...licenses, such as Series 6, 63, and state insurance...Full timeWork at officeLocal areaRemote workFlexible hours- ...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
$51.45k - $84k
...craft of personalized financial planning with our team... ...investment management services to over 90,000 households... ...support to Financial Advisors and their clients by... ...hybrid offices: FINRA Series 7 & 66 (or 63 and 65) required Insurance licenses preferred For RIA...Full timeTemporary workWork at officeFlexible hours$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- ...Allstate Financial Specialist Would you like to... ...meaningful financial services practice under the Allstate... ...-face and a team of licensed professionals who... ...Insurance Licenses. FINRA Series 6 or 7 and 63 (if applicable)... ...Experience as a Financial Advisor, Financial Planner,...For contractorsWork at office
- ...banking needs, products and services through scheduled... ...progress toward their financial goals through planning... ...Banker LP (license pending) role is a temporary... ...Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or... ...~1960 W. Ray Rd. # 7 Chandler, AZ 85224...Temporary workWork experience placementImmediate start
$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I The following laws or regulations... ...shaped by military service, community college education... ...Securities Industry licenses, where you receive... ...Essentials [SIE], Series 7 and Series 66 Exams.... ...Series 66 licenses (63 & 65 accepted, in lieu...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$75k - $125k
...Wealth Advisor Associates at California Bank & Trust work in a relationship... ...As a premier California-focused financial services company dedicated to serving its communities... ...the requirements. Required licensing, FINRA Series 7 & 66 (65/63), life and health insurance. A...Work experience placementWork at officeFlexible hours- ...Financial Advisor Senior The Senior Financial Advisor (SFA) serves as... ...financial planning, and brokerage services advice. Less experienced... ...education requirements for licenses and certifications.... ...investment sales FINRA Series 7 and 63 and 65 or 66 Additional...Shift work
$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 payWork at officeImmediate startMonday to FridayShift workDay shift- ...Financial Advisor Position LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity... .... Requirements: Series 7 and 66 (63/65) required Insurance license required Three or...Local area
- ...NORTHWESTERN MUTUAL At Northwestern Mutual Financial Advisors strive to understand their... ...allowance Sponsorship of Licensing/Credentialing (SIE/Series 7/Series 63, Life & Health Ins) Leadership... ...Management, insurance and financial services Former athletes Military...Work experience placementWork at office
- ...nationwide. As a not-for-profit financial institution, we are... ...an experienced Wealth Advisor to join our growing team... ..., and support of a full-service wealth management... ...Health Insurance, FINRA Series 7 & 66 required. Series 63 & 65 licensing may be accepted in lieu...
- ...Citi Wealth - Lending Advisor - Vice President Discover your future at Citi. Working... ...Advisors ~ Solid understanding of financial markets, investments, and wealth... ...Degree required (or equivalent experience) ~ Licenses: Series 7, 66 (or 63/65) preferred Citigroup
- ...ingredients you need at LPL Financial to shape your success... ...an Associate Financial Advisor, you’ll work alongside... ...experience FINRA Series 7 and Series 66 (or Series 63 and 65) licenses (or ability to obtain within... ...delivering outstanding service. Preferences Working...Work experience placementWork at officeWork from home
$28.85 - $33.65 per hour
...investment products and services for individuals,... ...and guidance. Merrill’s Financial Advisors and Wealth Management... ...your Securities Industry licenses, where you receive dedicated... ...Industry Essentials , Series 7 and Series 66 Exams.... ...Series 66 licenses (63 & 65 accepted, in...Hourly payTraineeshipWork at officeImmediate startShift workDay shift$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$80k - $90k
...management and investment products and services for individuals, companies, and... ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year experience...Interim roleWork at officeLocal areaImmediate startShift workDay shift
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