Series 6/7 Licensed Financial Rep — Growth & Advisory
Jinisha Patel - State Farm Agent
Jinisha Patel - State Farm Agent in Cleveland, Ohio is seeking a Registered Representative to market financial products and consult with customers. This role requires strong knowledge of investment products and the ability to analyze financial options for customers. Responsibilities include managing clients' portfolios, conducting financial analysis, and ensuring compliance with industry regulations. The position offers competitive pay, health insurance, and opportunities for advancement. #J-18808-Ljbffr Jinisha Patel - State Farm Agent
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual... ...building and obtaining licenses. Our award-winning training... ...· Investment & Advisory Services · Trust Services... ...including investments for growth, insurance for... ...Essentials (SIE), and Series 6, 7, and 63. Northwestern...SuggestedFull timeContract workFor contractorsWork at office- ...retirement readiness, Voya Financial is committed to... ...strength, continued growth, and unlimited future... ...Securities registrations — Series 6 and 63 (7, 65 or 66 preferred)... ...& Health Insurance licenses. Experience working... ...and investment advisory services offered through...SuggestedLocal area
$61k - $119k
Overview Becoming a financial advisor at Northwestern... ...building and obtaining licenses. Our award‑winning training... ...• Investment & Advisory Services • Trust Services... ...investments for growth, insurance for protection... ...Essentials (SIE), and Series 6, 7, and 63. Northwestern...SuggestedWork at office- ...Financial Solutions Advisor - Cleveland Market Cleveland... ...driving Responsible Growth and delivering for our... ...completing required licenses and trainings. This... ...: Currently holds Series 7 and 66 (63 and 65 in... ...Account Management Advisory Client Experience Branding...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
- Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a... ...and bonds. Valid driver's license and access to a reliable vehicle... ...Word. Fully Licensed: FINRA 7, 66 (65 &63 or CFP) and Life/... ...to include both Brokerage and Advisory services, inclusive of mutual...Suggested
- Senior Financial Advisor -Remote/Hybrid Opportunity Overview Seeking... ...to support continued growth Responsibilities Manage and... ...relationshipsFocus on higher-value advisory services Qualifications 10... ...experience Active Series 7 license required Series 66 preferred...Remote workFlexible hours
- ## Financial Advisor - Greater Cleveland AreaApplylocations... ...* Company-paid E&O, licensing fees, continuing education... ...have an active FINRA Series 7 licenses, AND a Series... ...contribution of up to 6% of eligible pay and a... ...that leads to innovation, growth, and profitability....Local areaImmediate startRemote work
- ...retirement readiness, Voya Financial is committed to... ...financial strength, continued growth, and unlimited future... ...registrations - Series 7, 65 & 66 preferred Life... ...& Health Insurance Licenses Desire to assist clients... ...and investment advisory services offered through...Local area
$70k - $80k
...purpose to help make financial lives better through the... ...driving Responsible Growth and delivering for our... ...by completing required licenses and trainings. This position... ...Currently holds Series 7 and 66 (63 and 65 in... ...Account Management Advisory Client Experience Branding...Temporary workWork at officeMonday to FridayShift workDay shift- MBC Talent Connections is seeking a Senior Financial Advisor based in Cleveland, Ohio. This role offers an exciting opportunity for... ...management experience, strong communication skills, and a Series 7 license, with a preference for those with a Series 66. Flexible working...Remote jobFlexible hours
- A prominent financial services firm in Cleveland, Ohio, is looking for passionate individuals to become wealth managers. Responsibilities... ...financial strategies. They offer a structured path to licensing and support with competitive pay and comprehensive benefits. Ideal...
$105k - $250k
...families attain their financial goals. Our Wealth Advisors... ...and professional growth of team members. Wealth... ...Professional Credentials Series 7, 63, 65 (or 66)... ...Life/Health/Variable licenses is required or must be... ...45908 Job Category Advisory & Relationship Management...Temporary workLocal areaFlexible hours- ...Advisor Development Program - Financial Advisor Merrill... ...relationship with their advisory team committed to their... ...experience to promote portfolio growth. The Merrill Advisor... ...: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Merrill Experienced Financial Advisor Locations: Honolulu, Hawaii... ...personal relationship with their advisory team committed to their needs... ...Required Skills: FINRA Series 7 & 66 (63 & 65 accepted, in... ...portfolios and driving growth Proven relationship building...Shift workDay shift
$97k - $192k
...Environment and culture of mutual support and growth. Attainment of prestigious credentials... ...assistance Referral program Role As a Financial Representative at Modern Woodmen, you... ...goal at hand. Required Active Financial Licenses SIE Certification or Willingness to Quickly...Work at officeLocal areaWork from homeFlexible hours$70k - $80k
Overview This position provides comprehensive financial advisory services to client based on their goals and needs, including building... ...feedback to referral partners. Required Qualifications Current Series 7 license and Series 66 (or Series 63/65) license, or within 60 days...Monday to FridayDay shift- ...Advisors is looking for an experienced financial professional in the Cleveland... ...product or company you sell. Growth opportunities as an independent advisor... ...plan. Qualifications Series 7 and 66 (63/65) required. Insurance license required. Three or more years of...
$50k
...branch-team business model. One financial advisor and one branch office... ...maintain registrations and licenses in good standing. A firm-... ...to your earning potential and growth, and your compensation is tied... ...Candidate qualifications: Series 7 and Series 66 required Experience...Work at officeWork from homeHome officeFlexible hours- Financial Advisor Hantz Group is a Michigan-based financial company... ...planning at the core of our advisory services. Whether you are just... ...Must be able to obtain required licenses* Benefits Health/Dental/... ...Securities Industry Essentials, FINRA Series 7, FINRA Series 66, State Life...Work at officeFlexible hours
$75k - $150k
FINANCIAL CONSULTANT page is loaded## FINANCIAL CONSULTANTlocations... ...Full timeposted on: Posted 6 Days Agojob requisition id... ....You will be part of an advisory team which will maintain regular... ...’ relevant experience* Series 6, 63, & 65 or Series 7 & 66 required or willing...$1,000 per month
...Overview College Financial Representatives in the internship program... ...Receive Risk Product State Licensing: Life, Accident, and Health... ...certifications such as the Series 6 & 63 or CFP®. Get inspired at... ...experience personal and professional growth in this program. With...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Financial Professional Voya Financial Advisors, Inc., a leading independent... ...Securities registrations Series 7, 65 & 66 preferred Life & Health Insurance Licenses Desire to assist clients meet... ...Securities and investment advisory services offered through Voya Financial...
- ...purpose to help make financial lives better through the... ...driving Responsible Growth and delivering for our... ...by completing required licenses and trainings. This position... ...: Currently holds Series 7 and 66 (63 and 65 in... ...Account Management Advisory Client Experience...Temporary workWork at officeMonday to FridayShift workDay shift
$97k - $192k
...Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity... ...holds the appropriate state licensing, or is willing to obtain it quickly... ..., and has been in this role for 7 years. Prior to entering...Work at officeLocal areaImmediate startWork from homeFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program... ...meetings Receive Risk Product State Licensing: Life, Accident, and Health... ...certifications such as the Series 6 & 63 or CFP®. Get inspired... ...personal and professional growth in this program. With interest...Full timeInternshipLocal areaFlexible hours- The Strategic Implementer is seeking a Financial Advisor to join their team in Independence, Ohio. The position offers a hybrid work... ...client relationships. Candidates should have a minimum of 7 years of advisory experience, excellent communication skills, and a tech-savvy...
- Northwestern Mutual in Cleveland is looking for College Financial Representatives for their internship program. Participants will gain... ...earnings, access to leadership programs, and support for insurance licensing. Students can grow their practices and potentially interview...Full timeInternshipFlexible hours
- ...with our customers, using your financial knowledge to offer thoughtful... ...their accounts 24 hours a day/ 7 days a week. Job... ...Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including... ...or 66 if required), and Life licenses are required. All unlicensed applicants...Immediate startAfternoon shift
- ...LLC (SEIA) is a registered investment advisory firm with over $11 billion across 16... ...the country. For over 20 years our growth has primarily been through organic... ...Book of 50 to 200 million Clean U-4 Series 7, 66 and insurance license Desire to grow your book Belief in...For contractorsWork at office
$100k - $150k
Financial Advisor - Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth... ...changes Identify opportunities for client growth and new business Qualifications Minimum 7 years of experience in an advisory role Excellent written and verbal...Summer workWork at office
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