Client-Focused Financial Services Rep (Series 7/63 Ready)
Soteria Reinsurance Ltd.
Soteria Reinsurance Ltd. is seeking a Financial Services Representative in Scottsdale, AZ to engage with clients and enhance branch success. You will contribute significantly by providing exceptional customer service and identifying opportunities for deeper client relationships. The role requires strong interpersonal skills, attention to detail, and the ability to handle multiple tasks effectively. Candidates should have customer service or financial services experience and aim to obtain FINRA licenses. A comprehensive training program and competitive rewards package are offered. #J-18808-Ljbffr Soteria Reinsurance Ltd.
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- About Us GoldBook Financial is a premier wealth management firm... ...commitment to helping our clients achieve long-term... ...independence through personalized service. About Us GoldBook... ...management services. Active FINRA Series 7 and Series 66 (or 63 and 65) licenses. Proven...SuggestedLocal area
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- A leading financial services firm in Phoenix is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The role demands... ...relationship management skills, a valid Series 7 and 66, and the ability to educate clients on technology...Suggested
- ...Talent Solutions in Phoenix, AZ is seeking a Financial Advisor to join their successful team. The role involves working closely with clients to develop long-term relationships,... ...should have at least 3 years of financial services experience, strong organizational and analytical...
- ...Private Client Banker In Branch Banking You... ...to suit their financial needs. As a Private... ...best products and services for their needs... ...accounts 24 hours a day/ 7 days a week Adheres... ...(SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required)...Immediate startAfternoon shift
- As a Private Client Advisor in Chase Wealth Management... ...comprehensive financial planning and advice... ...with a consistent focus on relationship... ...equivalent financial services experience.... ...A valid and active Series 7 license. A valid... ...active Series 66 (or 63/65) license is required...
- ...enthusiasm for helping our clients, taking care of our... ...customer service while maintaining a... ...solutions to meet their financial needs. As a Private... ...with a consistent focus on relationship... ...A valid and active Series 7 A valid and active Series 66 (63/65) license is required...
- ...Management - Private Client Advisor - Lake... ...extraordinary customer service while maintaining a... ...to meet their financial needs. As a Private... ...with a consistent focus on relationship management... ...A valid and active Series 7 A valid and active Series 66 (63/65) license is...Full time
- A leading financial services firm is seeking a Private Client Advisor in Phoenix, Arizona. You will offer financial planning and investment solutions to individuals... ...and relevant financial licenses, including Series 7 and 66. The position emphasizes client relationship...
- ...of America is looking for a financial advisor in Scottsdale, Arizona... ...financial solutions and advice to clients. Key responsibilities include... .... Applicants should hold Series 7 & 66 licenses with at least... ...year of experience in financial services. The role requires strong...Full timeMonday to Friday
$80k - $95k
...team who partners with clients to identify their financial goals, analyze their financial... ...value-add products and services for clients and develops... ...SRC Indicator: Series 7; Series 63; Series 65; Series 66... ...associates with future‑focused skills and AI tools that...Work experience placementWork at office- A financial advisory firm is seeking an experienced Wealth Advisor in Phoenix, AZ, to manage and support client relationships. The ideal candidate should have 5+ years of experience in financial services, a Bachelor's degree, and strong communication and analytical skills...Remote job
- ...customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...to appropriate internal service providers based on... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66)... ...Customer and Client Focus Oral Communications Active...Temporary workMonday to FridayShift workDay shift
$51.8k - $95.9k
...Overview Provides financial and investment... .... Determines client needs and provides... ...products and services (e.g. mutual... ...activities including readiness assessments,... ...experience. Focus is primarily on... ...experience. FINRA Series 6, 63 and 65... ...OR FINRA Series 7 and 66 licenses...Part timeLocal area- Overview Launch your career in financial services by applying to join our... ...mentoring. Build and manage client relationships by offering... ...organic, sustainable, client-focused growth by building rapport,... ...(ex. Life/Health, Series 7 6, 63, CFP, RICP) Collaborate with...Full timeContract work
- ...customized solutions to clients to help them achieve their financial goals. Key... ...referrals to internal service providers based on client... ...Qualifications Currently holds Series 7 & 66 licenses (Series 63 or 65 may be... ...Branding Customer & Client Focus Oral Communications Active...Temporary workMonday to Friday
- A leading financial services firm in Phoenix is seeking an experienced Financial Advisor to build... ...relationships. The ideal candidate will cultivate client relationships, prospect for new... ...experience, and appropriate licensure (Series 7, 65, and 66). The position offers a...
- ...purpose to help make financial lives better through the... ...delivering for our clients, teammates, communities... ...appropriate internal service providers based on client... ...Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses... ...Customer and Client Focus Oral Communications...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...rewards of building a financial practice helping clients make financial choices... ...different kind of financial services provider. We believe... ...contracts) and Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations... ...of an organization focused on growing, innovating...Local area
- ...Director | WealthBridge Financial Group WealthBridge... ...continuing to grow your own client base. You will play a... ..., enabling you to focus on driving growth while... ...experience in financial services with a proven track... ...License is required FINRA Series 6/7 and 63/66 licenses preferred...
- A financial services firm in Arizona is seeking a dedicated Financial Planner to analyze clients' financial situations and craft personalized strategies for achieving their goals. The ideal candidate will possess strong analytical and communication skills, and relevant...
$10k - $49.99k
Alternate titles: Senior Financial Advisor Arizona ·... ...years of history helping clients navigate life's... ...and investment advisory services through Equity Services... ...Health insurance license. Series 6/7 + 63/66 preferred. 3+... ...timeline for expiration. Ready to decide within 14-21...Full timeContract workFor contractorsSelf employmentWork at officeLocal areaFlexible hours- ...work one‑on‑one with clients to advise and deliver... ...the full product and service offerings of Goldman Sachs... ...wealth management, financial services, or related professional... ...experience preferred Series 7, 63 and 3 licenses (if... ...Exceptional client focus, business development,...Full timeWork at office
- ...investment products and services for individuals,... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...driven, resilient, results focused and effective. The Advisor... ...: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...work one-on-one with clients to advise and deliver... ...the full product and service offerings of Goldman Sachs... ...wealth management, financial services, or related professional... ...experience Series 7, 63 and 3 licenses (if unlicensed... ...Exceptional client focus, business development,...
- ...work one-on-one with clients to advise and deliver... ...the full product and service offerings of Goldman Sachs... ...wealth management, financial services, or related professional... ...experience preferred Series 7, 63 and 3 licenses (if... ...Exceptional client focus, business development,...Full timeTemporary workWork at office
$59k - $67.5k
...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 give... .... Required Qualifications Active FINRA Series 7 & 63 Licenses Ability to work8:00am - 4:30 pmMonday...Work at officeMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work- Financial Services Representative - Scottdale, AZ page is loaded## Financial Services Representative... ...and honesty, we know you will inspire client dedication and engagement to develop... ...material and work to obtain the Series 7 and 63 licenses* Degree and/or other professional...
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