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- ...ahead of their competitors. Job Description Job Title : i-Series Admin Location : Houston, TX Duration : 80 hours project... ...Recruiter CAT Technology Inc. 411 Hackensack Avenue, Floor # 7 Hackensack, NJ 07601 Voice: (***) ***-**** x 319 F: (201) 34...SuggestedFull timeWork at officeWorldwideShift work
CAT Technology Inc.
Remote1 day ago $85k - $120k
...and annual LEI registration renewalsQualifications & Education RequirementsBachelor’s degree or appropriate equivalent experienceSeries 7 License - REQUIRED, NO EXCEPTIONS At least five years of financial industry experience preferredExperience and KnowledgeExperience in...SuggestedContract workWork at officeLocal areaWork from home- ...experience. Associates and/or Bachelor's Degree Preferred but not required. Licenses/Certifications SIE required provided that an exemption or grandfathering cannot be applied. Series 7 and 63 licensing required. Workstyle Hybrid Raymond James FinancialSuggestedWork at officeWork from homeHome office
- ...Service Specialist in Austin, TX, to handle asset-related inquiries and transactions across phone, chat, and email. Must hold FINRA Series 7 and have 2+ years of customer-facing experience. Hybrid work arrangement with on-site presence in Austin. You will be the primary...Suggested
- ...members are encouraged to pursue additional licenses (such as the Series 66, 24, or 9/10) to support long‑term career progression.... ...continuous improvement. Requirements Licensing: FINRA SIE, Series 7 1+ year of recent customer service experience within financial...Suggested
- Leeds Professional Resources seeks a motivated Junior Financial Advisor to join our growing team in the United States. This role offers base pay plus bonuses/commission and inbound client opportunities through our broker-dealer platform, enabling you to focus on client ...SuggestedBase plus commission
- ...marketing initiatives. The ideal candidate will have over 2 years of client service experience in a broker-dealer or RIA and must possess a Series 7 license. A competitive compensation package and full suite of benefits are offered. #J-18808-Ljbffr Masis Professional GroupSuggested
$30 - $32 per hour
Overview Customer Service Specialist - Series 7 Certified Base pay range: $30.00/hr - $32.00/hr Responsibilities Participate in low to moderately complex initiatives and identify opportunities for process improvements within Customer Service. Review and analyze basic or...Suggested$30k
This role is for our partner. [the company] is the AI-native ERP replacing the $200B+ legacy finance stack. We've raised $20M+ from top-tier investors including YC, Seedcamp, and WndrCo. We serve 6,000+ businesses and we're growing fast. [the company] started as an FP...SuggestedFull timeImmediate startDivision50
New York, NY1 day ago$50k - $70k
...Service Associates to join our growing financial services team. This role is ideal for individuals who currently hold their FINRA Series 7 and Series 63 licenses and are looking to build a long‑term career in financial services outside of a purely sales‑focused role....SuggestedWork at office- ...of financial products to educate customers on their options and provide invaluable resource support. The ideal candidate holds a Series 6 or 7 license and possesses strong communication and analytical skills. This role offers benefits including 401(k) matching, a...Suggested
$65k - $85k
...needs and recommend appropriate solutions. Build a professional network and leverage relationships to grow business. Qualifications Series 7 and Series 66 (or equivalent); Series 66 must be obtained within 90 days if not currently held. Comfortable in a sales role,...SuggestedShift workDay shift- ...technology, and ways of working. We always put our clients first to meet their evolving needs.Required skillsSeries 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)Is comfortable in a sales role, finding ways to nurture strong client...SuggestedFull timeShift workDay shift
- Morgan Stanley in Tampa seeks a Registered Client Service Associate to elevate client service, process requests, onboard accounts and assist Financial Advisors with planning and client events. You will handle inquiries, guide clients on banking products and digital offerings...Suggested
- ...managing client portfolios and developing tailored financial plans, adhering to regulatory requirements. The ideal candidate will have a Series 7 license and a proven track record managing significant assets. The firm offers competitive benefits including dental and vision...Suggested
$57.6k - $66.1k
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...$30 - $32 per hour
A financial services company in St. Louis is looking for a Customer Service Specialist with an active Series 7 certification. The role involves identifying process improvement opportunities and handling customer service evaluations. Ideal candidates will have at least 2...- Bank of America is hiring a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, Series 66) and move into client-focused advisory work within a financial center in San Francisco. You will learn to build and manage client relationships,...Work at office
- Wall Street Alliance Group is a growing wealth management and financial planning firm seeking an experienced Portfolio Analyst to join the investment team in a hands-on role with responsibility for portfolio analysis, trading, rebalancing, investment research, and performance...
$65k - $85k
...our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required Qualifications Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) Is comfortable in a sales role, finding...Work at officeShift workDay shift$90k - $100k
John Evans Recruiting is conducting a search for a Senior Wealth Management Associate with a Series 7 and/or Series 66 license to support a female-founder-led wealth management practice based in Towson, MD . Our client is one of the top female wealth advisors in the United...Casual workWork at office- ...by Human Resources. Licenses/Certifications SIE required provided that an exemption or grandfathering cannot be applied. Series 7 required. Series 63, 65 and/or 66 as required by state. Compensation and Benefits The total compensation for this...Work experience placementWork at office
$27 - $31 per hour
...treat everyone with respect and always give a helping hand, and you let our values guide you. Licensing and Experience FINRA Series 7 license is required. A minimum of 2 years of customer-facing experience, preferably in financial services, banking, or a contact...Hourly payWork at officeRemote workVisa sponsorshipRelocation packageFlexible hoursWeekend workDay shiftAfternoon shift$100k - $130k
What You’ll Do:The Luxury Series Construction Manager oversees and directs community construction projects for our new community, The Village at Landmark. The Luxury Series Construction Manager reviews the project in-depth to schedule deliverables, estimate costs, and...For contractors- Job Description:Position DescriptionFinancial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with holistic financial advice and guidance by ident ifying broader product and service solutions that meet their investment...Full timeImmediate startFlexible hoursShift workDay shift
- ...Software Consultancy and Information Technology Enabled Services.Job DescriptionMust have experience with Iseries Attestation version 7.0.3.Must have completed at least one project for end to end. Recently upgraded from ISeries 5.x to 7.02. consultant will be configuring...Contract workH1b
$50k - $100k
...Registered Client Service Associate | Series 7 & 66 Required Location: Greater Fenton Area Compensation: $50,000 to $100,000 | plus incentive compensation About Opportunity Our client is seeking a detail oriented, customer focused Financial Services Client Service...Work at office- Qualified Professional & Technical in Michigan is seeking a detail oriented Financial Services Client Service Associate to support Financial Advisors and their clients, delivering exceptional service in a fast-paced wealth management environment. You will act as the primary...
$70k - $90k
...Buford, GA, seeks a Registered Representative to market financial products and educate customers on options. Candidates should have Series 6 or 7 licenses, strong analytical, sales, and communication skills. Responsibilities include conducting financial analysis, managing...- ...Provides coaching and feedback to referral partners based on knowledge of client needs and proposed product services. Qualifications Series 7 and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days). Passion for excellence and willingness to...Temporary workWork at officeShift workDay shift
