- Morgan Stanley (Tampa, FL)
- … Services team! As an unlicensed Financial Services Representative , you would use your amazing customer service skills and knack for problem-solving ... its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Financial Services Representative - SIE (Tampa, FL)* **Location:**… more
- Bank of America (Pennington, NJ)
- …1-2 years of experience in a performance-based environment. * The Security Industry Essentials ( SIE ) or other financial services licenses and interest in ... phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs.… more
- Lincoln Financial Group (Radnor, PA)
- …for this opportunity. **Requisition #:** 74042 **The Role at a Glance** As the Financial Services Sales Representative , you will build and maintain business ... relationships with advisors who market our products and services in order to meet or exceed established individual...+ Exceptional communication and relationship management skills + FINRA SIE License - must obtain within 120 Days +… more
- Vanguard (Scottsdale, AZ)
- …we're taking a stand for investors. That starts with you. As a Retirement Plan Services Representative , you'll be our voice and our clients' advocate, as you ... help to build hundreds of financial futures. In this role, you will provide high...futures. In this role, you will provide high quality service across Institutional Participant Services by supporting… more
- Vanguard (Scottsdale, AZ)
- …give them the best chance for investment success." As an Advice Support Representative , you will partner closely with advisors to efficiently serve our advised ... through the phone channel , while build ing your financial acumen. How you'll make a difference: + Answer...a difference: + Answer inbound calls to meet the service and trading needs of both Vanguard advisors and… more
- Vanguard (Charlotte, NC)
- …to positively impact our investors, join our team of "crew" as a Client Service Excellence Representative . At Vanguard, we believe in supporting our "crew" ... when they call in to Vanguard. As a Client Service Excellence Representative , you will: + Respond...hybrid licensing program, focused on supporting individuals without a financial background to pass their SIE and… more
- Vanguard (Malvern, PA)
- …to positively impact our investors, join our team of "crew" as a Client Service Excellence Representative . At Vanguard, we believe in supporting our "crew" ... when they call in to Vanguard. As a Client Service Excellence Representative , you will: + Respond...hybrid licensing program, focused on supporting individuals without a financial background to pass their SIE and… more
- TEKsystems (Atlanta, GA)
- I am currently hiring 15+ Advisor Phone Support Representatives to a major financial firm for an upcoming start class early February. These are long term contract ... forms, navigation of new/current systems . Mainly calls with financial advisors, sometimes with clients . Receives calls from...2+ Years Investment or Banking Industry Experience . Customer Service in a Contact Center Setting . Strong technical… more
- TEKsystems (St. Petersburg, FL)
- …+ Bachelors degree preferred in Finance/Business. + 2-5 Years of financial services companies required (wealth management/broker dealer/insurance experience ... Advisor Support Representative Hybrid Schedule (4 days on-site per week)...+ Providing support, answering questions, researching issues for our Financial Advisors. + Learn and support various financial… more
- TEKsystems (Scottsdale, AZ)
- …Preferred in Finance/Business Series 7 or Series 6 License Preferred SIE certificate Preferred Wealth Management Firm Position: Advisor Support Specialist Hybrid ... You will collaborate with others in all aspects of Financial Advisor support in all stages of our processes....our processes. Your insightful contribution will help improve our service . You will be part of a training cohort… more
- ADP (New York, NY)
- ADP is hiring a **Sales Representative for Retirement Services ** in our Major Accounts division. + **_Are you ready to control your financial future with ... **Bonus points for these:** _Preferred Qualifications_ + Securities Industry Essentials ( SIE ) and Financial Industry Regulatory Authority (FINRA) Series 6… more
- Truist (Orlando, FL)
- …accounts. 4. Knowledge of the features and attributes of annuity products. 5. FINRA SIE , Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 ... Charlotte, NC. Responsible for the general servicing and support of the Financial Advisors within our Centralized Group. This includes administrative and operational… more
- Truist (Doral, FL)
- …accounts. 5. Knowledge of the features and attributes of annuity products. 6. FINRA SIE , Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 ... Responsible for the general servicing and support of the International Financial Advisors. This includes administrative and operational support, business development… more
- Truist (Beverly Hills, CA)
- …pitch books, developing and deepening client relationships through needs-based, high-level client service and delivery of the full suite of Truist Wealth solutions. ... advice and solutions by utilizing objective and sound personal financial planning and financial advisory concepts to...delivery of a broad range of wealth products and services to affluent and high net worth individuals. 3.… more
- Thrivent Financial (Glenwood, MN)
- Organization/Business Overview: The sponsoring financial advisor is an independent financial services practice of Thrivent Financial for Lutherans. We ... strategy. Thrivent is a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of… more
- Truist (Atlanta, GA)
- …the delivery and integration of a broad range of wealth products and services ( financial planning, asset management, personal trust and estate planning, ... insurance and risk management services , retail and mortgage credit,...* Ensure the team delivers personalized, attentive, needs based service to the client base through sound financial… more
- Truist (Jacksonville, FL)
- …degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2. Minimum of six ... of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and...years of financial services experience with a demonstrated ability… more
- Truist (Ormond Beach, FL)
- …degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2. Minimum of eight ... market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen… more
- Truist (Boston, MA)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...delivery of a broad range of wealth products and services to high net worth individuals. **ESSENTIAL DUTIES AND… more
- Truist (Charlotte, NC)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...delivery of a broad range of wealth products and services to high net worth individuals. ESSENTIAL DUTIES AND… more