- 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 (Charlotte, NC)
- …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
- TEKsystems (Tempe, AZ)
- …than 21,000 financial advisors. Are you ready to kickstart your career in Financial Services , one of the most dynamic and fast-growing industries? Do you ... complex problems and delivering exceptional client experiences? As a Financial Service Professional, you'll play a vital..., and are interested in building a career in Financial Services . College degree HIGHLY preferred, tech-savvy… more
- TEKsystems (Fort Mill, SC)
- …contacts daily, handling everything from simple account inquiries to supporting complex financial transactions. Our Financial Service Professionals spend ... during which you will study for and obtain your SIE , receiving extensive training on clients, systems, and products....servicing our clients. Interested in building a career in financial services . + Willing to invest the… more
- TEKsystems (Tempe, AZ)
- …passionate individuals eager to learn, grow, and make a mark in the financial services sector. As a Financial Service Professional, you'll play a vital ... advisors. Are you ready to kickstart your career in Financial Services , one of the most dynamic...delivering exceptional client experiences? Join the team as a Financial Service Professional and become a key… more
- Lincoln Financial Group (Radnor, PA)
- …for this opportunity. **Requisition #:** 73197 **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
- Aston Carter (Tempe, AZ)
- …passionate individuals eager to learn, grow, and make a mark in the financial services sector. Financial Service Professional you'll play a vital role in ... Are you ready to kickstart your career in Financial Services , one of the most...complex problems and delivering exceptional client experiences? Become a Financial Service Professional and become a key… more
- Bankers Life (Columbus, OH)
- Entry Level Financial Representative - Insurance Sales Location: Columbus, OH, United States Job Category: Financial Representative Posted: 13-Jul-2023 ... Life(R), one of the most respected brands in the Financial Services industry, is seeking ambitious individuals...this advantage to become a Bankers Life Securities, Inc. Financial Representative , specializing in aiding clients in… more
- TEKsystems (Fort Mill, SC)
- …a team-based environment. Passionate about servicing clients. Interested in building a career in financial services . Willing to invest the time and training for ... balance inquiry to the complexity of helping resolve unique financial transactions, but your primary focus remains the same:...SIE About TEKsystems: We're partners in transformation. We help… more
- TEKsystems (Tempe, AZ)
- …that supports their client services ! If you are looking to kickstart your career in Financial Services , be a part of a team and move up within a growing ... shift during this time frame) Pay Rate: Will increase to 52K after passing the SIE exam after 4 months - training is provided. Description: You will serve as the… more
- Morgan Stanley (Boston, MA)
- We're seeking someone to join our team as a Fund Services Representative in Investment Management Operations torespond to account and product inquiries from ... managing post execution processes. Morgan Stanley is an industry leader in financial services , known for mobilizing capital to help governments, corporations,… more
- UMB Bank (Milwaukee, WI)
- …purchases, and redemptions with the goal of placing trades. As the **Investor Services Representative ** , you will support shareholders by resolving their issues ... The **Registered Funds Team** provides accounting, pricing, and reconciliation services for our mutual fund and collective trust clients. This group is a growing… more
- ADP (Florham Park, NJ)
- …for Retirement Services .** + **_Are you ready to control your financial future -- and achieve that perfect work-life balance you've been searching for?_** ... **BONUS POINTS FOR THESE:** _Preferred Qualifications_ + Securities Industry Essentials ( SIE ) and Financial Industry Regulatory Authority (FINRA) Series 6… more
- Bankers Life (Columbus, OH)
- Financial Services Professional - Hybrid Experience Location: Columbus, OH, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job ... Description Bankers Life(R), one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of… more
- DA Davidson Companies (Seattle, WA)
- …Wealth. Year 2 - Seattle Serve as a key and valuable member of the Financial Services Representative (FSR) Team, honing your skills by directly advising ... your passion for helping others with your curiosity in the financial services industry*Team-oriented with excellent communication and interpersonal skills*Open… more
- ADP (Tampa, FL)
- ADP is hiring a **Sales Representative for Retirement Services ** . + **_Are you ready to control your financial future with unlimited upside earnings ... **Bonus points for these:** _Preferred Qualifications_ + Securities Industry Essentials ( SIE ) and Financial Industry Regulatory Authority (FINRA) Series 6… more
- Truist (Richmond, VA)
- …accounts. 4. Knowledge of the features and attributes of annuity products. 5. **FINRA SIE , Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 ... Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development… more
- Truist (Houston, TX)
- …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 (Columbia, MD)
- …Maryland. Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development ... and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB SUMMARY Responsible for the general servicing and… more
- Janus Henderson Investors (Denver, CO)
- …Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class ... service . We will do this by protecting and growing...and correct complex errors identified by the investor or representative + Meet & exceed productivity and quality metrics… more