During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be.

Certified Financial Planner ( CFP ® ) designation preferred. Licenses and Registrations: FINRA Series 7, 63/65 (or 66) and Life, Accident and Health Insurance licenses.

SRC Indicator: Series 7; Series 63; Series 65; Series 66. Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or.

Working to obtain the FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations within 6 months of career launch. Must either currently obtain OR working to obtain the FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations within 6 months of career launch.

Life and Health Licensed; Series 65 or Series 7 & 66. Our well-established and growing financial firm is expanding and seeking to add an Associate Advisor to our Team.

FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire. Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA.

Active Series 7, 66 (65 and 63), and life insurance licenses. The Virtual Financial Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client's circumstances.

The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.

Active Series 7, 66 (65 and 63), and life insurance licenses Established track record of top-ranked sales performance Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales Able to adapt quickly to changing requirements or environments Hours and Work Schedule Hours per Week: Work Schedule: Some job boards have started using jobseeker-reported data to estimate salary ranges for roles.

Producer Life, Accident, and Health,SIE Exam, Series 7, and Series 63. As a Financial Advisor at Baystate Financial, you’ll have a Managing Associate and Managing Director that will be dedicated to guiding you through your on-boarding to the firm and will mentor you as a new advisor throughout the development of your career.

Current FINRA Series 7 and 66 registrations. 5 to 7 years of experience in financial services. Serves as Registered Branch Manager at all FINRA registered branch offices within the Financial Consultant’s branch territory.

Fully paid insurance licensing, SIE, Series 6, Series 63, CFP, and more. - Benefit-eligible management positions and career tracks to Financial Advisor, Wealth Management and Retirement Planning.

FINRA Series 7, 66, or 99 securities registrations required. Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide.

We are seeking an Associate Financial Advisor/Tax Attorney [CPA]. Requirements One or more of the following credentials, or substantial progress toward: law degree (JD, LLM); advanced tax degree/designation (Master of Taxation, LLM, CPA, EA, CFP); CFA.

Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.