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Certifications:Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
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Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Have a Series 65 license or be willing to obtain it within 90 days (Or have an Active Series 7 & 66 or ChFC designation.
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Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. We welcome those with experience in jobs such as Accounting Manager, Retail Sales Representative, and Accounting Assistant and others in the Accounting and Finance to apply.
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As a Financial Advisor specializing in Annuity sales, you'll experience a career transformation like no other. If you're a talented Financial Advisor with a passion for Annuity sales, we want to hear from you.
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You Must Hold an active Health and Life insurance license and have or willing to get a Series 65 within 90days to be considered ! You won't just be another Advisor; you'll be a vital part of our elite team, making a real impact on clients' financial futures.
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We welcome those with experience in jobs such as Retail Sales Representative, Bookkeeper, and Residential Real Estate Agent and others in the Accounting and Finance to apply. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
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EOE Relevant Word Search: Registered Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Mutual Funds, Investments, Chartered Financial Consultant, CHFC, Sales, Banking, Broker, Financial Services, Financial Professional, Financial Advisor, Insurance Sales, Bankers, Finance, Retirement Planning, Estate Planning, 401k, Life and Casualty, Asset Management, Wealth Management, Series 7 Powered by JazzHR.
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Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? Unleash Your Potential as a Financial Advisor: Join Our Elite Team.
$100,000 - $350,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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SRC Indicator: Series 6 or 7; Series 63. Banking, Call Center, Customer Service or Sales experience is desired. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
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Either of the following combinations: Series 7 and Series 66 or both the Series 63 and Series 65 Series 6 and the Series 63 and Series 65 Life & Health licensing preferred or will be expected to obtain in the future.
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The Expertise We’re Looking For FINRA Series 7 & 63 required prior to hire Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire Five years financial services experience, with 3-5 years of sales experience A CFP is helpful; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it.
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First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity.
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Unleash Your Potential as a Financial Advisor: Join Our Elite Team Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? The Opportunity ( Must live in the State you are Applying for ) As a Financial Advisor specializing in Annuity sales, you'll experience a career transformation like no other.
$100,000 - $350,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Aptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 exams. We welcome those with experience in jobs such as Retail Assistant, Retail Fashion Buyer, and Retail Sales Associate and others in the Retail to apply.
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Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 63 Required to obtain within the first 3.5 months. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.
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