- UpvoteDownvoteShare Job
- Suggest Revision
Certifications: Certified Financial Planner (CFP) – Issuing Authority, Series 07 – FINRA, Series 63 – FINRA, Series 65 – FINRA, Series 66 – FINRA. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way.
ExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
FINRA Series 6/63 and state Life/Health Insurance licensures. Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian Financial is currently hiring an Internal Sales Sr. Analyst (Internal Annuity Wholesaler) to join our fast-paced sales team working with our annuity product line.
InternExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA. Responding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning.
Full-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license. We assist companies and non-profit organizations in delivering benefits to their employees.
$60,000 - $100,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
CFTC Registration and FINRA Series 7, 24, 66 (63 and 65) focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future.
$161,000 - $291,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members. Through its relationship with CUSO Financial Services, L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Raleigh, NC area.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA. Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent.
ExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
- Suggest Revision
Through its relationship with CUSO Financial Services, L. P. (CFS) Ardent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Philadelphia, PA area.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA. Effectively addressing a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning.
ExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Identifying opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings. Through frequent communication and collaboration, you are a key player on the Wealth Management team as you manage a book of clients and deliver a white-glove service and relationship experience through responsiveness, proactivity, and outstanding service execution.
ExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
FINRA Series 63 and Series 65 are acceptable in lieu of the Series 66. FINRA Series 66. Robust product offerings – Having access to comprehensive offerings such as advisory solutions, brokerage accounts, annuities and insurance, cash management, retirement plans, and education accounts allows you to exceed your clients’ needs.
Full-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
- Suggest Revision
Licenses: FINRA Series 7, 66 (or equivalent) securities license, State Insurance License -Accident and Health, Variable Life and Annuity, Life and Annuity. To support this, we provide a competitive and rewarding compensation package which includes a competitive salary, incentive compensation opportunities, retirement plan with company match, health insurance, paid holidays, paid time off (PTO), paid community volunteer time and stock opportunities.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Bravera Wealth Advisors help clients plan for short- and long-term goals, such as budgeting for education expenses and saving for retirement through investments. The employee will adhere to all wealth compliance and financial industry regulations, including but not limited to the requirements of the Bank Secrecy Act. In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA (required within 90 days of hire) Series 07 - FINRA, Series 66 - FINRA. Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life.
Full-timeExpandApply NowActive JobUpdated 2 days ago
finra retirement jobs
FEATURED BLOG POSTS
Recruitment strategies that are weird, but actually work
In the current candidate-driven job market, recruiters are looking for unique ways to attract talent. Some have resorted to even (dare we say it?) recruitment strategies on the border of weird and wacky. What can we learn from the unusual recruitment tactics that are being used and actually getting results? Here’s a rundown of some unique recruitment strategies that actually work.
How To Make $100K a Year – No BS Strategies & Advice
If you’re like most of us, you’d love to be wealthier. Having more money would alleviate stress. It would make it easier to pay your bills and buy nicer things. Maybe it’d allow you to spend more time with your kids and go on more vacations. You’re not alone if you wish you could somehow earn a more significant income.
How to Write a Recommendation Letter for a Student
When a student applies for their first job or for their next academic degree, they don’t have much experience to showcase their skills and personal qualities. Hiring managers and admissions officers, therefore, often look at recommendation letters as a way to go beyond the student’s GPA and learn more about the student’s skills and personal qualities.
How To Answer “Why Do You Want to Be a Supervisor” in an Interview
Anyone who has worked in a supervisor role knows how challenging yet rewarding it is. But chances are if you're trying to become a supervisor, you'll be forced to answer:
What is Career Cushioning?
Is your organization prepared for “career cushioning”?
Growing Discontent: Employees Wouldn't Wish Their Jobs on Their Worst Enemy
The start of a new year, and most people are already busy setting personal and professional goals. What’s on the top of the list for a growing number of working people is making an exit from the job they currently have. Why?
How to Gracefully Quit a Job You Just Started
You’ve just started learning the ropes at your new job, and you've gotten to know your colleagues. But you’re already thinking about quitting. Maybe you were deciding between to job offers and realized that you’ve made the wrong choice. Or, a change in your personal circumstances means that you have to quit.