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About this role: Wells Fargo is seeking an Associate Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.
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Keywords: Series 7, Sales Manager, Insurance Agent, Insurance Sales, Sales, Account Manager, Account Executive, Inside Sales, Outside Sales, Sales Representative, Business Development, Retirement, Financial Advisor.
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A valid and active FINRA Series 7, 66 (or equivalent) is required. Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.
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As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
$28 - $32 an hourFull-timeExpandApply NowActive JobUpdated 0 days ago - UpvoteDownvoteShare Job
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Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire.
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Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. 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.
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FINRA Series 7 preferred. Responsible for wealth planning, portfolio management, and financial planning strategies. Financial Advisor | Morristown, New Jersey. Judson Group has been retained by a leading wealth and financial services company in the search for a.
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Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
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Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management.
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SRC Indicator: Series 7; Series 63; Series 65; Series 66. The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
$92,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated 0 days ago - UpvoteDownvoteShare Job
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Required skills:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours! As a Merrill FSA, you can look forward toA strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
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Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars.
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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
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Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
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FINRA Series 7/66 licenses. Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential.
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wealth advisor series 7 jobs
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