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FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire. Certifications:Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA.
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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 23 days ago - UpvoteDownvoteShare Job
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Have a Series 65 license or be willing to obtain it within 90 days (Or have an Active Series 7 & 66 or ChFC designation). Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales.
$100,000 - $350,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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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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Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity.
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Investment licenses (SIE/Series 6/63/65 OR SIE/Series 7/66) OR Accredited Trust Fiduciary Advisory (ATFA) designation. Series 7/66 (Applicant may be allowed to complete the Series 6/63/65 set of exams if already partially licensed on this path.
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Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. These investigations will account for 7 years or more of history, depending on the role.
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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 3 days ago - UpvoteDownvoteShare Job
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Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences.
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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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Candidates are required to have an active Series 65 or Series 7 & Series 66 or CERTIFIED FINANCIAL PLANNERTM (CFP) to be eligible and considered for this role. An active Series 65or Series 7 & Series 66 or CERTIFIED FINANCIAL PLANNERTM (CFP) is required.
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Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. No longer spending time on cold calls and sourcing new clients, you will have the time to deepen relationships and create complex financial plans.
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We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Job Description: Fidelity Investments’ Racial Equity & Diversity Pledge.
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Series 7; Series 63; Series 65; Series 66. Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion.
$92,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Leverages the firm’s tools and resources to develop effective marketing and communications that promote the Financial Advisor/Private Wealth Advisor team, while aligning with current branding and positioning of Morgan Stanley.
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series 7 jobs Title: financial advisor Company: Lincoln Savings Bank
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