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Remote Jobs with FINRA Series 6 Certification

32 fresh jobs found

Retirement Plan Advisor- New York
NY Remote New York City, United States

Consultative Client Interactions Data-driven analysis Consultative expertise Client Meetings Defined contribution plans Empower Service Level Agreements MS Teams Retirement planning +17

USD 84K+

Retirement Plan Advisor- Milwaukee
WI Milwaukee, United States

Consultative Client Interactions Data-driven analysis Consultative expertise Client Meetings Defined contribution plans Empower Service Level Agreements MS Teams Retirement planning +17

USD 70K+

Retirement Plan Advisor
WI Remote, United States

Financial planning software ERISA Consultative expertise Empower Service Level Agreements Retirement planning Public speaking Strategic partnerships Territory Management +7

USD 70K+

Analyst, Compliance (Remote Consideration)
Radnor, PA, US

Lincoln Financial

Securities Regulatory knowledge Technology tools Reinsurance Annuities Report Writing Process improvements Interviewing Leadership Development +25

Entry Mid Full Time

USD 69K+

Retirement Plan Counselor - Bilingual
MA Remote, United States

Consultative Client Interactions Education strategies Client Meetings Defined contribution plans MS Teams Service Level Agreements Empower MS PowerPoint MS Word +14

Entry Mid Full Time

USD 64K+

Registered Service Representative
Work From Home, USA, United States

IRA Retirement Products Phone Communication FINRA Series 6 Transaction processing Brokerage Processing Retirement Solutions Investment solutions +26

Entry Mid Full Time

USD 55K+

Senior Director, Client Retention and Compliance
Work From Home, USA, United States

Defined contribution plans FINRA Series 6 Strategic direction Retirement Solutions Investment solutions Data Insights Retirement plans Client Retention Automation tools +27

Senior Full Time

USD 180K+

Retirement Plan Advisor
TN Remote, United States

Data-driven analysis Consultative expertise Client Meetings Defined contribution plans MS Teams Empower Service Level Agreements Retirement planning MS PowerPoint +16

USD 70K+

Retirement Plan Counselor- Memphis
TN Remote, United States

Separate accounts Deferred compensation Client Feedback Defined contribution plans Mutual funds Empower Service Level Agreements Strategic Relationships Retirement planning +8

USD 58K+

Sr. Retirement Specialist (Corporate/Private Sector Retirement Plans)
California-Work from Home-3, United States

Public sector knowledge Financial counseling Investment products Annuity Annuity products Retirement planning Retirement Solutions Sales Growth Retirement plans +19

Senior Mid Full Time

USD 61K+

Product Data Analyst - Securities / Insurance
Work From Home, USA, United States

Retirement Products Annuity Annuity products FINRA Series 6 Investment solutions Retirement Solutions Retirement plans Annuities Competitive Intelligence +33

USD 75K+

Regional Vice President, Mutual Funds - Wisconsin
Work From Home, USA, United States

Plan documents Wholesaling FINRA Series 6 Mutual funds Investment solutions Retirement Solutions Retirement plans Technology Proficiency Annuities +15

Exec Mid Full Time

USD 40K+

Regional Vice President, Mutual Funds (N. New Jersey)
Work From Home, USA, United States

Plan documents Wholesaling FINRA Series 6 Mutual funds Investment solutions Retirement Solutions Retirement plans Technology Proficiency Annuities +15

Exec Mid Full Time

USD 40K+

Regional Wholesaler - Life & LTC (RVP)
Illinois-Work from Home-2, United States

Life Insurance Products Annuity Investment Management Insurance sales Financial products Webinars Mathematics Influence Statistics +28

Exec Mid Full Time

USD 75K+

Retirement Plan Advisor
CA Remote, United States

Data-driven analysis Client Meetings Consultative expertise Defined contribution plans MS Teams Retirement planning Empower Service Level Agreements MS PowerPoint +16

USD 77K+

Retirement Plan Advisor - Bilingual
Colorado Remote, United States

Client Meetings Consultative expertise Defined contribution plans MS Teams Retirement planning Empower Service Level Agreements MS PowerPoint MS Word +18

USD 74K+

Regional Vice President, External Wholesaler
Remote Location, United States

Fixed index annuity sales Variable annuity sales Wholesaling Lead development WebEx Account Selling Technology Proficiency Sales Growth Relationship building +13

Exec Senior Full Time

USD 80K+

Retirement Plan Advisor
TN Remote, United States

Data-driven analysis Client Meetings Consultative expertise Defined contribution plans MS Teams Retirement planning Empower Service Level Agreements MS PowerPoint +16

USD 70K+

Retirement Plan Advisor- Virginia/DC
VA Remote, United States

Data-driven analysis Client Meetings Consultative expertise Defined contribution plans MS Teams Retirement planning Empower Service Level Agreements MS PowerPoint +16

USD 74K+

Sr. Sales Digital Technology Consultant (*remote consideration)
Radnor, PA, US

Lincoln Financial

Financial Planning Tools Long Term Care Technology tools Retirement plans Annuities Reinsurance Leadership Development Financial Planning Life Insurance +14

Senior Mid Full Time

USD 93K+

Retirement Consolidation Specialist I (work from home)
Work From Home, USA, United States

Digital financial advice platforms Asset consolidation Financial advice Plan documents FINRA Series 6 Retirement planning Retirement Solutions Investment solutions Retirement plans +25

USD 43K+

Regional Vice President, Mutual Funds (Nebraska/Iowa/S Dakota)
Work From Home, USA, United States

Plan documents Wholesaling FINRA Series 6 Mutual funds Investment solutions Retirement Solutions Technology Proficiency Retirement plans Annuities +15

Exec Senior Full Time

USD 40K+

Client Relationship Manager
NC-Work@Home, North Carolina, United States

Voya Financial Remote-first

Participant Education Campaigns Investment Consulting Defined contribution Sales presentations Client relationship management Financial Services Business Acumen Critical thinking Implementation +8

USD 84K+

Retirement Planning Consultant
Work From Home, USA, United States

Group Meetings One-on-One Counseling IRA Plan documents FINRA Series 6 Client education Retirement planning Direct Sales Retirement Solutions +27

USD 66K+

Manager, Call Center Business Transactions Operations
USA TX Home based (CSC Location), United States

DXC Technology Remote-first

Business presentations FINRA Series 6 Contact Center Operations Customer experience transformation Modern Workplace IT Outsourcing Business Process Outsourcing Solutions Hybrid Clouds +53

Senior Mid Full Time

USD 73K+

Director, Connect Desk
Work From Home, USA, United States

Service models Client loyalty Staffing models Service Metrics Financial analytics Business Process Automation FINRA Series 6 Processing Retirement Solutions +28

Exec Senior Full Time

USD 50K+

Retirement Plan Counselor- Charlotte
NC Remote, United States

Risk/reward analysis Separate accounts Retirement concepts Deferred compensation Defined contribution plans Client Feedback Mutual funds Retirement planning Empower +10

USD 58K+

Retirement Plan Advisor
KS Remote, United States

Consultative expertise Financial planning software ERISA Retirement planning Empower Service Level Agreements Strategic partnerships Public speaking Territory Management +7

USD 70K+

Business Development Dir - Retirement Mid Markets (Dallas/Fort Worth)
Work From Home, USA, United States

Plan documents Wholesaling FINRA Series 6 ERISA Retirement planning Retirement Solutions Investment solutions Annuities Retirement plans +18

USD 150K+

Advanced Sales Consultant, Life/LTC (*remote)
Radnor, PA, US

Lincoln Financial

IRA strategies Advanced sales BRD creation Excel modeling Sales Collateral Estate Planning Training Facilitation Marketing Collaboration User Testing +19

Senior Mid Full Time

USD 94K+

Advanced Sales Consultant, Annuities (*remote consideration)
Radnor, PA, US

Lincoln Financial

Excel modeling Estate Planning Sales Collateral Marketing Collaboration User Testing Annuities Retirement plans Financial products Reinsurance +16

Senior Mid Full Time

USD 94K+

Regional Vice President Annuities (Kentucky/S Indiana)
Work From Home, USA, United States

FINRA Series 6 Wholesaling Technology Proficiency Retirement Solutions Annuities Investment solutions Retirement plans Employee Benefits Discretion +13

Exec Mid Full Time

USD 60K+

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