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Remote Jobs with FINRA Series 6 Certification

42 fresh jobs found

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+

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
MA 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+

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+

Associate Customer Support - US REMOTE
USA TX Home based (CSC Location), United States

DXC Technology Remote-first

Financial knowledge FINRA Series 6 Annuities Spanish Data Entry Customer Support Social media Teamwork Recruitment +15

USD 35K+

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+

Registered Financial Customer Service Professional
TX Remote, United States

Financial customer service Empower Call Center Experience Processes Procedures Call Center Banking Financial Services Adaptability +7

Entry Mid Full Time

USD 42K+

Retirement Plan Counselor- Memphis
TN Remote, United States

Risk/reward analysis Separate accounts Deferred compensation Defined contribution plans Client Feedback Mutual funds Retirement planning Strategic Relationships Empower +8

USD 58K+

Financial Customer Service Professional
TX Remote, United States

Financial customer service Bilingual English and Spanish Call Center Experience Empower Processes Procedures Call Center Banking Financial Services +7

Entry Mid Full Time

USD 37K+

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+

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+

Sr. Relationship Manager - Retirement Solutions (Corporate/Private Sector Retirement Plans)
Indiana-Work from Home-1, United States

Plan Design ERISA Strategic Account Management Retirement planning Client onboarding Investments Client Experience Retirement Solutions Retirement plans +27

Senior Full Time

USD 83K+

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+

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+

Client Relationship Manager
VA-Work@Home, Virginia, 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+

Retirement Plan Advisor - Oregon
OR Remote, United States

Consultative expertise Financial planning software ERISA Retirement planning Empower Service Level Agreements Strategic partnerships Territory Management Financial Planning +6

USD 70K+

Relationship Manager - Mid-Market Government 457(b)
OR Remote, United States

Fiduciary Governance Retirement Plan Administration Client Meetings Funding Plan Design Empower Processes Client satisfaction Investment Management +20

USD 111K+

Virtual Regional Wholesaler - TFN (West Coast)
Work From Home, USA, United States

Web-based meetings Wholesaling FINRA Series 6 Brokerage Retirement Solutions Investment solutions Retirement plans Annuities Sales Tools +20

USD 55K+

Premier Service Associate
KS Overland Park, United States

Brokerage transactions Brokerage transaction Retirement account operations ETF Mutual Fund Investment Needs IRA Fixed Income Securities Financial customer service +17

USD 44K+

Advice Center Sales Manager (Work from Home)
Work From Home, USA, United States

Plan documents FINRA Series 6 Brokerage Mutual funds Retirement planning Direct Sales Client satisfaction Retirement Solutions Investment solutions +38

USD 85K+

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+

Retirement Plan Advisor
WI 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 Mgr - Branch Supervision
Work From Home, USA, United States

Regulatory examinations Broker dealer Supervisory procedures Investment advisory FINRA Series 6 Retirement Solutions Investment solutions Annuities Retirement plans +24

USD 65K+

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+

Retirement Plan Counselor
TN Remote, United States

Deferred compensation Client Feedback Defined contribution plans Mutual funds Retirement planning Empower Service Level Agreements Strategic Relationships Consultative Approach +6

USD 58K+

Registered Service Representative
Work From Home, USA, United States

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

Entry Mid Full Time

USD 55K+

Retirement Plan Counselor- Memphis
TN Remote, United States

Deferred compensation Client Feedback Defined contribution plans Mutual funds Retirement planning Empower Service Level Agreements Strategic Relationships Consultative Approach +6

USD 58K+

Regional Vice President Annuities (E Michigan)
Work From Home, USA, United States

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

Exec Mid Full Time

USD 60K+

Regional Vice President Annuities (Austin/San Antonio)
Work From Home, USA, United States

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

Exec Mid Full Time

USD 60K+

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

Public Sector Business Annuity products Financial counseling Investment products Annuity Retirement planning Retirement Solutions Financial products Retirement plans +17

Senior Mid Full Time

USD 61K+

Internal Retirement Specialist
Ohio-Work from Home-2, United States

Bilingual Spanish and English Asset allocation Defined contribution plans Retirement planning State law Financial products Retirement plans Competitive Intelligence Industry trends +24

Entry Mid Full Time

USD 47K+

Retirement Plan Advisor - Jacksonville
FL Remote, United States

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

USD 70K+

Retirement Plan Advisor - Tucson
AZ Remote, United States

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

USD 70K+

Regional Vice President, External Wholesaler
Remote Location, United States

Lead development WebEx Account Selling Technology Utilization Sales Growth Pipeline Management Relationship building Risk Management CRM +10

Exec Senior Full Time

USD 80K+

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