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Remote Jobs with FINRA Series 7 Certification

42 fresh jobs found

Principal Review Supervisor
CT-Work@Home, Connecticut, United States

Voya Financial Remote-first

Protegent Transaction processing Securities Mutual funds Regulatory knowledge PC Annuities Supervisory Financial Planning +14

Senior Mid Full Time

USD 53K+

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+

Senior Representative, Variable Annuities Call Center
Remote, any state, US

New York Life Insurance Co

Articulate PC Options Annuities Listening Digital solutions Active Listening Problem Resolution Call Center +29

Senior Mid Full Time

USD 50K+

Financial Services Representative -Garden City, NY
1130 Franklin Ave, Garden City NY, United States

Fidelity Investments

Phone support Trade Execution Series 7 Wealth Management Career Development Financial Services Networking Finance Account management +5

Entry Mid Full Time

USD 45K+

Senior Relationship Manager - Advice Center
Work From Home, USA, United States

Retirement Products Wholesaling Plan documents Direct Sales Investment solutions Retirement Solutions Retirement plans Annuities Sales Growth +23

Senior Full Time

USD 85K+

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+

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+

Financial Services Representative - Walnut Creek, CA
2001 N Main St Ste 100, Walnut Creek CA, United States

Fidelity Investments

Phone support Trade Execution Series 7 Wealth Management Career Development Financial Planning Financial Services Networking Finance +4

Entry Mid Full Time

USD 45K+

Brokerage Service Associate
KS Overland Park, United States

Retirement accounts Mutual Fund Investment Needs Retirement account operations ETF Retirement concepts Brokerage transaction IRA Fixed Income Securities +19

USD 49K+

Senior Financial Advisor - Workplace
KS Overland Park, United States

Goal-Based Planning Investment Vehicles Retirement planning Empower Processes Salesforce CRM Financial Planning Relationship Management Customer Relationship Management +8

Senior Mid Full Time

USD 70K+

Growth & Practice Consultant (Remote Work Option)
Remote - Any, United States

Wealth Enhancement

Wealth Management Investment Management Quantitative Financial Planning Sales process Microsoft Office Suite Team Management Financial Services Market Analysis +12

USD 125K+

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+

Senior Representative, Brokerage Services Trader
Remote, any state, US

New York Life Insurance Co

Stock options Stocks Brokerage Services Financial processing Investment products Series 7 Securities Mutual funds Call center Operations +21

Senior Mid Full Time

USD 65K+

Licensed Investment Services Consultant - PNC Investments
Home Location-NC (NCH01), United States

Insurance strategies Coaching others Credit risk analysis Client prospecting Accuracy and Attention to Detail Products and services Matrix management Effective Communications Customer loyalty +39

USD 37K+

Advisor Consultant - Alternative Investments
New York - Virtual, United States

Nuveen products/services acumen Data-based decision making Practice management strategy Consultative communication Alternative Investments Sales Process Management Capital Markets Client relationship management Relationship Management +4

Senior Mid Full Time

USD 200K+

Advisor Consultant - Alternative Investments
Michigan - Virtual, United States

Nuveen products/services acumen Data-based decision making Practice management strategy Consultative communication Alternative Investments Sales Process Management Capital Markets Client relationship management Relationship Management +4

Senior Mid Full Time

USD 159K+

Sales Leader II - PNC Investments
Home Location-PA (PAH01), United States

Credit risk analysis Products and services Managing Multiple Priorities Decision Making and Critical Thinking Effective Communications Credit Investments Credit Risk Business decisions +27

USD 100K+

Internal Sales Specialist (Remote Work Option)
Remote - Any, United States

Wealth Enhancement

RIA platforms Investment products Wealth Management Investment Management Oral communication Financial Planning Sales Support Microsoft Office Suite Financial Services +11

Entry Mid Full Time

USD 56K+

Virtual Financial Advisor – PNC Investments
New Braunfels-Sundance Pkwy (TX142), United States

Insurance strategies Sales tasks and activities Coaching others Interpersonal relationships Client prospecting Investment Strategies Managing Multiple Priorities Client Relationship Building Investments +43

USD 55K+

Trading & Advisory Ops Analyst
For Those Who Work At Home, OH, United States

Securities trading Managed account sales Fee-based products Netx360 UIT Brokerage operations Fixed income Equities Proposal generation +19

Entry Mid Full Time

USD 55K+

Financial Services Representative - Park Ave, NY
350 Park Ave, New York NY, United States

Fidelity Investments

Financial advising Trade Execution Series 7 Phone support Wealth Management Career Development Financial Planning Financial Services Networking +5

Entry Full Time

USD 45K+

Regional Registered Principal
002 Virtual 002, United States

Ameriprise Financial Services

Technology aptitude Regulatory policies Training and delivery Financial Services Industry Compliance Policies Conflict Management Delivery Supervisory Financial Planning +10

Senior Mid Full Time

USD 77K+

Compliance Risk Consultant - Remote
Remote

Mutual Of Omaha

Compliance Systems High-Speed Internet Microsoft Applications Diversity and Inclusion Audit Talent Acquisition Financial Services Regulatory Compliance Risk Management +11

USD 84K+

Financial Services Representative - Bellevue, WA
10500 NE 8th St, Bellevue WA, United States

Fidelity Investments

Financial advising Phone support Series 7 Wealth Management Career Development Financial Services Networking Finance Account management +6

Entry Full Time

USD 45K+

Sr Region Risk Manager - Ameriprise Financial Institutions Group
002 Virtual 002, United States

Ameriprise Financial Services

Supervisory policies Broker dealer regulations Financial Services Industry Technology Proficiency Process Management Conflict Management Supervisory Financial Planning Financial Services +8

Senior Full Time

USD 88K+

Financial Services Representative - Pasadena, CA
123-127 South Lake Ave, Pasadena CA, United States

Fidelity Investments

Trade Execution Phone support Series 7 Wealth Management Online Learning Career Development Financial Services Networking Finance +6

Entry Mid Full Time

USD 45K+

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+

Sr Region Risk Manager - Ameriprise Financial Institutions Group
001 Virtual 001, United States

Ameriprise Financial Services

Supervisory policies Broker dealer regulations Financial Services Industry Technology Proficiency Process Management Conflict Management Policy Development Supervisory Financial Planning +9

Senior Full Time

USD 88K+

Internal Sales Specialist
Remote - Any, United States

Wealth Enhancement

RIA platforms Investment products Wealth Management Investment Management Financial Planning Sales Support Financial Services Onboarding Communications +7

Entry Mid Full Time

USD 56K+

Growth & Practice Consultant (Remote Work Option)
Remote - Any, United States

Wealth Enhancement

Wealth Management Investment Management Quantitative Financial Planning Sales process Client relationship management Team Management Financial Services Market Analysis +10

USD 125K+

Financial Services Representative - Del Mar, CA
11943 El Camino Real, San Diego CA, United States

Fidelity Investments

Trade Execution Series 7 Phone support Wealth Management Online Learning Career Development Financial Services Networking Finance +6

Entry Mid Full Time

USD 45K+

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+

Financial Advisor & Planner – Brokerage/Premier Accounts
KS Overland Park, United States

Investment products Brokerage Retirement planning Empower Client satisfaction Options Operational Client Retention Financial Planning +12

USD 58K+

Broker Dealer Operations Sales Support Analyst
USA - NE (Remote), United States

Allstate Remote-first

FINRA compliance Procedure training Securities industry knowledge Trading functionality Technology Platforms Policy interpretation Oversight Identity Protection Filing +28

Entry Full Time

USD 41K+

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+

Sr Dir Private Markets Specialist
Non Office - United States, United States

Global real estate Private Markets Series 7 Performance Analytics Investment Strategies Capital Markets Investment Management Client Engagement Competitive analysis +6

Senior Full Time

USD 200K+

Premier Wealth Associate
KS Overland Park, United States

Retirement concepts Financial customer service Brokerage transaction Retirement account operations Investment Needs Mutual Fund ETF Fixed Income Securities IRA +15

USD 49K+

Divisional Vice President, Experienced Advisor Recruiting - West Division
002 Virtual 002, United States

Ameriprise Financial Services

Advisor candidate experience Advisor retention Diversity Hiring Recruitment Strategies Wealth Management Competitive Intelligence Financial Planning Vendor Management Performance Management +10

Exec Senior Full Time

USD 100K+

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+

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+

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