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Remote Jobs with Series 7 Certification

28 fresh jobs found

In-Market Internal Advisor Consultant (Boston, MA)
Remote, MA, US

New York Life Insurance Co

Internal wholesaling ETFs Asset allocation Series 7 Wholesaling Investment Strategies Investments Spanish fluency Mutual funds +26

Entry Mid Full Time

USD 70K+

Technology Applications Trainer (Minneapolis or Remote on the East Coast)
250 NICOLLET MALL:MINNEAPOLIS, United States

Advisorylink Morningstar Portfolio Advantage Portfolio Solutions Research Insight Betalink Leotrade Tradeweb Direct Reporting Addepar +12

USD 50K+

In-Market Internal Advisor Consultant (Colorado)
Remote, CO, US

New York Life Insurance Co

ETFs Internal wholesaling Asset allocation Series 7 Wholesaling Investment Strategies Investments Spanish fluency Mutual funds +24

Entry Mid Full Time

USD 70K+

Director, Operations and Service - TFA
Work From Home, USA

NFS Clearing Platform Wealthscape Broker-Dealer Operations Call Center Management Retirement Solutions Investment solutions Delivery Annuities Retirement plans +28

Exec Senior Full Time

USD 125K+

Account Manager, Investment Specialist
Illinois - Virtual

Investment discipline Consultative communication Alternative Investments Financial Markets Capital Markets Due Diligence Competitive analysis Client relationship management Market Research +8

USD 108K+

ETF Regional VP - NJ & E.PA | Remote
Minneapolis, MN, US, 55416

ETF sales Portfolio Construction Wholesaling Video Conferencing Public speaking Economics Fintech Financial Services Life Insurance +5

Exec Mid Full Time

USD 63K+

In-Market Internal Advisor Consultant (Florida)
Remote, FL, US

New York Life Insurance Co

SMA Internal wholesaling ETFs Asset allocation Series 7 Wholesaling Portuguese Investments Mutual funds +23

Entry Mid Full Time

USD 70K+

Support Specialist I (Remote)
Salt Lake City, Utah, United States

Customer Retention Outreach Payments Fintech Customer Support Empathy Customer Experience Operations Documentation +4

Entry Mid Full Time

USD 42K+

Sr Registered Trainer
Work From Home, USA

Evaluation methods Technology Platforms FINRA Series 6 Needs Assessment Compliance training Retirement Solutions Investment solutions Delivery Annuities +34

Senior Mid Full Time

USD 82K+

Senior Audit Strategist - Capital Markets
For Those Who Work At Home, OH

Swap Dealer Regulations Audit Strategies Market Risk Equities Retail Brokerage Commodity Derivatives Volcker Rule Investment Fixed income +41

Senior Full Time

USD 110K+

Wealth Management Specialist
Remote - United States

Investment Strategy Series 7 Technology Platforms Disability Insurance Skype Mutual funds Wealth Management Leadership Development Zoom +13

USD 60K+

Field Director, Strategic Accounts
Texas-Remote

Annuities Financial Planning Life Insurance Decision making Verbal communication Product Development Relationship Management Writing Strategic planning +8

Exec Mid Full Time

USD 125K+

Large Corporate TM Officer III - FIG & International
Virtual - Ohio

Fifth Third Bank

Internet-based systems PC systems Focus Market Expertise Cash Management Treasury management Procedures Proposal Writing Client Engagement +14

Entry Senior Full Time

USD 94K+

Sr. Retirement Plan Director, DCIO – South Central (Texas)
REMUSA-Texas Remote Loc

Franklin Templeton

Business building Stable value Target date solutions Seminar presentation Investment Strategies Practice Management Retirement planning Regulatory knowledge Asset management +5

Senior Full Time

USD 150K+

State Street Global Advisors - Home Office Account Executive, Vice President I
Boston, Massachusetts

Dc industry knowledge Commercial thinking Asset management Project Planning Accountability Client relationship management Execution Organizational Problem-solving +2

Exec Senior Full Time

USD 110K+

Alternatives Specialist-Dallas
Offsite/Home - Texas

Neuberger Berman

Derivative Alternative Investments Fixed income Capital Markets Equity Presentation Analytical Organizational Communication

Senior Full Time

USD 190K+

Brokerage Operations Specialist
Palo Alto, CA (Open to US-based Remote)

Wealthfront Remote-first

Brokerage operations Financial technology AML Client Communication Risk mitigation Quality Control Regulatory Compliance Go Account management +7

USD 75K+

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

Fidelity Investments

Trade execution Phone support Series 7 Wealth Management Online Learning Career Development Financial Planning Financial Services Networking +4

Entry Mid Full Time

USD 45K+

Sr. Institutional Sales Director - West Coast Territory
010 Virtual 010

Ameriprise Financial Services

Institutional Sales Investment products Asset management Client relationship management Market Research Financial Services Sales Strategy Business Development Insurance +2

Senior Full Time

USD 200K+

Customer Retention Specialist-Retirement Services
CT-Windsor, One Orange Way

Voya Financial Remote-first

Asset retention Inbound call handling Investment options Outbound campaigns Retirement planning Detail Orientation Business Acumen Financial Services Access +7

USD 43K+

Sales Manager, Participant Services and Sales Solutions
CT-Work@Home, Connecticut

Voya Financial Remote-first

Asset retention Fiduciary standards Investment products Retirement planning Customer Relationship Sales Management Customer Satisfaction Business Acumen Financial Services +15

USD 97K+

VP, Regional Vice President - Los Angeles/Hawaii Region
Remote

Global Atlantic Financial Group

Financial services sales Wholesaling Calendar Management Retirement plans Salesforce.com Financial Services Relationship Management Salesforce Presentation +1

Exec Mid Full Time

USD 57K+

Regional VP - Independent Financial Professionals
Florida-Remote

Life Insurance Products Mutual funds Annuities Public speaking Service Business Planning Financial Planning Underwriting Life Insurance +8

Exec Mid Full Time

USD 65K+

Vice President, Strategic Relationship Manager
MA Work From Home

Fidelity Investments

Series 7 Investment Investment solutions Distribution Asset management Client Engagement Financial Services Relationship Management Product Management +4

Exec Senior Full Time

USD 70K+

Primerica Training Specialist
USA-SP120/2-St. Petersburg

Franklin Templeton

E-learning design Client-centric selling Training material development Cultural Awareness Asset management Sales Training Spanish Product Knowledge Time Management +6

USD 85K+

Primerica Territory Development Specialist
USA-SR100-Stamford

Franklin Templeton

Client-centric selling Portfolio Construction Asset management Sales techniques Spanish Product Knowledge Business Development Time Management Training +3

Senior Mid Full Time

USD 85K+

Proprietary US Equities Trader/Active
New York, New York, United States - Remote

Hold Brothers Capital, LLC

Trader support Black box trading Execution platform Position trading Swing trading Intraday trading High frequency trading Technical Analysis

Senior Mid Full Time

USD 25K+

Sales Consultant
Charlotte, NC

Needs analysis Digital Engagement Contact Center Experience Cash Management Financial Planning Time Management Problem-solving Sales Communication

Entry Mid Full Time

USD 60K+

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