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735 jobs found
12.09.2023
PNC
PNC Investment Advisor F United States, Maryland, Bethesda
FINRA licensing required: SIE, Series 7 & 66, plus Insurance licensing (Life, Health and Accident). Consults on investment and insurance strategies, as well as the development of financial plans for...
FINRA licensing required: SIE, Series 7 & 66, plus Insurance licensing (Life, Health and Accident). Consults on investment and insurance strategies, as well as the development of financial plans for...
FINRA licensing required: SIE, Series 7 & 66, plus Insurance licensing (Life, Health and Accident). Consults on investment and insurance strategies, as well as the development of financial plans for...
Licensing Requirements: FINRA Series 7 and 66 (or 63 & 65) required. Life and Health Insurance required. Consults on investment and insurance strategies, as well as the development of financial...
Must hold 7, 66 or 63 & 65 with Insurance Licenses. Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains...
FINRA licensing required: SIE, Series 7 & 66, plus Insurance licensing (Life, Health and Accident). Consults on investment and insurance strategies, as well as the development of financial plans for...
Licensing requirements: FINRA Series 7/66 (63/65). Life & Health Insurance required. Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains...
FINRA licensing required: SIE, Series 7 & 66, plus Insurance licensing (Life, Health and Accident). Consults on investment and insurance strategies, as well as the development of financial plans for...
Are you a savvy investor looking to take your portfolio to the next level? Expoint is a unique job searching platform that has options for tech-savvy individuals to join as an investment advisor. An investment advisor helps a client assess the financial investments that best align with the client’s current and future goals. This is a very lucrative and prestigious field, with an estimated average base pay of over $100,000 a year.
At Expoint, we’re dedicated to helping tech industry professionals find their dream job. Being an investment advisor requires many qualifications and certifications, like having a Bachelor’s degree in finance or economics, passing the Series 7 and Series 63 exams, and being licensed as a Registered Investment Advisor. We emphasize the importance of continuing education to keep up with the ever-changing industry.
This profession is ideal if you have a passion for crunching numbers and staying up to date on the market. Communication and people skills are also important; you need to be able to make recommendatio