Series 7 Broker

3 weeks ago


Portland, United States Highspeed Staffing Full time
Job DescriptionJob Description

Position: Series 7 Broker / Sales Associate

Location: Portland, OR

Duration: Full-time

Salary: DOE

Job Description:

Seeking experienced registered representatives or highly motivated individuals to work with seasoned professionals. This is a commission based sales position with a focus on financial services products. The firms emphasis is, but not limited to, products such as PIPEs, registered directs, Reg D offerings, secondaries and IPOs primarily in the biotechnology and technology sectors.

Great commission structure.

Prior to any face-to-face interview, we will conduct a phone screen to provide answers to any questions you may have.

Required Experience:

  • 1 year of financial services industry experience

Required Licenses:

  • Series 7 and 63 or 66 (or ability to get licensed within 30 days)

Qualifications:

  • Ability to heavily prospect
  • Source Leads
  • Open and Develop Accounts
  • Previous Sales Experience of at least three to six months
  • Excellent verbal communication skills
  • Entrepreneurial, Competitive and Outgoing
  • Willing and able to work full time in Portland, OR

Preferred Education:

  • Bachelors degree

  • Series 7 Broker

    3 weeks ago


    Portland, Oregon, United States Highspeed Staffing Full time

    Position: Series 7 Broker / Sales Associate Location: Portland, OR Duration: Full-time Salary: DOE Job Description: Seeking experienced registered representatives or highly motivated individuals to work with seasoned professionals. This is a commission based sales position with a focus on financial services products. The firms emphasis is, but not...


  • Portland, United States Fidelity Investments Full time

    Job Description: Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships? Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supporting...


  • Portland, United States Bank of America Full time

    Job Description:• Provide regulatory supervision and oversight to advisors• Ensure ADP participants are meeting and achieving hurdles• In alignment with national program, lead training and develop activities, tools, and routines to help enable Advisor Trainee productivity• Personal involvement with ADP participants who require heightened support to...

  • Planning Consultant

    2 days ago


    Portland, United States Fidelity TalentSource LLC Full time

    Job Description:Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client s unique planning needs. Through your integrity and adoption...


  • Portland, United States Fidelity TalentSource LLC Full time

    Job Description: Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client s unique planning needs. Through your integrity and...


  • Portland, United States Fidelity TalentSource LLC Full time

    Job Description:Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships?Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supporting...

  • Investment Consultant

    4 weeks ago


    Portland, United States Fidelity Investments Full time

    Job Description : Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact....


  • Portland, Oregon, United States Bank of America Full time

    Job Description: Provide regulatory supervision and oversight to advisors Ensure ADP participants are meeting and achieving hurdles In alignment with national program, lead training and develop activities, tools, and routines to help enable Advisor Trainee productivity Personal involvement with ADP participants who require heightened support to achieve...


  • Portland, Oregon, United States Bank of America Corporation Full time

    Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill.During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be.You will have the...


  • Portland, United States Fidelity TalentSource LLC Full time

    Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...


  • Portland, United States First Tek Full time

    POSITION RESPONSIBILITIES Note: All official drafts, documents, and recommendations, as listed below, must be reviewed, finalized, and approved / accepted by appropriate BPA manager or other federal personnel with the authority to do so. Conduct Client position classification research and desk audits, including position description review, and evaluation...


  • Portland, United States Fidelity TalentSource LLC Full time

    Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

  • Account Executive

    1 week ago


    Portland, United States Lockton, Inc. Full time

    Job Summary: Description: Maintains and enhances Lockton's relationships with existing Clients by executing proactive, creative, and on-going contact initiatives Proactively understands the requirements and needs of a Client account Provide strategic planning and consulting advice to clients including the production of Requests for Proposal, coordination...


  • Portland, United States Pennant Solutions Group Full time

    Senior Kafka Administrator/Kong Administrator with DevOps Experience Remote-Contract to Hire Our client is seeking a skilled and experienced Senior Kafka/Kong Administrator to join our client's IT operations team. As a Kafka/Kong Administrator, you will be responsible for the deployment, configuration, maintenance, and monitoring of our Kafka clusters and...


  • Portland, United States Fresh Express Full time

    Fresh Express Brand is the U.S. market leader of the Value - Added Salads category. We deliver great tasting, nutritious, convenient healthy snacks and ready-to-eat salads to health-conscious consumers. Our Company is a passionate group of professionals that care about quality of life, quality of work, and quality of people. We're building the processes,...