Top 17 Series 7 Jobs in Canfield Oh

Wealth Management Client Associate
Bank of America —Canfield, OH
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Registered Representative - State Farm Agent Team Member
Jason Tarr - State Farm Agent —Poland, OH
- $50,000 - $100,000 a year
- Full-time
- Analysis skills
- Entry level
- Paid time off
- Opportunities for advancement
Quick Apply
Sales Director
MassMutual Pittsburgh —Boardman, OH
- $125,000 - $200,000 a year
- Full-time
- Management
- Mid-level
- 3 years
Quick Apply
Investment Executive
Farmers National Bank —Canfield, OH
- Research
- Mid-level
- Office
Quick Apply
Client Service & Financial Planning Specialist
Guidelight Financial Group —Cortland, OH
- $20 - $23 an hour
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
13d
Managing Director
WealthBridge Financial Group —Youngstown, OH
- $150,000 - $225,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
MassMutual Pittsburgh —Youngstown, OH
- $70,000 - $150,000 a year
- Full-time
- Finance
- Bachelor's degree
- Business
Quick Apply
Financial Advisor Associate - Pittsburgh, PA & New Castle, PA
Janney Montgomery Scott LLC —New Castle, PA
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Paid time off
Private Client Associate - New Castle, PA
Janney Montgomery Scott LLC —New Castle, PA
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Paid time off
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

More jobs to discover

Find similar jobs that you might be interested in.

Registered Representative - State Farm Agent Team Member
Jason Tarr - State Farm Agent —Poland, OH
Series 6 or Series 7 FINRA license. Series 64 or Series 65 FINRA license or ChFC Designation. This employment opportunity is with a State Farm Agent, not with…
$50,000 - $100,000 a year
Quick Apply
Registered Representative - State Farm Agent Team Member
Brendan Garvey - State Farm Agent —Aliquippa, PA
Series 6 or 7 license and other relevant certifications. Proficiency with financial software and tools. As a Registered Representative - State Farm Agent Team…
$46,000 - $60,000 a year
Quick Apply

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Planning & Investment Specialist (Wealth Management)
Comprehensive Wealth Partners (Ameriprise Financial Services, LLC) —Powell, OH
Minimum 2 years of experience in financial planning, wealth management, investment research, trading, or a related field. Pay: $65,000.00 - $95,000.00 per year.
$65,000 - $95,000 a year
Quick Apply
7d
Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. Most FINRA Securities Registrations and state insurance licenses are held for you but not necessary.
$60,000 - $70,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for series 7 in canfield oh

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

series 7 jobs near canfield oh

Financial Advisor jobs in New Castle, PA

Sales Representative jobs in North Carolina

Marketing Representative jobs in Fresno, CA

Marketing Representative jobs in Dunn, NC

Customer Service Representative jobs in San Antonio, TX

Customer Service Representative Remote jobs in Albany, NY

Marketing Representative jobs in Lincoln, NE

Child Life Specialist jobs in Los Angeles, CA

Client Services Specialist jobs in Bradenton, FL

School Computer Technology Specialist jobs in New York, NY

Environmental Services Technician jobs in Seattle, WA

Client Services Specialist jobs in Seattle, WA

Client Services Specialist jobs in Baltimore, MD

Client Services Specialist jobs in Long Beach, CA

Financial Advisor jobs in Johnson City, TN

Financial Advisor jobs in Rockville, MD

Academic Advisor jobs in St. Louis, MO

International Student Advisor jobs in New York, NY

Financial Analyst Entry Level jobs in Florida

Financial Advisor jobs in Springfield, MA

Wealth Management Client Associate

Bank of America -
Canfield, OH

Apply Now

Job Details

Full-time

Qualifications

Microsoft Word
Managing customer accounts
Investment advisory support
Financial services customer support
Confidential information handling
Microsoft Excel
Customer relationship building
Presentation software
Writing skills
Processing cash transactions
Promoting bank products
Series 66
Mid-level
High school diploma or GED
Managing clients in a customer support role
Series 7
Salesforce Cloud
Business development
Managing clients in a finance role
Client retention
Task prioritization
Financial product expertise
Securities Industry Essentials
Investment account customer support
Sales management systems proficiency
Business development within finance
CRM system proficiency
Series 65
Risk & issue management
Account management

Full Job Description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
Possesses industry knowledge and an understanding of investment products
Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills
Cash handling experience

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Apply Now

Refine Your Search

series 7 jobs in canfield oh

Wealth Management Client Associate

Registered Representative - State Farm Agent Team Member

Sales Director

Investment Executive

Client Service & Financial Planning Specialist

Managing Director

Financial Advisor

Financial Advisor Associate - Pittsburgh, PA & New Castle, PA

Private Client Associate - New Castle, PA

Wealth Solutions Advisor

Empower Financial Planner

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for series 7 in canfield oh

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected