Top 66 Series 7 Jobs in Carter Lake, Ia

Financial Customer Service Representative
Pacific Life —Omaha, NE
- $26 - $28 an hour
- Full-time
- Hybrid work
- Research
- Office
- Bachelor's degree
- Paid training
- Paid parental leave
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Omaha, NE
- $100,000 - $145,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
2d
Financial Services Representative
Charles Schwab —Omaha, NE
- $25.43 - $26.40 an hour
- Weekends as needed
- Hybrid work
- Bachelor's degree
- Financial services
- Communication skills
- Paid training
- Paid parental leave
Institutional Sales Associate
D.A. Davidson —Omaha, NE
- $33.65 - $38.46 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
Associate II, Investments & Planning
First National Bank of Omaha —Omaha, NE
- $63,288 - $104,425 a year
- Email
- Microsoft Excel
- Mid-level
- Office
- Health savings account
- Disability insurance
5d
Operations Advisor Mgmt Specialist
Pacific Life Insurance Company —Omaha, NE
- $33.58 - $41.04 an hour
- Full-time
- Hybrid work
- Bachelor of Science
- Research
- Mid-level
- Paid parental leave
- Paid holidays
Quick Apply
3d
AMP Financial Advisor Trainee
Raymond James Financial, Inc. —Omaha, NE
- Full-time
- Writing skills
- 3 years
- Finance
- Paid holidays
- Health insurance
6h
Trader, Operations
Osaic —La Vista, NE
- $60,000 - $65,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health insurance
- Dental insurance
Registered Financial Services Representative - Omaha, NE
Pacific Life Insurance Company —Omaha, NE
- $29 - $35 an hour
- Full-time
- Hybrid work
- Research
- Office
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
Wealth Management Client Associate
Bank of America —Omaha, NE
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
3d
Administrative Assistant for Financial Advisor
Ameritas Wealth Advisors —Omaha, NE
- From $50,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- 401(k)
- Paid time off
Quick Apply
6d
Licensed Financial Services Representative
Charles Schwab —Omaha, NE
- $27.74 - $31.83 an hour
- Weekends as needed
- Hybrid work
- Office
- Bachelor's degree
- Communication skills
- Paid parental leave
- Employee stock purchase plan
Wealth Advisor
Associated Bank —Omaha, NE
- $131,460 - $225,360 a year
- Full-time
- Background check
- 7 years
- Office
- Employee stock purchase plan
- 401(k)
Financial Advisor - NE - Omaha
Thrivent —Omaha, NE
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Executive Assistant - Financial Advisory Firm
Stichler Wealth Management —Omaha, NE
- $45,000 - $55,000 a year
- Full-time
- Microsoft PowerPoint
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market
Bank of America —Omaha, NE
- $80,000 - $90,000 a year
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
Wealth Management Consultant
Royal Bank of Canada —Omaha, NE
- $90,000 - $160,000 a year
- Full-time
- 7 years
- Microsoft Outlook
- Office
- Disability insurance
- Health insurance
Ops Processing Specialist - Cashiering
Osaic —La Vista, NE
- $48,000 - $52,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Research
- Health insurance
- Dental insurance
Advisor Support Representative
Osaic —La Vista, NE
- $45,000 - $55,000 a year
- Full-time
- Microsoft Outlook
- Research
- Office
- Health insurance
- Dental insurance
Sales Supervision Contact Center Coordinator
Osaic —La Vista, NE
- $45,000 - $50,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
3d

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series 7 jobs near carter lake, ia

Financial Customer Service Representative

Pacific Life -
Omaha, NE

Apply Now

Job Details

Full-time
$26 - $28 an hour

Benefits

Paid training
Paid parental leave
Paid holidays
Health insurance
Dental insurance
Paid time off
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Benefits from day one
Life insurance

Qualifications

Insurance products customer support
Series 6
Financial services customer support
Phone communication
Research
Series 7
Bachelor's degree
Securities Industry Essentials
Computer skills
Financial services
1 year
Phone call management
Communication skills
Entry level

Full Job Description

Job Description:

Want to break into financial services? Pacific Life will pay you to get there.

We're hiring Financial Customer Service Representatives in Omaha who don't yet have their FINRA registrations — and sponsoring them through the entire process. You'll earn your Securities Industry Essentials (SIE) and Series 6 within your first 8 weeks, with paid training, dedicated study time, and full support on our dime. After that, you move to our hybrid schedule and our registered pay scale.

If you're great with people, eager to build a career in financial services, and ready to join our September 1st cohort — we want to hear from you.

Your first 8 weeks will be onsite and are a fully paid. It entails a self-paced online program, with opportunities to collaborate with your peers. You'll work towards earning SIE and FINRA Series 6 registration with dedicated study time and structured support. After obtaining designated registrations, you transition to a hybrid schedule with just one in-office day per week.

At Pacific Life, Financial Customer Service Representatives are a trusted guide for policyholders and contract owners during meaningful financial moments. When customers call, they’re often making decisions about protecting their families, planning for retirement, or navigating a life event. Your work helps ensure they get accurate information, timely support, and a smooth experience when it matters most.

This is a high-volume phone role, handling approximately 40–60 inbound calls per day from policyholders, contract owners, and financial professionals. Pacific Life provides paid training, dedicated study time, and support to earn required FINRA — Securities Industry Essentials (SIE) plus Series 6 — within 8 weeks of hire. Many employees begin their careers in this role and grow into advanced service, operations, or leadership positions across the organization.

Apply now to be considered for our September 1st hiring class - space is limited!

What You’ll Do

Handle 50–60 inbound calls daily from policyholders and financial professionals
Provide guidance on policy transactions, account activity, and product details
Research and resolve service requests with accuracy and professionalism
Process requests and document interactions in internal systems
Navigate multiple systems while assisting customers in real time
Partner with internal teams to ensure timely resolution

What Makes Someone Successful in This Role

Enjoy helping people and solving problems
Communicate clearly and professionally with customers
Are comfortable in a high-volume call environment
Learn new concepts quickly and adapt to change
Stay organized while managing multiple tasks and systems

What You Bring

1–2 years of customer-facing experience (call center, banking, retail, hospitality, or similar)
Strong communication and problem-solving skills
Comfort using multiple computer systems
Ability to work in a structured, fast-paced environment

What Makes you Stand Out

Bachelor’s degree or equivalent experience
Experience in financial services or insurance
FINRA registrations (SIE, Series 6, or Series 7)

Our Recruiting Process

Resume review Phone screen with a Talent Acquisition Partner Hiring Team Interview

Compensation:

Starting hourly rate will be based on your experience and location
Omaha, NE range is between $26 - $28 per hour plus an annual bonus. After earning your FINRA SIE and Series 6 registrations, you'll be automatically promoted and be considered for an increase in compensation to our registered pay scale.
The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

#LI-RB1

#LI-Hybrid

Base Pay Range:

The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

Your Benefits Start Day 1

Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.

Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation

You Can Be Who You Are

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

EEO Statement:

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

Apply Now

Refine Your Search

series 7 jobs in carter lake, ia

Financial Customer Service Representative

Wealth Advisor, Schwab Wealth Advisory

Financial Services Representative

Institutional Sales Associate

Associate II, Investments & Planning

Operations Advisor Mgmt Specialist

AMP Financial Advisor Trainee

Trader, Operations

Registered Financial Services Representative - Omaha, NE

Wealth Management Client Associate

Administrative Assistant for Financial Advisor

Licensed Financial Services Representative

Wealth Advisor

Financial Advisor - NE - Omaha

Executive Assistant - Financial Advisory Firm

Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market

Wealth Management Consultant

Ops Processing Specialist - Cashiering

Advisor Support Representative

Sales Supervision Contact Center Coordinator

I want to receive the latest job alert for series 7 in carter lake, ia

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