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State Street Corporation

Quincy,

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BNY Mellon

Pittsburgh,

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Anson McCade

Manhattan,

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BNY Mellon

Lake Mary,

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BNY Mellon

Jersey City,

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eFinancialCareers

London, United Kingdom

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BNY Mellon

Boston,

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Selby Jennings

Meriden,

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Anson McCade

Manhattan,

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Deutsche Bank

New York,

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BNY Mellon

Lake Mary,

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Advisor Licensing Program
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal and professional contacts and new leads. Key Responsibilities Obtain your required licenses/credentials within 150 days of hire: - FINRA Series 7 - Active State Securities Agent Registration (S63 or S66) - Active IAR Registration (S65 or S66) and -State Life, Health Insurance and Variable Products lines. Attend and engage in licensing coaching, as required. Be accountable for making progress within the program's licensing and appointment preparation timelines.


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