Series 7 Licensing Trainee

Dexian

Salt Lake City (UT)

On-site

USD 54,000 - 58,000

Full time

14 days+

Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

Benefits offered by this job

Training materials and licensing expenses will be paid

Ongoing skill and knowledge development sessions

Job summary

A leading staffing provider is offering an opportunity for a Series 7 Licensing Trainee in Salt Lake City. Selected candidates will gain valuable training to achieve professional licenses at no cost and assist clients in managing their investment portfolios. This position is ideal for those with a degree in Finance, eager to learn about financial products and provide client support.

Qualifications

Must have a minimum Bachelor’s degree in Finance, Economics, or Business.
Need strong customer service background.
Capability to explain complex concepts in a digestible manner.

Responsibilities

Receive training to achieve SIE, Series 7, and Series 63 licenses over 12 weeks.
Assist clients in transitioning portfolios to a digital platform.
Educate clients on investment products and portfolio strategies.

Skills

Analytical skills

Customer service

Ability to explain complex concepts

Education

Bachelor’s degree in Finance, Economics, or Business

Job description

1 week ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

This range is provided by Dexian. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$18.00/yr - $19.00/yr

Direct message the job poster from Dexian

Senior Technical Recruiter || Engineering || Light Industry || BFSI || IT-Recruitment

Job Title: Series 7 Licensing Trainee/ Great Opportunity to Obtain your Series 7 & 63

Pay: $18- $19/hr during contract, $54K-$58K when converted to FTE.

Location: Salt Lake City, UT 84116

Job Summary:

Selected candidates will be paid while studying to achieve their SIE, Series 7, and Series 63 over a period of 12 weeks.
Training materials and licensing expenses will be paid at no cost to selected candidates.
Candidates need the capability to explain complex concepts in a digestible manner
Successful candidates will also have a strong drive to succeed and a passion for helping people.
Passing the tests to receive the Series 7 and Series 63 licensing will be necessary to continue the training and have the ability to be hired on permanently.
The role will have a focus on connecting with clients and helping them transition to the more modern digital platform of handling their portfolios online with the advisor’s assistance, where the advisor will be able to help them to achieve their financial goals and answer questions they may have
Books of business will be provided to the advisor.
From conversations with the client, the advisor will review existing portfolio holdings with the client and educating them on different investment platforms, recommending portfolio changes, and over all trying to align investment objectives with client financial goals.
Ongoing skill and knowledge development sessions will continue to be provided to gain a deeper understanding of the role, different investment products, and the financial industry as a whole. The advisor will be able to utilize your management team, site coaches, learning & development partners, and external product vendors to grow and develop professionally.
Must have a minimum Bachelor’s degree in Finance, Economics, or Business focused degree. Will also consider business-minded and analytical professionals with a strong customer service background.

Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals. Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Seniority level