Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)

What you’d do

Trainee role in consumer investments where you identify client needs and refer sales opportunities to specialist and sales teams. Full time, in-office culture; you obtain SIE, Series 7 and 66 licenses. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• Obtain SIE, Series 7 and 66 licenses
• Client-focused with passion for excellence
• Self-motivated and goal-oriented
• Multitask in fast-moving, performance-based environment
• In-office attendance