Client Advisor - Series Licensing Program

Client Series 7 Licensing Program

This is an excellent opportunity for recent graduates and client service professionals with foundational banking experience who are looking to obtain a Client Series 7 license and transition into a long-term career with one of the largest banks in the world.

• This position is part of a Client Series 7 Licensing Program sponsored by a Top investment bank.
• Selected candidates will participate in onsite training provided by a Top investment bank.
• The program includes 3 months of full-time paid training focused on preparing candidates for the Client Series 7 exam.
• Upon successful completion of the training and passing the Series 7 examination, candidates will be eligible for conversion to a full-time employee.

• The 3-month training period requires full attendance and participation.
• Vacation, personal leave, or extended time off is not permitted during the training period.
• Failure to meet the attendance expectations may result in removal from the program and termination of the assignment, in accordance with Bank's training and disciplinary guidelines.

This role supports Bank's Brokerage Services business by delivering exceptional service to High Net Worth (HNW), Ultra-High Net Worth (UHNW), and Institutional clients.

The associate will serve as a key point of contact for brokerage account-related inquiries and provide timely, accurate, and professional support.

• Approximately 1 year of experience, preferably in a customer service, teller, or branch banking environment.
• Strong communication skills and an interest in building a career in financial services.

The Series 7 exam, or General Securities Representative Exam, is a credential required for U.S. stockbrokers and financial professionals.

Administered by Client, passing it lets individuals buy and sell most securities, including stocks, bonds, options, and mutual funds

EEO: "Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans."