Client Advisor - 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 bank in the world.

Training & Licensing Program

• 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.

Important Attendance Requirement

• 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.

Position Overview

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.

Basic Requirements:

• 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.

Client SERIES 7 EXAM

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.