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Series 79 Remote Jobs in Kansas (NOW HIRING)

Nexora Talent

Remote- Customer Experience Service

Wichita, KS · Remote

$14.25 - $19.50/hr

Customer Experience Service (Remote) We are seeking a detail-oriented Customer Experience Service to support clients throughout their journey. In this role, you will assist with coordinating client ...

Human Agency

Remote (US only) Type: Full-Time About Human Agency We're scaling rapidly and have a growing ... Active RIA (Registered Investment Adviser) or Series 65/66 licensure required, with a clean ...

NTT DATA Services

Customer Service Associate

Wichita, KS · Remote

$15.50/hr

Remote employees must adhere to all technical support procedures and protocols. * Chronic connectivity issues or recurring downtime that impede job performance, including internet outages, may result ...

NTT DATA Services

Customer Service Associate

Wichita, KS · Remote

$15.50/hr

Remote employees must adhere to all technical support procedures and protocols. * Chronic connectivity issues or recurring downtime that impede job performance, including internet outages, may result ...

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Series 79 Remote information

What is a Series 79 remote job?

Series 79 remote jobs are positions in the investment banking industry that allow professionals holding the FINRA Series 79 license to work from remote locations rather than a traditional office. These roles typically involve advising on mergers and acquisitions, financial restructuring, and other investment banking activities. Remote Series 79 jobs leverage technology for virtual meetings, deal analysis, and client communications, making it possible to perform key banking functions outside a standard office setting. These positions are ideal for licensed professionals seeking flexibility while maintaining compliance with regulatory requirements.

What are the unique challenges of working remotely as a Series 79 investment banking professional?

Remote Series 79 professionals often face the challenge of maintaining effective communication with deal teams and clients, especially when handling sensitive information and complex transactions. Staying organized and managing time zones for virtual meetings are crucial for meeting tight deadlines and ensuring deal progress. However, remote work can also offer flexibility and autonomy, provided you are proactive in collaboration and diligent about data security protocols. Many firms support remote team members with secure technology and regular check-ins to foster connectivity and productivity.

What are the key skills and qualifications needed to thrive as a Series 79 remote investment banking representative?

To excel as a Series 79 Remote Investment Banking Representative, you need strong analytical abilities, financial modeling expertise, and a Series 79 FINRA license. Familiarity with tools like Excel, PowerPoint, Bloomberg terminals, and virtual collaboration platforms is typically required. Exceptional communication, self-motivation, and time management are vital soft skills for remote teamwork and client interaction. These competencies ensure accurate financial analysis, effective client communication, and successful deal execution in a remote environment.

What are popular job titles related to Series 79 Remote jobs in Kansas?

For Series 79 Remote jobs in Kansas, the most frequently searched job titles are:

What job categories do people searching Series 79 Remote jobs in Kansas look for?

The top searched job categories for Series 79 Remote jobs in Kansas are:

Series 79 Remote jobs near you

Financial Advisor - Kansas City (5206)

Equitable

Kansas City, KS • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 20 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Leaders are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right people to drive them. Our management platform affords you the opportunity to have a large-scale impact & help guide others to find their personal success.
Equitable Advisors is a leading firm in the wealth management industry with a mission to help people build fulfilling futures grounded in stability, innovative strategies and commitment to our clients.

Daily Activities may include
    Networking to discover new talent to grow your team 
    Coaching from your experience & training to develop new Financial Professionals
    Collaborating with local leadership to strengthen values, mission and vision
    Committing to personal and district goals consistent with branch and company strategy
    Supervisory skills ensuring compliance and brand are met
    Fostering diverse talent and enabling an inclusive work environment
    Teambuilding through culture and events

Requirements
    Four-year college degree preferred but not required
    Complete 12 months as entry level Financial Professional meeting requirements including licensing: State Life and Health, SIE, FINRA Series 7, 66 and have a developed client base
    Must pass FINRA Series 24 exam prior to stepping into leadership
    Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
    Desire to help others plan for and protect their financial futures
    Knowledge of our products & services
    High degree of self-confidence but team first attitude
    Authorized to work in the United States
 

Training & Support
    Leadership Development School
    Equitable Advisors' Virtual University
    Columbia Holistic Financial Coach Program
    Sponsorship for FINRA licensing
    Working closely with top leadership thru 1:1 coaching
    Joint work and mentorship opportunities
    Personalized training and support in all areas important to building your business
    Opportunity to earn specialized designations such as Certified Financial Planner (CFP)
 

Compensation & Benefits
    Unlimited earning potential and comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance
    Work-life balance and access to a full suite of remote-work technology solutions

Equitable Advisors is a wealth management firm built by advisors for advisors. Dedicated to diversity & inclusion, we make it a priority to cultivate a culture that reflects those efforts. We believe success comes when you have strong support and the tools you need. We look to our advisors to help drive us forward. Bring your voice to influence the growth & direction of this evolving industry!
 

If you are looking to expand your scope of impact with the support of a leading wealth management firm; let's connect!
 

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.  M/F/D/V. GE 8204370.1(7/25)(Exp7/29)

What Equitable employees say

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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