Financial Sales Representative — Minneapolis, MN at

About the Program

The FINRA Series 7 Study Class is a comprehensive 12-week training program designed for individuals preparing to take the SIE, Series 63, and Series 7 exams. This course qualifies participants to become registered representatives in the securities industry by providing essential training on financial concepts, regulations, and practices critical for success in financial sales and wealth management.

Participants engage in a structured learning environment that emphasizes both theoretical knowledge and practical application. The curriculum covers key topics including securities law, cash management, estate planning, and tax implications. Through active discussions, peer collaboration, and the use of financial software tools, candidates simulate real-world scenarios in wealth management to master the content areas outlined by FINRA.

Career Pathway

This program serves as a pipeline for permanent employment within the organization. Passing the Series 7 and Series 63 licensing exams is a mandatory requirement to continue the training and become eligible for permanent hiring. Successful candidates who pass these tests will be considered for internal positions within the firm.

About Dexian

Dexian stands at the forefront of Talent + Technology solutions, with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services.

Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit dexian.com.

Equal Opportunity Employer

Dexian, LLC 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.

Work location

Work model: On-site

VÉLO, 115, North 2nd Street, North Loop, Central, Minneapolis, Hennepin County, Minnesota, 55401, United States

Minneapolis, Minnesota

Key Responsibilities

check_circleAttend scheduled classes and participate actively in discussions and exercises
check_circleStudy and understand key topics including securities law, cash management, estate planning, and tax implications
check_circleComplete assigned readings and practice exams to reinforce learning objectives
check_circleCollaborate with peers to discuss complex financial concepts such as wills, trusts, and estate law
check_circleUtilize financial software tools to simulate real-world scenarios in wealth management
check_circlePrepare for the SIE, Series 63, and Series 7 exam by mastering the content areas outlined by FINRA

Requirements

verifiedMotivation to attain FINRA licensing
verifiedStrong understanding of banking principles and cash management techniques
verifiedKnowledge of estate planning strategies
verifiedBachelor's degree in Finance, Banking, or related fields (Preferred)
verifiedInternship with a Wealth Investment Firm, Bank, or Financial Services Firm (Preferred)

Nice to Have

Bachelor's degree in Finance, Banking, or other related fields. Internship with a Wealth Investment Firm, Bank, or other related Financial Services Firm.

Company

Signature Consultants

Industry

Staffing and Recruiting

Headquarters

Fort Lauderdale, FL

Signature Consultants operates as a specialized staffing and recruiting firm headquartered in Fort Lauderdale, Florida. The organization focuses on the information technology sector, serving as a bridge between skilled tech professionals and forward-thinking enterprises. Its primary client base includes Fortune 500 companies and high-tech organizations seeking to expand their technical capabilities. The firm emphasizes a collaborative approach, aiming to align the expertise of its talent pool with the strategic needs of its corporate partners. Operations are guided by core principles of performance and integrity, ensuring that placements meet rigorous standards for both candidates and employers. This model supports the growth of technology teams across various industries by connecting qualified individuals with opportunities that match their skills and career goals. The company maintains a presence in the competitive staffing landscape by prioritizing results and mutual success for all parties involved in the recruitment process.

Skills, education and keywords

Skills: Series 7, Series 63, Sie, Securities Law, Cash Management, Estate Planning, Tax Implications, Wills, Trusts, Estate Law.

Education: Bachelor's degree in Finance, Banking, or related fields (Preferred).

Frequently asked questions about Series 7 & 63 Study Class at Signature Consultants

What does a Series 7 & 63 Study Class at Signature Consultants do?expand_more

A Series 7 & 63 Study Class at Signature Consultants is responsible for the following: Attend scheduled classes and participate actively in discussions and exercises; Study and understand key topics including securities law, cash management, estate planning, and tax implications; Complete assigned readings and practice exams to reinforce learning objectives; and Collaborate with peers to discuss complex financial concepts such as wills, trusts, and estate law.

What are the requirements for this Series 7 & 63 Study Class role?expand_more

To qualify for the Series 7 & 63 Study Class at Signature Consultants position, applicants should have: Motivation to attain FINRA licensing; Strong understanding of banking principles and cash management techniques; Knowledge of estate planning strategies; Bachelor's degree in Finance, Banking, or related fields (Preferred); and Internship with a Wealth Investment Firm, Bank, or Financial Services Firm (Preferred).

Where is the Series 7 & 63 Study Class role at Signature Consultants located?expand_more

Series 7 & 63 Study Class at Signature Consultants is based in VÉLO, 115, North 2nd Street, North Loop, Central, Minneapolis, Hennepin County, Minnesota, 55401, United States. This is a on-site role.

Is this Series 7 & 63 Study Class job remote, hybrid, or on-site?expand_more

Signature Consultants has listed this Series 7 & 63 Study Class role as on-site.

How much experience is required for this Series 7 & 63 Study Class role?expand_more

Candidates for Series 7 & 63 Study Class at Signature Consultants should have intern.

What skills do you need for the Series 7 & 63 Study Class role at Signature Consultants?expand_more

Key skills for Series 7 & 63 Study Class at Signature Consultants include Series 7; Series 63; Sie; Securities Law; Cash Management; Estate Planning; Tax Implications; and Wills.

What education is required for Series 7 & 63 Study Class at Signature Consultants?expand_more

Educational requirements for this role: Bachelor's degree in Finance, Banking, or related fields (Preferred).

What category does the Series 7 & 63 Study Class role belong to?expand_more

Series 7 & 63 Study Class at Signature Consultants is part of the accounting & finance job category on Recrutus.

About Signature Consultants

Browse more roles: All Signature Consultants jobs, accounting & finance jobs on Recrutus.

Series 7 & 63 Study Class