Series 7 Study Class

Fresh Graduates, Bachelor's Degree, Finance, Economics, Finance interns, Business Administration

Greetings,

My name is Shivangee and I am Recruiter with Dexian. Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.

Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.

Dexian 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

We are seeking motivated individuals for the position of Series 7 Trainee. This role is ideal for those looking to kickstart their career in the financial services industry. As a Series 7 Trainee, you will gain essential knowledge and skills in various financial concepts and sales strategies while preparing to take the Series 7 licensing exam. This position offers a unique opportunity to learn about asset management, wealth management, and other key areas of finance in a dynamic and supportive environment.

Series 7 License Trainee

Address: Salt Lake City, UT 84116 (Expect to be 100% onsite during the contract. Once converted to a perm employee it will move to a hybrid schedule.)

Pay Rate: $19/hr while on contract. Candidates that are converted to perm should expect a base salary of around $54K-$58K.

Position Type/Duration of Assignment: contract to perm

Hours/Schedule(if training schedule include here)

Training shift: M-F, 8am-5pm

Regular shift after training: M-F, 7am-8pm (8 hour shift, need to be flexible, will also work some holidays)

What are the 3-5 most important things you are looking for in a qualified candidate? (* denotes must haves-will not look at without)

· Must have a minimum Bachelor’s degree in Finance, Economics, or Business focused degree. Will also consider business-minded and analytical professionals with a strong customer service background.

· Excellent verbal, written, and interpersonal communication skills

· Strong analytical skills with extremely high attention to detail and accuracy

· Strong and accurate data entry skills

· Strong organizational, multi-task, and prioritizing skills

Job Description:

Selected candidates will be paid while studying to achieve their SIE, Series 7, and Series 63 over a period of 12 weeks.

Training materials and licensing expenses will be paid at no cost to selected candidates.

Candidates need the capability to explain complex concepts in a digestible manner

As to be expected, excellent communication and interpersonal skills are a must for these positions.

Successful candidates will also have a strong drive to succeed and a passion for helping people.

Passing the tests to receive the Series 7 and Series 63 licensing will be necessary to continue the training and have the ability to be hired on permanently.

The role will have a focus on connecting with clients and helping them transition to the more modern digital platform of handling their portfolios online with the advisor’s assistance, where the advisor will be able to help them to achieve their financial goals and answer questions they may have

Books of business will be provided to the advisor.

From conversations with the client, the advisor will review existing portfolio holdings with the client and educating them on different investment platforms, recommending portfolio changes, and over all trying to align investment objectives with client financial goals.

Ongoing skill and knowledge development sessions will continue to be provided to gain a deeper understanding of the role, different investment products, and the financial industry as a whole. The advisor will be able to utilize your management team, site coaches, learning & development partners, and external product vendors to grow and develop professionally.

After passing the tests is when successful candidates will be considered for internal positions – there will of course be an internal interview as well.

Candidates that are converted to perm should expect a base salary of around $54K-$58K.

Job Type: Contract

Job Type: Contract

Pay: $17.00 - $19.00 per hour

Expected hours: 40 per week

Ability to Commute:

• Salt Lake City, UT 84116 (Preferred)

Ability to Relocate:

• Salt Lake City, UT 84116: Relocate before starting work (Preferred)

Work Location: In person

Salary : $54,000 - $58,000