Financial services job opportunity for Global majors
Meghan Zero
From: Natalie Ross <nr...@planmember.com>
Date: Mon, May 15, 2023 at 2:59 PM
Subject: Job opportunity for Global majors
To: Meghan Zero <megha...@ucsb.edu>
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Anyone that is interested in learning more about this or wants to apply can call or email me directly:
or
800-847-6910 and ask to speak with me
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Sent: Tuesday, January 3, 2023 12:39 PM
To: Meghan Zero <megha...@ucsb.edu>
Subject: Job opportunity for Global majors
Hi Meghan,
I have emailed you previously so I wanted to reach out again since two of your referrals work in our department currently. I am a UCSB global studies alumni graduated in 2014, my company and department are hiring for an February 13th start date. We are hiring for our Financial Services Representative position. We have two global alumni currently working in our department (Viviana Gonzales, Angie Garcia for example) and would love anyone interested in this role to apply.
Would you be willing to forward this to the global majors? I am looking for 4-6 candidates with a February 13th start date. This role could be interesting to other global studies majors that have any interest in starting a career in finance.
Anyone that is interested in learning more about this or wants to apply can call or email me directly:
or
Description
If you have an interest in finance, this is an excellent opportunity to head start a career in the Financial Services Industry. While going through a unique training program and obtaining your FINRA licenses, you would be playing the vital role of providing service to our existing clients and advisors. No cold calls required ever!
Representatives will participate in the Securities Industry Training (“SIT”) program which will prepare them for routine job duties and for passing required licensure exams. Representatives will have the opportunity to advance through several Tiers (Positions) during their tenure in the SIT program and will be required to secure FINRA Series 6, 63 and 7 Licenses according to a pre-set schedule. Based on proficiencies achieved (Knowledge and Service) Representatives may have the opportunity to secure additional FINRA Licenses such as the Series 65.
Best,
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