Financial Services Specialist - SIT Trainee & Licensing

Posted 10 days ago

planmember financialCarpinteria (CA)

Securities, Commodities, and Financial Services Sales Agents Investment Banking and Securities Intermediation

SENIORITY

Junior

SALARY

$55,000 annually

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About the role

PlanMember Financial Corporation in Carpinteria, CA seeks a Financial Services Representative (FSR-Tier1) to handle client calls, gather information, and resolve issues. The role starts with 8 weeks of SIT training to prepare you for licensure toward FINRA Series 6/7, with opportunities for advancement through SIT tiers. Starting salary is $55,000 annually with a Licensing Incentive Program, plus a generous benefits package including medical, dental and vision, 401k company match, discretionary

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.