Job Title: Licensed Trainee (SIE, Series 7, Series 63)

Location: Salt Lake City, UT 84116 (Onsite)

Duration: 3-4 months contract to hire

Pay-rate: $18-19/hr.

Qualifications:

• Must have a minimum Bachelor’s degree in Finance, Economics, Mathematics or Business focused degree.
• 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 12-14 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.

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 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