- Raymond James Financial, Inc. (St. Petersburg, FL)
- …combination of experience, education, and/or training. **Licenses/Certifications** + Series 7 license preferred + Appropriate series license (s) for assigned ... functional area preferred or the ability to obtain within an established timeframe. + Additional licenses/certifications demonstrating the candidate's knowledge/expertise in industry regulation and concepts preferred. more
- Mass Markets (FL)
- …+ High school diploma or GED + Must hold a valid Healthcare Insurance License + Previous call center experience is preferred. + Proficient in Microsoft Word, Excel, ... PowerPoint, and Outlook. + Excellent oral and written communication skills. + Strong organizational abilities and interpersonal skills. + Flexible schedule, strong analytical and problem-solving skills, and the ability to multitask effectively. + Capable of… more
- CVS Health (Miramar, FL)
- …+ Seek out customers to ensure they have a world class beauty advisor experience. + Provide personalized sales service based on customer needs, productive upselling ... and walk-in clients. + Display current and active Cosmetology/Esthetician license during all working hours in all locations in...Qualifications** + Must possess a current and valid Cosmetology/Esthetician License in the state in which you will be… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …2-3 days a week at our corporate office in Saint Petersburg, FL._ Drive advisor business development with a focus on technology and education through consulting and ... of programs and resources. Provide support for the organization's advisor technologies to ensure they meet advisor ...+ Up to 20%. Must have a valid driver's license and be eligible for coverage under the firm's… more
- Edward Jones (Valrico, FL)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... an impact to change lives. You and your financial advisor will complement each other to create capacity and...FINRA and/or SEC Complete required CE training to ensure license (s) are in good standing Read More About Skills/Requirements… more
- HUB International (Gainesville, FL)
- …accounts in accordance with company objectives and procedures; complements advisor responsibilities for new business development and existing client perpetuation, ... practice. **In this role, you will:** + Assist EB Advisor with request for insurance coverage quotes from insurance...**What you offer us:** + Life & Health 215 license + Understand and analyze insurance coverage's, forms, and… more
- Truist (Winter Park, FL)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general...dates and settlement. 3. Process corporate actions where a license is warranted, such as tender offers, optional dividends… more
- Bank of America (Miami, FL)
- …Teams client base. The Trainee role allows EGP Specialist to become fully license and require the appropriate designations before taking on the full EGP Specialist ... Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking required… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …fundamental scope and complexity, as well as serve as a technical training advisor to advisory teams. May provide comprehensive solutions to complex problems or ... of personalized team coaching, group coaching, practice management events/workshops, and advisor consultations + Primary focus on (1) Sales (identifying revenue… more
- World Insurance Associates, LLC. (West Palm Beach, FL)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services organization ... and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and manage relationships with… more
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