• Consumer Investments - Investment Specialist…

    Bank of America (Jacksonville, FL)
    Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Jacksonville, Florida **To proceed with your application, you must be at least 18 ... where the representative is expected to take several inbound service calls daily to solve for financial needs. Key...pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66.… more
    Bank of America (07/24/25)
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  • Small Business National Financial Solutions…

    Bank of America (Jacksonville, FL)
    Small Business National Financial Solutions Advisor ( Series 7 and 66 Required) Chandler, Arizona;Jacksonville, Florida **To proceed with your application, you ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chandler/Small-Business-National-Financial-Solutions-Advisor-- Series - 7 -Required-\_25030382) **Job Description:** At Bank of America,… more
    Bank of America (07/18/25)
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  • Centralized Brokerage Client Service

    Truist (Tampa, FL)
    …and attributes of annuity products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. (candidates that only have ... assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL...the Series 7 or Series 66 will be considered… more
    Truist (07/15/25)
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  • Merrill Market Client Relationship Manager

    Bank of America (Pensacola, FL)
    …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions...delegating team work. **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66… more
    Bank of America (08/08/25)
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  • Senior Registered Client Service

    Raymond James Financial, Inc. (Coral Gables, FL)
    …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...that an exemption or grandfathering cannot be applied. + Series 7 required. + Series more
    Raymond James Financial, Inc. (07/29/25)
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  • Registered Client Service Associate

    Raymond James Financial, Inc. (Fort Myers, FL)
    …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...that an exemption or grandfathering cannot be applied. + Series 7 required. + Series more
    Raymond James Financial, Inc. (08/08/25)
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  • Latin America Private Bank- Senior Client

    JPMorgan Chase (Miami, FL)
    As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and enriching ... all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on ...qualifications, capabilities, and skills** + FINRA Securities Industry Essentials, Series 7 and Series 63… more
    JPMorgan Chase (08/04/25)
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  • Registered Client Service Associate

    Raymond James Financial, Inc. (Orlando, FL)
    …**Licenses/Certifications** * SIE required provided that an exemption or grandfathering cannot be applied. * Series 7 required. * Series 63, 65 and/or 66 as ... Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. * Onboards new clients, opens new client accounts and researches client and security… more
    Raymond James Financial, Inc. (06/19/25)
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  • Associate, Core Service - International…

    Charles Schwab (Orlando, FL)
    **Your opportunity** As a **International Client Service Associate** , you will service international (non-US residents) and domestic clients with all a full ... range of service and trading needs. You will work in a...able to read, write, and speak in Mandarin/Cantonese. . Series 7 & 63 licenses required OR… more
    Charles Schwab (07/26/25)
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  • Registered Wealth Management Client

    Bank of America (Winter Park, FL)
    …often serve as the most frequent point of contact with Merrill. Fully registered ( Series 7 , 63, 65, & 66). Partial registration may be considered. **Specific ... multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a...the role:** + Candidates are **required** to currently hold Series 7 & 66 or 63/65 +… more
    Bank of America (08/08/25)
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