- Charles Schwab (Palm Beach Gardens, FL)
- …licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If ... **What you have** **Required Qualifications:** + 1+ years of Client /Customer Service experience **Preferred Qualifications:** + Previous...employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses + Ability… more
- First Horizon Bank (Orlando, FL)
- …work with various specialists and partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, ... site as described in posting. **Summary** As a Private Client Relationship Manager (PCRM), you are responsible for new...Bachelor's Degree Required. + FINRA: Maintains proper licenses including Series 7 , Series 66, the… more
- Edward Jones (West Palm Beach, FL)
- …work experience + 5 + years of experience at a financial services firm preferred + Series 7 and 66 preferred or obtained within 3 months of hire + Insurance ... the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and...with key stakeholders, to provide an optimal branch and client experience + Deliver excellent service by… more
- JPMorgan Chase (Jupiter, FL)
- …JPMorgan Wealth Management, you will have the opportunity to provide exceptional client service , operational marketing, and administrative support. You will play ... and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a 60… more
- JPMorgan Chase (Jacksonville, FL)
- …is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private ... If you are passionate about client experience and goals driven planning, then our...qualifications, capabilities, and skills** + A valid and active Series 7 license + If you were… more
- JPMorgan Chase (Palm Beach, FL)
- …skills** + College graduate with 7 + years of industry experience and holds the series 7 and 63 licenses. + Proven ability to effectively market and sell ... offers attractive wealth management solutions, and delivers a high level of service . As a Client Specialist within JP Morgan Wealth Management, you will focus on… more
- JPMorgan Chase (Miami, FL)
- …+ Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- JPMorgan Chase (Miami, FL)
- …understanding of investments, wealth planning, credit and banking concepts + Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, ... their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a… more
- Aegon Asset Management (FL)
- …Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7 ,000 people. It's part of Aegon, an integrated, diversified, international ... Summary Responsible for relationship management of assigned clients to ensure client satisfaction, retention and profitability of retirement 401(k) plans. May also… more
- JPMorgan Chase (Palm Beach Gardens, FL)
- …world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and ... to a team that values strong relationships and exceptional client service will directly impact our clients'...and skills:** + Bachelor's degree or equivalent experience + Series 7 & 66 licenses upon hire… more