- JPMorgan Chase (Miramar, FL)
- …if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/ 7 , state registration (including 63 or 66 if required) and Life ... tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main...of clients more convenient by sharing and setting up self- service options to access their accounts 24 hours a… more
- JPMorgan Chase (Palm Beach Gardens, FL)
- …their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client ... offers US based clients and their advisors the personalized service of a dedicated wealth management business and the...and skills:** + Bachelor's degree or equivalent experience + Series 7 & 66 licenses upon hire… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and remote training sessions in professional development, networking events, a speaker series , and volunteer opportunities, you will be equipped with knowledge of ... into a full-time role at Raymond James after graduation. **Department Overview** Private Client Banking (PCB) at Raymond James supports the complex needs of our… more
- Citigroup (Jacksonville, FL)
- The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal ... services. + Directly responsible for providing timely responses to client service requests, received via telephone or.../or investment operations - including placing unsolicited securities trades ( Series 7 & 63 required). + Ensures… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …departments. + Ability to perform analytics and create process efficiencies is a plus. + Series 7 required, Series 24 License (within 90 days of join), ... and priorities. + Provide a high level of customer service . **Licenses/Certifications:** + Appropriate series license(s) for...grandfathering cannot be applied. + Required to have a Series 7 , 24 (within 90 days of… more
- Citigroup (Miami, FL)
- …to the Citi Private Latin America businesses. Their focus is to ensure that effective client service is provided to our ultra high net worth clientele. They ... Strengthen private banking relationships by providing efficient and timely client service and problem resolution + Ensure...new ideas to streamline processes/transactions. **Qualifications and Education:** + Series 7 & 63 licenses for US… more
- Citigroup (Coral Springs, FL)
- …fail to maintain these standards. **Qualifications:** + 10+ years of experience + Required FINRA Licenses: SIE; Series 7 ; Series 66 (or Series 63 & 65); ... all market direct reports towards driving the new CPWM client centric and segment strategy. + Motivates, persuades, and...Series 9 & 10 (or Series 24 & 4 & 53) + Group 1:… more
- Bank of America (Jacksonville, FL)
- …and Self Directed Brokerage. **Required Qualifications:** + FINRA Securities Industry Essentials Examination (SIE), Series 7 & Series 63 licenses + One or ... Sr. Financial Service Representative Jacksonville, Florida **To proceed with your...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Bank of America (Tampa, FL)
- …related to the execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation and their next generations ... achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 &...Relationship Management. The Private Wealth Management Associate provides quality client service and effective and efficient operations… more
- TIAA (FL)
- …**Work Experience** + 5+ Years Required; 7 + Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series 66; ... opportunities with partner firms and collaborating with internal sales and service teams to ensure Wealth Advisor Consultants are providing informed and… more