- Citigroup (Plantation, FL)
- …for FINRA series 6, 63, and 65 are required for the role. Individuals with Series 7 and 66 or equivalent are encouraged to apply. + Insurance group 1 ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more
- Truist (Tampa, FL)
- …to coordinate resources, problem solve, and deliver to clients the highest level of client service . * Is intensely focused on building brand internally. a. ... clients into a collaborative and on-going portfolio management and client communication cycle. 7 . Based on investment...sensitivity to others. * Successfully engages prospects in the client acquisition cycle. 5. 6. Series 65… more
- Charles Schwab (Orlando, FL)
- …is for you. **What you have** **Required Qualifications:** + A valid and active FINRA Series 7 license required + Obtaining or acquiringFINRA Series 66 ... advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client ...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …~ + An equivalent combination of experience, education, and/or training. **Licenses/Certifications** + Series 7 Required, Series 9/10 or 24 license preferred ... and reputation risk to the firm as it relates to addressing client grievances and regulatory inquiries. Works independently on difficult assignments that are… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …focus on (1) Sales (identifying revenue opportunities and forecasting), (2) Marketing ( client acquisition techniques), (3) Client Service Standards ... teams in identifying and implementing processes to ensure consistent client experience offering with results measured by tracking key...designation within 1 year. + Ability to obtain FINRA Series 7 License within six (6) months.… more
- Truist (Homosassa, FL)
- …process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use ... Relationship Management [IRM] partners) who are designated to support client service and development efforts (eg banking,...4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7 , 66 (63 and… more
- Bank of America (St. Petersburg, FL)
- …Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Charles Schwab (Tampa, FL)
- … client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial ... planning, foundational portfolio needs, and complex client service issues. This role will provide...have** **Required Qualifications** **:** + Active and valid FINRA Series 7 + Active and valid FINRA… more
- Charles Schwab (Orlando, FL)
- …representatives to Senior Leadership. **What you have** Required Qualifications + Active and valid Series 7 license + Active and valid Series 66 license ... to contribute to supervisory program reviews of electronic communications, product/ service recommendations, trading activity, and trend reporting. The Centralized… more
- First Horizon Bank (St. Petersburg, FL)
- …and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service , personalized advice, and proactive ... EQUIPMENT SKILLS** Microsoft Office Suite, Salesforce **CERTIFICATES, LICENSES, REGISTRATIONS** (Ex: CPA, Series 6 or 7 license, etc) None required. **Hours** :… more