- First Horizon Bank (Naples, FL)
- …Suite + In addition, 10-key calculator; coin counter **CERTIFICATES, LICENSES, REGISTRATIONS** (Ex: CPA, Series 6 or 7 license, etc) + Not necessary **Hours** : ... job posting. **SUMMARY** Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening...both teller and platform support as needed to keep client wait times to a minimum and to provide… more
- Bank of America (St. Petersburg, FL)
- …investing and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** + ... client requests and makes introductions to appropriate internal service providers based on client needs and...to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program… more
- Thrivent Financial (Tallahassee, FL)
- …to make a real impact in your community. Position Requirements: * Securities registration required- SIE, Series 7 and 66 (or 7 , 63 & 65) before contracting * ... experience is optimal. You will play a critical role in our client experience, so an outgoing and service -oriented mindset is a must. You will work closely with… more
- Equitable (Boca Raton, FL)
- …demonstrating how these solutions can be tailored to meet their unique needs + ** Client Service and Implementation** : Analyze and organize client data, ... balance and champion limitless income potential! **Role Highlights** + ** Client Engagement** : Cultivate and expand your network within...experience + **Licensing** : State Life & Health, SIE, Series 7 , Series 66 +… 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 ... Raymond James after graduation. **Department Overview** Raymond James Bank's Private Client Banking division offers innovative and diversified lending products to… more
- Raymond James Financial, Inc. (Sarasota, FL)
- …**Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 and 9 & 10 (or 8) required. + Series ... that are combined to form a functional group. May service clients in his/her own book of business. **Essential...Supervises daily trading and other office activities. + Resolves client complaints. + Performs reviews of client … more
- Raymond James Financial, Inc. (West Palm Beach, FL)
- …**Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 and 9 & 10 (or 8) required. + Series ... a Raymond James & Associates (RJA) retail branch. May service clients in his/her own book of business. **Essential...trading and other office activities. + Documents and resolves client complaints. + Performs reviews of client … more
- Citigroup (Miami, FL)
- …computer and web based applications **Qualifications and Education** + 15+ years of experience + Licensing: Series 7 & 66 (or 63 & 65) & 31 + Extensive and ... **Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop… more
- Citigroup (Miami, FL)
- …understand, utilize and learn computer and web based applications **Qualifications and Education** + Licensing: Series 7 & 66 (or 63 & 65) + BA plus relevant ... **HNW Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the...client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored… more
- Charles Schwab (Tampa, FL)
- …for you. **What you have** **Required Qualifications:** + Bachelor's degree + Active FINRA Series 7 license (May be obtained with a 120-day condition of ... investment advisory solution, providing clients with a personal relationship, specialized service , and ongoing advice built on Schwab's approach to investing. You… more