- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Establish and communicate clear directions and priorities. + Provide a high level of customer service . **Licenses/Certifications:** + Series 7 preferred ... and home office business units as well as internal support departments. + Series 7 preferred. **Essential Duties and Responsibilities:** + Liaise with employees… more
- Equitable (Miami, FL)
- …or equivalent skills and work experience + **Licensing** : State Life & Health, SIE, Series 7 , Series 66 + **Personal Attributes** : values-driven with a ... becoming a wealth manager through licensing and employment. **Role Highlights** + ** Client Engagement** : Build and nurture client relationships through… more
- JPMorgan Chase (Miami, FL)
- …Management, Risk Management and Investor Support teams * Liaise with Operations and Client Service Specialist teams * Monitor exceptions and work with ... risk metrics across the team. **Required Qualifications, Capabilities, and Skills** * Series 7 , 66 and Insurance licenses required for position; unlicensed… more
- Truist (Wesley Chapel, FL)
- …relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for ... determine which investment products and services best meet the client 's needs and to implement those products and services...year of experience in the securities industry. 3. FINRA Series 7 and 66. 4. Applicable state… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …(prior to start) _provided that an exemption or grandfathering cannot be applied._ + ** Series 7 License** **required,** _or ability to obtain within 120 days._ + ... Act as first-line supervisor of a team providing customer service support, and play a key role in helping...interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment,… more
- First Horizon Bank (Coral Gables, FL)
- …Financial Services industry. * Bachelor's Degree required from accredited college or university. * Series 7 , and either 66 or 63/65. Life & Health. Other ... profitability goals. * Actively communicate the firm's value proposition and advice-based service offering to all stakeholders. * Develop client relationships… more
- Veterans Affairs, Veterans Health Administration (Gainesville, FL)
- …level quality improvement processes and initiatives as well as customer service programs. The Registered Nurse (RN), Home Care/Home-Based Primary Care (HBPC) ... license from any US State or territory Work Schedule: 7 :30-16:00 or 8:00-16:30 Telework: Not Available Virtual: This is...be tested will be denied employment with VA. Selective Service Registration is required for males born after 12/31/1959.… more
- Veterans Affairs, Veterans Health Administration (Gainesville, FL)
- …license from any US State or territory Work Schedule: Monday - Friday, 7 :30am- 4:00pm Telework: Not Available Virtual: This is not a virtual position. ... Applicants who refuse to be tested will be denied employment with VA. Selective Service Registration is required for males born after 12/31/1959. You may be required… more
- Veterans Affairs, Veterans Health Administration (Sarasota, FL)
- …and deliberate planning. Self-directed in goal setting for managing complex client situations. Assumes responsibility for the coordination of care focused on ... ensure care is timely. The nurse demonstrates high quality customer service skills. Manages assigned panel(s), utilizes registries, and ensures appropriate… more
- Citigroup (Boca Raton, FL)
- …team player able to work without direction + Securities Industry Essentials - SIE - Active Series 7 , 66 (or 63 and 65) licenses + Group 1 insurance + This ... business partners and recommend the best offering to clients based on client profiling and suitability assessments + Make securities recommendations and provide… more