• Financial Consultant I

    Principal Financial Group (Miami, FL)
    …Are** + Bachelor's degree or equivalent plus 2+ years' experience, preferably in the financial services industry. + SIE, Series 6 or 7 and Series 63 ... In this role, you'll serve as our primary customer service contact, providing a high level of value and... financial confidence. Operating at the intersection of financial services and technology, Principal builds … more
    Principal Financial Group (05/16/25)
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  • Relationship Banker - Verandah Branch

    Wells Fargo (Fort Myers, FL)
    …**Desired Qualifications:** + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA ... it here. At Wells Fargo, we're more than a financial services leader - we're a global...practices risk management culture + Current registration for FINRA Series 6 and Series 63… more
    Wells Fargo (05/29/25)
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  • Regional Director

    Manulife (FL)
    …business success. **Required Qualifications:** + 5+ years of experience in insurance/ financial services sales. + Series 6 , 63, Life, Health, and Variable ... see. \#LI-JH \#LI-Remote **Acerca de Manulife y John Hancock** Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que… more
    Manulife (05/28/25)
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  • AMP Financial Advisor Trainee

    Raymond James Financial, Inc. (Tampa, FL)
    …- 13 months to 3 years **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 63_AG - Agent - ... their investment objectives. + Recommends investment products, solutions, and services that are suitable for prospects and clients based...Financial Industry Regulatory Authority (FINRA), Series 65 or Series 66_RA - Investment… more
    Raymond James Financial, Inc. (05/22/25)
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  • Branch Service Advisor | 8am-5pm…

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …be applied._ + ** Series 7 License** **required,** _or ability to obtain within six ( 6 ) months._ + ** Series 63 (or 66) License** **required** , _or ability to ... or Southfield, MI Corporate Offices. **Responsibilities** : + Provide advanced product/ service information and respond to complex customer questions about the… more
    Raymond James Financial, Inc. (05/29/25)
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  • Financial Consultant, Truist Investment…

    Truist (Jacksonville, FL)
    …JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the ... clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning… more
    Truist (04/25/25)
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  • Financial Advisor, Truist Investment…

    Truist (Ocala, FL)
    …with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND ... investment solutions to help clients work toward their long-term financial goals. 2. Set the strategic direction of the...Advisor team to increase assets under management, sales and service . 3. Develop and maintain a profitable level of… more
    Truist (05/31/25)
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  • Senior Financial Planning Consultant…

    Raymond James Financial, Inc. (Coral Gables, FL)
    …* SIE required provided that an exemption or grandfathering cannot be applied. * Certified Financial Planner required. * Series 7 required. * Series 63, 65 ... planning. * Provide a high level of customer service in a calm, courteous and professional manner. *... years **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 7_GS… more
    Raymond James Financial, Inc. (03/20/25)
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  • Registered Client Service Associate- St.

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... Series 7 required or willing to obtain within 6 months. + Series 63, 65 and/or... years **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 65… more
    Raymond James Financial, Inc. (04/29/25)
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  • Associate Private Client Financial Advisor

    Wells Fargo (Ponte Vedra Beach, FL)
    …66 (or FINRA recognized equivalents) + Financial services experience + Client services experience + 6 + months of client or sales services experience ... Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory… more
    Wells Fargo (05/30/25)
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