- USAA (Tampa, FL)
- …all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate ... our mission is to empower our members to achieve financial security through highly competitive products, exceptional service...solutions like long term care products. + Recommends relevant financial product and services and refers for… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …will be the driving force behind building and nurturing relationships with financial advisors, wealth managers, and institutional clients. Your mission: to promote ... suite of investment products and solutions that help clients achieve their financial goals. **Key Responsibilities** + Proactively engage with financial … more
- Truist (West Palm Beach, FL)
- …degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2. Minimum of five ... years of financial services experience working with clients dealing...4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and… more
- Santander US (Miami, FL)
- …**Your Journey Starts Here:** Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest ... of the company's business units. Aims to deliver superior service to clients by driving and optimizing the effectiveness...27 desirable. Incumbent will be expected to pass a Series 27 exam after 6 months on… more
- Veterans Affairs, Veterans Health Administration (Miami, FL)
- …and budgeting for the Medical Center, as well as for all Engineering Service programs. Budgeting/ Financial Management Work Provides for the budgeting and ... financial management for Engineering Service . This includes budget formulation, justification, and execution; financial management; and financial … more
- Navy Federal Credit Union (Pensacola, FL)
- Overview To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or ... services . Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals...other duties as assigned or appropriate Qualifications + FINRA Series 7 and combination of NASAA Series … more
- Citigroup (Boca Raton, FL)
- …goal-oriented team player able to work without direction. + Required current US FINRA Registration: SIE, Series 6 , 63, and 65 OR Series 7 and 66 or ... or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time **Primary Location:**… more
- Citigroup (Plantation, FL)
- …a goal-oriented team player able to work without direction + US: Current Registration for FINRA series 6 , 63, and 65 are required for the role. Individuals with ... or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time **Primary Location:**… more
- First Horizon Bank (Miami Lakes, FL)
- …Auditors (IIA) Standards Certification or License required (CIA, CISA, CPA, CFA, CRCM, CIFRS, Series 6 , 7, or 24, etc.). Prior experience at a large, complex ... or License required (CIA, CISA, CPA, CFA, CRCM, CIFRS, Series 6 , 7, or 24, etc.) or...**About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our… more
- First Horizon Bank (Orlando, FL)
- …essential functions. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and ... risk management solutions, business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects… more