- Truist (Weston, FL)
- …4. Knowledge of the features and attributes of annuity products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 ... FL. Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development… more
- Truist (Port Orange, FL)
- …JOB SUMMARY Direct and execute all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client retention to sustain and grow ... revenue. Provide leadership to the Financial Advisor team and contribute to the short- and...offered by Truist Wealth and complete continuing education requirements. 6 . Plan and execute all team events, including functions… more
- 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
- Aegon Asset Management (FL)
- …to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life ... people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million...a related field or equivalent business experience. + FINRA Series 6 or 7. + FINRA … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of internal controls, risk management, and regulatory compliance in a brokerage or financial services environment. + Proven ability to manage multiple priorities ... coaching and guidance to staff on quality standards and financial control procedures. + Analyze performance data to identify...within 120 days** (as required by FINRA). Persons holding Series 6 , 7, 17, 37 or 38… more
- Truist (Winter Park, 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
- 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