- 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 (Homestead, FL)
- …EQUIPMENT SKILLS** Microsoft Office Suite, Salesforce **CERTIFICATES, LICENSES, REGISTRATIONS** (Ex: CPA, Series 6 or 7 license, etc) None required. **Hours** : ... all such requirements. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and… 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
- Truist (Miami, FL)
- …and services . 10. Excellent oral, written, presentation and client service skills. 11. Demonstrated ability to lead multi-faceted client mandates and coordinated ... long term, profitable client relationships. The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … Financial Markets and Products + Concepts, principles and practices of the financial services industry. + Performance or actions necessary for advisor and ... related in coaching, consulting and training experience in a financial services environment. + OR ~ +...designation within 1 year. + Ability to obtain FINRA Series 7 License within six ( 6 ) months.… more
- Deloitte (Tampa, FL)
- …from NLP, time- series analysis, computer vision, to graph models + 6 + years of experience in core programming languages and data science packages (Python, ... execution, this team delivers integrated, end-to-end support and advisory services covering valuation modeling, cost optimization, restructuring, business design and… more
- First Horizon Bank (Big Pine Key, FL)
- …Suite + In addition, 10-key calculator; coin counter **CERTIFICATES, LICENSES, REGISTRATIONS** (Ex: CPA, Series 6 or 7 license, etc) + Not necessary **Hours** : ... all such requirements. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and… more
- JPMorgan Chase (Apopka, FL)
- …capabilities, and skills** + 1+ year of sales experience in Retail Banking, Financial Services , or other related industries with proven success in establishing ... GED, or foreign equivalent. + The Securities Industry Essential (SIE) exam, FINRA Series 6 , state registration (including 63 if required), and Life licenses… more
- JPMorgan Chase (Sarasota, FL)
- …client relationships. + 1+ year Branch Banking Banker or equivalent experience in Financial Services sales experience with proven success in acquiring new ... GED, or foreign equivalent. + The Securities Industry Essential (SIE) exam, FINRA Series 6 , state registration (including 63 if required), and Life licenses… more