- USAA (Tampa, FL)
- …maintenance or ability to acquire within 90 days of hire. + Required maintenance of FINRA Series 7 license. + Required maintenance of FINRA Series ... to be licensed and registered in all required states and jurisdictions. + 4 years of financial industry and/or sales experience. + Experience delivering frequent… more
- Truist (Jupiter, FL)
- …for the mass affluent market. 4 . A minimum of Securities Industry Essentials (SIE), FINRA Series 7, 66 (63 and 65 in lieu of 66) and applicable Insurance ... for clients, their attorneys and Certified Public Accountants (CPAs). 4 . Meet revenue growth, profitability and retention goals by...obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within 60 days of… more
- Truist (Port Orange, FL)
- …in basic computer applications such as Microsoft Office products Preferred Qualifications: 1. FINRA Series 7, 66 (or 63/65) and Life & Health Insurance ... client retention and increase new business. 3. Create all external marketing collateral. 4 . Facilitate a direct calling effort on centers of influence within the… more
- Truist (Ocala, FL)
- …degree in Business, Accounting, Finance or Banking, or equivalent education and related experience. 2. FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses. 3. ... ensuring alignment to the client segmentation model and the client's best interests. 4 . Utilize a consultative sales process to partner with clients to review… more
- JPMorgan Chase (Tampa, FL)
- …industry + Licenses required to perform all job duties associated with the role: FINRA SIE, Series 7, 66 (63/65), 9/10 ( 4 ,24,53) + A valid Series 4 ... supervision of $2.1 trillion and assets under management of $1. 4 trillion. JP Morgan Private Bank has been helping...supervision of $2.1 trillion and assets under management of $1. 4 trillion. With Private Bank advisors in 110 offices… more
- Truist (Miami, FL)
- …Bachelor's Degree 2. 5-7 years or more of banking experience in portfolio-oriented roles 3. FINRA : Series 7, Series 66, Life, Health, and Variable insurance ... deposits, loans, and assets under management. Typical book size $3MM-$ 4 .5MM in revenue with emphasis on family wealth relationships...networking in the areas of deposits, loans, and investments. 4 . Act as "face" of private practice within LSG… more
- Thrivent Financial (Destin, FL)
- …you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding ... or equivalent experience. Military veterans are encouraged to apply. + Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. +… more
- Thrivent Financial (Tallahassee, FL)
- …a real impact in your community. Position Requirements: * Securities registration required- SIE, Series 7 and 66 (or 7, 63 & 65) before contracting * Life, Health ... be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Coach (RCC) or applicable coaching designation within 1 year. + Ability to obtain FINRA Series 7 License within six (6) months. We highly prefer candidates ... (implementation, workflow development and CRM automation), and customizing personalized ( 4 ) Professional Development tracks for branch personnel. + Promote branch… more
- Edward Jones (Tallahassee, FL)
- …with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)( 4 ) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and ... conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding...critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required +… more