- Truist (Tampa, FL)
- …63&65 can be used in lieu of Series 66) Life/Health and Variable Insurance Licensing + 7 years related retail brokerage and/or investment advisory experience ... with disabilities to perform the essential functions. + FINRA Series 7 , 24, 53 and 66 licenses...+ Experience with Envestnet, NFS/Wealthscape, Protegent/Prosurv platforms. + FINRA Series 4 license **General Description of Available… more
- Bank of America (Miami, FL)
- …to become fully licensed and achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses and approved designation ... The Trainee role allows EGP Specialist to become fully license and require the appropriate designations before taking on...+ Administrative Services + Process Simplification **Required Qualifications:** + Series 7 , 63/65 or 66 or equivalent;… more
- Charles Schwab (Sarasota, FL)
- …**Required Qualifications:** + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active ... Series 66 (63/65) license required (may be obtained within a 90 day...results + A valid and active Life and Health Insurance license (may be obtained within a… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …education, and/or training approved by Human Resources. **Licenses/Certifications:** + Appropriate series license (s) for assigned functional area preferred or ... (FINRA); and state securities regulatory agencies; and/or Federal Deposit Insurance Corporation (FDIC) sufficient to perform the functions of...grandfathering cannot be applied. + Required to have a Series 7 , 9, 10 and 63 +… more
- TIAA (Coral Gables, FL)
- …relationships with affluent clients or equivalent experience; Required **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) -… more
- Charles Schwab (Boca Raton, FL)
- …**qualifications** + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active ... Series 63 license required + A valid and active ...benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …be applied. * FINRA Series 7 required. * FINRA Series 66 or 63 & 65 required. * Insurance License required. * FINRA Series 24 or 9/10 preferred. ... * Keep abreast of product changes and deadlines. * Communicates with insurance companies regarding submitted business or issues. * Coaches and mentors less… more
- Charles Schwab (Orlando, FL)
- …+ Bilingual (English & Spanish) + Prior experience supporting international clients + Active FINRA Series 7 license (May be obtained with a 120-day condition ... CFA(R) designation holders, verified before hire + Active FINRA Series 66 license (May be obtained within...benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of experience, education, and/or training. **Licenses/Certifications** + Series 7 Required, Series 9/10 or 24 license preferred + Appropriate series ... Authority (FINRA); and state securities regulatory agencies; and/or Federal Deposit Insurance Corporation (FDIC) sufficient to perform the functions of this job.… more
- Regions Bank (The Villages, FL)
- …eligible. **Requirements** + Series 7 + Series 63 & 65 or Series 66 + Life Insurance License must be obtained within 60 days from employment ... Benefits + Health Savings Account + Flexible Spending Account + Life Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program… more