- First Horizon Bank (Tampa, FL)
- …OFFICE EQUIPMENT:** + Proficiency in Microsoft Office. **CERTIFICATES, LICENSES, REGISTRATIONS (Ex CPA, Series 6 or 7 license , etc.)** + Preferred ... NC, New Orleans, LA, Tampa, FL, Birmingham, AL. **SUMMARY:** The Product Management Manager oversees product development initiatives and handles daily management … 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 ... educational manner. + Interfaces with specific business platform sales management associates to inform them of any supervisory concerns...grandfathering cannot be applied. + Required to have a Series 7 , 9, 10 and 63 +… more
- Charles Schwab (Jacksonville, FL)
- …**Required Qualifications:** + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active ... a driven team of branch professionals, attending to performance management and employee engagement. In more than 300 branch...Series 66 (63/65) license required (may be obtained within a 90 day… 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 ... firm that will challenge you to deepen your wealth management expertise, within a role that allows you to...CFA(R) designation holders, verified before hire + Active FINRA Series 66 license (May be obtained within… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* SIE is required, provided that an exemption or grandfathering cannot be applied. * FINRA Series 7 required. * FINRA Series 66 or 63 & 65 required. ... client portfolios and various customer queries. * Informs appropriate management about issues with client accounts that may involve...* Insurance License required. * FINRA Series 24 or… more
- First Horizon Bank (Miami Lakes, FL)
- …(IIA) Standards Certification or License required (CIA, CISA, CPA, CFA, CRCM, CIFRS, Series 6, 7 , or 24, etc.). Prior experience at a large, complex ... with a deep understanding of banking and financial risk management ; + provide critical assurance and advisory services on...License required (CIA, CISA, CPA, CFA, CRCM, CIFRS, Series 6, 7 , or 24, etc.) or… more
- Veterans Affairs, Veterans Health Administration (Miami, FL)
- …complete pre-employment requirements (https://www.uscis.gov/i-9-central/form-i-9-acceptable-documents). Effective May 7 , 2025, driver's licenses or state-issued ... appointed or reassigned to RRT positions in the GS-0601 series must possess and maintain for the duration of...the duration of employment a full, current and unrestricted license from a state to practice as an RRT.… more
- Truist (Winter Park, FL)
- …and attributes of annuity products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. (Preference is for all ... clients of all experience levels regarding securities transactions and brokerage accounts. 7 . Effective time management skills. 8. Ability to communicate… more
- Charles Schwab (Orlando, FL)
- …role is for you. **What you have** **Required Qualifications:** + A valid and active FINRA Series 7 license required + Obtaining or acquiringFINRA Series ... practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow...earning client referrals. If you currently have your securities license , enjoy working in a team setting, and share… more
- Charles Schwab (Orlando, FL)
- … offer. **Throughout the Academy you will** **:** + Study and pass FINRA SIE, Series 7 and 66 licenses + Learn from our numerous mentors, coaches and ... within the Wealth and Advice Solutions organization. With a series of steps that include learning, on-the-job experience, and...meant for you to study and obtain you SIE, 7 and 66. If you already have 2 of… more