- Neuberger Berman (FL)
- …degree required, graduate degree a plus. + CIMA, CAIA, or CFA designations a plus. + SIE, Series 7 , 66, 31 or SIE, 7 , 63, 65, 31 licenses. \#LI-JG3 ... The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds, SMAs,...offered through partner firms. **Qualifications** + A minimum of 7 years' experience within the investment management industry; 5+… more
- Bank of America (Jacksonville, FL)
- …of client needs and potential product services recommended **Required Qualifications:** * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. ... that a passing score is received for the missing series within 60 days. * Has at least one...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *… more
- Bank of America (Stuart, FL)
- …of client needs and potential product services recommended. **Required Qualifications:** + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses; ... that a passing score is received for the missing series within 60 days. + Minimum of one year...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +… more
- Navy Federal Credit Union (Pensacola, FL)
- …and/or internal audits. + Perform other duties as assigned or appropriate Qualifications + FINRA Series 7 and combination of NASAA Series 63/65 or 66 ... with members and internal/external sources. + Execute customer and broker purchase/ sales orders of securities for current/new clients. + Identify prospective… more
- Bank of America (Tallahassee, FL)
- …Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your ... termination. **Required Qualifications:** + Displays confidence working in a sales role + Builds strong client relationships through effective communication… more
- Citigroup (Miami, FL)
- …record in relationship selling + Proficiency in Spanish preferred + Required Licensing/Registration: SIE, Series 7 , Series 66 (or 63 and 65) **Education:** + ... a referral network and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are appropriate and in line… more
- Bank of America (St. Petersburg, FL)
- …Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your ... achieving whatever you put your mind to. * Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. * Communicates… more
- Edward Jones (St. Petersburg, FL)
- …and/or military career progression **Licensing:** + SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not ... within the securities/financial services industry + Financial services and/or sales experience + Financial services registration, licensing, or certification +… more
- Citigroup (Jacksonville, FL)
- …financial industry. + Cross-disciplinary knowledge of compliance, operations, trading + **Required Licenses:** Series 7 , 9/10, 31, 63 & 65 (or 66). Candidates ... surveillance issues, performing transaction surveillance, providing compliance/supervisory guidance to sales & trading teams, and maintaining and enhancing the… more
- Truist (Homosassa, FL)
- …products for the mass affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7 , 66 (63 and 65 in lieu of 66) and applicable ... and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery… more