- JPMorgan Chase (Palm Beach, FL)
- …skills** + College graduate with 7 + years of industry experience and holds the series 7 and 63 licenses. + Proven ability to effectively market and sell ... needs. + Effectively advance opportunities presented to you through a focused sales process. + Generate new assets under management through the bank's existing… more
- JPMorgan Chase (Miami, FL)
- …understanding of investments, wealth planning, credit and banking concepts + Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, ... and skills** + A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence +… more
- Wells Fargo (St. Petersburg, FL)
- …experience, education + US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 , 9/10, 63 and 65 (or 66) (or FINRA recognized ... supervision policies, practices, hiring, disciplinary actions and training. + Monitor sales review activities and conduct supervisory outreach calls to clients, and… more
- Citigroup (Jacksonville, FL)
- …team player able to work without direction + Securities Industry Essentials - SIE - Active Series 7 , 66 (or 63 and 65) licenses (required) + Group 1 insurance + ... + Proactively source, acquire and expand customer relationships by maximizing sales and service opportunities. + Make securities recommendations and provide… more
- JPMorgan Chase (Miami, FL)
- …extensive credit, loan and deposit products + Bachelor's degree required + FINRA Series 7 & 66 licenses required for position; unlicensed candidates considered ... clients and advising on implementation. **Job Responsibilities** + Act as internal sales leader for the credit product, liaising with Market Managers, Bankers and… more
- Truist (Orlando, FL)
- …products and services including basic financial planning and asset allocation techniques. + Series 7 , and 66 or equivalent registrations are required. Insurance ... to time. + Handles inbound calls from clients independently while looking for sales opportunities. + Answers client questions within set standards. + Consults with… more
- Thrivent Financial (Destin, FL)
- …as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor ... have come from a variety of career backgrounds, including outside sales , business management, education, ministry, hospitality, military and more. Skills acquired… more
- JPMorgan Chase (Tampa, FL)
- …experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7 , 66 and Insurance licenses required for position; unlicensed ... but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established… more
- JPMorgan Chase (Miami, FL)
- …experience in Private Banking or Financial Services * Bachelor's Degree required * Series 7 , 66 and Insurance licenses required for position; unlicensed ... but required to obtain licenses within 90 days of start date * Proven sales success and strong business acumen * Strong community presence with an established… more
- Citigroup (Boca Raton, FL)
- …team player able to work without direction + Securities Industry Essentials - SIE - Active Series 7 , 66 (or 63 and 65) licenses + Group 1 insurance + This ... **Qualifications:** + 5-8 years of experience + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical… more