• Wealth Management Advisor

    TIAA (Coral Gables, FL)
    …relationships with affluent clients or equivalent experience; Required **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 ... (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) - Certified Financial Planner Board... Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst… more
    TIAA (07/02/25)
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  • KPB Sr Relationship Manager

    KeyBank (Naples, FL)
    …Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + ... Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth… more
    KeyBank (08/04/25)
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  • Premier Banker

    Truist (Fort Myers, FL)
    …professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), Accredited Asset ... 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 Insurance… more
    Truist (08/08/25)
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