- Charles Schwab (Orlando, FL)
- …management 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
- 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 (Sebastian, 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 ... put your mind to. * Is comfortable in a sales role, finding ways to nurture strong relationships with...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …on obtaining designations and licenses to include the Securities Industry Essentials (SIE), Series 7 , Series 66, and Wealth Management Specialist℠ (WMS℠) ... program offers comprehensive education, training and mentorship in both technical and sales skills. The approach of the program fully positions the participant for… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 and 9 & 10 (or 8) required. + Series ... accounts. + Develops and implements plans to meet office sales goals. + Facilitates sales promotion activities such as seminars and luncheons/dinners. + Develops… more
- Bank of America (Palmetto, 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 (Vero Beach, 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
- Bank of America (North Port, FL)
- …recommended Schedule: * Monday - Fridays and rotating Saturdays Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If ... 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
- TD Bank (Aventura, FL)
- …of success + In-depth knowledge of investment products and services + Required Registrations: SIE, Series 7 and Series 65/66 required - if the TFA only ... model/experience for MA clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client...services and overall industry. + Proven ability to achieve sales goals + Proficient with retail and small business… 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:** + ... and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are...to work together to deepen client relationships and exceed sales goals. + Align complementary experiences and skill sets… more