- Truist (Jupiter, FL)
- …for the mass affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 7 , 66 (63 and 65 in lieu of 66) and applicable Insurance ... and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery… more
- Edward Jones (Boca Raton, 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
- Guardian Life (Tallahassee, FL)
- …broker/dealer as a plus. + Prior examination, auditing or testing experience. + Series 7 ; 24 licenses required or obtained within 120 days. + ... while focusing on the customer. We do this through leveraging a series of core capabilities, which includes accountability, interpersonal effectiveness, ability to… more
- Citigroup (Miami, FL)
- …Relevant experience in Capital financial industry; compliance/supervisory/business risk experience preferred + FINRA Series 7 , 66 (63/65), 24 and 31. Series ... not limited to, Compliance, Legal, AML, Regional Business Risk, Regional COO and Sales Management + Assist with ad-hoc projects and/or workflow testing as assigned… more
- JPMorgan Chase (Orlando, FL)
- …present effectively - namely related to the financial plan and investment solutions + Series 7 , Series 66 required **Preferred qualifications, skills, and ... qualifications, skills, and capabilities:** + 5+ years broad business and sales experience in the wealth management industry + Proven leadership experience… 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and remote training sessions in professional development, networking events, a speaker series , and volunteer opportunities, you will be equipped with knowledge of ... on dashboard reporting and analysis for all lending products, sales , and management within Private Client Banking. The ideal...Date:** Monday, June 1, 2026 **End Date:** Friday, August 7 , 2026 **Work Schedule:** Monday through Friday, up to… more
- Truist (Ocala, FL)
- …in Business, Accounting, Finance or Banking, or equivalent education and related experience. 2. FINRA Series 7 , 66 (63 and 65 in lieu of 66) licenses. 3. ... strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop and maintain a profitable level of securities… more
- ManpowerGroup (Jacksonville, FL)
- …Develop a pipeline of opportunities that drives GP$ goals. Keep client information and sales leads up to date in CRM. + Lead market efforts. Own the relationship ... client - develop meeting activity and business conversations, drive the entire sales cycle, represent solutions that bring business results for your clients, manage… more
- First Horizon Bank (Fort Myers, FL)
- …OFFICE EQUIPMENT SKILLS** Microsoft Office suite, Salesforce **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)** As part of the ... in job posting. **SUMMARY:** This position is responsible for the overall sales , production, profitability and regulatory compliance of a banking center. It is… more