• HNW Private Banker SAFE Act

    Citigroup (Miami, FL)
    …understand, utilize and learn computer and web based applications **Qualifications and Education** + Licensing: Series 7 & 66 (or 63 & 65) + BA plus relevant ... Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into...management, capital markets, and banking & lending + Create sales and marketing strategies designed to generate revenue growth… more
    Citigroup (09/02/25)
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  • Relationship Banker - US 301 and Big Bend Rd…

    JPMorgan Chase (Riverview, FL)
    …equivalent + Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/ 7 , state registration (including 63 or 66 if required), and ... options to access their accounts 24 hours a day/ 7 days a week. **Job responsibilities** + Delivers an...skills** + 1+ year of experience in Retail banking sales , Financial services sales , Consultative relationship … more
    JPMorgan Chase (08/28/25)
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  • Recreation Assistant

    Commander, Navy Installations (Jacksonville, FL)
    …bar menu items or prepackaged retail items. Collects fees from customers associated with sales of tickets, retail and rental items, as well as from classes, trips, ... and various other Community Recreation programs using point of Sales (POS) and computer programs. Is accountable for the...and from dates. Government positions must include pay plan, series , grade, to and from dates and address of… more
    Commander, Navy Installations (08/27/25)
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  • Investment Consultant

    City National Bank (Tallahassee, FL)
    …or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of the time ... industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate....assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required… more
    City National Bank (08/24/25)
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  • Merrill Financial Solutions Advisor - Tampa Market

    Bank of America (St. Petersburg, FL)
    …investing and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** + ... Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded + Minimum of one year experience in the… more
    Bank of America (08/13/25)
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  • Private Bank Market Executive

    Bank of America (Naples, FL)
    …the Market Executive would also be supported by a local Business Support Manager. Series 7 , 63, 65 or 66, and 24 required. **Responsibilities:** * Drive ... of the market leadership team, which consists of the Sales Executive, Client Management Executive, Market Trust Executive and...smaller markets, the Market Executive is supported by a Sales Executive and Client Management Executive from a larger… more
    Bank of America (08/12/25)
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  • Citi Private Bank - UHNW Private Banker - Director…

    Citigroup (Miami, FL)
    …computer and web based applications **Qualifications and Education** + 15+ years of experience + Licensing: Series 7 & 66 (or 63 & 65) & 31 + Extensive and ... Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into...management, capital markets, and banking & lending + Create sales and marketing strategies designed to generate revenue growth… more
    Citigroup (07/09/25)
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  • AMP Financial Advisor

    Raymond James Financial, Inc. (Boca Raton, FL)
    …+ SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 & 66 required. + Life, Health and Variable Annuity or ... AMP offers comprehensive education, training and mentorship of both technical and sales skills. The holistic approach of the program fully positions new advisors… more
    Raymond James Financial, Inc. (08/29/25)
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  • Senior Associate, Supervision- E-Comm Review

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …+ SIE preferred, provided that an exemption or grandfathering cannot be applied. + Series 7 , 66, 24 Required within 18 or a maximum of 24 ... + Bachelor's degree (BA) in a related discipline in retail securities sales , sales management, operations, or compliance. ~or~ + Any equivalent combination of… more
    Raymond James Financial, Inc. (08/14/25)
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  • JPMorgan Private Client Relationship Manager

    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
    JPMorgan Chase (08/09/25)
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