- Edward Jones (Valrico, FL)
- …required; Bachelor's degree preferred + 3-5 years of relevant experience in securities /financial services industry preferred + Series 7 and Series 66 required; if ... not currently registered, registrations may be obtained at Edward Jones during the assigned study period + FINRA registrations are required within three months. State insurance licenses are also required As an associate, you are required to complete all… more
- Citigroup (Boca Raton, FL)
- …services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides ... home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …concepts and practices. + Principles of banking and finance and securities industry operations. **Skill in:** + Analyzing financial information. + Performing ... mathematical calculations. + Operating standard office equipment and using required software applications, including word processing, spreadsheets and data bases. + Preparing, processing and maintaining transaction documentation, files, and records. +… more
- Truist (Orlando, FL)
- …corporate governance, complex lending transactions, mergers and acquisitions, securities , trusts, insurance, tax and labor/employment. Responsible for moderate ... complexity with minimal supervision and is emerging as an expert in one or more specific skill-sets or specialized legal practice areas. This position will sit in-office 5 days a week at one of the locations listed. No remote option available. No relocation… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Abilities** **Knowledge of** + Financial analysis + Complex investment products and securities markets in general + MS Office applications + Bloomberg + eVestment ... or other hedge fund databases are a plus + FactSet/Code Red or similar research management systems are a plus **Skill in** + Excellent written and verbal communication skills + Presentation skills + Excel + PowerPoint **Ability to** + Handle multiple… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …support and technical documentation. + Principles of banking and finance and securities industry operations. + Business planning and analysis. + Project budget ... interfaces with other accounting systems. + MS Project or SmartSheets + Azure DevOps (TFS) or similar + EPM/ERP platforms (Oracle, PeopleSoft, OneStream or HFM) preferred. + Data Warehousing or Finance Data Store Implementations is preferred.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and principles. + Investment concepts, practices and procedures used in the securities industry and as required by New Accounts. **Preferred Skills & ... Qualifications** + Familiarity with AI tools, quality monitoring systems, and customer management platforms to support business processes. + Demonstrated experience in quality assurance, call monitoring, coaching, or dispute resolution within customer service… more
- Wells Fargo (Ponte Vedra Beach, FL)
- …acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required. + Specific ... compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …education, attending conferences, and reading specialist media. **Knowledge of:** + Securities industry related to job responsibilities, department and division. + ... Products and concepts relating to financial services industry, including financial instruments, financial management, and cash and capital principles. + Diverse corporate action events and how they impact clients and the firm + Claims, 180 Liability Notices,… more
- Wells Fargo (Miami, FL)
- …specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required + For ... the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of… more
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