- First Horizon Bank (Starke, FL)
- …+ Experience working with Databricks is a plus **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)** None required **About Us** First ... experience + Must have advanced quantitative statistical modeling skills (Regression, Time- Series , Markov Chain, etc.) + PhD or Master's degree in Statistics,… more
- JPMorgan Chase (Palm Beach, FL)
- …experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7 , 66 and Insurance licenses required for position; unlicensed ... candidates considered, but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established network + Experience or demonstrated understanding of investments, wealth… more
- JPMorgan Chase (Miami, FL)
- …risk metrics across the team. **Required Qualifications, Capabilities, and Skills** + Series 7 , 66 and Insurance licenses required for position; unlicensed ... candidates considered, but required to obtain licenses within 90 days of start date + Fluent in English and Portuguese + Bachelor's Degree required + One plus years of industry related experience + Exceptional follow-up and follow-through skills + PowerPoint… more
- Wells Fargo (Jacksonville, FL)
- …education + US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) ... sufficient to qualify for immediate FINRA registration **Desired Qualifications:** + Brokerage client support experience + Administrative support experience in financial services + Experience interacting directly with customers + Intermediate Microsoft Office… more
- 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 ... ability to obtain within 6 months from start of program. more
- Charles Schwab (Naples, FL)
- …Schwab. **What you have** **Required Qualifications** + Bachelor's degree + Active and valid FINRA Series 7 & 66 licenses + 10 years of experience in business ... development and relationship management with a proven record of success + 10 years of experience with wealth management - financial planning and investment planning **Preferred Qualifications** + CFP(R) designation or MBA equivalent. + Understanding of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …education, and/or training approved by Human Resources. **Licenses/Certifications** + FINRA Series 7 , insurance or other applicable licenses or certifications ... are beneficial. The ability to obtain a necessary license if needed as required by management. + Required: Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) preferred. Other combination of designations and experience approved by… more
- 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 ... *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio… more
- Citigroup (Coral Springs, FL)
- …reporting control issues with transparency. **Qualifications:** + 6-10 years of experience + NYSE Series 7 and 66 licenses and additional licensing as needed + ... Proficient in software applications (ex. Microsoft Word, Excel. + Knowledge of Bloomberg a definite asset + Ability to communicate with co-workers and clients. + Excellent written and communication skills. + Strong financial background **Education:** +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …as approved by Human Resources **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied + Series 7 required ... **Job Summary** This role reports to the Senior Investment Strategists and is chiefly responsible for assisting in the development and refinement of our asset allocation models and long-term capital market assumptions (CMAs) that are used by Financial Advisors… more