- Thrivent Financial (Fort Lauderdale, FL)
- …+ Will and skill to commit to joint field work expectations. + Licensing: + FINRA Series 7 , 63/65 or 66 required or obtained within 90 days. + State insurance ... licensed and appointed in life, health and variable lines of authority or attained within 90 days. + State securities registered and insurance licensed and appointed in all states that comprise the Advisor Group or are aligned to specific financial advisors… more
- PNC (Palm Beach Gardens, FL)
- …be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 and 66 (or 63,65) required. Candidates being ... considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Life & Health Insurance licenses required. **Benefits** PNC offers a comprehensive range of benefits to help meet your… more
- JPMorgan Chase (Miami, FL)
- …extensive credit, loan and deposit products + Bachelor's degree required + FINRA Series 7 & 66 licenses required for position; unlicensed candidates considered ... but required to obtain licenses within 90 days of start date + Prior experience structuring creative and complex credit transactions + Completion of formal credit training program + Demonstrated understanding of wealth management including, but not limited to:… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of experience, education, and/or training as approved by Human Resources **Licenses/Certifications** + SIE and Series 7 license preferred but not required ... **Essential Duties and Responsibilities** + Acts as a liaison between home office departments and clients to research and resolve complex, escalated issues regarding clients' accounts, operations processes and technology applications; follows the issue all the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the financial services industry. + ~OR ~ + An equivalent combination of experience, education, and/or training. **Licenses/Certifications:** + Series 7 preferred ... Raymond James provides financial services to individuals, corporations, and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The Supervision department… more
- Citigroup (Boca Raton, FL)
- …team player able to work without direction + Securities Industry Essentials - SIE - Active Series 7 , 66 (or 63 and 65) licenses + Group 1 insurance + This ... position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage… more
- Citigroup (Miami, FL)
- …improvements and generates new ideas to streamline processes/transactions. **Qualifications and Education:** + Series 7 & 63 licenses for US based employees + ... Bachelor's degree/University degree or equivalent experience + Relevant 5- 7 years of experience in the financial services industry is preferable This job description… more
- Thrivent Financial (Destin, FL)
- …as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor ... onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: + Build a financial practice guiding Christians on their… more
- Citigroup (Miami, FL)
- …web based applications **Qualifications and Education** + 15+ years of experience + Licensing: Series 7 & 66 (or 63 & 65) & 31 + Extensive and proven experience ... in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and… more
- Bank of America (Tampa, FL)
- …development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations ... required with 5+ years' experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's… more