- JPMorgan Chase (Orlando, FL)
- …present effectively - namely related to the financial plan and investment solutions + Series 7 , Series 66 required **Preferred qualifications, skills, and ... capabilities:** + CFP preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history,… more
- Bank of America (Vero Beach, FL)
- …of client needs and potential product services recommended. **Required Qualifications:** + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses; ... be extended with the condition that a passing score is received for the missing series within 60 days. + Minimum of one year of experience in the investments… more
- Bank of America (North Port, FL)
- …recommended Schedule: * Monday - Fridays and rotating Saturdays Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If ... be extended with the condition that a passing score is received for the missing series within 60 days. * Has at least one year experience in the investments… more
- Equitable (Tampa, FL)
- …level Financial Professional meeting requirements including licensing: State Life and Health, SIE, FINRA Series 7 , 66 and have a developed client base + Must ... pass FINRA Series 24 exam prior to stepping into leadership + Ability to draw upon past/present experiences and acquaintances to develop markets and sustain… more
- Equitable (Tampa, FL)
- …or equivalent skills and work experience + **Licensing** : State Life & Health, SIE, Series 7 , Series 66 + **Personal Attributes** : values-driven with a ... track record of success and accomplishment + **Communication Skills** : excellent interpersonal and communication abilities with strong self-confidence + **Mindset** : entrepreneurial spirit with a desire to positively impact others' lives + **Collaboration**… more
- Edward Jones (Tarpon Springs, FL)
- …professionally. **Job Requirements** + High School Diploma/Equivalent required; Bachelor's degree preferred + Series 7 and Series 66 required, if not ... currently registered, registrations may be obtained at Edward Jones during the assigned study period + At least 3-5 years of relevant experience in securities industry preferred + FINRA licenses required within three months. State insurance licenses required +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to obtain within an established timeframe. + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 , 24, 65 or 66 Required ... and/or training approved by Human Resources **Licenses/Certifications** + Appropriate series license(s) for assigned functional area preferred or the ability… more
- Raymond James Financial, Inc. (Clearwater, FL)
- …or more years' experience in the securities industry or related work experience preferred. + Sie/ Series 7 and Series 66 preferred + Experience in using ... Client Relationship Management software + Proficient n Microsoft Office software _Th_ _akar Financial and its employees are_ **_independent contractors with respect to Raymond James_** _; not employees of Raymond James. The term "Raymond James" includes, but… more
- TD Bank (Aventura, FL)
- …of success + In-depth knowledge of investment products and services + Required Registrations: SIE, Series 7 and Series 65/66 required - if the TFA only ... has 65 they will be required to obtain a 63 or 66 within the Licensing & Registration Schedule + Required Life/Health Licenses or ability to obtain within Licensing & Registration Schedule + Advanced understanding of wealth management business development… more
- Edward Jones (Tallahassee, FL)
- …in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial ... services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or… more