• Investment Banking Associate I: Private Equity,…

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …+ SIE required provided that an exemption or grandfathering cannot be applied. + FINRA Series 7 or 79 License is ideal, and will be required within six ... (6) months of hire. + FINRA Series 63 or the ability to obtain within six (6) months of hire. **Travel Required:** Yes, up to 20% of the Time more
    Raymond James Financial, Inc. (08/12/25)
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  • Supervisory Principal

    Citigroup (Jacksonville, FL)
    …financial industry. + Cross-disciplinary knowledge of compliance, operations, trading + **Required Licenses:** Series 7 , 9/10, 31, 63 & 65 (or 66). Candidates ... willing to obtain missing licenses within 120 days are also encouraged to apply. Series 24, 4 in lieu of 9/10. + Strong teamwork orientation. + Excellent written and… more
    Citigroup (08/08/25)
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  • Latin America Private Bank- Senior Client Service…

    JPMorgan Chase (Miami, FL)
    …digital platform. **Required qualifications, capabilities, and skills** + FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for ... the position + Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines + Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook + Ability to fluently… more
    JPMorgan Chase (08/04/25)
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  • Entry Level - Wealth Manager

    Equitable (Miami, 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
    Equitable (08/02/25)
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  • Senior Registered Client Service Associate

    Raymond James Financial, Inc. (Coral Gables, FL)
    …**Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 required. + Series 63, 65 and/or 66 as ... required by state. + Ability to obtain additional securities and advisory state registrations if required by state. more
    Raymond James Financial, Inc. (07/29/25)
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  • Investment Advisor

    Navy Federal Credit Union (Pensacola, FL)
    …and/or internal audits. + Perform other duties as assigned or appropriate Qualifications + FINRA Series 7 and combination of NASAA Series 63/65 or 66 ... registration required + Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) + Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound… more
    Navy Federal Credit Union (07/29/25)
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  • Wealth Relationship Manager- Safe ACT

    Citigroup (Plantation, FL)
    …for FINRA series 6, 63, and 65 are required for the role. Individuals with Series 7 and 66 or equivalent are encouraged to apply. + Insurance group 1 ... required; will give 120 days to obtain if not already held. + 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… more
    Citigroup (07/25/25)
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  • Private Client Relationship Manager

    First Horizon Bank (Orlando, FL)
    …**QUALIFICATIONS** + Bachelor's Degree Required. + FINRA: Maintains proper licenses including Series 7 , Series 66, the Securities Industry Essentials ... (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed. + 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability… more
    First Horizon Bank (07/23/25)
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  • Sr. Financial Service Representative

    Bank of America (Jacksonville, FL)
    …and Self Directed Brokerage. **Required Qualifications:** + FINRA Securities Industry Essentials Examination (SIE), Series 7 & Series 63 licenses + One or ... more years of call center experience + Minimum of one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence + Exhibits strong communication skills… more
    Bank of America (07/22/25)
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  • Investment Portfolio Associate

    Raymond James Financial, Inc. (Coral Gables, FL)
    …**Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 required. + Series 63, 65 and/or 66 as ... required by state. + Additional licenses or designations may be required as needed. more
    Raymond James Financial, Inc. (07/17/25)
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