- JPMorgan Chase (Gainesville, FL)
- …+ Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is ... **Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred + Bachelor's degree preferred INVESTMENT… more
- Equitable (Boca Raton, FL)
- …or equivalent skills and work experience + **Licensing** : State Life & Health, SIE, Series 7 , Series 66 + **Personal Attributes** : values-driven with a ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… 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 ... State insurance licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered… more
- Bank of America (Gainesville, FL)
- …of client needs and potential product services recommended **Required** **Qualifications** : + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If ... that a passing score is received for the missing series within 60 days. + Has at least one...Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained… more
- Bank of America (Stuart, 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
- Equitable (Miami, FL)
- …or equivalent skills and work experience + **Licensing** : State Life & Health, SIE, Series 7 , Series 66 + **Personal Attributes** : values-driven with a ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more
- 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 ... Federal/NFFG organization, programs, policies and, procedures + Desire to pursue designations eg CFP , ChFC, CLU Hours: Monday - Friday, 8:30AM - 5:00PM EST; 9:30AM -… 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 +...to earn specialized designations such as Certified Financial Planner ( CFP (R)) **Compensation & Benefits** + Unlimited earning potential and… more
- JPMorgan Chase (Palm Beach, FL)
- …skills** + College graduate with 7 + years of industry experience and holds the series 7 and 63 licenses. + Proven ability to effectively market and sell ... and skills** + An advanced degree such as an MBA or equivalent. + CFP or CFA designation. Chase is a leading financial services firm, helping nearly half… more
- Truist (Homosassa, FL)
- …products for the mass affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7 , 66 (63 and 65 in lieu of 66) and applicable ... with external centers of influence who will enhance business development efforts. 7 . Work within existing audit, compliance and regulatory framework in order to… more