- KeyBank (Naples, FL)
- …and business development experience with proven results required **Licenses and Certifications** + FINRA Series 7 and 66 (or 63 & 65) (preferred) + Certified ... Financial Planner ( CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) (preferred) + Chartered… more
- Truist (Ocala, FL)
- …in Business, Accounting, Finance or Banking, or equivalent education and related experience. 2. FINRA Series 7 , 66 (63 and 65 in lieu of 66) licenses. 3. ... files are correctly completed and maintained to conform to regulatory policies. 7 . Remain knowledgeable of and familiar with all products currently offered by… more
- Bank of America (St. Petersburg, FL)
- …investing and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** + ... + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance… more
- JPMorgan Chase (Tampa, FL)
- …experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7 , 66 and Insurance licenses required for position; unlicensed ... behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve… more
- JPMorgan Chase (Miami, FL)
- …experience in Private Banking or Financial Services * Bachelor's Degree required * Series 7 , 66 and Insurance licenses required for position; unlicensed ... and Spanish Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and uses critical thinking to solve… 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 ... + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent… more
- USAA (Tampa, FL)
- …not required, however, if there is an existing license and a business need, maintenance of FINRA Series 7 , 66 (or 63 and 65), 24, and 51 (or 53) may be required. ... a military spouse/domestic partner + Group 1 Life and Health license + CLU or CFP designation + 5 or more years of working experience with Life Insurance products… more
- Truist (Orlando, FL)
- …products and services including basic financial planning and asset allocation techniques. + Series 7 , and 66 or equivalent registrations are required. Insurance ... business, accounting, or related field. **Preferred Qualifications** **:** + MBA, CFP , CFA, CIMA **General Description of Available Benefits for Eligible Employees… more