- Bank of America (Jacksonville, FL)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Jacksonville, Florida **To proceed with your application, you must be at least 18 ... to sales with existing Merrill clients * Provides exceptional client care, growing client relationships, and guiding...pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66.… more
- Bank of America (Destin, FL)
- …prioritizing, inspecting and appropriately delegating team work. **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 ... Merrill Market Client Relationship Manager Pensacola, Florida;Destin, Florida; Mobile, Alabama... Series 65), Series 9 AND Series 10 (or Series 8) or equivalent… more
- Truist (Weston, FL)
- …and attributes of annuity products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. 6. Exceptional telephone ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- Bank of America (Miami, FL)
- Private Client Advisor II Miami, Florida;Palm Beach, Florida **To proceed...on the team and within the business community * Series 7 , 63 and 65 (or Series ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Miami/Private- Client -Advisor-II\_25035213) **Job Description:** At Bank of America, we are… more
- Charles Schwab (Boca Raton, FL)
- …**qualifications** + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active Series ... quo" and transform the finance industry together._ As a Client Relationship Manager, (CRM), you play an essential and...63 license required + A valid and active Series 9/10 (8) license required (may be obtained within… more
- Bank of America (Winter Park, FL)
- …often serve as the most frequent point of contact with Merrill. Fully registered ( Series 7 , 63, 65, & 66). Partial registration may be considered. **Specific ... Registered Wealth Management Client Associate Winter Park, Florida **To proceed with...the role:** + Candidates are **required** to currently hold Series 7 & 66 or 63/65 +… more
- Aegon Asset Management (FL)
- …Qualifications + Bachelor's degree in a related field or equivalent business experience. + FINRA Series 6 or 7 . + FINRA Series 63 or obtain within ... Brand, and Government and Policy Affairs. Transamerica employs nearly 7 ,000 people. It's part of Aegon, an integrated,...on-site support, educational and advisory services for a major client at one or more locations. Ensures that overall… more
- Raymond James Financial, Inc. (Boca Raton, FL)
- …**Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 required. + Series 63, 65 and/or 66 as ... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- 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 ... in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem… more
- Raymond James Financial, Inc. (Clearwater, FL)
- …industry or related work experience preferred. + Sie/ Series 7 and Series 66 preferred + Experience in using Client Relationship Management software + ... Service Industry, Thakar Financial LLC is seeking a dynamic Client Service Associate who is looking to join this...of meetings in person and via Zoom. + Research client and security information through the back office system.… more