- 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 ... of insurance/investment products and services to achieve the financial client 's goals as a registered representative/advisor/agent of Navy Federal Investment… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …grandfathering cannot be applied. SIE is required within six (6) months of hire. + Series 7 license is required within six (6) months of hire. **Travel ... solutions. + Increase operational efficiency, improve productivity and strengthen the advisor/ client relationship through the use of technology. + Address the needs… more
- First Horizon Bank (Miami Lakes, FL)
- …systems and payment platforms is preferred. **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)** + Certified Treasury Professional ... products and services. The ideal candidate will drive product strategy, enhance client experience, and accelerate product adoption while working within a dynamic… more
- Raymond James Financial, Inc. (Boca Raton, FL)
- …+ SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 & 66 required. + Life, Health and Variable Annuity or ... advisors provide sound financial advice and counsel consistent with our client 's objectives, time horizon, and risk tolerance. AMP offers comprehensive education,… more
- Truist (Fort Lauderdale, FL)
- …typically work with a minimum of 2 Investment Managers to manage a client base of approximately 100-150 relationships with assets under management averaging $1 - ... $2 billion and revenue responsibility averaging $ 7 .5 - $10 million. **Essential Duties and Responsibilities** Following is a summary of the essential functions for… more
- JPMorgan Chase (Palm Beach, FL)
- …experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7 , 66 and Insurance licenses required for position; unlicensed ... both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an… more
- Truist (Orlando, FL)
- …professional experience, including 1 year of experience in the securities industry. 3. FINRA Series 7 and 66. 4. Applicable state health and life insurance ... risk tolerance to determine which investment products and services best meet the client 's needs and to implement those products and services as appropriate. 3.… more
- Citigroup (Jacksonville, FL)
- …financial industry. + Cross-disciplinary knowledge of compliance, operations, trading + **Required Licenses:** Series 7 , 9/10, 31, 63 & 65 (or 66). Candidates ... Compliance, and Control partners. + Assist with resolution of client complaints. + Understanding various trading platforms and systems....licenses within 120 days are also encouraged to apply. Series 24, 4 in lieu of 9/10. + Strong… more
- Veterans Affairs, Veterans Health Administration (Bay Pines, FL)
- …1 full and unrestricted license from any US State or territory Work Schedule: 7 :30 am-4:00 pm Telework: Ad hoc only Virtual: This is not a virtual position. ... be required to complete pre-employment requirements (https://www.uscis.gov/i-9-central/form-i-9-acceptable-documents). Effective May 7 , 2025, driver's licenses or state-issued dentification cards that… more
- CDM Smith (Tampa, FL)
- …the Federal Highway Administration (FHWA) design guidelines, such as Hydraulic Design Series 5, 7 , etc. Experience designing and permitting stormwater systems ... present an exceptional opportunity for individuals keen on engaging in client -centric endeavors while embracing leadership roles and client -driven initiatives.… more