- JPMorgan Chase (Miami, FL)
- …digital platform. **Required qualifications, capabilities, and skills** + FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for ... As a Senior Client Service Associate within the Latin America Private...you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point… more
- First Horizon Bank (Orlando, FL)
- …**QUALIFICATIONS** + Bachelor's Degree Required. + FINRA: Maintains proper licenses including Series 7 , Series 66, the Securities Industry Essentials ... site as described in posting. **Summary** As a Private Client Relationship Manager (PCRM), you are responsible for new...time to time. + Meet revenue growth, profitability and client retention goals by acquiring new clients through business… more
- Edward Jones (West Palm Beach, FL)
- …work experience + 5 + years of experience at a financial services firm preferred + Series 7 and 66 preferred or obtained within 3 months of hire + Insurance ... center of the center.** Here at Edward Jones the client is our single focus and our relationships with...the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and… more
- JPMorgan Chase (Palm Beach, FL)
- The Client Specialist is a sophisticated wealth expert that...7 + years of industry experience and holds the series 7 and 63 licenses. + Proven ... JPMorgan Chase wealth services to best meet the objectives of each client . The Client Specialist provides high level advice and counsel, offers attractive wealth… more
- JPMorgan Chase (Jupiter, FL)
- …and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a 60 ... solutions to meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth Management, you will...Industry Essential (SIE) exam + A valid and active Series 66 (63/65), and Life and Health Insurance license… more
- JPMorgan Chase (Melbourne, 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 ... the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning… more
- JPMorgan Chase (Miami, FL)
- …understanding of investments, wealth planning, credit and banking concepts + Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, ... Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to… more
- Citizens (Naples, FL)
- …insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials + Series 7 , 63, 65 (or 66) active and valid. + A ... that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client… more
- Wells Fargo (Jacksonville, FL)
- …education + US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) ... **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the… more
- Aegon Asset Management (FL)
- …Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7 ,000 people. It's part of Aegon, an integrated, diversified, international ... Summary Responsible for relationship management of assigned clients to ensure client satisfaction, retention and profitability of retirement 401(k) plans. May also… more