- JPMorgan Chase (Punta Gorda, FL)
- …if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/ 7 , state registration (including 63 or 66 if required) and Life ... tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main...options to access their accounts 24 hours a day/ 7 days a week + Adheres to policies, procedures,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and/or training approved by Human Resources. **Licenses/Certifications: SIE not required + Series 7 securities license preferred + Completion of formal credit ... with Financial Advisors (FAs), providing support and resolving complex client escalations + Conducts regular team meetings to review...regulatory requirements (eg RESPA, TILA, TRID, HMDA) + Private Client Banking (PCB) services and high net worth … more
- Charles Schwab (Orlando, FL)
- …**Required Qualifications:** . Must be able to read, write, and speak in Mandarin/Cantonese. . Series 7 & 63 licenses required OR a condition of employment to ... **Your opportunity** As a **International Client Service Associate** , you will service international...subjects via the phone. . Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and remote training sessions in professional development, networking events, a speaker series , and volunteer opportunities, you will be equipped with knowledge of ... role at Raymond James after graduation. **Department Overview** Private Client Banking (PCB) at Raymond James supports the complex...Date:** Monday, June 1, 2026 **End Date:** Friday, August 7 , 2026 **Work Schedule:** Monday through Friday, up to… more
- Equitable (Tampa, FL)
- …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 + Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships + Desire to help others plan for and protect their financial futures + Knowledge of our products & services +… more
- Bank of America (Pensacola, FL)
- …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your ... Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic… more
- City National Bank (Tallahassee, FL)
- …in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to ... accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly… more
- Bank of America (Lake Worth, FL)
- …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...appropriate solutions. * Earn your Security Industry Essentials (SIE), Series 7 and Series 66… more
- Bank of America (Miami, FL)
- …ensuring alignment with the bank's enterprise risk appetite **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... Series 65), Series 9 AND Series 10 (or Series 8) or equivalent… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …departments. + Ability to perform analytics and create process efficiencies is a plus. + Series 7 required, Series 24 License (within 90 days of join), ... our culture, and adhering to our core values of client first, conservatism, independence and integrity. At Raymond James,...grandfathering cannot be applied. + Required to have a Series 7 , 24 (within 90 days of… more