- First Horizon Bank (St. Petersburg, FL)
- …EQUIPMENT SKILLS** Microsoft Office Suite, Salesforce **CERTIFICATES, LICENSES, REGISTRATIONS** (Ex: CPA, Series 6 or 7 license, etc) None required. **Hours** : ... the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive...+ Monday - Friday + 7 :45 AM - 5:15 PM As part of the… more
- Edward Jones (New Smyrna Beach, FL)
- …and/or military career progression **Licensing:** + SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not ... to serve clients and contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate trust and help them stay… more
- Edward Jones (Tarpon Springs, FL)
- …professionally. **Job Requirements** + High School Diploma/Equivalent required; Bachelor's degree preferred + Series 7 and Series 66 required, if not ... ** Client advocate. Skilled communicator. Problem solver. Does that...licensed branch associates are highly visible members of the client team, working under the leadership of a financial… more
- Bank of America (Jacksonville, FL)
- …and Self Directed Brokerage. **Required Qualifications:** + FINRA Securities Industry Essentials Examination (SIE), Series 7 & Series 63 licenses + One or ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...+ Fully understands how life events can impact a client 's financial situation and is prepared to actively advise… more
- Neuberger Berman (FL)
- …degree required, graduate degree a plus. + CIMA, CAIA, or CFA designations a plus. + SIE, Series 7 , 66, 31 or SIE, 7 , 63, 65, 31 licenses. \#LI-JG3 ... through relationship building via individual and group financial advisor meetings, client events, and conferences. **Responsibilities** + Lead and develop the… 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. ... the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering… more
- Fifth Third Bank, NA (St. Petersburg, FL)
- …goals. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Prior Brokerage Industry Experience. + Series 7 , 66 (or 63 and 65) and appropriate state required ... identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within...insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required.… more
- Equitable (Tampa, FL)
- …or equivalent skills and work experience + **Licensing** : State Life & Health, SIE, Series 7 , Series 66 + **Personal Attributes** : values-driven with a ... balance and champion limitless income potential! **Role Highlights** + ** Client Engagement** : Cultivate and expand your network within...can be tailored to meet their unique needs + ** Client Service and Implementation** : Analyze and organize … 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 ... Raymond James after graduation. **Department Overview** Raymond James Bank's Private Client Banking division offers innovative and diversified lending products to… 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** + ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more