- Raymond James Financial, Inc. (St. Petersburg, FL)
- …critical steps in generating new assets and revenue. **Responsibilities:** + The Institutional Sales Specialist will be responsible for managing a significant ... offices. + Coordination, collaboration, and communication with RJIM's Client Portfolio Management, Institutional Sales , and each affiliate will be essential to… 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 ... the sophisticated needs of Raymond James clients with a variety of institutional -grade platforms, strategies, and hands-on support. AMS helps our advisors simplify… more
- TIAA (FL)
- …**Work Experience** + 5+ Years Required; 7 + Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series 66; ... trends and corresponding opportunities with partner firms and collaborating with internal sales and service teams to ensure Wealth Advisor Consultants are providing… more
- HSBC (Miami, FL)
- …in this role: + Experience in investment advisory; portfolio management, brokerage, or institutional sales + Knowledge of private banking business (onshore and ... regulatory environment + Degree in Business, Finance or related field or equivalent experience + Series 7 and 66 Licenses, may allow for contingency to obtain … 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 ... part of a local team and supported by an institutional platform that has the resources, specialists and intellectual...licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community… more
- Citigroup (Miami, FL)
- …improvements and generates new ideas to streamline processes/transactions. **Qualifications and Education:** + Series 7 & 63 licenses for US based employees + ... budget goals of assigned team. Provide banker with suggestions on potential sales opportunities based on perceived client needs, utilizing cash management, large… 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** + ... Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. + Deliver advice… more
- JPMorgan Chase (Miami, FL)
- …extensive credit, loan and deposit products + Bachelor's degree required + FINRA Series 7 & 66 licenses required for position; unlicensed candidates considered ... clients and advising on implementation. **Job Responsibilities** + Act as internal sales leader for the credit product, liaising with Market Managers, Bankers and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …remote training sessions in professional development, networking events, a speaker series , and volunteer opportunities (subject to location), you will be equipped ... in primary municipal bond offerings that Raymond James can offer to institutional and retail clients. **Job Summary** Under direct supervision, performs routine work… more