- Truist (Lake Mary, FL)
- …and attributes of annuity products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. (Preference is for all ... such as GTC expiration dates and settlement. 3. Process corporate actions where a license is warranted, such as tender offers, optional dividends and the exercise of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* SIE is required, provided that an exemption or grandfathering cannot be applied. * FINRA Series 7 required. * FINRA Series 66 or 63 & 65 required. ... * Insurance License required. * FINRA Series 24 or 9/10 preferred. more
- Regions Bank (The Villages, FL)
- …Standards act and is not eligible for overtime pay. This position is incentive eligible. **Requirements** + Series 7 + Series 63 & 65 or Series 66 + ... Life Insurance License must be obtained within 60 days from employment start date **Preferences** + Bachelor's degree + Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist + Two (2) years of Financial Advisory… more
- First Horizon Bank (Miami Lakes, FL)
- …(IIA) Standards Certification or License required (CIA, CISA, CPA, CFA, CRCM, CIFRS, Series 6, 7 , or 24, etc.). Prior experience at a large, complex ... Certification or License required (CIA, CISA, CPA, CFA, CRCM, CIFRS, Series 6, 7 , or 24, etc.) or ability to obtain within 24 months **About Us**… more
- Charles Schwab (Orlando, FL)
- …management offer. **Throughout the Academy you will** **:** + Study and pass FINRA SIE, Series 7 and 66 licenses + Learn from our numerous mentors, coaches and ... within the Wealth and Advice Solutions organization. With a series of steps that include learning, on-the-job experience, and...meant for you to study and obtain you SIE, 7 and 66. If you already have 2 of… more
- JPMorgan Chase (Melbourne, FL)
- …and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the ... condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role… more
- 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 ... registration required + Life & Health Insurance License preferred (or the ability to obtain within 90...Fortune Media IP Limited. All rights reserved. Used under license . Fortune and Fortune Media IP Limited are not… more
- Veterans Affairs, Veterans Health Administration (Miami, FL)
- …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 ... appointed or reassigned to RRT positions in the GS-0601 series must possess and maintain for the duration of...the duration of employment a full, current and unrestricted license from a state to practice as an RRT.… more
- Edward Jones (Valrico, FL)
- …preferred + 3-5 years of relevant experience in securities/financial services industry preferred + Series 7 and Series 66 required; if not currently ... regulatory authorities FINRA and/or SEC Complete required CE training to ensure license (s) are in good standing Read More About Skills/Requirements **Awards &… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 and 9 & 10 (or 8) required. + Series ... as required by state. + Life, Health, and Variable Annuity Insurance Licenses. + NFA Commodities License required if any commodities trading is done at the branch. more