- Truist (Tampa, FL)
- …and attributes of annuity products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. (candidates that only have ... identify existing client, account, and product attributes that present sales potential. 7 . Provide operational guidance to...the Series 7 or Series 66 will be considered… more
- Truist (Tampa, FL)
- …may be made to enable individuals with disabilities to perform the essential functions. + FINRA Series 7 , 24, 53, and 66 licenses ( Series 9&10 can be used ... related procedures, training and identification of potential harmful trends, sales practice patterns, conflicts of interest or issues that...in lieu of 53. Series 63&65 can be used in lieu of … more
- Charles Schwab (Coral Gables, FL)
- …for bonus or incentive opportunities.** **What you have** **Required qualifications** + Active and valid Series 7 license + Active and valid Series 66 (or ... Investment Consultants (IC) in implementing large scale and tactical sales strategies. Your typical day will include sales...65 OR CFP) license(s) required + Active and valid Series 9/10 license required + Bachelor's degree or equivalent,… more
- TIAA (Coral Gables, FL)
- …relationships with affluent clients or equivalent experience; Required **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... incentive program linked to performance (for example, annual discretionary incentive programs, non -annual sales incentive plans, or other non -annual… more
- Truist (Miami, FL)
- …2. 5- 7 years or more of banking experience in portfolio-oriented roles 3. FINRA: Series 7 , Series 66, Life, Health, and Variable insurance licenses and ... Act 6. Proven success in the acquisition of new personal client relationships. 7 . Demonstrated experience and success in meeting sales goals, identifying and… more
- Bank of America (Tampa, FL)
- …negotiating with a team of bank associates to solve client problems. * Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & ... Education, and Not- For- Profits (charitable, cultural, social and leading Non -Governmental organizations); with annual revenues starting at $50 million and with… more
- Truist (Tampa, FL)
- …essential functions. * Bachelor's Degree Required * FINRA: Maintains proper licenses including Series 7 , Series 66, the Securities Industry Essentials (SIE) ... met where needed * 8 or more years of sales and client management experience in Wealth Management and...learn more about the specific benefits available for any non -temporary position for which you apply, based on full-time… more
- Medtronic (Jacksonville, FL)
- …refining content for the Extended Leadership Team (XLT) Learning & Development Series or ensuring digital accessibility across platforms, this leader plays a vital ... IT Mentoring, Global IT New Hire Onboarding Program, XLT Learning & Development Series , Shark Tank, HITEC Partnership, Capstone Program with the Carlson School of… more
- HSBC (Miami, FL)
- …and changing priorities with tact, diplomacy, and confidentiality + Licensed Registered Representative, Series 7 and Series 63 mandatory, in addition S65/66 ... as WRMs (Wealth Relationship Managers), Wealth Operations staff, Compliance and Sales Management. Responsible for receiving and executing domestic and international… 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 ... Overview To provide financial consulting services to assist members and non -members with identifying their financial goals and objectives via telephone or video… more
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