- 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 (Jacksonville, 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 ... and escalate complex matters to Team Lead and/or Divisional Sales Management. + Review of Electronic Correspondence/Social Media Review...in lieu of 53. Series 63&65 can be used in lieu of … more
- Truist (Orlando, 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
- 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
- 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
- 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
- Commander, Navy Installations (Key West, FL)
- …menu items or prepackaged retail items. - Collects fees from customers associated with sales of tickets, retail and rental items, as well as from classes, trips, and ... various other Community Recreation programs using Point of Sales (POS) and computer programs. - Is accountable for...equipment and resources. - Assists in administering traditional and non -traditional workshops, clinics and events in a variety of… more
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