• Financial Consultant, Truist Investment Services

    Truist (Tampa, FL)
    …professional experience, including 1 year of experience in the securities industry. 3. FINRA Series 7 and 66. 4. Applicable state health and life insurance ... America) **Please review the following job description:** JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working… more
    Truist (07/18/25)
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  • Client Advisory Center Financial Advisor I

    Truist (Orlando, FL)
    …products and services including basic financial planning and asset allocation techniques. + Series 7 , and 66 or equivalent registrations are required. Insurance ... to time. + Handles inbound calls from clients independently while looking for sales opportunities. + Answers client questions within set standards. + Consults with… more
    Truist (06/06/25)
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  • Senior Advisor, Conflicts of Interest Supervision

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …industry. ~or~ * An equivalent combination of experience, education, and/or training. **Licenses/Certifications:** * Series 7 & 24 (or 9/10), and 66 (or 63 and ... including Outside Business Activities, Sponsorships, Gifts & Entertainment, and Cash/ Non -Cash Compensation from product partners. **Essential Duties and Responsibilities:**… more
    Raymond James Financial, Inc. (06/04/25)
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