- Bank of America (Coral Gables, FL)
- …of client needs and potential product services recommended. **Required Qualifications:** + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses; ... and asset thresholds. + Mitigates and controls risk as part of daily activities. + Identifies and engages potential...that a passing score is received for the missing series within 60 days. + Minimum of one year… 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 ... to have met all qualification requirements for the title, series and grade held, including positive education and licensure/certification/registration that… more
- USAA (Tampa, FL)
- …maintenance or ability to acquire within 90 days of hire. + Required maintenance of FINRA Series 7 license. + Required maintenance of FINRA Series 66 (or 63 ... how we treat each other and our members. Be part of what truly makes us special and impactful....401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid… more
- Guardian Life (Tallahassee, FL)
- …broker/dealer as a plus. + Prior examination, auditing or testing experience. + Series 7 ; 24 licenses required or obtained within 120 days. + ... on the customer. We do this through leveraging a series of core capabilities, which includes accountability, interpersonal effectiveness,...purpose, priorities, and values. Do you want to be part of a collaborative Compliance Legal Team? As a… more
- Charles Schwab (Orlando, FL)
- …to workplace flexibility. **What you have** **Required Qualifications:** + A valid and active Series 7 license is required + A valid and active Series ... on site in the specified location._ This position is part of the International Branch network which is responsible...company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day sabbatical after every… more
- Edward Jones (West Palm Beach, FL)
- …Finance, Accounting or Law required + 10+ years of industry specific experience required + Series 7 , 66 licenses required within 6 months of hire + Insurance ... it could enhance is yours. **Job Overview** **Position Schedule:** Full- Time This job posting is anticipated to remain open...Overview:** Do you have a desire to be a part of the wealth management process? Do you have… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …**Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 required. + Series 63, 65 and/or 66 as ... deadlines in a fast-paced, task-oriented work environment. + Identify time sensitive items and assess competing priorities. + Take...person and virtually. + Work both independently and as part of a cohesive team. + Provide a high… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 required or willing to obtain within 6 months. + ... deadlines in a fast-paced, task-oriented work environment. + Identify time sensitive items and assess competing priorities. + Take...person and virtually. + Work both independently and as part of a cohesive team. + Provide a high… more
- Raymond James Financial, Inc. (Orlando, FL)
- …**Licenses/Certifications** * SIE required provided that an exemption or grandfathering cannot be applied. * Series 7 required. * Series 63, 65 and/or 66 as ... deadlines in a fast-paced, task-oriented work environment. * Identify time sensitive items and assess competing priorities. * Take...person and virtually. * Work both independently and as part of a cohesive team. * Provide a high… more
- Edward Jones (Fort Lauderdale, FL)
- …in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial ... eight million clients. Our financial advisors are a valued part of our firm, and we credit much of...law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses;… more
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