• Advisor, Supervision Trade Review

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …research, and resolve problems. **Essential Duties and Responsibilities:** + Monitors the sales practice activities of branch managers through the use of various ... a professional and educational manner. + Interfaces with specific business platform sales management associates to inform them of any supervisory concerns that may… more
    Raymond James Financial, Inc. (07/04/25)
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  • Registered Wealth Investment Services Associate

    Citigroup (Jacksonville, FL)
    The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or ... to banking and /or investment operations - including placing unsolicited securities trades ( Series 7 & 63 required). + Ensures customer claims and complaints are… more
    Citigroup (08/15/25)
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  • Registered Wealth Service Associate

    Citigroup (Jacksonville, FL)
    The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or ... to banking and /or investment operations - including placing unsolicited securities trades ( Series 7 & 63 required). + Ensures customer claims and complaints are… more
    Citigroup (07/03/25)
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  • Virtual Financial Advisor - Annuities

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …executing unsolicited orders and offering guidance in relation to other associated sales practice activities and requirements. Guidance is provided to perform varied ... of our business and intertwined departments. * Assists in sales practices, oversight of the account opening process, the...an exemption or grandfathering cannot be applied. * FINRA Series 7 required. * FINRA Series 66… more
    Raymond James Financial, Inc. (08/15/25)
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  • Full-Time - Public Finance Investment Banking…

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …client pitch books and responds to RFP's. Creates and presents marketing and sales materials. Attend client meetings with Senior Bankers, when applicable. Assists in ... (including beyond OPT/EAD). **Licenses/Certifications:** FINRA Securities Industry Exam (SIE), Series 52 License, Series 63 License, and...Securities Industry Exam (SIE), Series 52 License, Series 63 License, and Series 50 License… more
    Raymond James Financial, Inc. (09/04/25)
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  • Wealth Management Specialist

    Bank of America (Miami, FL)
    …the full EGP Specialist role. This position operates in a marketing and sales development role by implementing and executing the Elite Growth Practice. Specific ... achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses...+ Administrative Services + Process Simplification **Required Qualifications:** + Series 7, 63/65 or 66 or equivalent; must obtain… more
    Bank of America (08/27/25)
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  • CBA - Airframe-Hydraulic Mechanic - AIMD…

    V2X (Pensacola, FL)
    …of services distinguished us from competitors. With approximately $900 million of sales produced in nearly 100 operating locations globally, we offer our customers ... Tire qualified and certified. + Familiarization with COMNAVAIRFORINST 4790.2 series and other applicable Navy Instructions, Maintenance Instructions, LCP's,… more
    V2X (08/01/25)
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  • Brokerage Registered Client Service Associate

    Truist (Weston, FL)
    …time frame required for presentation and answering of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and ... to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from… more
    Truist (08/22/25)
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  • Wealth Advisor III - Palm Beach / Boca Raton

    Truist (Jupiter, FL)
    …essential functions. * Bachelor's Degree Required * FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam ... continuing education requirements are met where needed * 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to… more
    Truist (09/02/25)
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  • Financial Advisor Trainee

    Raymond James Financial, Inc. (Lakewood Ranch, FL)
    …The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a ... individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with...that an exemption or grandfathering cannot be applied. + Series 7 and Series 66 or the… more
    Raymond James Financial, Inc. (08/27/25)
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