- TIAA (Coral Gables, FL)
- …relationships with affluent clients or equivalent experience; Required **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 ... Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales , TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management… more
- Bank of America (Orlando, FL)
- …the franchise. Coach and counsel Advisor Trainees on strategic business drivers. + Sales Force Expansion: Support sales management in executing sale force growth ... plans and support effective Advisor recruiting strategies. + Sales Supervision: Administer superior sales supervision/practices in...and building, leading, managing and coaching a team + Series 7 & 66 (63 and 65) required and… more
- Raymond James Financial, Inc. (FL)
- …Based Lending (including Margin) and Tailored Lending. Responsible for PCB sales and growth objectives and service performance. Builds relationships and position ... Build PCB product awareness and understanding among FAs and Sales Assistants (SAs), with emphasis on the high opportunity...that an exemption or grandfathering cannot be applied. + Series 7, 63 (or 66) preferred. + Completion of… more
- Citigroup (Jacksonville, FL)
- The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external ... to banking and /or investment operations - including placing unsolicited securities trades ( Series 7 & 63 required). + Ensures customer claims and complaints are… more
- 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 (Miami, FL)
- …surfacing new commercial opportunities and improving client outcomes. **Institutional Wealth Sales :** In partnership with coverage and product stakeholders, the team ... is responsible for driving sales into the Institutional Wealth...Demonstrated ability to motivate staff + US: must obtain Series 7 and Series 66 registration if… more
- Bank of America (Crystal River, FL)
- …Stage I must have a general awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must be obtained within 120 days; Series 7 and ... required industry licensing + Displays confidence working in a sales role + Builds strong client relationships through effective...minimum of one year of financial services industry or sales experience + Learns and adapts to new technology… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …or certification to provide analytical support to senior analysts, sales , trading and clients. Responsibilities include collection, organization, and analysis ... distribution to clients as well as to fixed income sales and trading. + Gathers and synthesizes critical data...CPA is a plus. **Licenses/Certifications** + None required, although Series 7 and 63 designations are expected to be… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …requirements based on regulations. Assists in special projects as needed by FICM Sales Management. The work will entail a variety of tasks requiring some ... cannot be applied. + Paralegal certification preferred but not required. + Series 24 required. + Series 7/ Series 63 License or appropriate series … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …(IPS) using various reporting systems. + Interfaces with specific business platform sales management associates to inform them of any supervisory concerns that may ... combination of experience, education, and/or training **Licenses/Certifications** * Appropriate series license(s) for assigned functional area preferred or the… more
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