- Raymond James Financial, Inc. (Coral Gables, FL)
- …within a team environment. * Analyze daily activity reports for sales practice, suitability, and performance issues **Education/Previous Experience** * Bachelor's ... grandfathering cannot be applied. * Certified Financial Planner required. * Series 7 required. * Series 63, 65 and/or 66 as required by state. **Education**… more
- Truist (Coral Gables, 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
- TD Bank (West Palm Beach, FL)
- …Bachelor's degree strongly preferred + 2+ years of providing advice, planning and investment sales + Required Licenses & Registrations: SIE, Series 7, Series ... model/experience for MA clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client...with strong ability to plan own activities to achieve sales and referral goals + Advanced understanding of wealth… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …knowledge and skills obtained through education and experience to maximize sales by creating new relationships and managing existing relationships with financial ... open communication with internal resources and clients through all phases of the sales process. + Works closely with assigned internal partners to deliver sales… more
- Truist (Tampa, 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
- USAA (Tampa, FL)
- …to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). + Familiar with the ... 90 days of hire. + Required maintenance of FINRA Series 7 license. + Required maintenance of FINRA ...and jurisdictions. + 4 years of financial industry and/or sales experience. + Experience delivering frequent written and oral… more
- Raymond James Financial, Inc. (St. Petersburg, 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. (St. Petersburg, FL)
- …development activities. + Interview the customer, following a complex multilevel sales script, to clarify the customer's requirements, or assist in conducting ... provide technical guidance. + Works with full competence to recognize sales opportunities during service interactions to enhance overall customer service. Typically… more
- Banco Popular Puerto Rico (Miami, FL)
- …33166 Company: Popular Workplace Type: On-site Financial Consultant Associate Popular Insurance Sales - Florida We are currently searching for a Financial Consultant ... Associate with strong investment sales experience to join our dynamic Popular Investment team!...preferred along with relevant years of experiences. + FINRA Series 7 and FL State Life and Health Insurance… more
- TD Bank (Aventura, FL)
- …a differentiated service model/experience for MA clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client needs and suggesting ... of investment products and services + Required Registrations: SIE, Series 7 and Series 65/66 required -...services and overall industry. + Proven ability to achieve sales goals + Proficient with retail and small business… more
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