- First Horizon Bank (Orlando, FL)
- …**QUALIFICATIONS** + Bachelor's Degree Required. + FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam ... education requirements are met where needed. + 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to… more
- Navy Federal Credit Union (Pensacola, FL)
- …with members and internal/external sources. + Execute customer and broker purchase/ sales orders of securities for current/new clients. + Identify prospective ... actions. + Monitor, track and report performance of individual sales plans and assigned strategies for leadership. + Participate...other duties as assigned or appropriate Qualifications + FINRA Series 7 and combination of NASAA Series … more
- Wells Fargo (Miami, FL)
- …training, military experience, education **Desired Qualifications:** + Successfully completed FINRA Series 7 and 66 exams to qualify for immediate registration + ... Experience working with UHNW clients + Excellent sales and relationship management skills + Strong knowledge of...is required for ongoing employment in this position. FINRA Series 7 and 66 examinations or equivalent must be… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …Performs reviews of client accounts. + Develops and implements plans to meet office sales goals. + Facilitates sales promotion activities such as seminars and ... required provided that an exemption or grandfathering cannot be applied. + Series 7 and 9 & 10 (or 8) required. + Series 63 & 65, or 66 as required by state. +… more
- Bank of America (Boca Raton, FL)
- …Overview:** The **Registered Wealth Management Client Associate** role is a sales support position, typically providing dedicated operational and sales ... most frequent point of contact with Merrill. Fully registered ( Series 7, 63, 65, & 66). Partial registration may...the role:** + Candidates are **required** to currently hold Series 7 & 66 or 63/65 + 2+ years… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …events/workshops, and advisor consultations + Primary focus on (1) Sales (identifying revenue opportunities and forecasting), (2) Marketing (client acquisition ... + Work collaboratively within a team environment. + Maintain currency in sales and industry issues, procedures, training techniques and methodologies. + Establish… more
- Bank of America (Palmetto, FL)
- …of client needs and potential product services recommended **Required Qualifications:** * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you ... that a passing score is received for the missing series within 60 days. * Has at least one...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *… 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
- Bank of America (Boca Raton, FL)
- …of client needs and potential product services recommended. **Required Qualifications:** + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses; if you ... that a passing score is received for the missing series within 60 days. + Minimum of one year...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +… more
- Bank of America (St. Petersburg, FL)
- …licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you ... put your mind to. * Is comfortable in a sales role, finding ways to nurture strong relationships with...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *… more