- City National Bank (Tallahassee, FL)
- …abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new ... assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required...2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability… more
- PNC (FL)
- …* Capital Markets and or Broker Dealer experience * FINRA regulatory licenses ( series 24 or 53) are preferred for this role and/or public finance compliance ... business line - Designing and implementing compliance monitoring activities over sales and trading practices. - Leading the communication and socialization of… more
- Bank of America (St. Petersburg, FL)
- …and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** + Two years' ... experience working in the financial service industry and/or a sales environment where goals were met or exceeded + Minimum of one year experience in the investments… more
- Bank of America (Naples, FL)
- …the leader of the market leadership team, which consists of the Sales Executive, Client Management Executive, Market Trust Executive and Market Investment Executive. ... smaller markets, the Market Executive is supported by a Sales Executive and Client Management Executive from a larger...also be supported by a local Business Support Manager. Series 7, 63, 65 or 66, and 24 required.… more
- Citigroup (Miami, FL)
- …desired results.** Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In ... management, capital markets, and banking & lending + Create sales and marketing strategies designed to generate revenue growth...and Education** + 15+ years of experience + Licensing: Series 7 & 66 (or 63 & 65) &… more
- TD Bank (West Palm Beach, FL)
- …TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves ... + May act as a subject matter expert to Sales Support team + Coordinates with relationship mangers to...of experience working with TD's client platforms required + Series 7, 63/65 or 66 registrations required. Candidates may… more
- Truist (Jacksonville, FL)
- …America) **Please review the following job description:** JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working ... and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking...year of experience in the securities industry. 3. FINRA Series 7 and 66. 4. Applicable state health and… more
- Stetson University (Deland, FL)
- …supports the Concert Hall Manager (CHM) in the concert ticketing system with sales of online and advance concert tickets, and concert season passes; and reports ... + Run reports as needed for revenue, donations, ticket sales , customers, etc. + Assist CHM with all aspects...Christmas Candlelight tickets + Design and maintain annual Concert Series and Jazz passes Music Communications + Marketing and… more
- Comcast (West Palm Beach, FL)
- …strong focus on professional growth and development. Through activities like speaker series and skill-building workshops you will jump-start your career. Plus, we ... to compensate and recognize employees for their work. Most sales positions are eligible for a Commission under the...under the terms of an applicable plan, while most non- sales positions are eligible for a Bonus. Additionally, Comcast… more
- Comcast (West Palm Beach, FL)
- …focus on professional growth and development. Through activities like speaker series and skill-building workshops you will jump-start your career.Plus, we build ... to compensate and recognize employees for their work. Most sales positions are eligible for a Commission under the...under the terms of an applicable plan, while most non- sales positions are eligible for a Bonus. Additionally, Comcast… more