- Citigroup (Boca Raton, FL)
- …team player able to work without direction + Securities Industry Essentials - SIE - Active Series 7 , 66 (or 63 and 65) licenses + Group 1 insurance + This ... new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and...informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …an exemption or grandfathering cannot be applied + Licenses/Certifications Required from Date of Hire: + Series 7 w/in 6 months of hire + CFA w/in 4 years of ... related to alternative investments. The Alternative Investments Analyst retains some latitude for un-reviewed decision making and a is participant with respect to… more
- Citizens (Naples, FL)
- …insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials + Series 7 , 63, 65 (or 66) active and valid. + A ... based on performance and productivity against commission plan parameters. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits. We offer… more
- First Horizon Bank (Miami Lakes, FL)
- …OFFICE EQUIPMENT SKILLS** + Microsoft Office suite **CERTIFICATES, LICENSES, REGISTRATIONS** (Ex: CPA, Series 6 or 7 license, etc) + None required **About Us** ... AM - 5:00 PM **SUMMARY** This position is responsible for the management of the digital experience for...to customer needs and market opportunities + Provides customer training and support on the use of Treasury Management… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …experience and/or training approved by Human Resources. **Licenses/Certifications** + SIE, Series 7 , CIA, CPA, or CISA Auditing Certification(s) preferred ... education and to conduct comprehensive operational, compliance, and financial audits for Raymond James Internal Audit's Wealth Management Team. Manages the work… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … approved by Human Resources. **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 required ... In this role, you will act as a business strategist and advisor responsible for partnering with business leaders to develop and execute on PCG strategies, develop… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …financial services industry. ~or~ * An equivalent combination of experience, education, and/or training . **Licenses/Certifications:** * Series 7 & 24 (or ... extensive knowledge and skills obtained through education, experience, specialized training and/or certification to administer and analyze complex suitability… more
- First Horizon Bank (Tampa, FL)
- …EQUIPMENT:** + Proficiency in Microsoft Office. **CERTIFICATES, LICENSES, REGISTRATIONS (Ex CPA, Series 6 or 7 license, etc.)** + Preferred certifications ... guide projects through various stages of development, maintaining high standards for product quality and compliance with industry standards. + Defines product… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …preferred + Certified Sanctions Specialist preferred + Regulatory industry license (eg, FINRA SIE, Series 7 ) preferred. **Travel Required** + Yes, 20 % of the ... Laundering (AML) & Financial Crimes Management (FCM) is responsible for leading a team of managers who oversee Quality...processes and controls. + Provide feedback loops to improve training , guidance, and system design. + Oversee sampling and… more