- Raymond James Financial, Inc. (Orlando, FL)
- …**Licenses/Certifications** * SIE required provided that an exemption or grandfathering cannot be applied. * Series 7 required. * Series 63, 65 and/or 66 as ... and client account alerts. * Prepares financial reports, spreadsheets and other materials for client meetings. * Inputs orders and rebalances portfolios on behalf of… more
- Bank of America (Coral Gables, FL)
- …of client needs and potential product services recommended **Required Qualifications:** * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. ... with the condition that a passing score is received for the missing series within 60 days....one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.… more
- Bank of America (Gainesville, FL)
- …of client needs and potential product services recommended **Required** **Qualifications** : + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If ... with the condition that a passing score is received for the missing series within 60 days....one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.… more
- Bank of America (Stuart, FL)
- …of client needs and potential product services recommended. **Required Qualifications:** + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses; ... with the condition that a passing score is received for the missing series within 60 days....year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.… more
- Charles Schwab (Tampa, FL)
- …in Schwab Wealth Advisory. **What you have** **Required Qualifications** **:** + Active and valid FINRA Series 7 + Active and valid FINRA Series 66 (may be ... As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and...Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next… more
- Citigroup (Plantation, FL)
- … series 6, 63, and 65 are required for the role. Individuals with Series 7 and 66 or equivalent are encouraged to apply. + Insurance group 1 required; ... new techniques and the improvement of processes and work-flow 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
- JPMorgan Chase (Orlando, FL)
- …present effectively - namely related to the financial plan and investment solutions + Series 7 , Series 66 required **Preferred qualifications, skills, and ... JP Morgan Wealth Management team, you will be responsible for supporting the development of Financial Advisors with the...a mentor and resource to advisors, providing coaching and training , so they can be the most effective advisors… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …**Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 required. + Series 63, 65 and/or 66 as ... industry and company specific reports + Assists in development of financial models for revenue and income forecasts. + Assists with research and analytics used in… more
- Citigroup (Boca Raton, FL)
- …+ Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. + Must meet ALL US FINRA Registration requirements ... 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)
- …+ SIE required provided that an exemption or grandfathering cannot be applied. + FINRA Series 7 or 79 License is ideal, and will be required within six ... **Essential Duties and Responsibilities** + Responsible for executing strategic business development plans in partnership...(6) months of hire. + FINRA Series 63 or the ability to obtain within six… more