Series 7 Jobs in Florida
1 - 15 of 31
Search Results - Series 7 Jobs in Florida
Bankers Life-Orange City (FL)
applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®)
• High level of self-motivation; ability to accomplish goals independently
• History of success in sales, competitive roles, client services, or client...
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2 similar jobs: Fairlawn, Daytona Beach
Vanguard-Miami
Have your FINRA Series 7 and 63 and a passion for serving others? Join our team of “crew” as a Client Service Excellence Center associate!
About this Job:
At Vanguard, we have a client-first mentality that we live and breathe every day through our...
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Charles Schwab-Sarasota
no further than Schwab’s Investment Consultant role.
What you have
Required Qualifications:
• A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
• A valid...
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Claire Myers Consulting-Boca Raton
to clients
• Keep informed about financial products, investment options, and market trends
Qualifications:
• 3-5+ years of experience in wealth management
• Series 7, Series 66/63, and State Life & Health required (or must be obtained within the first year...
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Charles Schwab-Sarasota
license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
• A valid and active FINRA Series 7 license required
• Obtaining or acquiring FINRA Series 66 (63/65...
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Fidelity Investments-Dunedin
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
• Degree and/or other...
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appcast.io -
5 similar jobs: Clearwater, Tampa, New Port Richey, Largo, Saint Petersburg
Israel Bonds-Largo (FL)
or development/fundraising experience
• FINRA licensing required: SIE (Securities Industry Essentials) Series 7 and Series 63 (Training will be provided if needed).
• Knowledge of the American-Jewish community and Israel's history and current social/ political...
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EPL Group-Miami
Proven success building relationships with institutional investors
• Strong network in the capital ecosystem
• Real estate, B2B tech, or cleantech experience a plus
• Valid FINRA license (Series 7, 63, 65, or 79). If unlicensed, you must be willing...
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Vanguard-Miami
attitude and an appetite to continuously build your knowledge.
• High school, associate degree, or bachelors degree.
• This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined...
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Israel Bonds-Largo (FL)
experience
• FINRA licensing required: SIE (Securities Industry Essentials) Series 7 and Series 63 (Training will be provided if needed).
• Knowledge of the American-Jewish community and Israel's history and current social/ political/economic situation...
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Vanguard-Miami
or equivalent combination of training and experience.
• FINRA Series 7 & 63 required.
Special Factors
• Role requires either living in territory or operating from either our Malvern, PA or Charlotte, NC office location.
• Territory covers the Southeast...
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Fidelity Investments-Boca Raton
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
• Degree and/or other...
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appcast.io -
6 similar jobs: Miami, Weston, Delray Beach, Fort Lauderdale, Pompano Beach...
Chandler Asset Management-Orlando
or a related field is required. Series 63 & Series 7 certification is strongly preferred.
Industry Experience: Minimum of 6 years' experience in the industry, with a proven track record in managing client relationships. Prior experience in a client-facing role...
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J.P. Morgan-Miami
in additional products and services
Required qualifications, capabilities, and skills
• 5 plus years of client service experience
• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates...
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BNY-Lake Mary (FL)
Anti-Money Laundering Specialists) or CFE (Certified Fraud Examiner) certification and intelligence work in the private or public sector, is preferred.
• FINRA Series 7 license preferred
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY...
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