Series 7 Jobs in Florida
1 - 15 of 17
Search Results - Series 7 Jobs in Florida
Bankers Life-Melbourne (FL)-
licensing 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...
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Fisher Investments-Miami-mindmatch.ai-
or virtually in your local territory
Your Qualifications:
• 5+ years experience working in financial services
• FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred
• Multi-year track record of success driving results
• Experience in high...
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Bankers Life-Daytona Beach-
licensing 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...
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1 similar job: Topeka
Fisher Investments-Miami-mindmatch.ai-
or virtually in your local territory
Your Qualifications:
• 5+ years experience working in financial services
• FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred
• Multi-year track record of success driving results
• Experience in high...
Read more
Florida Financial Advisors-Tampa-
compliance, etc.) to ensure smooth client service.
• Track and manage tasks, deadlines, and next steps within the CRM and workflow systems.
Professional Development
• Study for and obtain required industry licenses (Series 7, Series 66, Life/Health...
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Fisher Investments-Miami-mindmatch.ai-
or virtually in your local territory
Your Qualifications:
• 5+ years experience working in financial services
• FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred
• Multi-year track record of success driving results
• Experience in high...
Read more
Charles Schwab-Miramar Beach-
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) license and Life...
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USAA-Tampa-
or ability to acquire within 90 days of hire.
• Required maintenance of FINRA Series 7 license.
• Required maintenance of FINRA Series 66 (OR BOTH 63 and 65) license.
• Must be able to successfully pass background check and meet all USAA and regulatory...
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1 similar job: Plano
JPMorgan Chase & Co.-Miami-appcast.io-
experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in the Latin America North Market
• Spanish fluency oral and written required
• Series 7, 66 licenses...
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CMC Recruiting-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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Kybora GmbH-West Palm Beach-appcast.io-
transactions, specifically Series 79 (Investment Banking Representative) and Series 63 (Uniform Securities Agent). Series 7 (General Securities Representative) is also preferred. If not already licensed as a principal, the candidate should be prepared to obtain...
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Jewish Federation of Broward County-Davie-
of the Jewish community is a plus
• Series 7 and 63 licenses preferred
• Exceptional communication, interpersonal, and relationship-building skills
• Proven ability to engage donors and inspire meaningful philanthropic commitments
• Experience working...
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EPL Group-Miami-join.com-
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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Boca Raton-icims.com-
Required: High School Diploma or equivalent
• Minimum Required: 2 years investment industry experience
Licenses & Credentials:
• Minimum Required: Series 7 and 63 or 66
Systems & Technology:
• Proficient in Microsoft Excel, Word, PowerPoint, Outlook...
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Southern Wealth-Tallahassee-workable.com-
operations, wealth management, or financial services
• Series 7 certification + Series 63 and 65 or 66 certification
• Ability to work full-time Monday – Friday, 8:00am – 5:00 pm, in our Tallahassee, FL office
• Ability to pass both a background check...
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