5 banking advisor jobs at 3 companies in Inglis, FL
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Financial Advisor – Capital City Bank
Gainesville, Florida, United States
$50k-$75k/yrOnsiteFull Time
Central Pacific BankNYSE: CPF: Regional bank providing commercial and personal banking in Hawaii.
3+ YOERequires Series 7 and 66 (or 63/65), insurance license, and 3+ years of investment sales experience; ability to build client relationships and create client solutions.
Central Pacific BankNYSE: CPF: Regional bank providing commercial and personal banking in Hawaii.
3+ YOEMust hold Series 7 and 66 (or 63/65), an insurance license, and three or more years of investment sales experience; ability to develop client relationships and deliver investment solutions.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
3+ YOESeries 7 and 66 (63/65) and insurance license required; 3+ years investment sales experience; ability to build client relationships and create tailored client solutions.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
3+ YOERequires Series 7 and 66 (or 63/65), insurance license, and 3+ years of investment sales experience; ability to build client relationships and create client-specific investment solutions.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvide client service support to Financial Advisors, deliver timely and accurate client materials, promote banking products, and use Microsoft and Salesforce platforms. High school diploma and ~1 year experience required; securities licenses preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce