424 series 66 jobs at 62 companies in Florida
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Supervisor, Operations - Series 7 & 66 Required
Saint Petersburg, Florida, United States
HybridFull Time
3+ YOE1+ Mgmt3+ years financial services/operations experience with ≥1 year supervisory experience; Bachelor's degree or equivalent; SIE and Series 7 and 66 (or 63/65) required; trade execution, call center, account management, training and compliance skills.
1w
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Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Jacksonville, Florida, United States
OnsiteFull Time
Client-focused, self-motivated candidate with strong computer, communication, multitasking, sales, and relationship-management skills, willing to pass SIE, Series 7, and Series 66 licensing exams.
chat
1w
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Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Jacksonville, Florida, United States
OnsiteFull Time
1+ YOERequires high school diploma/GED, strong communication, computer, multitasking, client service, sales, and relationship management skills; must be prepared to pass SIE, Series 7, and Series 66 exams.
Chat
1w
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Sr. Specialist, Service Associate - Schwab Wealth Advisory
Orlando, Florida, United States
$27-$39/hr OnsiteFull Time
1+ YOEActive FINRA Series 7 and Series 66 or Series 63/65 licenses, plus at least 1 year of financial services experience; Series 66 may be obtained within 120 days.
Salesforce, CRM
2w
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Planning Consultant - Ft. Lauderdale, FL
Fort Lauderdale, Florida, United States
OnsiteFull Time
2+ YOESeries 7 and 66 licenses with state registrations or ability to obtain Series 66; 2+ years of financial services experience; financial planning knowledge and client relationship skills.
Salesforce, Glance
2mo
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Registered Client Service Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
2+ YOEActive Series 7 and Series 66 (or Series 63 and Series 65); 2+ years industry experience preferred; High School Diploma required; College degree preferred.
Microsoft Office
4d
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Relationship Manager - The Villages, FL
The Villages, Florida, United States
OnsiteFull Time
1+ YOERequires Series 7 and 66 licenses or ability to acquire Series 66, 1–3 years in financial services, client service skills, financial markets knowledge, planning experience, and strong communication and collaboration.
4w
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Private Wealth Management International Registered Client Service Associate - Bilingual: Spanish/English
Miami, Florida, United States
OnsiteFull Time
2+ YOEHigh school diploma, Series licenses (Series 7 and Series 66 or Series 63+65), Spanish proficiency, 2+ years industry experience preferred, Microsoft Office and client service skills required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization
2mo
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Financial Advisor - Kissimmee, FL
Kissimmee, Florida, United States
$72k-$108k/yr OnsiteFull Time
2+ YOE2+ years advising/planning and investment sales; licensed (SIE, Series 7, Series 63, with L&H and Series 66 preferred or able to obtain); Bachelor’s degree preferred.
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Director Private Banker - Colombian Market
Miami, Florida, United States
$200k-$300k/yr HybridFull Time
10+ YOE10+ years of private banking experience with UHNW clients; SIE, Series 7 and Series 66 (or Series 63 and 65); Bachelor's degree required, Master's preferred; Spanish proficiency preferred.
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Financial Advisor
Tallahassee, Florida, United States
OnsiteFull Time
2+ YOEBachelor's degree in a related discipline; 2+ years of job-specific experience; licenses: Series 7; Series 66 or Series 63/65; Variable Annuity License; Life, Accident and Sickness License
Microsoft Office, Internet, Finance-specific databases
4d
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Investment Executive (Financial Advisor) The Villages, FL
Pinellas Park or The Villages
FieldFull Time
Brokerage experience required. Requires Series 7, Series 66 or Series 63 and 65, state insurance licenses, variable annuity license, sales, coaching, relationship-building, and financial product expertise.
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J.P. Morgan Wealth Management - Private Client Advisor - Deerfield Beach and East Boca Raton
Deerfield Beach or Boca Raton
OnsiteFull Time
2+ YOEAt least 2 years in a financial advisory role; Series 7 and Series 66; Life/Health/Long Term Care license; Bachelor's degree preferred.
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Director Private Banker - Colombian Market
Miami, Florida, United States
$200k-$300k/yr HybridFull Time
10+ YOE10+ years in private banking UHNW client coverage; leadership experience; Spanish preferred; licensing: SIE, Series 7, Series 66 (or 63/65).
5d
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Sales Supervision Principal
Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
$65k-$75k/yr HybridFull Time
1+ YOERequires 1–2 years of related experience, Series 7, Series 63 or 66, and Series 24, 8, or 9/10. Requires alternative investment knowledge, analytical skills, communication, and task prioritization.
Sales Supervision pre-approval platform
2mo
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Registered Client Service Associate
Boca Raton, Florida, United States
OnsiteFull Time
2+ YOE2+ years investment industry experience, high school diploma, Series 7 and Series 63 or 66 required, strong administrative, customer service, and communication skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2w
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Financial Advisor
Palm Coast, Florida, United States
$45k-$100k/yr OnsiteFull Time
Requires financial services or sales experience, registration or licensing, or relevant professional or military progression. SIE, Series 7, Series 66, and state insurance licenses are required.
social media
1mo
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Financial Advisor
Sarasota, Florida, United States
$44k-$150k/yr OnsiteFull Time
0.5+ YOEHigh school diploma/GED, six months related experience, Series 7, Series 63 & 65 or Series 66, life insurance license within 60 days, strong customer and investment advisory skills.
4d
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Financial Representative - Naples, FL
Naples, Florida, United States
OnsiteFull Time
Customer service, phone support, or financial services experience is beneficial. Requires client engagement, needs assessment, organization, attention to detail, and Series 7 and Series 66 licenses.
Series 7, Series 66
1mo
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Sales & Business Development - Regional Director
Santa Monica or Charlotte or Austin or California or Florida
$155k-$185k/yr HybridFull Time
Established sales professional with strong investment knowledge; SIE, Series 7, and Series 63/66 required (SIE and Series 7 within 12 weeks of hire). Client development, presentation, and territory growth experience expected.
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