592 series 7 jobs at 111 companies in Florida

3w
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Service Associate - Series 7 & 63 Required
Florida, United States
RemoteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
3+ YOEHigh school diploma and 3 years financial services experience; SIE required, Series 7 and Series 63 required; customer service and securities trading experience; ability to execute trades and process transactions.
2w
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Financial Solutions Advisor - Participant Services (Series 7 required)
Jacksonville, Florida, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Series 7 required, Series 66 required or obtained within 90 days; SAFE Act registration required; strong client service, advisory and computer multitasking skills.
2w
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Financial Solutions Advisor - Participant Services (Series 7 required)
Jacksonville, Florida, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOESeries 7 required (Series 66 within 90 days if not held), SAFE Act registration, 1+ year experience, strong client advisory and communication skills, ability to learn investments and use internal systems.
1w
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Brokerage Services Registered Analyst - Series 7/63 - Remote
Franklin or North Carolina or New Jersey or Virginia or Texas or Georgia or Florida
$23-$35/hr RemoteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance and financial planning services to individuals.
4+ YOEAssociates degree or equivalent, 4+ years customer service experience, Series 63/7/SIE required, fingerprinting, expert knowledge of investment products and tax implications, advanced communication and computer skills.
2mo
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Registered Client Service Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
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.
1w
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Sr. Specialist, Service Associate - Schwab Wealth Advisory
Orlando, Florida, United States
$27-$39/hr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
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
4w
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Private Wealth Management International Registered Client Service Associate - Bilingual: Spanish/English
Miami, Florida, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
TD Bank
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
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.
2mo
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Director Private Banker - Colombian Market
Miami, Florida, United States
$200k-$300k/yr HybridFull Time
Citi
CitiNYSE: C: Global diversified financial services holding.
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.
2mo
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Financial Advisor-Tallahassee
Tallahassee, Florida, United States
OnsiteFull Time
Synovus
SynovusNASDAQ: PNFP: Provides regional banking, investment, and wealth management services.
2+ YOEBachelor's degree; 2+ years experience; Series 7; Series 66 or Series 63/65; Variable Annuity License; State Life, Accident and Sickness License; strong communication and financial knowledge
Microsoft Office, Internet, Database
3d
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Investment Executive (Financial Advisor) The Villages, FL
Pinellas Park or The Villages
FieldFull Time
Fifth Third Bank
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
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.
4d
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Sales Supervision Principal
Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
$65k-$75k/yr HybridFull Time
Osaic
Osaic: Provides wealth management services to independent financial advisors.
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
1mo
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Wealth Financial Advisor - Tampa, FL
Tampa, Florida, United States
OnsiteFull Time
Corebridge Financial
Corebridge FinancialNYSE: CRBG: Provides retirement solutions, life insurance, and investment management services.
7+ YOEProven sales track record, ideally 7+ years as a financial advisor; active FINRA Series 6 or 7, Series 63 and 65 or 66; state variable life and health license; bachelor’s degree preferred.
1mo
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Wealth Financial Advisor - Tampa, FL
Tampa, Florida, United States
OnsiteFull Time
Corebridge Financial
Corebridge FinancialNYSE: CRBG: Provides life insurance and retirement products in the United States.
7+ YOE7+ years experience preferred, proven sales track record, active FINRA Series 6 or 7 and Series 63 and 65 or 66, state variable life and health license, bachelor\u0002s degree preferred.
1mo
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Financial Advisor
Sarasota, Florida, United States
$44k-$150k/yr OnsiteFull Time
Regions Bank
Regions BankNYSE: RF: Provides retail, commercial banking, wealth management, and mortgage services.
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.
2mo
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Director Private Banker - Colombian Market
Miami, Florida, United States
$200k-$300k/yr HybridFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
10+ YOE10+ years in private banking UHNW client coverage; leadership experience; Spanish preferred; licensing: SIE, Series 7, Series 66 (or 63/65).
2mo
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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
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
1w
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Licensed Retirement Income Advisor- Sales & Planning (Sign-On Bonus)
Plano or Tampa or Phoenix
$64k-$122k/yr HybridFull Time
USAA
USAA: Provides insurance and banking to the military community.
4+ YOEHigh school diploma/GED, active Group 1 Life license, FINRA Series 7 and Series 66 or Series 63 and 65, and 4 years of financial industry experience including retirement income planning or sales.
Money Guide, Salesforce CRM
2mo
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Financial Advisor - Palm Beach, FL
Palm Beach, Florida, United States
$65k-$80k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
3+ YOEBachelor's degree or equivalent experience, 3+ years financial sales experience, FINRA Series 7 and 66 or Series 7 with 63/65, state insurance license, proficiency with MoneyGuidePro/Salesforce/Seismic, strong communication and analytical skills.
MoneyGuidePro, Salesforce, Seismic