46 sie jobs at 12 companies in Baldwin, FL
2d
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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.
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1d
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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.
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3w
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Customer Relationship Advocate Career Development Experience- Jacksonville, FL
Jacksonville, Florida, United States
HybridFull Time
Provide inbound phone support, prepare for and obtain FINRA SIE/Series 7/63 licenses, learn proprietary platforms, strong problem-solving and communication skills.
1mo
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Financial representative
Baker County, Florida, United States
FieldFull Time
Ability to obtain/hold life insurance license and FINRA registrations (SIE, Series 6 and/or 7, Series 63); must pass background, regulatory, criminal and financial checks.
1w
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Financial Consultant I – Principal Connection (Multiple Locations)
Des Moines or Charlotte or Raleigh or Richmond or Grand Island or Minneapolis or St. Louis or Chicago or Denver or Salt Lake City or Atlanta or Dallas or Fort Worth or Phoenix or Miami or Tampa or Jacksonville or Orlando or San Diego or Bridgewater or Cherry Hill or Princeton or Austin
$27-$40/hr HybridFull Time
2+ YOEBachelor's degree plus 2+ years' experience, ability to obtain SIE and Series registrations, strong communication, retail investment and retirement plan knowledge, and desktop computer proficiency.
3w
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Customer Relationship Advocate Career Development Experience- Jacksonville, FL
Jacksonville, Florida, United States
OnsiteFull Time
Provide inbound phone support to clients, study for and obtain SIE/Series 7/Series 63 licenses, strong customer service, problem solving, and ability to learn proprietary systems.
4w
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Financial Advisor
Jacksonville, Florida, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial mindset, client-building experience, obtain Life/Accident & Health and securities licenses (SIE, Series 6,7,63), legal authorization to work in the US without sponsorship.
3w
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Brokerage Registered Client Service Associate - Ponte Vedra, FL
Ponte Vedra Beach, Florida, United States
OnsiteFull Time
Bachelor's degree or equivalent; securities or sales assistant experience; FINRA SIE, Series 7 and Series 66 licenses (or ability to obtain); strong telephone, communication, time-management, and Microsoft Office skills.
SalesForce, Microsoft Office
3mo
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Premier Banker- St Augustine- Lewis Point
Saint Augustine, Florida, United States
$26-$39/hr OnsiteFull Time
2+ YOE2+ years financial/banking experience; HS Diploma or GED required; SIE exam preferred; NMLS registration required; Life/Health license preferred; Bachelor’s degree or equivalent experience preferred.
4d
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Registered Client Service Associate
Ponte Vedra Beach, Florida, United States
HybridFull Time
1+ YOEProvide high-touch client service and operational support to financial advisors; CRM and Excel proficiency; securities licensing (SIE, Series 7) required; 1+ year securities or related experience preferred.
Client Relationship Management (CRM), Microsoft Excel
1w
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Managing Partner Seeking Growth
Jacksonville, Florida, United States
$85k-$115k/yr HybridFull Time
Requires active industry licenses (life, SIE and Series 6/63/26 or Series 7/63/24) or willingness to obtain, leadership and recruiting experience, and ability to train and develop financial representatives.
1mo
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Financial Advisor - Saint Johns, FL - Market 18, Region 31
Saint Johns, Florida, United States
$45k-$100k/yr OnsiteFull Time
Ability to build client relationships, obtain required securities and insurance registrations (SIE, Series 7, Series 66, state insurance), and complete firm training; bachelor's degree strongly preferred or equivalent experience.
2w
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Investment Counselor Lead - Director
Jacksonville, Florida, United States
$200k-$300k/yr OnsiteFull Time
10+ YOE10+ years providing investment advice to ultra-high-net-worth clients; securities licenses (S7,S63/S66,S31,SIE); bachelor\u0002s degree; strong client origination and relationship management skills.
2d
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Wealth Solutions Advisor SAFE Act
Jacksonville or O'Fallon
$77k-$107k/yr HybridFull Time
2+ YOERequires 2–5 years of financial services experience, bachelor's degree or equivalent, sales and service experience, active SIE, Series 7, and Series 66 or 63 and 65 licenses, plus Group 1 insurance and mortgage registration.
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word
3w
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Retirement Plan Specialist
Atlanta or Jacksonville
$65k-$85k/yr FieldFull Time
0+ YOE0–2 years B2B sales experience preferred, outbound cold-calling, territory management, strong communication and relationship skills, strategic thinking, valid driver’s license, obtain FINRA Series 6, 63 and SIE within 180 days.
2w
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Financial Consultant I – Principal Connection (Multiple Locations)
Des Moines or Charlotte or Phoenix or San Francisco or Denver or Jacksonville or Miami or Orlando or Tampa or Atlanta or Chicago or Minneapolis or St. Louis or Raleigh or Grand Island or Marlton or Austin or Dallas or Fort Worth or Salt Lake City or Richmond or Bridgewater or Cherry Hill or Princeton
$27-$40/hr HybridFull Time
2+ YOEBachelor's degree or equivalent plus 2+ years' experience; SIE and Series 7 required; Series 66 or Series 63+65 required; ability to register across all US states; strong communication, investment product knowledge, and desktop computer proficiency.
3w
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Private Client Banker - King & Granada - St Augustine, FL
Saint Augustine, Florida, United States
OnsiteFull Time
1+ YOE1+ year branch banking or equivalent experience; value-based relationship selling; SIE/Series 6/7 and state registrations (63/66) and life licenses required or to be completed within 180 days; NMLS registration required; high school diploma/GED.