109 sie jobs at 24 companies in Boca Raton, FL
1mo
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Internal Sales Associate
Boca Raton, Florida, United States
OnsiteFull Time
Entry-level role requiring strong interpersonal, analytical, and communication skills; willingness to obtain SIE, Series 7 and 63 licenses; bachelor’s degree preferred.
2mo
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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).
1w
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Wealth Management Client Associate
Boca Raton, Florida, United States
OnsiteFull Time
Client-service focused associate supporting financial advisors, proficient with Microsoft Office and Salesforce; SIE/Series qualifications preferred; high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Registered Private Wealth Client Associate - Bilingual Spanish Preferred
Miami, Florida, United States
OnsiteFull Time
FINRA SIE, Series 7 and Series 66 (or 63 and 65) required or to be obtained; advanced industry knowledge; client service orientation; strong communication and computer skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2d
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Senior Wealth Advisor
Miami or Houston or Florida
RemoteFull Time
7+ YOERequired CFP designation and 7+ years of financial advice, planning, book management, and relationship management experience; Series 7, 63, or 66 and SIE required or obtainable.
2w
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Floor Trader - MIAX Sapphire
Miami, Florida, United States
$175k-$200k/yr OnsiteFull Time
0.5+ YOEActive SIE/Series 57, at least 6 months floor options market making experience, strong judgment under pressure, operational skill, and clear communication.
3d
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Principal Analyst, Risk Monitoring
Jersey City or Jericho or Denver or Dallas or Chicago or Boston or Boca Raton or Tysons or Woodbridge or Washington or San Francisco or Rockville or Philadelphia or New York City or Los Angeles
$98k-$211k/yr HybridFull Time
Bachelor's degree or equivalent experience, financial industry analysis, risk expertise, SIE certification, regulatory knowledge, advanced analytical skills, and Microsoft Excel and Word proficiency.
Microsoft Excel, Microsoft Word
3w
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J.P. Morgan Advisors - Client Service Group Manager - Vice President, Palm Beach Gardens, FL
Palm Beach Gardens, Florida, United States
$125k-$155k/yr OnsiteFull Time
3+ YOEFINRA SIE, Series 7,66,9,10 required/obtainable, Bachelor's in Business/Finance, minimum 3 years financial services management, training experience, knowledge of KYC and regulatory requirements.
Microsoft PowerPoint, Microsoft Word, Microsoft Excel
2w
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Private Wealth Management, Wealth Management Professional, Senior Analyst, Philadelphia
Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
2+ YOEBachelor's degree, 2+ years client service or financial industry experience preferred, SIE/Series 7 and 63 required, strong communication, organizational and client-service skills.
2w
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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.
2d
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Senior Wealth Advisor
Miami or Texas
RemoteFull Time
7+ YOECFP required; 7+ years in financial advice, planning, book management, and relationships. Requires Series 7, 63, or 66 and SIE; expertise in investment, trust, and estate planning.
2d
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Private Wealth Management, Wealth Management Professional, Senior Analyst, Philadelphia
Philadelphia or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree, 2–4 years of client service or financial industry experience, strong communication and organizational skills, and required SIE, Series 7, and Series 63 credentials.
1w
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Wealth Management Client Support Analyst
Coral Gables or Fort Lauderdale
HybridPart Time
0+ YOEEntry-level role requiring a bachelor's degree, FINRA SIE exam within 90 days, Microsoft Office proficiency, strong organization, accuracy, communication, and interest in financial markets.
Microsoft Office Suite, CRM
2w
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Registered Client Service Associate-- Miami, FL (Bilingual Requirement)
Miami, Florida, United States
OnsiteFull Time
1+ YOEProvide high-touch administrative support to financial advisors, service clients, onboard accounts, process transfers, and prepare reports; SIE and Series licenses required; bilingual Spanish required.
Client Relationship Management (CRM), Microsoft Excel
2mo
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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.
1mo
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Financial Services Representative - Boca Raton, FL
Boca Raton, Florida, United States
HybridFull Time
Customer-service experience preferred; high energy, flexibility, and coachability. Must complete SIE, Series 7, and Series 66 exams (paid/sponsored). Strong interpersonal, attention to detail, and multitasking skills.
1w
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Associate, Global Network Banking
New York or Miami or San Francisco or Los Angeles
$117k-$175k/yr HybridFull Time
Experience in corporate banking with credit, financial analysis, KYC and cross-border banking; strong client engagement and coordination skills; FINRA SIE,S79,S63 required or obtained during contingency period.
1mo
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Senior Asset-Based Lending Originator
Atlanta or Tampa or Miami or Boca Raton or Florida
OnsiteFull Time
10+ YOE10+ years ABL origination/structuring experience, FINRA Series 79, 63 and SIE required/obtainable, bachelor's degree required, strong financial analysis, credit and capital markets knowledge, excellent communication.
1mo
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Premier Banker- Coral Springs Univeristy Drive
Coral Springs, Florida, United States
$26-$39/hr OnsiteFull Time
2+ YOE2+ years banking experience, HS diploma required (BA preferred), consultative sales experience, NMLS registration required, SIE preferred, life & health license preferred, strong communication and product knowledge.
2w
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Associate, Alternative Investments
Chicago or Indianapolis or Miami or Omaha or San Antonio or New York City
$100k-$125k/yr HybridFull Time
2+ YOE2+ years alternative investments or asset/wealth management experience; strong analytical, communication, and Excel/PowerPoint skills; experience reviewing SEC filings; willingness to pursue SIE/Series7/63; ability to travel.
Microsoft Excel, Microsoft PowerPoint, DocuSign
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