Boynton Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Boynton Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Boynton Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Boynton Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
68 sie jobs at 17 companies in Boynton Beach, 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.
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
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.
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
1mo
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Registered Wealth Management Client Associate
Boca Raton, Florida, United States
OnsiteFull Time
1+ YOERequires FINRA SIE and Series registrations (7 and 66 or 63/65), 1+ year relevant experience, strong client service, investment product knowledge, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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.
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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.
3w
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Citi Private Bank - HNW Investment Counselor Lead
Miami or West Palm Beach
$174k-$261k/yr HybridFull Time
10+ YOE10+ years experience providing investment advice to high‑net‑worth clients; Bachelor\u0002s degree; FINRA Series S7,S63/S66 and S31 required; SIE prerequisite; strong communication and analytical skills.
2mo
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Investment Counselor Team Lead, Southeast Region, Managing Director
Atlanta or West Palm Beach
$250k-$500k/yr HybridFull Time
15+ YOE15+ years experience with investment advisory and managerial responsibility; proven P&L and team leadership; strong capital markets and portfolio construction knowledge; CFA or advanced degree a plus; SIE and Series registrations required.
6d
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College Financial Representative, Internship Program
Boca Raton, Florida, United States
$500-$1k/yr OnsiteInternship
Full-time student, preferably a junior or senior, with entrepreneurial sales interest, campus involvement, strong time management, financial planning interest, business savvy, and critical thinking skills.
CFP, SIE, Series 6, Series 63
2mo
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Senior Registered Client Service Associate (Hallandale Beach, FL)
Hallandale Beach or United States or Canada or United Kingdom or Germany
OnsiteFull Time
5+ YOEHigh School diploma and 5 years financial services experience (or equivalent). SIE and Series 7 required; Series 63/65/66 as state-required. Proficiency with CRM and Microsoft Excel; strong communication and analytical skills.
CRM, Microsoft Excel
2mo
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Client Experience Representative
Plantation, Florida, United States
$60k-$65k/yr OnsiteFull Time
Provide end-to-end client support for traders; educate clients; troubleshoot platform; coordinate with Sales and Ops; on-site in Plantation, FL; Bachelor's degree required; SIE, Series 7, 63 and 3 licenses or within 90 days.
Trading platforms, Customer relationship management, Software support
1mo
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Client Specialist
West Palm Beach, Florida, United States
OnsiteFull Time
2+ YOE2+ years industry or administrative experience; SIE and Series 7 plus Series 66 or Series 63 & 65 (or willingness to obtain within 12 months); proficient with Microsoft Office; strong client service, communication, detail and compliance skills.
Client Relationship Management (CRM), Microsoft Word, Microsoft Excel, Microsoft PowerPoint, LinkedIn, Twitter, Private Wealth Management technology platforms
2d
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Staff Manager
Miramar or Florida
OnsiteFull Time
7+ YOE7+ years of relevant financial services sales or marketing experience preferred; high school diploma required, college degree preferred; state Life and Health license, FINRA SIE, Series 6, 63, and 26 or equivalents; valid driver's license.
word processing, spreadsheet applications, internet, email
1mo
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Branch Banking Client Consultant III - Licensed
Boca Raton, Florida, United States
$20-$31/hr OnsiteFull Time
5+ YOEHigh school/GED required; 5+ years customer service and sales experience in financial industry; ability to train/mentor; must obtain life and health insurance, SIE, Series 6, and Series 63/66 within 90 days; compliance and sales focus.
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