3mo
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Brokerage Registered Client Service Associate - location options - Tampa or St. Petersburg, FL
Tampa or St. Petersburg
OnsiteFull Time
Bachelor's degree or equivalent experience; securities industry knowledge; FINRA SIE, Series 7 and Series 66 licenses; strong communication and computer skills.
Microsoft Office, Salesforce
5d
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Trust Investment Officer
Saint Petersburg, Florida, United States
HybridFull Time
3+ YOEBachelor's in Finance/Business/Accounting and 3+ years investment experience; Series 7/63 preferred, SIE; strong investment, trust, presentation and analytical skills.
5d
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Sales Practice Principal
Chicago or St. Petersburg or Tampa or Tempe
$96k-$162k/yr OnsiteFull Time
3+ YOE3+ years financial services experience with supervisory background; required or willing to obtain FINRA registrations (SIE, Series exams); strong regulatory, compliance, analytical and leadership skills.
2w
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Internal Sales Associate
St. Petersburg or Stamford or Boston
$55k-$65k/yr OnsiteFull Time
BA/BS required; obtain SIE, Series 7 and Series 63 within 90-180 days; proficiency with MS Office Suite; strong communication, time management, and sales aptitude.
MS Office Suite
2mo
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Sr. Manager, Active Trader Relationship Management
Chicago or Sandy or Gilbert or Tampa or Jersey City or Alpharetta
$110k-$190k/yr OnsiteFull Time
5+ YOE2+ MgmtBachelor’s degree preferred; 5+ years relevant experience, 2+ years leading managers; SIE, Trader Certification, Series 7, 63, and 9/10; authorized to work in the United States.
Salesforce, MS Office, PowerPoint, Excel, Trading platforms
3w
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DoDAF Architect
Tampa, Florida, United States
$165k-$215k/yr OnsiteFull Time
8+ YOEBachelor's degree (or equivalent experience); 8+ years enterprise/network architecture; 4+ years DoDAF experience in DoD/Joint environments; active Top Secret (TS/SCI preferred); DoDAF/EA, CISSP, or DoD 8570/8140 credentials preferred.
DoDAF, DISA, SIE, MSEL
2w
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Extended Hours Client Representative
Tallahassee or Miami or Tampa
$64k-$70k/yr RemoteFull Time
Must hold SIE, Series 7 and Series 63 licenses, undergraduate degree or equivalent, strong client service and communication skills, able to work overnight/weekend shifts and learn evolving desktop applications.
3w
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Financial Advisor - North Port, FL - Market 18, Region 146
North Port, Florida, United States
$45k-$100k/yr OnsiteFull Time
Build a client practice, obtain required securities registrations (SIE, Series 7, Series 66) and state insurance license, strong relationship-building and sales orientation; bachelor’s degree preferred or relevant experience.
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.
1w
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Private Client Banker - Clearwater Downtown - Clearwater, FL
Clearwater, Florida, United States
OnsiteFull Time
1+ YOE1+ year branch banking or equivalent experience; high school/GED; SIE/Series 6/7/63/66 and life licenses required or to be obtained; NMLS registration required; strong relationship and sales skills.
1mo
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Associate
Tampa, Florida, United States
OnsiteFull Time
Bachelor's degree required, strong analytical and communication skills, proficiency in Microsoft Word and Excel; 1-2 years client service experience preferred; firm will sponsor SIE, Series 7, and Series 63 exams.
Microsoft Word, Microsoft Excel
5d
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Advisor Support Supervisor
Atlanta or Oakdale or La Vista or Scottsdale or St. Petersburg
$55k-$58k/yr HybridFull Time
2+ YOE2+ MgmtMinimum 2 years related industry experience; management experience preferred; strong oral/written communication; ability to coach and manage advisor support agents; CRM/Salesforce familiarity; FINRA SIE and Series 7 preferred.
Salesforce, CRM
1w
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Sales Trainee
New York or Tampa
$65k-$70k/yr OnsiteFull Time
Recent graduate for an entry-level internal wholesaler training program; must be competitive, detail-oriented, strong communicator, proficient in Microsoft Office, and able to pass SIE, Series 7, and Series 63 exams within six months.
Microsoft Office
3w
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Financial Advisor - Land O'Lakes, FL - Market 18, Region 318
Land O'Lakes, Florida, United States
$45k-$100k/yr OnsiteFull Time
Develop a client-focused practice; obtain required securities and insurance registrations (SIE, Series 7, Series 66, state insurance); bachelor's degree preferred or equivalent experience; demonstrated sales/financial services aptitude and relationship-building skills.
3w
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Citi Commercial Bank - Relationship Manager - Director
Miami or Tampa
$200k-$300k/yr HybridFull Time
15+ YOE15+ years commercial banking experience in Industrials, deep product knowledge, ability to structure and approve credit, FINRA SIE/Series 63 & 79 (or ability to obtain), bachelor’s degree required, MBA preferred, strong communication and business development skills.
1w
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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.
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