39 sie jobs at 15 companies in Clermont, FL
1w
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Financial Representative - Seeking Growth
Bartow, Florida, United States
$97k-$192k/yr HybridFull Time
Active or quickly obtainable SIE and Life/Health licenses, sales aptitude, team spirit, competitive drive, willingness to obtain state licensing, and community leadership potential.
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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Financial Advisor
Orlando, Florida, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial and client-building experience, obtain Life/Accident & Health, SIE, Series 6,7,63 licenses; CFP support; legal US work authorization required.
2w
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Financial Solutions Advisor Registration Candidate - Mitchell Hammock Financial Center
Oviedo, Florida, United States
OnsiteFull Time
Obtain SIE, Series 7 and Series 66 (63/65 accepted), SAFE Act registration; client advisory, sales aptitude, time management, and ability to learn new technology.
1w
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Financial Advisor - Orlando, FL - Market 18, Region 222
Orlando, Florida, United States
$45k-$100k/yr OnsiteFull Time
Ability to build client relationships, complete licensing (SIE, Series 7, Series 66, state insurance), bachelor's degree preferred or equivalent experience, and experience in financial services or sales.
2mo
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Financial Advisor - Kissimmee, FL
Kissimmee, Florida, United States
$72k-$108k/yr OnsiteFull Time
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.
3mo
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Financial Services Representative - State Farm Agent Team Member
Winter Haven, Florida, United States
$80k-$160k/yr OnsiteFull Time
2+ YOE2+ years as Financial Services Rep; proven client acquisition; Bachelor's preferred; SIE/Series 6/63/65 and ChFC licenses preferred; Life/Health license preferred.
3d
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Wealth Management Academy Professional - Orlando - July/October Cohorts
Orlando, Florida, United States
$22-$42/hr OnsiteFull Time
Bachelor's degree required, CFP coursework completed or in progress, ability to travel <10%, readiness to study for and pass SIE/Series 7/Series 66, client communication and consultative skills.
6d
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Private Client Banker - SB, Havendale Rd, Orlando, FL (New Build)
Orlando, Florida, United States
OnsiteFull Time
1+ YOE1+ year branch or financial services sales experience; high school/GED; SIE, Series 6, Series 63 and life licenses and NMLS registration required/obtainable; strong communication and relationship skills.
Chase Mobile App, Chase.com, ATMs, National Mortgage Licensing System (NMLS)
1mo
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Registered Wealth Management Client Associate
Winter Park, Florida, United States
OnsiteFull Time
1+ YOEHolds FINRA SIE, Series 7 and Series 66 (63/65 accepted), high school diploma/GED, ~1 year experience, advanced industry knowledge, strong client service and communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Brokerage Registered Client Service Associate
Orlando, Florida, United States
OnsiteFull Time
Bachelor's degree or equivalent, experience in securities or sales assistant role, FINRA SIE and Series 7/66 licenses (or ability to obtain), strong telephone, time-management and communication skills, Microsoft Office and SalesForce proficiency.
Microsoft Office, SalesForce
1mo
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Financial representative
Polk County, Florida, United States
FieldFull Time
Ability to obtain/hold life insurance license and FINRA registrations (SIE, Series 6/7, Series 63), pass background and regulatory checks, and demonstrate integrity, leadership, community focus, and relationship-building skills.
1mo
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Financial Services Representative - State Farm Agent Team Member
Orlando or Winter Park or Hunters Creek
$50k-$65k/yr OnsiteFull Time
Requires active or quickly obtainable Life & Health license and FINRA credentials (SIE, Series 6/63/65 or 7). Prior financial services/insurance experience, strong communication and analytical skills, and sales/lead generation ability.
2mo
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Private Banker
Hamlin, Florida, United States
$51k-$77k/yr OnsiteFull Time
3+ YOE3+ years retail banking experience; high school/GED; FINRA/SIE/Series licensing, NMLS, CA notary, state life & disability insurance; ability to use PCs and Microsoft Outlook; strong sales, compliance, and relationship skills.
Microsoft Outlook, Springboard, Card Wizard, Unity, PLP, Core System
1mo
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Director, Energy Capital Markets
Orlando, Florida, United States
OnsiteFull Time
7+ YOEBachelor's in finance/economics/engineering, 7+ years in project finance/power banking/private credit/developer capital markets, strong project-finance modeling, knowledge of solar/storage and tax-equity, SIE/Series 79/63 a plus.
2mo
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Client Associate
Orlando or Winter Park
OnsiteFull Time
Client service experience in finance or related industry, strong attention to detail, discretion, teamwork, proficient in Microsoft Office, preferably FINRA-registered (SIE, Series 7, Series 66) or willing to obtain within 6 months; bachelor\u0002s degree preferred.
Microsoft Office Suite, BrassRing, HackerRank, Beamery, Textkernel, Modern Hire, Infinite Computer Solutions, Aon PLC, KornFerry
2w
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Financial Advisor Trainee (Winter Park, FL)
Winter Park, Florida, United States
OnsiteFull Time
3+ YOEBachelor's preferred, minimum 3 years relevant experience or equivalent, demonstrated sales achievement, ability to obtain SIE, Series 7 and Series 66 and life/health/variable annuity licenses within program timeframes, strong communication and client-service skills.