Edward Jones: Provides personalized financial advice and wealth management services.
Requires financial services or sales experience, registration or licensing, or relevant professional or military progression. SIE, Series 7, Series 66, and state insurance licenses are required.
Financial Solutions Advisor Registration Candidate - Mitchell Hammock Financial Center
Oviedo, Florida, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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.
Denver or Westlake or Chicago or Menlo Park or New York City or Bellevue or Washington or Lake Mary or Clearwater or Gainesville
$109k-$128k/yrOnsiteFull Time
RobinhoodNASDAQ: HOOD: Provides a commission-free platform for investing and financial services.
5+ YOERequires 5+ years in sales coaching, leadership, or financial services; clean U5; SIE, Series 7, 66, and 24 or 9/10; experience with compliant sales supervision and asset consolidation.
Financial Advisor - New Smyrna, FL - Market 18, Region 145
New Smyrna Beach, Florida, United States
$45k-$100k/yrOnsiteFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Willingness to complete SIE/Series 7/Series 66 and state insurance registrations, bachelor’s degree preferred or equivalent experience, strong relationship-building, self-motivation, and sales/financial services experience.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEHolds FINRA SIE and Series 7 and Series 66 (63/65 accepted), high school diploma/GED, ~1 year relevant experience, strong client service skills, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Brokerage Registered Client Service Associate - Winter Park, FL
Winter Park, Florida, United States
OnsiteFull Time
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
Bachelor's degree or equivalent, experience in securities industry or sales assistant role, knowledge of securities markets and annuities, FINRA SIE/Series 7/Series 66 (at least one required or obtainable), strong telephone and computer skills.
Financial Services Representative - State Farm Agent Team Member
Orlando or Winter Park or Hunters Creek
$50k-$65k/yrOnsiteFull Time
Tony Lopez State Farm: An insurance and financial services agency helping customers manage risk and plan for the future.
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.
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
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.