2w
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Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
Jacksonville, Florida, United States
OnsiteFull Time
Phone-based client servicing, identify client needs, refer sales opportunities, complete licensing program (SIE, Series 7, Series 66), strong communication and computer skills, client-focused and sales-oriented.
3w
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Sales & Business Development - Regional Director
Santa Monica or Charlotte or Austin or California or Florida
$155k-$185k/yr HybridFull Time
Established sales professional with strong investment knowledge; SIE, Series 7, and Series 63/66 required (SIE and Series 7 within 12 weeks of hire). Client development, presentation, and territory growth experience expected.
3mo
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Senior Manager, Payments & Cash Management
Saint Petersburg, Florida, United States
HybridFull Time
7+ YOE7+ years in payment operations or treasury; experience leading wire/ACH processes; SIE and Series 99; treasury systems and bank connectivity; hybrid work; 10–15 years general experience; BS in Accounting/Business/Finance; SIE certification.
2w
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Financial Advisor
Jacksonville, Florida, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to obtain Life/Accident & Health, SIE, Series 6,7,63 licenses; entrepreneurial and client-building experience preferred.
2mo
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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
2mo
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Premier Banker- Hallandale
Hallandale Beach, Florida, United States
$26-$39/yr OnsiteFull Time
2+ YOE2+ years banking experience; HS diploma or GED; SIE exam preferred; active NMLS registration required; Life & Health license preferred.
1mo
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J.P. Morgan Wealth Management - Private Client Investment Associate - Miami, FL
Miami, Florida, United States
OnsiteFull Time
Series 7 active or to be obtained within 60 days; SIE if registered after 2018; Series 66 and Life/Health licenses within 60 days.
2mo
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Floor Trading Clerk - XFA - VN2786
Miami, Florida, United States
$65k-$85k/yr OnsiteFull Time
Bachelor’s in Finance or Economics or Business; experience in regulated environment; proficient in Excel; SIE and Series 57 within 6 months; strong analytical and communication skills.
Microsoft Excel
2w
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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.
1mo
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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).
2w
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Planning and Advice Associate - Jacksonville, FL
Jacksonville, Florida, United States
HybridFull Time
Provide inbound/outbound retirement and investment guidance, build client relationships, complete FINRA SIE/Series 7/66 licensing, and use Salesforce and internal systems.
Salesforce
2d
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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.
3w
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Financial Representative - Seeking Growth
Bartow or United States
$97k-$192k/yr HybridFull Time
Active financial licensing (SIE and life/health) required or willingness to obtain quickly; team-oriented, competitive, client-focused, and willing to develop others. Training and mentorship provided.
1mo
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Financial representative
Deval County, Florida, United States
OnsiteFull Time
Ability to obtain required licenses (life insurance, SIE, Series 6/7, Series 63) and pass background checks; strong relationship-building, leadership, and results orientation.
1mo
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Wealth Management, Financial Investment Professional, Associate - West Palm Beach
West Palm Beach, Florida, United States
OnsiteFull Time
5+ YOEBachelor's degree, 5+ years of investment or comparable experience, obtain SIE/Series 3/7/63 within 3 months, strong financial modeling, communication, and leadership skills.
2mo
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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.
2w
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College Financial Representative, Internship Program
Boca Raton, Florida, United States
$500-$1k/yr OnsiteInternship
Full-time college student (juniors/seniors preferred), entrepreneurial and sales interest, strong time-management and communication, eligibility for insurance and securities licensing (Series 6,63,SIE) supported.
1w
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Customer Relationship Advocate Career Development Experience- Jacksonville, FL
Jacksonville, Florida, United States
OnsiteFull Time
Provide inbound phone support to clients, study for and obtain SIE/Series 7/Series 63 licenses, strong customer service, problem solving, and ability to learn proprietary systems.
1mo
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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
1w
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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
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