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.
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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Financial Advisor
Boca Raton, Florida, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, licenses (Life/Accident & Health, SIE, Series 6,7,63), strong relationship-building, entrepreneurial drive, and legal authorization to work in the US without sponsorship.
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.
1d
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Financial Solutions Advisor Registration Candidate - Bay Point Financial Center
Miami, Florida, United States
OnsiteFull Time
Obtain SIE, Series 7 and Series 66 licenses, register under the SAFE Act, demonstrate client relationship building, time management, and sales/advisory aptitude.
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.
1d
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Registered Client Service Associate-- Miami, FL (Bilingual Requirement)
Miami, Florida, United States
OnsiteFull Time
1+ YOEProvide high-touch administrative support to financial advisors, service clients, onboard accounts, process transfers, and prepare reports; SIE and Series licenses required; bilingual Spanish required.
Client Relationship Management (CRM), Microsoft Excel
1w
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Investment Associate - AVP - Miami, FL
Miami, Florida, United States
$90k-$135k/yr HybridFull Time
5+ YOE5-8 years experience, bachelor’s degree in finance/economics/business, FINRA SIE/Series 7/31 and Series 66 (or 63 & 65) required, strong analytical and communication skills.
1d
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Associate Principal Analyst, Surveillance and Market Intelligence
Rockville or Jericho or Denver or Dallas or Chicago or Boston or Boca Raton or Tysons or Jersey City or Woodbridge or Washington or San Francisco or Philadelphia or New York or Los Angeles
$84k-$180k/yr HybridFull Time
4+ YOEBachelor's degree plus 4+ years in securities/financial services or equivalent; working knowledge of SRO rules and securities laws; SIE certification required within 16 months; surveillance lifecycle experience.
3w
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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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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Washington D.C.
Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington, D.C. or West Palm Beach
$75k-$160k/yr OnsiteFull Time
2+ YOEBachelor's degree required. 2+ years preferred in client service or financial industry. SIE, Series 7 and 63 required. Strong communication, organization, client service orientation, and ability to work under pressure.
1w
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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.
1w
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Inside Sales Specialist ($80,000 - $100,000+)
Miami, Florida, United States
$80k-$100k/yr OnsiteFull Time
1+ YOE1+ years sales experience, bilingual English/Spanish, strong interpersonal skills, CRM proficiency, goal-oriented, ambition to advance to advisor; SIE/2-15/2-14/Series 65 a plus or sponsored.
1mo
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Relationship Executive - Technology Banking - Executive Director
Miami, Florida, United States
OnsiteFull Time
8+ YOE8+ years in commercial banking; strong client relationships; knowledge of high-growth software/payments; excellent sales and business development skills; FINRA licenses 79/63 and SIE or must obtain within 180 days.
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
2mo
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Senior Associate, Alternative Investments
Chicago or Indianapolis or Miami or Omaha or San Antonio or New York City
$80k-$120k/yr OnsiteFull Time
3+ YOE3–7+ years in alternative investments or investment research; knowledge of private equity/credit/real estate; strong analytical skills; proficient in Excel and PowerPoint; ability to manage multiple priorities; willing to travel; SIE/Series licenses if required.
Microsoft Excel, Microsoft PowerPoint, CRM, DocuSign
2mo
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Clearing & Custody Wealth Management Banker
New York or Chicago or Los Angeles or Miami or Denver or Dallas
$120k-$200k/yr OnsiteFull Time
5+ YOE5+ years at a custodian/clearing firm or large broker-dealer with cash management and lending experience; sales/business development track record in wealth management; SIE, Series 7, Series 63; strong relationship skills and risk awareness.
1mo
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Senior Premier Banker Lighthouse Point
Lighthouse Point, Florida, United States
OnsiteFull Time
4+ YOE4+ years customer service experience, 3+ years relationship-building and product recommendation experience; FINRA Series 6 & 63 (and SIE where applicable), state insurance license(s), SAFE registration; ability to work most Saturdays.
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