84 sie jobs at 22 companies in Miami Beach, FL
1mo
Save
Mark Applied
Hide
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.
2mo
Save
Mark Applied
Hide
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).
1w
Save
Mark Applied
Hide
Wealth Management Client Associate
Boca Raton, Florida, United States
OnsiteFull Time
Client-service focused associate supporting financial advisors, proficient with Microsoft Office and Salesforce; SIE/Series qualifications preferred; high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
Save
Mark Applied
Hide
Registered Private Wealth Client Associate - Bilingual Spanish Preferred
Miami, Florida, United States
OnsiteFull Time
FINRA SIE, Series 7 and Series 66 (or 63 and 65) required or to be obtained; advanced industry knowledge; client service orientation; strong communication and computer skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3d
Save
Mark Applied
Hide
Principal Analyst, Risk Monitoring
Jersey City or Jericho or Denver or Dallas or Chicago or Boston or Boca Raton or Tysons or Woodbridge or Washington or San Francisco or Rockville or Philadelphia or New York City or Los Angeles
$98k-$211k/yr HybridFull Time
Bachelor's degree or equivalent experience, financial industry analysis, risk expertise, SIE certification, regulatory knowledge, advanced analytical skills, and Microsoft Excel and Word proficiency.
Microsoft Excel, Microsoft Word
2d
Save
Mark Applied
Hide
Senior Wealth Advisor
Miami or Houston or Florida
RemoteFull Time
7+ YOERequired CFP designation and 7+ years of financial advice, planning, book management, and relationship management experience; Series 7, 63, or 66 and SIE required or obtainable.
3w
Save
Mark Applied
Hide
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.
2w
Save
Mark Applied
Hide
Private Wealth Management, Wealth Management Professional, Senior Analyst, Philadelphia
Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
2+ YOEBachelor's degree, 2+ years client service or financial industry experience preferred, SIE/Series 7 and 63 required, strong communication, organizational and client-service skills.
2w
Save
Mark Applied
Hide
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.
2d
Save
Mark Applied
Hide
Senior Wealth Advisor
Miami or Texas
RemoteFull Time
7+ YOECFP required; 7+ years in financial advice, planning, book management, and relationships. Requires Series 7, 63, or 66 and SIE; expertise in investment, trust, and estate planning.
2d
Save
Mark Applied
Hide
Private Wealth Management, Wealth Management Professional, Senior Analyst, Philadelphia
Philadelphia or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree, 2–4 years of client service or financial industry experience, strong communication and organizational skills, and required SIE, Series 7, and Series 63 credentials.
1w
Save
Mark Applied
Hide
Wealth Management Client Support Analyst
Coral Gables or Fort Lauderdale
HybridPart Time
0+ YOEEntry-level role requiring a bachelor's degree, FINRA SIE exam within 90 days, Microsoft Office proficiency, strong organization, accuracy, communication, and interest in financial markets.
Microsoft Office Suite, CRM
2w
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
Director Private Banker - Colombian Market
Miami, Florida, United States
$200k-$300k/yr HybridFull Time
10+ YOE10+ years of private banking experience with UHNW clients; SIE, Series 7 and Series 66 (or Series 63 and 65); Bachelor's degree required, Master's preferred; Spanish proficiency preferred.
1mo
Save
Mark Applied
Hide
Financial Services Representative - Boca Raton, FL
Boca Raton, Florida, United States
HybridFull Time
Customer-service experience preferred; high energy, flexibility, and coachability. Must complete SIE, Series 7, and Series 66 exams (paid/sponsored). Strong interpersonal, attention to detail, and multitasking skills.
1w
Save
Mark Applied
Hide
Associate, Global Network Banking
New York or Miami or San Francisco or Los Angeles
$117k-$175k/yr HybridFull Time
Experience in corporate banking with credit, financial analysis, KYC and cross-border banking; strong client engagement and coordination skills; FINRA SIE,S79,S63 required or obtained during contingency period.
1mo
Save
Mark Applied
Hide
Premier Banker- Coral Springs Univeristy Drive
Coral Springs, Florida, United States
$26-$39/hr OnsiteFull Time
2+ YOE2+ years banking experience, HS diploma required (BA preferred), consultative sales experience, NMLS registration required, SIE preferred, life & health license preferred, strong communication and product knowledge.
1mo
Save
Mark Applied
Hide
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.
6d
Save
Mark Applied
Hide
College Financial Representative, Internship Program
Boca Raton, Florida, United States
$500-$1k/yr OnsiteInternship
Full-time student, preferably a junior or senior, with entrepreneurial sales interest, campus involvement, strong time management, financial planning interest, business savvy, and critical thinking skills.
CFP, SIE, Series 6, Series 63
2w
Save
Mark Applied
Hide
Senior Premier Banker Cutler Bay Miami FL
Cutler Bay, Florida, United States
OnsiteFull Time
3+ YOERequires FINRA Series 6 and 63 (or equivalents) and state insurance license, 3+ years building customer relationships, 4+ years customer service experience, SAFE registration/SIE as applicable, and availability to work most Saturdays.
Explore Jobs
Expand Your Job Search
Top Cities Near Miami Beach for Sie
- Sie jobs in Miami, FL
- Sie jobs in Hialeah, FL
- Sie jobs in Fort Lauderdale, FL
- Sie jobs in Pembroke Pines, FL
- Sie jobs in Hollywood, FL
- Sie jobs in Miramar, FL
- Sie jobs in Coral Springs, FL
- Sie jobs in Miami Gardens, FL
- Sie jobs in Pompano Beach, FL
- Sie jobs in Davie, FL
- Sie jobs in Boca Raton, FL
- Sie jobs in Plantation, FL
- Sie jobs in Sunrise, FL
- Sie jobs in Homestead, FL
- Sie jobs in Deerfield Beach, FL
- Sie jobs in Doral, FL
- Sie jobs in Lauderhill, FL
- Sie jobs in Weston, FL
- Sie jobs in Delray Beach, FL
- Sie jobs in Tamarac, FL