Miami Gardens • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Miami Gardens • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Miami Gardens • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Miami Gardens • 50 milesRemote · Hybrid · Onsite · Field · All Environments
83 sie jobs at 21 companies in Miami Gardens, FL
1mo
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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.
2mo
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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).
1w
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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
6d
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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.
6d
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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.
3d
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Registered Wealth Management Client Associate
Fort Lauderdale, Florida, United States
OnsiteFull Time
Requires FINRA SIE, Series 7, and Series 66 licenses, advanced investment product knowledge, client-service skills, adaptability, judgment, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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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
2mo
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Relationship Banker - Lake Worth Rd and Jog Rd - Greenacres, FL
Greenacres, Florida, United States
OnsiteFull Time
1+ YOE1+ year sales in Retail Banking or Financial Services; high school or GED; SIE, FINRA Series 6, state registration, life licenses; ability to work weekends/evenings.
Chase Mobile App, Chase.com
3w
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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
3d
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Senior Director, 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
$158k-$371k/yr HybridFull Time
10+ YOE5+ MgmtBachelor’s degree or equivalent, 10+ years in securities or financial services, 5+ years supervising, regulatory surveillance expertise, project management, data analytics, communication, and SIE or equivalent certification.
Microsoft Power BI, Dataiku, CAT, Securities Exchange Act of 1934
3d
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Los Angeles
Los Angeles or Atlanta or Boston or Chicago or Dallas or Houston or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1–3 years of preferred client service or financial industry experience, strong communication and organizational skills, and SIE, Series 7, and 63 within three months.
2mo
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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.
1w
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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
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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.
6d
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or 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 or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree and 2–4 years of preferred client service or financial industry experience. Requires SIE, Series 7, and Series 63; strong communication, organization, client service, and analytical skills.
1mo
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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
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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.
2w
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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.
3d
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Private Wealth Advisor Associate
Boca Raton, Florida, United States
$65k-$90k/yr HybridFull Time
3+ YOEBachelor's degree required; strong communication, analytical, problem-solving, collaboration, leadership, interpersonal, and time-management skills. SIE required before joining; Series 7, Series 66, and insurance licenses required after joining.
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
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