36 sie jobs at 12 companies in New Smyrna Beach, FL
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Financial Advisor
Palm Coast, Florida, United States
$45k-$100k/yrOnsiteFull Time
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.
Financial Advisor - Orlando, FL - Market 18, Region 222
Orlando, Florida, United States
$45k-$100k/yrOnsiteFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Ability to build client relationships, complete licensing (SIE, Series 7, Series 66, state insurance), bachelor's degree preferred or equivalent experience, and experience in financial services or sales.
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
3+ YOEBachelor's degree preferred and 3 years relevant experience in sales or business. Requires or allows obtaining SIE, Series 7, Series 66, and life, health, and variable annuity credentials.
client relationship manager system, Microsoft Excel
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.
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
2+ YOE2+ years in financial advice/planning and investment sales; licensing required (SIE, Series 7, Series 63; Series 66 or equivalent) with L&H/other licenses as applicable; bachelor's degree preferred.
Financial Solutions Advisor Registration Candidate - West Orlando Market
Orlando or Orlando
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOERequires one year of financial services or sales experience, or a bachelor's degree; client relationship, communication, multitasking, technology adaptation, and licensing aptitude. SIE, Series 7, and Series 66 required after hire.
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
Bachelor's degree or equivalent, experience in securities or sales assistant role, FINRA SIE and Series 7/66 licenses (or ability to obtain), strong telephone, time-management and communication skills, Microsoft Office and SalesForce proficiency.
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOE2+ years customer service experience, 1+ year relationship management, FINRA Series 6 and 63 (or equivalents) and state insurance licenses required/maintained, SAFE registration and SIE as applicable, strong communication and sales 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.
Magnifica Air: Luxury airline providing scheduled semi-private air travel experiences.
7+ YOEBachelor's in finance/economics/engineering, 7+ years in project finance/power banking/private credit/developer capital markets, strong project-finance modeling, knowledge of solar/storage and tax-equity, SIE/Series 79/63 a plus.
Baird: Employee-owned financial services firm providing wealth and asset management.
3+ YOEBachelor's degree and 3+ years of professional experience required. Must have or obtain SIE, Series 7, Series 66 or Series 63 and 65, and Life & Health Insurance licenses. Strong sales, communication, presentation, and relationship-building skills required.
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