Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Bachelor's degree, obtain SIE, Series 6/7/63 and life/accident & health licenses, entrepreneurial and client-building skills, US work authorization without sponsorship.
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.
Modern Woodmen of America: Fraternal financial services organization providing insurance and investment products.
Ability to obtain/hold life insurance and FINRA registrations (SIE, Series 6/7, Series 63), pass background and regulatory checks, and demonstrate integrity, leadership, and community involvement.
Financial Advisor - New Smyrna, FL - Market 18, Region 145
New Smyrna Beach, Florida, United States
$45k-$100k/yrOnsiteFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Willingness to complete SIE/Series 7/Series 66 and state insurance registrations, bachelor’s degree preferred or equivalent experience, strong relationship-building, self-motivation, and sales/financial services experience.
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Bachelor's degree, entrepreneurial and client-building experience, obtain SIE, Series 6,7,63 and Life/Accident & Health licenses, strong communication and time-management skills, legal US work authorization required.
Edward Jones: Offers investment management and financial planning through local branches.
Candidates must pursue required securities registrations (SIE, Series 7, Series 66), obtain state insurance licenses, demonstrate sales or financial-services experience or a bachelor's degree, and complete firm training.
Financial Advisor - Daytona Beach, FL - Market 18, Region 145
Daytona Beach, Florida, United States
$45k-$100k/yrOnsiteFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Bachelor’s degree preferred or equivalent experience; FINRA registrations (SIE, Series 7, Series 66) and state insurance license required/obtainable; sales or financial services experience; strong relationship and critical-thinking skills.
Financial Advisor - Port Orange, FL - Market 18, Region 145
Port Orange, Florida, United States
$45k-$100k/yrOnsiteFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Ability to build client relationships, obtain SIE/Series 7/Series 66 and state insurance registrations, complete FINRA registrations within three months; bachelor’s degree preferred or equivalent experience in financial services/sales.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Holds FINRA SIE, Series 7 and Series 66 (or 63+65); advanced investment product knowledge; client service focus; strong computer skills and ability to learn new platforms; minimum education HS/GED.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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 Solutions Advisor Registration Candidate - Mitchell Hammock Financial Center
Oviedo, Florida, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEObtain SIE, Series 7 and Series 66 (63/65 accepted) within required timelines, SAFE Act registration for mortgage originations, ~1 year financial services or sales experience preferred, strong client relationship and communication skills.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEHolds FINRA SIE, Series 7 and Series 66 (63/65 accepted); high school diploma/GED; 1+ years client-facing experience; strong client service, communication, and investment product knowledge; proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Financial Advisor - Mount Dora, FL - Market 18, Region 147
Mount Dora, Florida, United States
$45k-$100k/yrOnsiteFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Candidates must obtain SIE, Series 7 and Series 66 (registrations may be obtained during paid study); state insurance license required. Bachelor's degree preferred or equivalent experience; financial services or sales experience and strong relationship-building skills.
Private Client Banker - King & Granada - St Augustine, FL
Saint Augustine, Florida, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOE1+ year branch banking or equivalent experience; value-based relationship selling; SIE/Series 6/7 and state registrations (63/66) and life licenses required or to be completed within 180 days; NMLS registration required; high school diploma/GED.