15 sie jobs at 7 companies in Ormond Beach, FL

4w
Save
Mark Applied
Hide
Financial Advisor
Ormond Beach, Florida, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
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.
2w
Save
Mark Applied
Hide
Financial Solutions Advisor Registration Candidate - Mitchell Hammock Financial Center
Oviedo, Florida, United States
OnsiteFull Time
Bank of America
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.
1mo
Save
Mark Applied
Hide
Financial representative
Putnam County, Florida, United States
FieldFull Time
Modern Woodmen of America
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.
2mo
Save
Mark Applied
Hide
Financial Advisor - New Smyrna, FL - Market 18, Region 145
New Smyrna Beach, Florida, United States
$45k-$100k/yr OnsiteFull Time
Edward Jones
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.
4w
Save
Mark Applied
Hide
Financial Advisor
Lake Mary, Florida, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
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.
3mo
Save
Mark Applied
Hide
Premier Banker- St Augustine- Lewis Point
Saint Augustine, Florida, United States
$26-$39/hr OnsiteFull Time
TD Bank
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
2+ YOE2+ years financial/banking experience; HS Diploma or GED required; SIE exam preferred; NMLS registration required; Life/Health license preferred; Bachelor’s degree or equivalent experience preferred.
2mo
Save
Mark Applied
Hide
Financial Advisor - Palm Coast, FL - Market 18, Region 031
Palm Coast, Florida, United States
$45k-$100k/yr OnsiteFull Time
Edward Jones
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.
3w
Save
Mark Applied
Hide
Financial Advisor - Daytona Beach, FL - Market 18, Region 145
Daytona Beach, Florida, United States
$45k-$100k/yr OnsiteFull Time
Edward Jones
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.
2mo
Save
Mark Applied
Hide
Financial Advisor - Port Orange, FL - Market 18, Region 145
Port Orange, Florida, United States
$45k-$100k/yr OnsiteFull Time
Edward Jones
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.
1mo
Save
Mark Applied
Hide
Registered Private Wealth Client Associate
Lake Mary, Florida, United States
OnsiteFull Time
Bank of America
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
1w
Save
Mark Applied
Hide
Relationship Banker Seabreeze Blvd
Daytona Beach, Florida, United States
OnsiteFull Time
Wells Fargo
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.
2w
Save
Mark Applied
Hide
Financial Solutions Advisor Registration Candidate - Mitchell Hammock Financial Center
Oviedo, Florida, United States
OnsiteFull Time
Bank of America
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.
1mo
Save
Mark Applied
Hide
Registered Private Wealth Client Associate
Lake Mary, Florida, United States
OnsiteFull Time
Bank of America
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
2mo
Save
Mark Applied
Hide
Financial Advisor - Mount Dora, FL - Market 18, Region 147
Mount Dora, Florida, United States
$45k-$100k/yr OnsiteFull Time
Edward Jones
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.
3w
Save
Mark Applied
Hide
Private Client Banker - King & Granada - St Augustine, FL
Saint Augustine, Florida, United States
OnsiteFull Time
JPMorgan Chase
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.