Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Active or quickly obtainable SIE and Life/Health licenses, sales aptitude, team spirit, competitive drive, willingness to obtain state licensing, and community leadership potential.
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/hrHybridFull Time
Principal Financial GroupNASDAQ: PFG: Providing retirement planning, asset management, and insurance services globally.
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.
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.
Wealth Management Academy Professional - Orlando - July/October Cohorts
Orlando, Florida, United States
$22-$42/hrOnsiteFull Time
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
Bachelor's degree required, CFP coursework completed or in progress, ability to travel <10%, readiness to study for and pass SIE/Series 7/Series 66, client communication and consultative skills.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOE1+ year branch or financial services sales experience; high school/GED; SIE, Series 6, Series 63 and life licenses and NMLS registration required/obtainable; strong communication and relationship skills.
Chase Mobile App, Chase.com, ATMs, National Mortgage Licensing System (NMLS)
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 year experience, advanced industry knowledge, strong client service and communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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.
Modern Woodmen of America: Fraternal financial services organization providing insurance and investment products.
Ability to obtain/hold life insurance license and FINRA registrations (SIE, Series 6/7, Series 63), pass background and regulatory checks, and demonstrate integrity, leadership, community focus, and relationship-building skills.
Baird: Global employee-owned firm providing wealth management and investment banking.
3+ YOEBachelor's degree, minimum 3 years professional experience, ability to obtain SIE/Series 7/Series 66 (or 63 & 65) and Life & Health insurance; strong communication, interpersonal, and client acquisition skills; coachable and collaborative.
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.
Partners Federal Credit Union: Provides financial banking services to Disney employees and families.
3+ YOE3+ years retail banking experience; high school/GED; FINRA/SIE/Series licensing, NMLS, CA notary, state life & disability insurance; ability to use PCs and Microsoft Outlook; strong sales, compliance, and relationship skills.
Microsoft Outlook, Springboard, Card Wizard, Unity, PLP, Core System
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.
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
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
3+ YOEBachelor's preferred, minimum 3 years relevant experience or equivalent, demonstrated sales achievement, ability to obtain SIE, Series 7 and Series 66 and life/health/variable annuity licenses within program timeframes, strong communication and client-service skills.