3mo
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Brokerage Registered Client Service Associate - location options - Tampa or St. Petersburg, FL
Tampa or St. Petersburg
OnsiteFull Time
Bachelor's degree or equivalent experience; securities industry knowledge; FINRA SIE, Series 7 and Series 66 licenses; strong communication and computer skills.
Microsoft Office, Salesforce
5d
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Trust Investment Officer
Saint Petersburg, Florida, United States
HybridFull Time
3+ YOEBachelor's in Finance/Business/Accounting and 3+ years investment experience; Series 7/63 preferred, SIE; strong investment, trust, presentation and analytical skills.
5d
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Sales Practice Principal
Chicago or St. Petersburg or Tampa or Tempe
$96k-$162k/yr OnsiteFull Time
3+ YOE3+ years financial services experience with supervisory background; required or willing to obtain FINRA registrations (SIE, Series exams); strong regulatory, compliance, analytical and leadership skills.
1mo
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Financial representative
Charlotte County, Florida, United States
FieldFull Time
Ability to obtain required life insurance and FINRA registrations (SIE, Series 6/7, Series 63), pass background and regulatory checks, and demonstrate integrity and community focus.
2w
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Internal Sales Associate
St. Petersburg or Stamford or Boston
$55k-$65k/yr OnsiteFull Time
BA/BS required; obtain SIE, Series 7 and Series 63 within 90-180 days; proficiency with MS Office Suite; strong communication, time management, and sales aptitude.
MS Office Suite
3w
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Financial Advisor - North Port, FL - Market 18, Region 146
North Port, Florida, United States
$45k-$100k/yr OnsiteFull Time
Build a client practice, obtain required securities registrations (SIE, Series 7, Series 66) and state insurance license, strong relationship-building and sales orientation; bachelor’s degree preferred or relevant experience.
1w
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Financial Solutions Advisor Registration Candidate - Daniels Crossing Financial Center
Fort Myers, Florida, United States
OnsiteFull Time
1+ YOEObtain SIE, Series 7 and Series 66 (63/65 accepted) within required timelines, register under SAFE Act if originating mortgages; aptitude for licensing, client relationship building, time management, and technology adaptation.
5d
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Advisor Support Supervisor
Atlanta or Oakdale or La Vista or Scottsdale or St. Petersburg
$55k-$58k/yr HybridFull Time
2+ YOE2+ MgmtMinimum 2 years related industry experience; management experience preferred; strong oral/written communication; ability to coach and manage advisor support agents; CRM/Salesforce familiarity; FINRA SIE and Series 7 preferred.
Salesforce, CRM
2w
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Private Client Banker - Central Sarasota Pkwy and US 41 - Sarasota, FL
Sarasota, Florida, United States
OnsiteFull Time
1+ YOE1+ year branch banking or equivalent experience; relationship-oriented sales; high school/GED; required completion of SIE/Series 6/7/63/66 and life and NMLS registration within timeframe; compliance with lending regulations.