West Palm Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
West Palm Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
West Palm Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
West Palm Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
56 sie jobs at 15 companies in West Palm Beach, FL
1mo
Save
Mark Applied
Hide
Internal Sales Associate
Boca Raton, Florida, United States
OnsiteFull Time
Entry-level role requiring strong interpersonal, analytical, and communication skills; willingness to obtain SIE, Series 7 and 63 licenses; bachelor’s degree preferred.
3d
Save
Mark Applied
Hide
Registered Wealth Management Client Associate
Fort Lauderdale, Florida, United States
OnsiteFull Time
Requires FINRA SIE, Series 7, and Series 66 licenses, advanced investment product knowledge, client service skills, adaptability, judgment, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
4w
Save
Mark Applied
Hide
J.P. Morgan Advisors - Client Service Group Manager - Vice President, Palm Beach Gardens, FL
Palm Beach Gardens, Florida, United States
$125k-$155k/yr OnsiteFull Time
3+ YOEFINRA SIE, Series 7,66,9,10 required/obtainable, Bachelor's in Business/Finance, minimum 3 years financial services management, training experience, knowledge of KYC and regulatory requirements.
Microsoft PowerPoint, Microsoft Word, Microsoft Excel
4d
Save
Mark Applied
Hide
Registered Wealth Management Client Associate
Fort Lauderdale, Florida, United States
OnsiteFull Time
Requires FINRA SIE, Series 7, and Series 66 licenses, advanced investment product knowledge, client-service skills, adaptability, judgment, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
Save
Mark Applied
Hide
Wealth Management, Financial Investment Professional, Associate - West Palm Beach
West Palm Beach, Florida, United States
OnsiteFull Time
5+ YOEBachelor's degree, 5+ years of investment or comparable experience, obtain SIE/Series 3/7/63 within 3 months, strong financial modeling, communication, and leadership skills.
1w
Save
Mark Applied
Hide
Wealth Management Client Support Analyst
Coral Gables or Fort Lauderdale
HybridPart Time
0+ YOEEntry-level role requiring a bachelor's degree, FINRA SIE exam within 90 days, Microsoft Office proficiency, strong organization, accuracy, communication, and interest in financial markets.
Microsoft Office Suite, CRM
4d
Save
Mark Applied
Hide
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Los Angeles
Los Angeles or Atlanta or Boston or Chicago or Dallas or Houston or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1–3 years of preferred client service or financial industry experience, strong communication and organizational skills, and SIE, Series 7, and 63 within three months.
4d
Save
Mark Applied
Hide
Senior Director, Surveillance and Market Intelligence
Rockville or Jericho or Denver or Dallas or Chicago or Boston or Boca Raton or Tysons or Jersey City or Woodbridge or Washington or San Francisco or Philadelphia or New York or Los Angeles
$158k-$371k/yr HybridFull Time
10+ YOE5+ MgmtBachelor’s degree or equivalent, 10+ years in securities or financial services, 5+ years supervising, regulatory surveillance expertise, project management, data analytics, communication, and SIE or equivalent certification.
Microsoft Power BI, Dataiku, CAT, Securities Exchange Act of 1934
1mo
Save
Mark Applied
Hide
Financial Services Representative - Boca Raton, FL
Boca Raton, Florida, United States
HybridFull Time
Customer-service experience preferred; high energy, flexibility, and coachability. Must complete SIE, Series 7, and Series 66 exams (paid/sponsored). Strong interpersonal, attention to detail, and multitasking skills.
1w
Save
Mark Applied
Hide
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree and 2–4 years of preferred client service or financial industry experience. Requires SIE, Series 7, and Series 63; strong communication, organization, client service, and analytical skills.
1mo
Save
Mark Applied
Hide
Premier Banker- Coral Springs Univeristy Drive
Coral Springs, Florida, United States
$26-$39/hr OnsiteFull Time
2+ YOE2+ years banking experience, HS diploma required (BA preferred), consultative sales experience, NMLS registration required, SIE preferred, life & health license preferred, strong communication and product knowledge.
4w
Save
Mark Applied
Hide
Citi Private Bank - HNW Investment Counselor Lead
Miami or West Palm Beach
$174k-$261k/yr HybridFull Time
10+ YOE10+ years experience providing investment advice to high‑net‑worth clients; Bachelor\u0002s degree; FINRA Series S7,S63/S66 and S31 required; SIE prerequisite; strong communication and analytical skills.
2d
Save
Mark Applied
Hide
Relationship Banker Inverrary Falls Lauderhill FL
Lauderhill, Florida, United States
OnsiteFull Time
2+ YOERequires 2+ years customer service, 1+ year customer needs assessment or issue resolution, and 1+ year relationship building. Requires FINRA, SAFE, and state insurance licensing, with SIE and possible Series 65 requirements.
4d
Save
Mark Applied
Hide
Private Wealth Advisor Associate
Boca Raton, Florida, United States
$65k-$90k/yr HybridFull Time
3+ YOEBachelor's degree required; strong communication, analytical, problem-solving, collaboration, leadership, interpersonal, and time-management skills. SIE required before joining; Series 7, Series 66, and insurance licenses required after joining.
2mo
Save
Mark Applied
Hide
Client Experience Representative
Plantation, Florida, United States
$60k-$65k/yr OnsiteFull Time
Provide end-to-end client support for traders; educate clients; troubleshoot platform; coordinate with Sales and Ops; on-site in Plantation, FL; Bachelor's degree required; SIE, Series 7, 63 and 3 licenses or within 90 days.
Trading platforms, Customer relationship management, Software support
1w
Save
Mark Applied
Hide
College Financial Representative, Internship Program
Boca Raton, Florida, United States
$500-$1k/yr OnsiteInternship
Full-time student, preferably junior or senior, with entrepreneurial interest in sales, campus involvement, strong time management, financial planning interest, business savvy, and critical thinking skills.
Series 6, Series 63, CFP, SIE
1mo
Save
Mark Applied
Hide
Client Specialist
West Palm Beach, Florida, United States
OnsiteFull Time
2+ YOE2+ years industry or administrative experience; SIE and Series 7 plus Series 66 or Series 63 & 65 (or willingness to obtain within 12 months); proficient with Microsoft Office; strong client service, communication, detail and compliance skills.
Client Relationship Management (CRM), Microsoft Word, Microsoft Excel, Microsoft PowerPoint, LinkedIn, Twitter, Private Wealth Management technology platforms
1mo
Save
Mark Applied
Hide
Branch Banking Client Consultant III - Licensed
Boca Raton, Florida, United States
$20-$31/hr OnsiteFull Time
5+ YOEHigh school/GED required; 5+ years customer service and sales experience in financial industry; ability to train/mentor; must obtain life and health insurance, SIE, Series 6, and Series 63/66 within 90 days; compliance and sales focus.
Explore Jobs
Expand Your Job Search
Top Cities Near West Palm Beach for Sie
- Sie jobs in Fort Lauderdale, FL
- Sie jobs in Port Saint Lucie, FL
- Sie jobs in Hollywood, FL
- Sie jobs in Coral Springs, FL
- Sie jobs in Pompano Beach, FL
- Sie jobs in Davie, FL
- Sie jobs in Boca Raton, FL
- Sie jobs in Plantation, FL
- Sie jobs in Sunrise, FL
- Sie jobs in Deerfield Beach, FL
- Sie jobs in Boynton Beach, FL
- Sie jobs in Lauderhill, FL
- Sie jobs in Weston, FL
- Sie jobs in Delray Beach, FL
- Sie jobs in Tamarac, FL
- Sie jobs in Jupiter, FL
- Sie jobs in Wellington, FL
- Sie jobs in Coconut Creek, FL
- Sie jobs in Margate, FL
- Sie jobs in Palm Beach Gardens, FL