51 sie jobs at 25 companies in Winter Haven, FL
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
1w
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Financial Representative - Seeking Growth
Bartow, Florida, United States
$97k-$192k/yr HybridFull Time
Active or quickly obtainable SIE and Life/Health licenses, sales aptitude, team spirit, competitive drive, willingness to obtain state licensing, and community leadership potential.
3w
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Financial Advisor
Orlando, Florida, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial and client-building experience, obtain Life/Accident & Health, SIE, Series 6,7,63 licenses; CFP support; legal US work authorization required.
1w
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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/hr HybridFull Time
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.
1w
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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.
3d
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Wealth Management Academy Professional - Orlando - July/October Cohorts
Orlando, Florida, United States
$22-$42/hr OnsiteFull Time
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.
1w
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Financial Advisor - Orlando, FL - Market 18, Region 222
Orlando, Florida, United States
$45k-$100k/yr OnsiteFull Time
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.
2mo
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Financial Advisor - Kissimmee, FL
Kissimmee, Florida, United States
$72k-$108k/yr OnsiteFull Time
2+ YOE2+ years advising/planning and investment sales; licensed (SIE, Series 7, Series 63, with L&H and Series 66 preferred or able to obtain); Bachelor’s degree preferred.
3mo
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Financial Services Representative - State Farm Agent Team Member
Winter Haven, Florida, United States
$80k-$160k/yr OnsiteFull Time
2+ YOE2+ years as Financial Services Rep; proven client acquisition; Bachelor's preferred; SIE/Series 6/63/65 and ChFC licenses preferred; Life/Health license preferred.
3w
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DoDAF Architect
Tampa, Florida, United States
$165k-$215k/yr OnsiteFull Time
8+ YOEBachelor's degree (or equivalent experience); 8+ years enterprise/network architecture; 4+ years DoDAF experience in DoD/Joint environments; active Top Secret (TS/SCI preferred); DoDAF/EA, CISSP, or DoD 8570/8140 credentials preferred.
DoDAF, DISA, SIE, MSEL
1mo
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Registered Wealth Management Client Associate
Winter Park, Florida, United States
OnsiteFull Time
Holds FINRA SIE, Series 7 and Series 66 (63/65 accepted); advanced industry knowledge; strong client service, communication, and technology skills; ability to learn new platforms.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Sr. Manager, Active Trader Relationship Management
Chicago or Sandy or Gilbert or Tampa or Jersey City or Alpharetta
$110k-$190k/yr OnsiteFull Time
5+ YOE2+ MgmtBachelor’s degree preferred; 5+ years relevant experience, 2+ years leading managers; SIE, Trader Certification, Series 7, 63, and 9/10; authorized to work in the United States.
Salesforce, MS Office, PowerPoint, Excel, Trading platforms
2mo
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Sr. Manager, Active Trader Relationship Management
Chicago or Alpharetta or Gilbert or Sandy or Tampa or Jersey City
$110k-$190k/yr OnsiteFull Time
5+ YOE2+ MgmtRequires 5+ years relevant experience (including 2+ years leading managers), SIE and Series registrations, active trading knowledge, leadership and compliance experience, and legal authorization to work in the U.S.
E*TRADE, Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
6d
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Private Client Banker - SB, Havendale Rd, Orlando, FL (New Build)
Orlando, Florida, United States
OnsiteFull Time
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)
1mo
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Registered Wealth Management Client Associate
Winter Park, Florida, United States
OnsiteFull Time
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
1mo
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Senior Asset-Based Lending Originator
Atlanta or Tampa or Miami or Boca Raton or Florida
OnsiteFull Time
10+ YOE10+ years ABL origination/structuring experience, FINRA Series 79, 63 and SIE required/obtainable, bachelor's degree required, strong financial analysis, credit and capital markets knowledge, excellent communication.
2w
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Extended Hours Client Representative
Tallahassee or Miami or Tampa
$64k-$70k/yr RemoteFull Time
Must hold SIE, Series 7 and Series 63 licenses, undergraduate degree or equivalent, strong client service and communication skills, able to work overnight/weekend shifts and learn evolving desktop applications.
4w
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Citi Commercial Bank - Relationship Manager - Director
Miami or Tampa
$200k-$300k/yr HybridFull Time
15+ YOE15+ years commercial banking experience in Industrials, bachelor’s degree required (MBA preferred), FINRA SIE/Series 63/79 current or obtainable, strong credit structuring, product and client development skills.
CRM
1mo
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Associate
Tampa, Florida, United States
OnsiteFull Time
Bachelor's degree required, strong analytical and communication skills, proficiency in Microsoft Word and Excel; 1-2 years client service experience preferred; firm will sponsor SIE, Series 7, and Series 63 exams.
Microsoft Word, Microsoft Excel
1mo
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Financial representative
Polk County, Florida, United States
FieldFull Time
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.