25 sie jobs at 8 companies in Woodbine, GA
2w
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Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Jacksonville, Florida, United States
OnsiteFull Time
Client-focused, self-motivated candidate with strong computer, communication, multitasking, sales, and relationship-management skills, willing to pass SIE, Series 7, and Series 66 licensing exams.
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2w
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Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Jacksonville, Florida, United States
OnsiteFull Time
1+ YOERequires high school diploma/GED, strong communication, computer, multitasking, client service, sales, and relationship management skills; must be prepared to pass SIE, Series 7, and Series 66 exams.
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1mo
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Customer Relationship Advocate Career Development Experience- Jacksonville, FL
Jacksonville, Florida, United States
HybridFull Time
Provide inbound phone support, prepare for and obtain FINRA SIE/Series 7/63 licenses, learn proprietary platforms, strong problem-solving and communication skills.
2mo
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Financial representative
Deval County, Florida, United States
OnsiteFull Time
Ability to obtain required licenses (life insurance, SIE, Series 6/7, Series 63) and pass background checks; strong relationship-building, leadership, and results orientation.
1mo
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Customer Relationship Advocate Career Development Experience- Jacksonville, FL
Jacksonville, Florida, United States
OnsiteFull Time
Provide inbound phone support to clients, study for and obtain SIE/Series 7/Series 63 licenses, strong customer service, problem solving, and ability to learn proprietary systems.
2w
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Managing Partner Seeking Growth
Jacksonville, Florida, United States
$85k-$115k/yr HybridFull Time
Requires active industry licenses (life, SIE and Series 6/63/26 or Series 7/63/24) or willingness to obtain, leadership and recruiting experience, and ability to train and develop financial representatives.
2d
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AMP Financial Advisor Trainee
Jacksonville, Florida, United States
OnsiteFull Time
3+ YOEBachelor's degree preferred with 3 years of relevant sales or business experience. Must obtain SIE, Series 7, Series 66, and life, health, and variable annuity licenses within stated program timelines.
client relationship manager system, Microsoft Excel
3w
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Investment Counselor Lead - Director
Jacksonville, Florida, United States
$200k-$300k/yr OnsiteFull Time
10+ YOE10+ years providing investment advice to ultra-high-net-worth clients; securities licenses (S7,S63/S66,S31,SIE); bachelor\u0002s degree; strong client origination and relationship management skills.
2w
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Relationship Banker Golden Isle Parkway
Brunswick, Georgia, United States
OnsiteFull Time
2+ YOE2+ years customer service experience, ability to build and grow customer relationships, FINRA licensing (Series 6 and 63) and state insurance licenses required, SAFE registration and FINRA/SIE requirements, strong communication and sales skills.
2w
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Wealth Solutions Advisor SAFE Act
Jacksonville or O'Fallon
$77k-$107k/yr HybridFull Time
2+ YOERequires 2–5 years of financial services experience, proactive sales and service experience, strong analytical and communication skills, bachelor's degree or equivalent, and active SIE, Series 7, and Series 66 or Series 63 and 65 licenses.
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word
2w
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Wealth Solutions Advisor SAFE Act
Jacksonville or O'Fallon
$77k-$107k/yr HybridFull Time
2+ YOERequires 2–5 years of financial services experience, sales and service experience, strong analytical and communication skills, a bachelor's degree or equivalent, SIE, Series 7, Series 66 or Series 63 and 65, and Group 1 insurance.
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word
1w
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College Financial Representative, Internship Program
Jacksonville, 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 literacy interest, and critical thinking ability.
Series 6, Series 63, CFP, SIE
1mo
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Retirement Plan Specialist
Atlanta or Jacksonville
$65k-$85k/yr FieldFull Time
0+ YOE0–2 years B2B sales experience preferred, outbound cold-calling, territory management, strong communication and relationship skills, strategic thinking, valid driver’s license, obtain FINRA Series 6, 63 and SIE within 180 days.