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Series 7 Jobs in Miami

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Search Results - Series 7 Jobs in Miami
Leeds Professional Resources-Miami
engagement and satisfaction. Requirements:  •  4-5 years of experience as a registered client associate  •  Series 7 license  •  Bilingual English and Spanish...
mindmatch.ai -
JPMorgan Chase & Co.-Miami
experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in the Latin America North Market  •  Spanish fluency oral and written required  •  Series 7, 66 licenses required...
appcast.io -
Ascendo Resources-Miami
experience.  •  3+ years of industry experience in a Supervisory Function with active Series 7, 8 (or 9/10), 63, and 65 (or 66).  •  Strong knowledge of SEC, FINRA, and compliance policies.  •  Proven leadership or supervisory experience.  •  Strong attention...
mindmatch.ai -
B2B CFO Partners, LLC-Miami
as a CFO (or equivalent, such as financial vice president/VP of finance) in privately held companies within the USA  •  At least 15 years of professional experience since college graduation Bonus:  •  Has a series Series 7 and/or 79 license Please Note...
appcast.io -
Leeds Professional Resources-Miami
and/or problems and alert respective FA and/or Branch Management as necessary Requirements:  •  High School diploma; Associate’s or Bachelor’s degree preferred  •  Series 7 required and series 66 a plus  •  Fluency in English and Spanish  •  Able to work effectively...
mindmatch.ai -
JPMorgan Chase & Co.-Miami
experience in Private Banking or Financial Services  •  Bachelor’s Degree required  •  Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date  •  Proven sales success and strong...
appcast.io -
Ascendo Resources-Miami
years of experience working with KYC and management experience  •  FINRA Series 7 license preferred  •  Bilingual - English & Spanish  •  Proven experience in KYC/AML operations within the financial services industry.  •  Strong knowledge of regulatory...
mindmatch.ai -
JPMorgan Chase & Co.-Miami
experience in Private Banking or Financial Services  •  Bachelor’s Degree required  •  Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date  •  Proven sales success and strong...
appcast.io -
Creand Wealth Management (Beta Capital)-Miami
experience conducting suitability reviews of broker-dealer  •  Experience with Surveillance, Conflicts of Interest and/or Anti-Money Laundering.  •  FINRA Series 7 required. Series 24 a plus.  •  Experience and understanding of regulatory landscape  •  Strong...
mindmatch.ai -
Miami
communication skills, complemented by strong interpersonal skills.  •  Willingness to obtain Series 7 and Series 66 licenses within 180 days of employment.  •  Demonstrated ability to work collaboratively as a team player while exercising discretion in handling...
icims.com -
USAA-Miami
to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry.   8.  ..
tiptopjob.com -
Miami
Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits  •  Performance-based earnings and revenue^1...
icims.com -
NewEdge Wealth-Miami
Required Skills/Abilities:  •  2-5 years of client service experience  •  International Wealth Management experience preferred  •  Series 7 and 66 licensed preferred or willingness to acquire a license while on the job  •  Excellent skills in Microsoft Office...
mindmatch.ai -
Miami
Minimum Required: 3+ years of experience in Anti-Money Laundering or experience in bank, brokerage, and trust transactional reviews. Licenses & Credentials:  •  Minimum Required: None.  •  FINRA SIE, Series 7, and Series 63 are preferred.  •  CAMS is preferred...
icims.com -
Miami
Portuguese language is a plus. Education & Experience:  •  Minimum Required: High School Diploma or equivalent.  •  Minimum Required: 2+ years of investment industry experience. Licenses & Credentials:  •  Minimum Required: FINRA Series 7 and 63 or 66. Systems...
icims.com -
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