Series 7 Jobs in Tampa
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Morgan Stanley-Tampa
Required Qualifications
Required Active Licenses:
• Series 7
• Series 66 (or 63 & 65)
• Minimum of 3 years’ sales experience operating in a team oriented and highly collaborative environment with a proven successful track record achieving sales goals...
mindmatch.ai -
Social Capital Resources LLC-Tampa
auditing experience in a broker/dealer environment or 5 years of industry experience is a must.
• Requires Series 7 license and Series 24 license.
• Strong attention to detail and analytical skills.
• Excellent written and oral communications skills...
resume-library.com -
Confidential.-Tampa
and Salesforce or similar CRM.
• Ability to present and work with all levels of an organization
• Employ a consultative sales approach
Education and/or Experience
• BA/BS Degree
• NASD Series 7 and 63 licenses with clean U-4.
• Minimum of 2 years prior...
mindmatch.ai -
Truist Financial Corporation-Tampa
Knowledge of the features and attributes of annuity products.
5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. Candidates will be considered if they have at least 1 of the required licenses and can obtain...
Equitable Advisors-Tampa
built on our proud history and focus of developing diverse talent and enabling an inclusive work environment
-A four-year college degree is preferred but not required
• You will be required to attain state life and health licenses, SIE, FINRA Series 7...
mindmatch.ai -
Tampa
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 -
Equitable Advisors-Tampa
the United States
• A four-year college degree required. We will help you navigate obtaining the required state licenses as well as sitting for the SIE which must be passed prior to onboarding
• We will sponsor your pursuit of FINRA Series 7 and 66 registrations...
mindmatch.ai -
Tampa
experience required.
• Series 7, 66, or (63 and 65) securities licenses required.
• Florida Life, Accident and Health Insurance License required.
• Related customer service experience preferred.
• CFP®, ChFC®, CRPC®, JD, CPA or similar designation currently...
icims.com -
Star Mountain Capital-Tampa
approach to sales.
• Extensive comprehension of the Microsoft Office suite.
• Bachelor’s Degree required; advanced degrees are preferred.
• Series 7 and 66 (or 7, 63, and 65) licenses will be required; advanced credentials (e.g., CFA, CAIA) are a plus...
mindmatch.ai -
Cetera Investment Services LLC-Tampa
annuity and variable annuity and be in good standing
• Must currently possess FINRA Investment License(s) – Series 7, 63, 65/66 and be in good standing
• A proven track record over past job performance selling products that generate fee income over time...
mindmatch.ai -
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