4682 Finance Program Finance And Accounting jobs in Miami,FL

Remote Financial Services

Hire Standard Staffing

Miami, FL

First Horizon Bank

Miami, FL 33134

Fidelity Investments

Fort Lauderdale, FL 33311

Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Certified Financial Planner ® / CFP-® - Issuing Authority
Series 07 - FINRA
Series 63 - FINRA
Series 66 - FINRA
Extensive knowledge of investment solutions
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations

ManTech International Corporation

Doral, FL 33126

Santander Holdings USA

Miami, FL 33131

Bachelor's degree in Finance, Business, or related field (or equivalent experience)
9+ years of experience in wealth planning, financial advisory, or private wealth management within the U.S. market, with a focus on HNW/UHNW clients.
Bilingual English/Spanish
Active FINRA Series 7
Active Series 66 (or Series 63 and 65) licenses