Top 29 Series 7 Jobs in Navarre, Fl

Registered Client Service Associate
Stifel —Pensacola, FL
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Financial Advisor
Edward Jones —Florida
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
SmartBank —Pensacola, FL
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
Retirement Plan Consultant - Pensacola, FL
Corebridge —Pensacola, FL
- Email
- Spanish
- English
- Mid-level
- Wellness program
- Health insurance
Retirement Plan Consultant - Panama City, FL
Corebridge —Pensacola, FL
- Email
- Spanish
- English
- Mid-level
- Wellness program
- Health insurance
Wealth Advisor III
Truist Bank —Pensacola, FL
- Full-time
- Background check
- 5 years
- English
- AD&D insurance
- Paid holidays
Regional Vice President (Annuities) - N.FL/AL/LA
TruStage —Pensacola, FL
- $58,700 - $97,900 a year
- Full-time
- CPA
- Marketing
- Bachelor's degree
- Disability insurance
- Health insurance
Financial Advisor - Pensacola, FL
Corebridge —Pensacola, FL
- Choose your own hours
- Mid-level
- High school diploma or GED
- Travel
- Wellness program
- Health insurance
Suitability Principal - VUL & Group Plans
MassMutual —United States
- $69,000 - $90,500 a year
- Hybrid work
- Customer service
- Office
- Finance
- Retirement plan
5h
Registered Representative - State Farm Agent Team Member
Mitchell Smith - State Farm Agent —United States
- $100,000 - $200,000 a year
- Full-time
- Remote
- Business development
- Analysis skills
- Senior level
- Profit sharing
- Disability insurance
Quick Apply
Regional Vice President of Sales (Central Gulf)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Great Lakes)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance

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Registered Member Associate
Navy Federal Credit Union —Pensacola, FL
Independently and proactively make outbound calls to members, wholesalers, and back-office personnel to resolve rejected paperwork issues; schedule, confirm and…
$22.55 - $34.52 an hour
6d
Financial Fiduciary Advisor - Series 65
Roberts Wealth Management —Pensacola, FL
Bachelor's degree in Finance, Business, or related field preferred. Our advisors consistently have 4 to 6 meetings per day, creating one of the highest volume…
$70,000 - $110,000 a year
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Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. Series 7 / 66 ( 63/65 ) (Required). We offer a competitive compensation and benefits package including…
$60,000 - $70,000 a year
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10d
Registered Branch Associate
Edward Jones —Columbus, OH
Complete required CE training to ensure license(s) are in good standing. Research portfolio performance, cost/fees, asset allocation, changes to portfolio…

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Registered Client Service Associate

Stifel -
Pensacola, FL

Apply Now

Job Details

Full-time

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

High school diploma or GED
Series 7
Experience practicing in the securities industry

Full Job Description

Why Stifel:

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing:

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).

What We're Looking For:

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
Provide quotes and other account-related information to assist clients.
Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
Provide reports and other information to FA(s), as requested.
Perform calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics. Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Accept and enter unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the client's state of residence.
Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.

What You'll Bring:

Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.

Education & Experience:

Minimum Required: High School Diploma or equivalent
Minimum Required: 2 years investment industry experience

Licenses & Credentials:

Minimum Required: Series 7 and 63 or 66

Systems & Technology:

Proficient in Microsoft Excel, Word, PowerPoint, Outlook.

About Stifel:

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.

Apply Now

Refine Your Search

series 7 jobs in navarre, fl

Registered Client Service Associate

Financial Advisor

Financial Advisor

Retirement Plan Consultant - Pensacola, FL

Retirement Plan Consultant - Panama City, FL

Wealth Advisor III

Regional Vice President (Annuities) - N.FL/AL/LA

Financial Advisor - Pensacola, FL

Suitability Principal - VUL & Group Plans

Registered Representative - State Farm Agent Team Member

Regional Vice President of Sales (Central Gulf)

Regional Vice President of Sales (Great Lakes)

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