Client acquisitions professional (series 7 license
Hartman Law Firm
Client Acquisitions Professional (Series 7 License) Published: 20 April Description Client Acquisitions Professional (Series 7 License Required or Willing to Obtain) Fort Lauderdale, FL | In-Person | Commission Only Are you ready to join a firm built for closers? Tired of salary caps and waiting for your next big break? This is your opportunity to build a six-figure income through drive, grit, and the power of a phone. We’re looking for licensed financial professionals or ambitious candidates ready to obtain their Series 7, who are hungry to succeed and ready to build their own book of business. You'll be making a lot of cold calls—yes, that’s how we find and close clients. It works, and we’ll give you the tools, training, and support to make it happen. What You’ll Do: Make calls. And then make more calls. Cold calling is the heartbeat of this business. Build and manage a portfolio of investment clients Provide tailored investment advice based on goals and risk profiles Stay sharp on market trends and compliance Deliver unmatched service, follow-up, and results What You Bring: Series 7 License (or serious intent to obtain) Proven sales experience and the hunger to win Comfort with rejection and confidence on the phone Knowledge of investments, financial markets, and compliance Strong communication and client relationship skills What You Get: Commission-only structure with unlimited earning potential Apply now to grow your career and achieve your goals! Please send your resume to View email address on click.appcast.io Details Advertiser: Particular 6580 NW 31st Way, Fort Lauderdale, Florida #J-18808-Ljbffr
- ...financial services firm in Fort Lauderdale is seeking a Client Acquisitions Professional to drive client engagement through cold calling and portfolio management. Successful candidates will have a Series 7 License or be willing to obtain one, along with proven sales experience...Suggested
$80k - $150k
...services company in Fort Lauderdale is seeking a Licensed Stockbroker to provide tailored financial advice and manage client portfolios. With a salary range of $80,000 to $150,000 per year, candidates must possess a Series 7 License (or be willing to obtain one) and...Suggested- ...Private Client Banker You have a passion for taking... ...accounts 24 hours a day/ 7 days a week Adheres... ...success in new client acquisition, cultivating, and maintaining... ...(SIE) exam, FINRA Series 6/7, state registration... ...if required) and Life licenses are required - or must...SuggestedImmediate startAfternoon shift
- ...Private Client Banker You have a passion for taking... ...accounts 24 hours a day/ 7 days a week Adheres... ...success in new client acquisition, cultivating, and maintaining... ...(SIE) exam, FINRA Series 6/7, state registration... ...if required) and Life licenses are required - or must...SuggestedImmediate startAfternoon shift
- ...As a Private Client Advisor in Chase Wealth Management, you will offer... ...Demonstrated success in client acquisition, cultivating and maintaining client... ...and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained...Suggested
- ...term, profitable client relationships. The... ...marketing and client acquisition plan in... ...clients, and personal & professional networking in the... ...value proposition. 7. Document all client... ...roles 3. FINRA: Series 7, Series 66, Life... ...insurance licenses and SAFE Act registration...Full timePart timePrivate practiceWork at officeLocal area
- ...term, profitable client relationships.... ...marketing and client acquisition plan in conjunction... ...clients, and personal & professional networking in the... ...'s Degree #5-7 years or more of... ...roles # FINRA: Series 7, Series 66, Life... ...Variable insurance licenses and SAFE Act registration...Full timePart timePrivate practiceWork at officeLocal areaShift workDay shift
- ...solutions designed to support clients at every stage of life... ...Client Acquisition - Promotes the Bank's... ...involvement in civic and professional organizations. Utilizes... ...administration or sales) License or certification type:... ...or obtains valid Series 6, 63, 65 or 66, and state...Work at office
- ...Represent the company in a professional manner, including being... ...relationships with key clients and partners to expand... ...CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required... ...evaluated by Talent Acquisition About Us First Horizon...Work at officeLocal areaMonday to Friday
- ...objectives including vendor management & licensing support. In addition to interfacing... ...and legal, the Senior Vendor Management Professional provides guidance to these teams, ensuring... ...requirements, please contact the SGWS talent acquisition team at ****@*****.***...Full timeContract workWork experience placementLocal areaFlexible hoursWeekend work
- ...first-class experience to clients within J.P. Morgan's U.S.... ...and generate new client acquisition. You will be part of a local... ...'s Degree required Series 7, 66 and Insurance licenses required for position;... ...Dynamic and credible professional who communicates with clarity...Temporary workWork experience placementLocal area
- ...first-class experience to clients within J.P. Morgan's U.S.... ...and generate new client acquisition. You will be part of a local... ...'s Degree required Series 7, 66 and Insurance licenses required for position; unlicensed... ...Dynamic and credible professional who communicates with...Temporary workWork experience placementLocal area
- ...development and growth - for your clients, your team, and yourself. In... ...a driven team of branch professionals, attending to performance management... ...?? A valid and active Series 7 licenserequired? A valid... ...active Life and Health Insurance license (may be obtained within a120...Local areaFlexible hours
- ...We are looking for a Private Client Services Tax Manager to join... ...career path for high performing professionals. Responsibilities:... ...is preferred, CPA required ~7+ years of progressive public... ...Cooperman & Company, LLP, a licensed independent CPA firm that provides...Summer workPrivate practiceWork at officeRemote workFlexible hours
- ...committed to understanding our clients' needs and providing advice... ...talents to thrive and grow professionally with the firm. As a Private... ...preferred but not required Series 7, 63 and 65, or 66 preferred... ...if unlicensed able to obtain licensing within twelve months from date...Work at officeImmediate startWork from homeHome office
- ...awards and recognition Education and professional development assistance program... ...The Director, Business Development & Client Relations plays a pivotal role in driving... ..., responsible for new sales and client acquisition. While this is a sales-focused role, this...Temporary workCasual workInternshipWork at officeWork from homeMonday to Friday2 days per week3 days per week
- ...initiatives, including mergers and acquisitions, and other financial accounting and... ...facilitate associate engagement and professional development. Continually strive to... ...or Master's Degree in Accounting Licensed CPA Minimum of 7 years' experience in public accounting...Full time
- ...of a team dedicated to helping clients build stronger financial futures... .... Responsibilities Client Acquisition - Acquires clients for Wealth Management... ..., or Wealth Management License or Certification Type: Possess valid Series 7, 63 & 65 or 66 licenses...Work at office
$150k - $250k
...Management team and you will help clients maximize their... ...sheet and drive new client acquisition, primarily from internal referrals... .... Dynamic and credible professional who communicates with clarity... ...Management Firm. ~ The series 65 license is required for the position...Full timeWork at officeLocal areaRemote workFlexible hours$61k - $119k
...business where you can help your clients achieve their goals through... ...-building and obtaining licenses. Our award-winning training... ...experts, learn the art of client acquisition to drive longevity in the... ...Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual...Full timeContract workFor contractorsWork at office- ...training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial... ...Brokerage Industry Experience.* Series 7, 66 (or 63 and 65) and appropriate... ...by consulting with your talent acquisition partner. LOCATION -- Fort Lauderdale...
$115.44k - $173.16k
...Institutional and Mass Affluent clients of TD Bank, N.A. encompassing... ...-registered and insurance-licensed. As a member of the US Wealth... ...compliance assessments under 206-4(7) and FINRA 3130.... ...broker-dealer/bank. FINRA Series 7, 63 and 24 preferred. Customer...Work experience placementLocal areaWork from homeFlexible hours$72.28k - $117.52k
...Institutional and Mass Affluent clients of TD Bank, N.A. encompassing... ...-registered and insurance-licensed. Additionally, the Trust Advisors... ...equivalent work experience • 7+ years of experience... ...broker-dealer/bank. • FINRA Series 7, 63 and 24 preferred. Customer...Work experience placementLocal areaWork from homeFlexible hours- ...seeking an Associate Private Client Financial Advisor (LO) in Wealth... ...for meeting personal, professional, and organizational client service... ...FINRA registration including Series 7 and 66 (or FINRA recognized... ...Variable, Life and Health insurance licenses Financial services...Ongoing contractWork experience placementWork at officeImmediate start
- ...growth and building lasting client relationships? At Cotton Holdings... ...Business Development professional, you'll play a vital role in... ...Lead Generation & Client Acquisition: Schedule in-person presentations... ..., and a valid driver's license with a clean driving record....Long term contractFull timeWork experience placementRemote work
- ...SLED Client Manager (South Florida Area) DGR Systems, a growing premier technology... ...knowledge of security solutions and Microsoft licensing is a plus. Responsibilities... ...~2 or more years of experience in a professional IT sales environment. ~ Prior outside...Full timeTemporary workRemote workWork from homeVisa sponsorship
- ...driven Home Healthcare Liaison sales professional to connect with the community, build... ...relationships, driving brand awareness and new client acquisition. Nurture long-term partnerships... ..., and team members. Valid driver's license and ability to travel across Coral...
- ...driven Home Healthcare Liaison sales professional to connect with the community, build lasting... ..., driving brand awareness and new client acquisition. Nurture long-term partnerships... ..., and team members. Valid driver's license and ability to travel across Coral Springs...
$140k - $150k
...for an experienced accounting professional who enjoys working in... ...track strongly preferred. ~7+ years of progressive accounting... ...talent solutions to thousands of clients across the globe. Specialized... ..., human resources, talent acquisition, procurement, supply chain and...Permanent employmentFull timeTemporary workLocal areaRemote work$80k
...expansion, we are seeking driven professionals with a proven track record of delivering exceptional client service and consistently... ...within a team to support customer acquisition, growth, and retention.... ...time off policies. Holidays: 7 paid holidays per year, in addition...Temporary workFor contractorsWork at officeMonday to Friday
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