Hybrid Financial Services Associate - Licensing Included
Morgan-Stanley
Morgan Stanley is hiring a Financial Services Representative to assist clients via inbound calls, answer questions about portfolios, and drive sales opportunities. You’ll receive training paid by Morgan Stanley to obtain Series 7 & 63 licenses and work in a hybrid environment with competitive benefits. The role emphasizes problem-solving, education of clients on products, and adherence to the firm’s Code of Conduct while delivering high-quality service to strengthen client relationships. #J-18808-Ljbffr Morgan-Stanley
- ...TRADE from Morgan Stanley is hiring a Financial Services Representative in Tampa, Florida.... ...roles. This position offers a hybrid work environment and numerous benefits, including career development opportunities and potential license sponsorship. #J-18808-Ljbffr E*TRADE...Suggested
- Morgan Stanley is seeking a Financial Services Representative in Tampa, Florida. This role... ...to obtain their Series 7 & 63 licenses and work in a hybrid environment. The ideal applicant has... ...in a customer-facing role. Benefits include a competitive salary, health care,...Suggested
- GTE Financial is seeking an experienced Financial Advisor to join our team in Tampa... ...a minimum of 5 years in financial services, a consultative sales approach, and relevant licenses. We offer competitive pay, robust benefits, and a hybrid work schedule. #J-18808-Ljbffr GTE...Suggested
$80k - $150k
HR Exchange is seeking a Financial Analyst for a hybrid role in Tampa, Florida, offering compensation between $80,000 and $150,000, based on experience... ...and be proficient in advanced Excel. Responsibilities include preparing financial reports, developing forecasts, and...Suggested- ...Financial Advisor Come join our GTE Financial team... ...track record in financial services, we want you on our... ...regulatory requirements, including compliance with SEC,... ...requirements for all licenses and registrations Demonstrate... ...9:00 AM to 6:00 PM Hybrid work schedule with...SuggestedContract workWork at officeRemote workMonday to Friday
- ...Overview Westshore Financial Group Inc., a boutique financial planning... ...comprehensive financial services including insurance, investment strategies... ...goals. This full-time, hybrid role includes: Creating tailored... .... A Health and Life (2-15) license or the ability to obtain one...Full timeLocal area
- The Variable Annuity Life Insurance Company seeks a Financial Advisor in Tampa, Florida. You will meet with clients to help plan... ...candidates have over 7 years of experience and required licenses. Benefits include immediate access to health insurance, a 401(k) plan with match...Immediate start
- ...seeking a highly motivated Client Services Associate for an opportunity in Tampa,... .... The role offers a hybrid work model and requires Securities... ..., Series 7 & Series 66 licenses. The selected candidate will... ...preferred). Comprehensive benefits including major medical and 401k are...
- The Financial Consultant provides in person and virtual... ...of TIAA products and services. This job covers institutions... ...for overtime pay. All licenses must be obtained... ...product purchases (including retail mutual funds, annuities... ...Level 7IC This is a hybrid flex position...Hourly payWork experience placementImmediate startRemote workFlexible hours3 days per week
- A leading financial institution in Tampa seeks a Financial Services Representative. The role involves engaging with customers to assist with their stock... ...Essentials Exam. Morgan Stanley offers paid licensing training and a hybrid work environment with attractive benefits. #J...
$134.28k - $164.12k
...make better and smarter financial decisions and enabling... ...planning, and trust services to frame, acquire, and... ...requires National Mortgage Licensing System (NMLS)... ...registration process, which includes a criminal background... ...:**This role is hybrid. Team members who are...Temporary workWork experience placementLocal area3 days per week- ACCESS | MANAGEMENT ∙ REALTY ∙ MAINTENANCE ∙ LIFESTYLE is looking for an experienced Florida Licensed Portfolio Manager in Tampa. You will supervise community associations, manage vendor relationships, ensure compliance with internal policies, and interact with board members...Full timePart timeRemote work
- TIAA is seeking a Financial Consultant who will provide in-person and... ...on their products and services. The role demands strong relationship... ...options while working in a hybrid flex position. The ideal candidate... ...and must earn Series 7 & 63 licenses within 120 days. This role...Flexible hours3 days per week
$130k
...for advisors approaching retirement or seeking meaningful stability. The compensation includes a base salary of $130,000 and up to $150,000 in performance-based bonuses, with a hybrid work schedule of 3 days in-office and flexibility for remote work. #J-18808-Ljbffr Crafted...Work at officeRemote work$65k
A financial services firm in Tampa, Florida is seeking a Financial Advisor to manage warm leads and client relationships without cold calling... ...earning potential of around $130,000. Additional benefits include health insurance premiums coverage, PTO, and a 401(k) match....- ...internship program guides college students to build an integrated financial planning practice while leveraging exclusive products and the... ...using proprietary tools; participate in coaching sessions and licensing paths. Eligible students may interview for a full-time role...Full timeInternshipFlexible hours
$150k
Financial Advisor - Endowments and Foundations Financial... ...in the financial services industry? As an Endowment... ...Advisor your clients will include endowments,... ...to work independently. Licenses: Securities licenses such... ...discrimination. #executive #hybrid Seniority level...Full timeWork at office$185k - $215k
...make better and smarter financial decisions and enabling... ...National Mortgage Licensing System (NMLS) registration... ...process, which includes a criminal background... ...Investment products and services Ability to partner with... ...Location The role offers a hybrid/flexible schedule,...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- Elevance Health in Tampa is seeking a Financial Consultant to support financial applications and enhance business operations through optimization... ...and knowledge of automation tools. The role operates within a hybrid work model, expecting in-office collaboration 1-2 days per week...Work at office2 days per week1 day per week
$90.23k
...Job Title Senior Financial Analyst (Hybrid Work Options) Business Unit COR Employment Type Regular Job Description CDM Smith is seeking a Senior... ...and analysis projects and initiatives for the enterprise, including budget, forecast, and ad-hoc reporting to leadership....$60k
...Hybrid Loan Partner Mortgage Lending Location: Tampa, FL (Hybrid: in-office Mondays... ...liabilities Calculate all types of income, including self-employed Research and apply... ...Must-Have Requirements: Active NMLS license (non-negotiable) Minimum 5 years of mortgage...Self employmentWork at officeMonday to FridayFlexible hours- ...view more details about this job. Florida Financial Advisors is a fast-growing firm that... ...financial planning and wealth management services to help our clients realize their dreams... ...application and registration process for licensed sponsors, ensuring completion prior to office...Full timeWork at office
- ...Credit Union in Tampa is looking for a Call Center Financial Representative to provide exceptional service to members. This role involves handling member... ...a preference for bilingual candidates. The offer includes a hybrid work option after 3-6 months, competitive benefits...
- CFS in Tampa, FL is seeking a Corporate Financial Analyst (FP&A) to help shape the new function. This hybrid role blends analytics, budgeting, and cross‑functional collaboration with 25+ departments, offering visibility to senior leadership. You will partner on budgeting...
- Philip Morris International in Tampa, FL is seeking a Financial Analyst for Accounting & Commercial Finance to support forecasting, budgeting... ...reporting improvements and automation. The role offers a hybrid work model in a fast-paced environment with strong growth opportunities...
- ...Financial Advisor We're a diversified financial services leader with more than $1.5 trillion in assets under management,... ...to help you obtain your required licenses/credentials, and we'll cover your... ...7 (Obtaining the Series 7 may include passing the Securities Industry...Full timePart timeWork experience placementLocal area
$100k
...Overview Florida Financial Advisors provides the ability... ...and wealth management services to help Floridians... ...features of this position include: One-on-one training... ...Qualifications Job Requirements: Associate’s degree in business... ...Must obtain series licenses and qualify to be...Permanent employmentWork at officeLocal area$90.23k - $148.89k
CDM Smith is looking for a Senior Financial Analyst to join its Corporate FP&A Team in Tampa, Florida. This hybrid role focuses on financial planning and analysis, supporting budgeting, forecasting, and ad-hoc reporting. The ideal candidate will analyze complex financial...- Creative Financial Staffing, LLC is seeking a Corporate Financial Analyst (FP&A) based in Tampa, FL. In this hybrid role, you will shape the FP&A function, partner with multiple departments, and gain exposure to senior leadership. The ideal candidate has 1-4 years of experience...
$85k
Baldwin Risk Partners, LLC is seeking a Senior Financial Analyst to analyze financial results and develop reporting models. The role requires... ...with business leaders for strategic insights. The position includes responsibilities for monthly reporting and support for key...
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