ZipRecruiter

Log In

2

Series 79 Remote Jobs in Florida (NOW HIRING)

W3Global Inc.

Financial Advisor - Remote

Miami, FL · Remote

$60K - $75K/yr

Series 7 & 66 (or 63 & 65) * Current book of AUMs (Min $30MM) * Extensive and proven experience in Private Banking having covered the UHNW market Extensive experience in working with and/or leading ...

HB Travels

Customer Experience Associate (Remote)

Miami, FL · Remote

$13.75 - $19/hr

We are seeking a customer-focused and detail-oriented Customer Experience Associate to join our growing remote team. This role is ideal for individuals who enjoy helping people, building positive ...

next page

Showing results 1-20

All JobsSeries 79 JobsSeries 79 Remote JobsSeries 79 Remote Jobs in Florida

Series 79 Remote information

What is a Series 79 remote job?

Series 79 remote jobs are positions in the investment banking industry that allow professionals holding the FINRA Series 79 license to work from remote locations rather than a traditional office. These roles typically involve advising on mergers and acquisitions, financial restructuring, and other investment banking activities. Remote Series 79 jobs leverage technology for virtual meetings, deal analysis, and client communications, making it possible to perform key banking functions outside a standard office setting. These positions are ideal for licensed professionals seeking flexibility while maintaining compliance with regulatory requirements.

What are the unique challenges of working remotely as a Series 79 investment banking professional?

Remote Series 79 professionals often face the challenge of maintaining effective communication with deal teams and clients, especially when handling sensitive information and complex transactions. Staying organized and managing time zones for virtual meetings are crucial for meeting tight deadlines and ensuring deal progress. However, remote work can also offer flexibility and autonomy, provided you are proactive in collaboration and diligent about data security protocols. Many firms support remote team members with secure technology and regular check-ins to foster connectivity and productivity.

What are the key skills and qualifications needed to thrive as a Series 79 remote investment banking representative?

To excel as a Series 79 Remote Investment Banking Representative, you need strong analytical abilities, financial modeling expertise, and a Series 79 FINRA license. Familiarity with tools like Excel, PowerPoint, Bloomberg terminals, and virtual collaboration platforms is typically required. Exceptional communication, self-motivation, and time management are vital soft skills for remote teamwork and client interaction. These competencies ensure accurate financial analysis, effective client communication, and successful deal execution in a remote environment.

What are the most commonly searched types of Series 79 jobs in Florida?

The most popular types of Series 79 jobs in Florida are:

What are popular job titles related to Series 79 Remote jobs in Florida?

For Series 79 Remote jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Series 79 Remote jobs in Florida look for?

The top searched job categories for Series 79 Remote jobs in Florida are:

What cities in Florida are hiring for Series 79 Remote jobs?

Cities in Florida with the most Series 79 Remote job openings:

Series 79 Remote jobs near you

Wealth Management Associate with Future Leadership Opportunity - FL Tampa, St. Petersburg, Saras...

Tampa, FL • On-site, Remote

Equitable
Finance and Insurance • 5 - 10K employees

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

People enjoy working here

Good employer

Paid breaks

Learn more about Equitableexternal

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 14 days ago

Job description

Leaders are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right people to drive them. Our management platform affords you the opportunity to have a large-scale impact & help guide others to find their personal success.

Equitable Advisors is a leading firm in the wealth management industry with a mission to help people build fulfilling futures grounded in stability, innovative strategies and commitment to our clients. 

Daily Activities may include

  • Networking to discover new talent to grow your team 
  • Coaching from your experience & training to develop new Financial Professionals
  • Collaborating with local leadership to strengthen values, mission and vision
  • Committing to personal and district goals consistent with branch and company strategy
  • Supervisory skills ensuring compliance and brand are met
  • Fostering diverse talent and enabling an inclusive work environment
  • Teambuilding through culture and events

Requirements

  • Four-year college degree preferred but not required
  • Complete 12 months as entry level Financial Professional meeting requirements including licensing: State Life and Health, SIE, FINRA Series 7, 66 and have a developed client base
  • Must pass FINRA Series 24 exam prior to stepping into leadership
  • Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
  • Desire to help others plan for and protect their financial futures
  • Knowledge of our products & services
  • High degree of self-confidence but team first attitude
  • Authorized to work in the United States

Training & Support

  • Leadership Development School
  • Equitable Advisors' Virtual University
  • Columbia Holistic Financial Coach Program
  • Sponsorship for FINRA licensing
  • Working closely with top leadership thru 1:1 coaching
  • Joint work and mentorship opportunities
  • Personalized training and support in all areas important to building your business
  • Opportunity to earn specialized designations such as Certified Financial Planner (CFP)

Compensation & Benefits

  • Unlimited earning potential and comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance
  • Work-life balance and access to a full suite of remote-work technology solution

Equitable Advisors is a wealth management firm built by advisors for advisors. Dedicated to diversity & inclusion, we make it a priority to cultivate a culture that reflects those efforts. We believe success comes when you have strong support and the tools you need. We look to our advisors to help drive us forward. Bring your voice to influence the growth & direction of this evolving industry!

If you are looking to expand your scope of impact with the support of a leading wealth management firm; let's connect!

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.  M/F/D/V. GE- 7559574.1(2/25)(Exp.2/29)

Equitable logo

About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

View All Equitable Jobs

What Equitable employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply