• Facilitator I - Mid Level (Life Company)

    USAA (Plano, TX)
    …model. + Experience with Virtual Technology and ability to deliver training remotely. + Current FINRA Series 7 and/or attainment within 90 days of job entry. + ... of job entry. **What sets you apart:** + Current Life/Health license. + Current FINRA Series 7 . + Current FINRA Series 63. + Current Life/Health license. +… more
    USAA (01/16/26)
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  • Facilitator Lead (Life Company)

    USAA (Plano, TX)
    …+ Experience with Virtual Technology and ability to deliver training remotely. + Current FINRA Series 7 and/or attainment within 90 days of job entry. + ... attainment within 90 days of job entry. **What sets you apart:** + Current FINRA Series 7 . + Current FINRA Series 63 and/or attainment within 90 days of… more
    USAA (12/05/25)
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  • Market Growth Director - South Texas

    Wells Fargo (The Woodlands, TX)
    …the following: work experience, training, military experience, education + Successfully completed FINRA Series 7 exam to qualify for immediate registration (or ... within Wealth Market Growth Strategy functional area **Required Qualifications:** + 7 + years of Wealth Market Growth Strategy experience, or equivalent demonstrated… more
    Wells Fargo (01/05/26)
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  • Supervisor, Customer Success Team

    Coinbase (Austin, TX)
    …adopt additional features, services, and products. What we look for in you (ie. job requirements): * FINRA License series 7 and 63 * FINRA License 24 OR 9 ... Wealth Management, Corporate Finance, Asset Management, FinTech or Crypto. Nice to haves: * FINRA License Series 3, 4, 65, or 66. * High level of proficiency in… more
    Coinbase (01/15/26)
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  • JP Morgan Wealth Management - Executive Director…

    JPMorgan Chase (Plano, TX)
    …required + Licenses required to perform all job duties associated with the role: FINRA Series 7 , 66 (63/65), 9/10 (4,24,53), appropriate State Life & Health ... Insurance license + Minimum licensing requirement: FINRA Series 7 and one or more of the following licenses: FINRA Series 66 (63/65), 9/10 (4,24,53),… more
    JPMorgan Chase (01/18/26)
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  • Deloitte Corporate Finance - Senior Compliance…

    Deloitte (Dallas, TX)
    …working in regulatory and/or compliance driven environment. Securities Industry Essentials (SIE) and FINRA Series 7 license required or must obtain within 60 ... Assist with maintaining Firm and individual registration requirements with FINRA + Assist with the onboarding and offboarding of...the review of employee trading activity in accordance with FINRA Rule 3210 + Coordinate review and diligence of… more
    Deloitte (01/07/26)
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  • Vice President, Branch Manager - Private Wealth…

    Charles Schwab (Westlake, TX)
    …have. + Bachelor's degree or equivalent or equivalent work related experience + Active and valid FINRA Series 7 license is required + Active and valid FINRA ... 120 day condition of employment) + Active and valid FINRA Series 66 (63/65) license is required + Active...day condition of employment) + A valid and active FINRA Series 24 is preferred + Additional designations are… more
    Charles Schwab (01/11/26)
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  • Virtual Financial Consulting Director

    Nuveen Investments (Frisco, TX)
    …Requirements** + University (Degree) Preferred **Work Experience** + 5+ Years Required; 7 + Years Preferred ** FINRA Registrations** + SRC Indicator: Series ... + 5+ years of financial services experience + Series 7 , 63, and 24 completed within 120 days of...completed within 120 days of start date **Preferred:** + 7 + years of financial services experience + Series … more
    Nuveen Investments (01/15/26)
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  • Branch Manager, Texas

    Equitable (Dallas, TX)
    …medical, dental, vision, and a 401(k) plan. **What You Will Bring** * Bachelor's degree * FINRA Series 7 , 24, 53, and 66 (or 63 & 65) registrations required * ... the supervision of the Financial Professionals in accordance with FINRA , SEC, state and firm rules, policies, and procedures....* CLU, ChFC and/or CFP a big plus * FINRA Series 4 registration is encouraged * Ability to… more
    Equitable (01/08/26)
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  • Brokerage Business Development Officer

    Truist (Dallas, TX)
    …in basic computer applications such as Microsoft Office products Preferred Qualifications: 1. FINRA Series 7 , 66 (or 63/65) and Life & Health Insurance ... events, including functions co-branded with internal partners such as Wealth and Insurance. 7 . Oversee the use of contact management tools to track all business and… more
    Truist (12/21/25)
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