- Wells Fargo (Rockwall, TX)
- …or a combination of the following: corporate, consumer, mortgage, investments, brokerage , or private banking + Experience recommending financial services products ... and services + Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration + State Insurance license(s) + 3+ years of experience in a licensed financial services position + Customer service focus… more
- Citigroup (Irving, TX)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations &… more
- JPMorgan Chase (Plano, TX)
- …qualifications, capabilities, and skills:** + 3 years of relevant Financial services or brokerage experience preferred + 2 Years experience servicing and or sales of ... Annuities Product + Bachelor's degree preferred. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and… more
- Thrivent Financial (Houston, TX)
- …are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI. At ... Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our… more
- Citigroup (Irving, TX)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations &… more
- Citigroup (Irving, TX)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations &… more
- TEKsystems (Benbrook, TX)
- …various account update including money movements and operations request for managed, brokerage , and direct at fund accounts. Resolve and respond to advisor/client ... inquiries Research complex issues Focus on identifying, developing, and implementing opportunities to improve the client and advisor experience Assemble, organize, and report on production and quality information to identify trends Monitor the regulatory… more
- TEKsystems (San Antonio, TX)
- …Ideal Candidate Profile + Must have experience in financial services (banking, brokerage , annuities, mortgage etc) + Strong customer contact experience managing a ... pipeline + Proven success in escalations, case management, or team leadership + Ability to manage multiple priorities in a pipeline-based workflow + Skilled in navigating SOPs and regulatory frameworks + Clear and professional written and verbal communication… more
- City National Bank (Houston, TX)
- …in the following areas: asset management, banking/credit, personal trust, and brokerage services. * Excellent analytical and financial analysis skills. * Strong ... computer skills with knowledge in basic software programs like Word, Excel, Power Point, etc. * Strong interpersonal, verbal and written communication skills. * Demonstrated sales skills. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $65,296 -… more
- Charles Schwab (Westlake, TX)
- …purchase plans, up to and including full outsourcing capabilities. + **Designated Brokerage Services** (DBS) help employers who have a responsibility to monitor ... employee trading needs through a comprehensive approach, including DBS and financial services for their employees, so they can proactively protect their business and employees. Schwab's combined expertise in recordkeeping and related services, investment… more