- Charles Schwab (Houston, TX)
- …be the opportunity for you. **What you have** **Required** **qualifications** + Active and valid Series 7 license + Active and valid Series 66 (63/65) ... a 90-day condition of employment) + Active and valid Series 9/10 license required (may be obtained within a...passion for sales management, and a deep commitment to client service + Proficient inestablishing quality cross-enterprise… more
- Truist (Houston, TX)
- …2. 5- 7 years or more of banking experience in portfolio-oriented roles 3. FINRA: Series 7 , Series 66, Life, Health, and Variable insurance licenses and ... relationship teams and deliver Legal Specialty Group value proposition. 7 . Document all client interactions via CRM...products and services. 10. Excellent oral, written, presentation and client service skills. 11. Demonstrated ability to… more
- Truist (Houston, TX)
- …experience in the financial services industry 3. FINRA: Maintains proper licenses including Series 7 , Series 66, Life, Health, and Variable insurance ... Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service...the relationship teams and deliver Purpose Driven Wealth experience. 7 . Document all client interactions via CRM… more
- Charles Schwab (Westlake, TX)
- …are: + Bachelor's degree or equivalent work related experience + A valid and active Series 7 license is required (may be obtained under a condition of ... Wealth Consultant, the Wealth Consultant Partner will deliver exceptional service , help to grow and deepen client ...employment) + A valid and active Series 66 (63/65) license is required (may be obtained… more
- Bank of America (Cross Roads, TX)
- … client needs and potential product services recommended **Required Qualifications:** * **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** . ... client requests and makes referrals to appropriate internal service providers based on client needs and...that a passing score is received for the missing series within 60 days. * Has at least **one… more
- Bank of America (Cypress, TX)
- …client needs and potential product services recommended **Required** **Qualifications** : + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If ... client requests and makes referrals to appropriate internal service providers based on client needs and...that a passing score is received for the missing series within 60 days. + Has at least one… more
- Bank of America (Dallas, TX)
- …of client needs and potential product services recommended Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you ... client requests and makes referrals to appropriate internal service providers based on client needs and...that a passing score is received for the missing series within 60 days. * Has at least one… more
- Charles Schwab (Austin, TX)
- … service and the ability to implement our strategy. Required skills include: + Active FINRA Series 7 license + Series 66 (63/65) license + Life & Health ... with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab's mass affluent ...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more
- Bank of America (Fort Worth, TX)
- …services while keeping abreast of financial markets and regulations **Required Qualifications:** **-** Series 7 , and 66 or equivalent (if not currently held, ... self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key… more
- Charles Schwab (Westlake, TX)
- …Financial Planning-related designation + CFP(R) designation is required. + Active and valid FINRA Series 7 license required. + Active and valid FINRA Series ... locations. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth… more