- 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
- JPMorgan Chase (Plano, TX)
- …around these activities **Required qualifications, capabilities, and skills** + A valid and active Series 7 and Series 63 + Strong compliance record in ... needs, initiating trades in the capital markets, and completing service -oriented transactions + Document all client interactions...days. + Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM… more
- Charles Schwab (Westlake, TX)
- …CFP, CFA, MBA, CHFC, CPWA) highly preferred **Required Qualifications** + Active & valid FINRA Series 7 license required + Active & valid FINRA Series 66 ... Wealth Consultant at Charles Schwab you are responsible for providing high-touch service , on-going comprehensive guidance and advice to clients in the context of… more
- CACI International (Fort Bliss, TX)
- Field Service Representative (Special Forces) Job Category: Engineering and Technical Support Time Type: Full time Minimum Clearance Required to Start: Secret ... Continental US * * * CACI is seeking Field Service Representative (FSR) to maintain various PEO Soldier systems...+ Performs small scale (move, adds, or changes of client 's) equipment as needed. + Provide classroom instruction and… more
- Charles Schwab (Westlake, TX)
- …management offer. **Throughout the Academy you will** **:** + Study and pass FINRA SIE, Series 7 and 66 licenses + Learn from our numerous mentors, coaches and ... within the Wealth and Advice Solutions organization. With a series of steps that include learning, on-the-job experience, and... client events, and by identifying and championing client goals + Take inbound service /trading interactions… more
- Comerica (Dallas, TX)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of ... A Bachelor's degree in Business, Economics, or Finance + 7 years of experience sales and client ...years developing and executing sales and marketing plans + Series 7 + Series 66… more
- Truist (Fort Worth, TX)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... specialists and IRM partners who are designated to support client service and business development efforts (eg...Bachelor's Degree Required * FINRA: Maintains proper licenses including Series 7 , Series 66, the… more
- Raymond James Financial, Inc. (Houston, TX)
- …goals for assets under management and required production. * Provides a high level of client service . * Manages the full scope of a client relationship ... by effectively communicating portfolio losses when necessary, while preserving client loyalty. * Develops client pipeline by...that an exemption or grandfathering cannot be applied. * Series 7 and Series 66… more
- Huntington National Bank (Austin, TX)
- … 7 or more years of Large Government/Higher Education/Non-Profit Lending related experience + Series 52 or Series 7 license Preferred Qualifications: + ... relationships within a targeted market segment by coordinating all sales and service efforts. + Required metrics for the licensed Commercial Relationship Manager III… more
- Kestra Financial (Fort Worth, TX)
- …experience in the independent financial services culture preferred Certificates, Licenses, Registration * Series 7 and 63 required * Series 65/66 preferred ... Lead Advisor of a large book of business including managing client needs regarding service , asset allocation, case design and financial planning * Responsible… more