- Charles Schwab (Westlake, TX)
- …Qualifications:** + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active Series ... business plan focused on growth of market share and client assets. As a branch leader, you will coach...66 (63/65) license required + A valid and active Series 9/10 (8) license required (may be obtained within… more
- Charles Schwab (San Antonio, TX)
- …is for you. **What you have** **Required Qualifications:** + A valid and active FINRA Series 7 license required + Obtaining or acquiringFINRA Series 66 ... advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client ...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more
- First National Bank of Omaha (Frisco, TX)
- …experience. + 3 years of experience in the investment or financial services industry. + FINRA Series 7 and 66 (or Series 63 & 65) registrations. + State ... preservation and long-term goals. + **Solution Identification:** Recognize and transform client needs into relevant product and service offerings, expanding… more
- Truist (Dallas, TX)
- …process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use ... Relationship Management [IRM] partners) who are designated to support client service and development efforts (eg banking,...4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7 , 66 (63 and… more
- Charles Schwab (Austin, TX)
- … client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial ... planning, foundational portfolio needs, and complex client service issues. This role will provide...you have** **Required Qualifications:** + Active and valid FINRA Series 7 + Active and valid FINRA… more
- First National Bank of Omaha (Plano, TX)
- …experience. + 3 years of experience in the investment or financial services industry. + FINRA Series 7 and 66 (or Series 63 & 65) registrations. + State ... and long-term goals. + Solution Identification: Recognize and transform client needs into relevant product and service ...transform client needs into relevant product and service offerings, expanding client relationships. + Analytical… more
- Thrivent Financial (Dallas, TX)
- …licenses must be currently active or obtained within 90 days of hire - Life and Health, Series 7 , Series 66 + State insurance licensed and appointed in life, ... book of business. With access to a large existing client base and supported by Thrivent's unique focus on...create and maintain their financial plans, enabling lives of service and faith + Meet with clients virtually to… more
- CGI Technologies and Solutions, Inc. (Houston, TX)
- …in developing information security roadmaps/programs as required. * Assess 3rd party cloud service providers for the client and industry standards compliance * ... supporting governance, risk, and compliance consulting services as well as security service delivery across one or more US-based industries. The successful candidate… more
- PNC (Austin, TX)
- …may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 and 66 (or 63,65) required. Life and ... Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or… more
- Bank of America (Beaumont, TX)
- …investing and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** + ... client requests and makes introductions to appropriate internal service providers based on client needs and...to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program… more