• Financial Consultant I

    Principal Financial Group (Dallas, TX)
    …Are** + Bachelor's degree or equivalent plus 2+ years' experience, preferably in the financial services industry. + SIE, Series 6 or 7 and Series 63 ... In this role, you'll serve as our primary customer service contact, providing a high level of value and... financial confidence. Operating at the intersection of financial services and technology, Principal builds … more
    Principal Financial Group (05/16/25)
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  • Relationship Banker LP North Lakeline

    Wells Fargo (Cedar Park, TX)
    …**Desired Qualifications:** + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA ... it here. At Wells Fargo, we're more than a financial services leader - we're a global...practices risk management culture + Current registration for FINRA Series 6 and Series 63… more
    Wells Fargo (05/31/25)
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  • Regional Director

    Manulife (TX)
    …business success. **Required Qualifications:** + 5+ years of experience in insurance/ financial services sales. + Series 6 , 63, Life, Health, and Variable ... see. \#LI-JH \#LI-Remote **Acerca de Manulife y John Hancock** Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que… more
    Manulife (05/28/25)
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  • Retirement Services District Manager

    ADP (El Paso, TX)
    …+ Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority (FINRA) Series 6 and 63 licensing is a plus; candidates with great sales ... ADP is hiring a **Sales Representative for Retirement Services ** . + **_Are you ready to control...** . + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Are… more
    ADP (05/31/25)
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  • Financial Services Consultant…

    TIAA (Frisco, TX)
    …company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our ... need us. And weʼre hiring passionate, professional and caring Financial Services Consultants who are ready to...even receive funding, coaching and support to pass FINRA Series 6 or 7 and 63 certification… more
    TIAA (05/13/25)
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  • Financial Advisor Trainee - PCG

    Raymond James Financial, Inc. (Knoxville, TX)
    …3 to 6 years **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 63_AG - Agent - ... balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and...Financial Industry Regulatory Authority (FINRA), Series 65 or Series 66_RA - Investment… more
    Raymond James Financial, Inc. (04/02/25)
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  • Financial Advisor Trainee-PCG

    Raymond James Financial, Inc. (Houston, TX)
    …- 13 months to 3 years **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 65 or Series ... required production. * Provides a high level of client service . * Manages the full scope of a client...Rep - Financial Industry Regulatory Authority (FINRA), Series 7_GS - Gen Sec Rep - Financial more
    Raymond James Financial, Inc. (04/19/25)
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  • Financial Advisor Trainee

    Raymond James Financial, Inc. (Frisco, TX)
    …- 7 to 12 months **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 65 or Series ... required production. * Provides a high level of client service . * Manages the full scope of a client...Rep - Financial Industry Regulatory Authority (FINRA), Series 7_GS - Gen Sec Rep - Financial more
    Raymond James Financial, Inc. (03/25/25)
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  • Financial Advisor Senior

    First Horizon Bank (Dallas, TX)
    …foster business development. **Qualifications** : * 4+ years experience in the Financial Services industry. * Bachelor's Degree required from accredited college ... communication skills. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and… more
    First Horizon Bank (05/19/25)
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  • Brokerage Registered Client Service

    Truist (Fort Worth, TX)
    …4. Knowledge of the features and attributes of annuity products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 ... Texas. Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development… more
    Truist (05/20/25)
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