- PNC (TX)
- …**Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 & 63/ Life and Health Insurance required **Pay ... Bachelors or advanced degree preferred Certifications and Licenses Life and Health Insurance License Advanced Insurance Industry Certifications preferred… more
- Charles Schwab (Houston, TX)
- …may be the opportunity for you. **What you have** **Required** **qualifications** + Active and valid Series 7 license + Active and valid Series 66 ... a 90-day condition of employment) + Active and valid Series 9/10 license required (may be obtained...of employment) + Active and valid Life and Health Insurance license (may be obtained within a… more
- TIAA (Frisco, TX)
- …7 ; Series 63 **Licenses and Certifications** + Life and Health Insurance License (Multi-state) - Multiple Issuers required within 120 Days **Physical ... associates up for success. You can even receive funding, coaching and support to pass FINRA Series 6 or 7 and 63 certification exams if you are not currently… more
- Charles Schwab (Westlake, TX)
- …**Required Qualifications:** + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active ... Series 66 (63/65) license required + A valid and active ...results + A valid and active Life and Health Insurance license (may be obtained within a… more
- TIAA (Dallas, TX)
- …relationships with affluent clients or equivalent experience; Required **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) -… 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 ... planning, investment management, retirement planning, education planning, active trading, banking, insurance , and lending needs. + Manage a practice of primarily… more
- US Bank (Dallas, TX)
- …client segment + FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license Preferred Qualifications + ... career. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. In This Role You… more
- Comerica (Dallas, TX)
- …and executing sales and marketing plans + Series 7 + Series 66 + State Insurance License Preferred: + CFP or CTFA, CFA, CPA, JD, or MBA About ... Qualifications:Minimum: + A Bachelor's degree in Business, Economics, or Finance + 7 years of experience sales and client management experience in Wealth Management… more
- Charles Schwab (Austin, TX)
- …quality service and the ability to implement our strategy. Required skills include: + Active FINRA Series 7 license + Series 66 (63/65) license ... Life & Health Insurance license ( license (s) may be obtained under a 120 day condition...benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're… more
- Charles Schwab (San Antonio, TX)
- …role is for you. **What you have** **Required Qualifications:** + A valid and active FINRA Series 7 license required + Obtaining or acquiringFINRA Series ... earning client referrals. If you currently have your securities license , enjoy working in a team setting, and share...66 (63/65) license and Life & Health Insurance as it will be required during your tenure… more