- Fifth Third Bank, NA (Dallas, TX)
- …. Expertise in one or more business sectors is a plus. . Securities Industry Essentials (SIE), Series 79, and 63 license required. . Series 24 license ... deepening relationships with the bank's largest and most strategically significant insurance clients-firms with substantial financial strength and a strong asset… more
- TIAA (Frisco, TX)
- …Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **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:** + 2+ years of financial services experience. + Series 7 , 66 (63 and 65), and… more
- Wells Fargo (Rockwall, TX)
- …63 exams (or recognized FINRA equivalents) to qualify for immediate registration + State Insurance license (s) + 3+ years of experience in a licensed financial ... practices risk management culture + Current registration for FINRA Series 6 and Series 63 (or FINRA...based on current state requirements during employment + State Insurance license (s) are required for this role… 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
- 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)
- …you have** Required Qualifications: + Bachelor's degree or equivalent work experience + Active and valid Series 7 license + Active and valid Series 66 ... license , or equivalent + Active and valid Series 9/10 license , or equivalent Preferred Qualifications:...benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're… more
- Regions Bank (Plano, TX)
- …eligible. **Requirements** + Series 7 + Series 63 & 65 or Series 66 + Life Insurance License must be obtained within 60 days from employment ... Benefits + Health Savings Account + Flexible Spending Account + Life Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program… more
- US Bank (Houston, 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 (Houston, 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
- Wells Fargo (Irving, TX)
- …management + Strong risk management and compliance skills + FINRA registration including Series 7 and 24 (or FINRA recognized equivalents) **Job Expectations:** ... + Registration for FINRA Series 7 & 24 must be completed...90 or 180-day time period contingent upon number of license (s) needed if not immediately available to transfer upon… more