- Edward Jones (Dallas, TX)
- …months of hire. + Travel required up to 20%. **What Could Set You Apart:** + Series 24 license + Advanced degree; CPA, JD, CFA or additional financial planning ... Accounting or Law required + 10+ years of industry specific experience required + Series 7, 66 licenses required within 6 months of hire + Insurance license… more
- 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 ... 63/65 or 66 required + Bachelor's degree required. + Minimum of 5 years financial services experience in addition to 2 years Financial Planning experience + Passion for financial planning to help clients manage their financial futures and build stronger… more
- Charles Schwab (Westlake, TX)
- …FINRA Series 7 and 63 licenses required ** + **Active and valid FINRA Series 9/10 license is required ** + Understanding of the financial services industry ... and/or securities industry + 2+ years in a client service capacity **Preferred Qualifications:** + Bachelor's degree or equivalent work-related experience + Notary preferred + Solid understanding of regulatory and compliance policies associated with brokerage… more
- Charles Schwab (Westlake, TX)
- …skills, ability to work with large data sets + Schwab Bank experience preferred + Series 7 license preferred **What's in it for you** At Schwab, we're committed ... to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility… more
- Robert Half Finance & Accounting (Houston, TX)
- …Must be local to the Houston area or willing to relocate. Must have a Series 7 license . The ideal candidate will have several years of experience growing ... and managing a portfolio of $1M+. High commission potential. Please email your resume to Alyssa.white@roberthalf for immediate consideration! Constantly upgrading technology High-end office space Superior Investment Models Lead Generation provided to all… more
- Charles Schwab (Westlake, TX)
- …you have** **Required Qualifications:** + Undergraduate degree required + Active and valid FINRA Series 7 license required + Active and valid FINRA 66 licenses ... required (may be obtained with a 120-day COE) + Minimum 2 year of experience in the financial services industry working directly with clients **Preferred Qualifications:** + Experience servicing high-net-worth clients + General understanding of brokerage… more
- JPMorgan Chase (Prosper, TX)
- …planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting ... condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role… more
- JPMorgan Chase (Plano, TX)
- …and skills:** * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting ... in the role as a condition of employment * This role requires you to be licensed in all states **Preferred qualifications, capabilities, and skills:** * At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on… more
- Bank of America (Fort Worth, TX)
- …problems. + Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date) _The following laws ... or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC_ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and… more
- JPMorgan Chase (Plano, TX)
- …and skills:** + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required + Life and Health Insurance licenses (This role ... requires you to be licensed in all states) + Be flexible and adaptable, especially when working under pressure. + Use critical thinking and logic to solve problems, and think creatively and \"outside the box.\" + Organize your tasks and manage your time well… more