- Bank of America (Dallas, TX)
- …problems. + Securities Industry Essentials (SIE), Series 7 & 63(Must obtain SIE, series 7 & 63 license within 180 days of start date) **Desired Skills:** ... + Undergraduate degree in related field or equivalent work experience. MBA desirable. + Existing knowledge of the market preferred. + Active member/participation in local community organizations. + Highly desirable to have active networking contacts and… more
- Regions Bank (Plano, TX)
- …incentive eligible. **Requirements** + Series 7 + Series 63 & 65 or Series 66 + Life Insurance License must be obtained within 60 days from employment ... start date **Preferences** + Bachelor's degree + Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist + Two (2) years of Financial Advisory experience Compensation for this role includes base compensation and… more
- ADP (Dallas, TX)
- …transactions, **_they are required to successfully obtain and maintain their series 6 and 63 FINRA securities licenses._** **Job Responsibilities:** + Educates ... other business units as needed. **Job Requirements:** + FINRA Series 6 and 63 securities licenses and Securities Industry...preferred, or equivalent of experience and education + FINRA Series 6 and 63 securities licenses and Securities Industry… more
- Charles Schwab (Houston, TX)
- …Schwab. **What you have** **Required Qualifications** + Bachelor's degree + Active and valid FINRA Series 7 & 66 ( license (s) may be obtained under a condition of ... employment) + 10 years of experience in business development and relationship management with a proven record of success + 10 years of experience with wealth management - financial planning and investment planning **Preferred Qualifications** + CFP(R)… more
- First Horizon Bank (Dallas, TX)
- …OFFICE EQUIPMENT SKILLS** + Microsoft Office suite **CERTIFICATES, LICENSES, REGISTRATIONS** (Ex: CPA, Series 6 or 7 license , etc) + None required **About Us** ... First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon… more
- First Horizon Bank (Dallas, TX)
- …and Cloud Based Data Development a plus. **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license , etc)** None required **About Us** First ... Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank… more
- First Horizon Bank (Dallas, TX)
- …Suite including Word, Excel and PowerPoint **CERTIFICATES, LICENSES, REGISTRATIONS** + (Ex: CPA, Series 6 or 7 license , etc) + Certified Treasury Professional ... (CTP) desirable **Hours** : + Monday - Friday + 8:00 AM - 5:00 PM **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and… more
- First Horizon Bank (Dallas, TX)
- …systems and payment platforms is preferred. **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license , etc)** + Certified Treasury Professional ... (CTP) or similar certification is a plus **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered… more
- First Horizon Bank (Houston, TX)
- …OFFICE EQUIPMENT SKILLS** 1. Microsoft Office suite **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license , etc)** None required **About Us** ... First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon… more
- Comerica (Houston, TX)
- …+ 7 years developing and executing sales and marketing plans + Series 7 + Series 66 + State Insurance License Preferred: + CFP or CTFA, CFA, CPA, JD, or ... MBA About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual… more