- TIAA (Frisco, TX)
- …Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... **Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their...**Required:** + 2+ years of financial services experience. + Series 7 , 66 (63 and 65), and… more
- TIAA (Dallas, TX)
- …relationships with affluent clients or equivalent experience; Required **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... **Wealth Management Advisor** Supported with a robust array of...66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified… more
- Wells Fargo (Rockwall, TX)
- …that may include most Saturdays + Adherence to Wells Fargo sales practices risk management culture + Current registration for FINRA Series 6 and Series ... peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with… more
- JPMorgan Chase (San Antonio, TX)
- …and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license + If you were registered after October 1, ... a Private Client Investment Associate in JP Morgan Wealth Management , you will provide client service, operational marketing and...Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting… more
- JPMorgan Chase (San Antonio, TX)
- …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 in the ... needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice...and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60… more
- Kestra Financial (Cypress, TX)
- …Licenses, Registration + Series 7 and 63 preferred + Series 65/66 preferred + Texas Insurance License preferred Compensation + Compensation is ... to the Lead Advisor and be the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the… 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 ... As a Personal Advisor, in JP Morgan's Wealth Management 's National Branch Personal Advising group, you will partner with clients to create custom financial plans… more
- JPMorgan Chase (Plano, TX)
- …+ 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 ... small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package including base salary… 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 ... Your typical day will include sales coaching, sales process management , training delivery, performance management and recognition,...a 90-day condition of employment) + Active and valid Series 9/10 license required (may be obtained… more
- First Horizon Bank (Dallas, TX)
- …development and Cloud Based Data Development a plus. **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license , etc)** None required **About ... and existing software applications and processes typically used by the Wealth Management Business. Primary work focusses on assignment, review and execution of user… more