- First Horizon Bank (Dallas, TX)
- …Office Suite including Word, Excel and PowerPoint **CERTIFICATES, LICENSES, REGISTRATIONS** + (Ex: CPA, Series 6 or 7 license , etc) + Certified Treasury ... TX., Orlando, FL., Birmingham, AL., or Atlanta, GA. **SUMMARY:** The Treasury Management (TM) Fulfillment Specialist is responsible for providing accurate and timely… more
- First Horizon Bank (Houston, TX)
- …AND OFFICE EQUIPMENT SKILLS** 1. Microsoft Office suite **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license , etc)** None required **About ... Onsite at 11 Greenway Plaza ,Houston, TX 77046, USA **SUMMARY** The Treasury Management Sales Associate (SA) is responsible for assisting the Treasury Management … more
- TIAA (Frisco, TX)
- …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 ... weʼre a market-leading retirement company fueled by world-class asset management . But weʼre not just another legacy financial services...+ No Experience Required **FINRA Registrations** + SRC Indicator: Series 6 or 7 ; Series … more
- Veterans Affairs, Veterans Health Administration (San Antonio, TX)
- …the computer access agreement that the employee signs. Work Schedule: Monday-Friday 7 :30AM-4:00pm Telework: Not available Virtual: This is not a virtual position. ... be required to complete pre-employment requirements (https://www.uscis.gov/i-9-central/form-i-9-acceptable-documents). Effective May 7 , 2025, driver's licenses or state-issued dentification cards that… more
- Huntington National Bank (Austin, TX)
- …of Large Government/Higher Education/Non-Profit Lending related experience + Series 52 or Series 7 license Preferred Qualifications: + Series 63 ... or greater in Annualized Contribution, or responsibility for client relationship management within Municipal and Tax-Exempt Lending. + Performs other duties as… more
- Comerica (Houston, TX)
- … years developing and executing sales and marketing plans + Series 7 + Series 66 + State Insurance License Preferred: + CFP or CTFA, CFA, CPA, JD, or MBA ... A Bachelor's degree in Business, Economics, or Finance + 7 years of experience sales and client management experience in Wealth Management and a demonstrated… more
- First Horizon Bank (Dallas, TX)
- …(IIA) Standards Certification or License required (CIA, CISA, CPA, CFA, CRCM, CIFRS, Series 6, 7 , or 24, etc.). Prior experience at a large, complex ... with a deep understanding of banking and financial risk management ; + provide critical assurance and advisory services on...License required (CIA, CISA, CPA, CFA, CRCM, CIFRS, Series 6, 7 , or 24, etc.) or… more
- 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 ... throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit,… 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 ... throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit,… more
- Vanguard (Dallas, TX)
- …This job requires a regulatory license and/or registration (eg FINRA, NASAA). The SIE, Series 7 , and Series 66 are required to be obtained within ... to identify investment needs and providing tailored financial advice and portfolio management guidance. If you are passionate about helping clients achieve their… more