- Veterans Affairs, Veterans Health Administration (San Antonio, TX)
- …medications and supplies are stored appropriately with proper attention to inventory management and complying with all applicable laws and VHA policies. When ... 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
- Veterans Affairs, Veterans Health Administration (Lubbock, TX)
- …privacy and protecting patient rights. May perform ancillary assignments, including program management duties on an occasional basis, where the complexity and amount ... 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
- Truist (Fort Worth, TX)
- …the features and attributes of annuity products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses (or 63 & 65 in ... clients of all experience levels regarding securities transactions and brokerage accounts. 7 . Effective time management skills. 8. Ability to communicate… more
- Edward Jones (Dallas, TX)
- …Finance, Accounting or Law required + 10+ years of industry specific experience required + Series 7 , 66 licenses required within 6 months of hire + Insurance ... a desire to be a part of the wealth management process? Do you have a strong background in...up to 20%. **What Could Set You Apart:** + Series 24 license + Advanced degree; CPA,… more
- Charles Schwab (The Woodlands, TX)
- …role is for you. **What you have** **Required Qualifications:** + A valid and active FINRA Series 7 license required + Obtaining or acquiringFINRA Series ... practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow...earning client referrals. If you currently have your securities license , enjoy working in a team setting, and share… more
- Charles Schwab (Westlake, TX)
- … offer. **Throughout the Academy you will** **:** + Study and pass FINRA SIE, Series 7 and 66 licenses + Learn from our numerous mentors, coaches and ... within the Wealth and Advice Solutions organization. With a series of steps that include learning, on-the-job experience, and...meant for you to study and obtain you SIE, 7 and 66. If you already have 2 of… 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 ... facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams.… more
- Charles Schwab (Westlake, TX)
- …planning capabilities. **What you have** + CFP(R) designation required + Active and valid FINRA Series 7 license required + Active and valid FINRA Series ... client or prospective client goals, such as: retirement, college, risk management , asset allocation, and estate planning needs. After setting realistic expectations… more
- 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 ... tailored financial solutions. In addition to insurance portfolio client relationship management , the role includes partnering with Private Equity firms to originate,… more
- USAA (Plano, TX)
- …maintenance or ability to acquire within 90 days of hire. + Required maintenance of FINRA Series 7 license . + Required maintenance of FINRA Series 66 ... plan, as well as USAA's financial products and services. + Integrate risk management tools, products, and strategies to create an effective retirement income plan. +… more