- City National Bank (Austin, TX)
- …or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of the time ... industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate....for bonus and/or commissions. *Benefits and Perks* At City National , we strive to be the best at whatever… more
- TIAA (Dallas, TX)
- …relationships with affluent clients or equivalent experience; Required **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales , TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management… 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 ... knowledge to identify existing client, account, and product attributes that present sales potential. 7 . Provide operational guidance to Financial Advisors… more
- Neuberger Berman (TX)
- …collaborate within internal teams + Desire to contribute to the building of a nascent business + Series 7 , 63/65 or Series 7 , 66 required + Series ... seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective… more
- Thrivent Financial (Dallas, TX)
- …licenses must be currently active or obtained within 90 days of hire - Life and Health, Series 7 , Series 66 + State insurance licensed and appointed in life, ... advisors have come from a variety of career backgrounds, including outside sales , account executives, real estate, client services, hospitality or event managers,… more
- Bank of America (Fort Worth, TX)
- …negotiating with a team of bank associates to solve client problems. + Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & ... + Acquires, deepens, and maintains profitable client relationships through sales , prospecting, and enhancing existing relationships + Understands and interprets… more
- US Bank (Houston, TX)
- …in a financial sales position, preferably working with the affluent client segment + FINRA Series 7 and 66 or, Series 7 and 63/65 combination and ... across the organization + Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social… more
- Bank of America (Dallas, TX)
- …negotiating with a team of bank associates to solve client problems. + Securities Industry Essentials (SIE), Series 7 & 63(Must obtain SIE, series 7 & 63 ... + Acquires, deepens, and maintains profitable client relationships through sales , prospecting, and enhancing existing relationships + Understands and interprets… more
- Aegon Asset Management (TX)
- …+ Allocate resources provided by Transamerica Capital, Inc. + Participate in Transamerica national and summer sales conferences, bi-annual regional sales ... Job Family Regional / Field Sales About Us At Transamerica, hard work, innovative... experience in the financial services industry + FINRA Series 6 or 7 , and 63 +… more
- ExxonMobil (Spring, TX)
- …to tackle and lead challenging commercial problems in pricing, marketing, sales , transportation, storage, and distribution of hydrocarbons. The ideal candidate will ... and solve oil and gas industry problems using machine learning, time series forecasting, statistical analysis, and programming skills. **What you will do**… more