- Truist (Houston, TX)
- …2. 5- 7 years or more of banking experience in portfolio-oriented roles 3. FINRA: Series 7 , Series 66, Life, Health, and Variable insurance licenses and ... Act 6. Proven success in the acquisition of new personal client relationships. 7 . Demonstrated experience and success in meeting sales goals, identifying and… 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 (or 63 ... to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s). + Familiar with the… more
- Truist (Fort Worth, TX)
- …essential functions. * Bachelor's Degree Required * FINRA: Maintains proper licenses including Series 7 , Series 66, the Securities Industry Essentials (SIE) ... met where needed * 8 or more years of sales and client management experience in Wealth Management and...the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran… more
- Bank of America (Frisco, TX)
- …team members + Takes on a leadership role on the team and within the business community + Series 7 , 63 and 65 (or Series 7 and 66) required; unlicensed ... credit: general understanding of investments, trust and wealth transfer + Solutions oriented; sales and financial aptitude a must + Present to clients a holistic… more
- JPMorgan Chase (Plano, TX)
- …+ Series 7 , Series 66, and Insurance Licensing required + 7 + Years of Sales Experience + Skilled at Presenting + Wholesaling background and story ... the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital… more
- Bank of America (Houston, TX)
- …other team members + Takes on a leadership role on the team and within the business community + Series 7 , 63 and 65 (or Series 7 and 66) required (may ... + Ability to influence; proactively asks for and closes business + Solutions oriented; sales and financial aptitude a must + Must be a skilled negotiator + Ability… more
- JPMorgan Chase (Fort Worth, TX)
- …MS Office, Word, Excel, and PowerPoint. + Frequent travel is required. + FINRA Series 7 , 63 **Preferred qualifications, capabilities and skills** + CFA, CAIA ... nearly $200 Billion in alternative assets and manage over $1. 7 Trillion in assets for wealth managers worldwide. Our...As a Private Wealth Alternatives Client Advisor in our Sales team, you will have the opportunity to help… more
- Bank of America (Plano, TX)
- …of client needs and potential product services recommended **Required Qualifications:** * **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** ... that a passing score is received for the missing series within 60 days. * Has at least **one...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *… more
- Bank of America (Temple, TX)
- …of client needs and potential product services recommended **Required** **Qualifications** : + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If ... that a passing score is received for the missing series within 60 days. + Has at least one...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +… more
- Navy Federal Credit Union (North Richland Hills, TX)
- …and/or internal audits. + Perform other duties as assigned or appropriate Qualifications + FINRA Series 7 and combination of NASAA Series 63/65 or 66 ... with members and internal/external sources. + Execute customer and broker purchase/ sales orders of securities for current/new clients. + Identify prospective… more