- Bank of America (El Paso, TX)
- …knowledge 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
- Truist (Dallas, TX)
- …succession planning and book transitions to Advisors. 17. Effectively partner with National Sales to ensure Advisor development opportunities are utilized, ... management in the Wealth Brokerage/Advisory industry. 3. Financial Industry Regulatory Authority (FINRA) series 7 , 66 (or 63/65), 24, plus applicable Life &… more
- Guardian Life (Austin, TX)
- …broker/dealer as a plus. + Prior examination, auditing or testing experience. + Series 7 ; 24 licenses required or obtained within 120 days. + ... while focusing on the customer. We do this through leveraging a series of core capabilities, which includes accountability, interpersonal effectiveness, ability to… more
- JPMorgan Chase (Plano, TX)
- …financial advice to clients. **Required qualifications, capabilities, and skills:** + A valid and active Series 7 + A valid and active Series 66 (63/65) ... services or brokerage experience preferred + 2 Years experience servicing and or sales of Annuities Product + Bachelor's degree preferred. JPMorganChase, one of the… more
- Edward Jones (Temple, TX)
- …and/or military career progression **Licensing:** + SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not ... within the securities/financial services industry + Financial services and/or sales experience + Financial services registration, licensing, or certification +… more
- TIAA (Dallas, TX)
- …Experience** + 3+ Years Required; 5+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63 **Licenses and Certifications** + Life and ... to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). **Company Overview**… more
- Truist (Dallas, TX)
- …products for the mass affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7 , 66 (63 and 65 in lieu of 66) and applicable ... and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery… more
- Truist (Austin, TX)
- …Detail-oriented and able to work independently while managing multiple priorities. 6. FINRA Series 7 , 66, 24, and Life, Health and Variable insurance licenses. ... of risk mitigation actions and activities in assigned regions 7 . Point of contact for field, sales ...the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran… more
- Truist (Westlake, TX)
- …professional experience, including 1 year of experience in the securities industry. 3. FINRA Series 7 and 66. 4. Applicable state health and life insurance ... America) **Please review the following job description:** JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working… more
- Commander, Navy Installations (Fort Worth, TX)
- …bar menu items or prepackaged retail items. Collects fees from customers associated with sales of tickets, retail and rental items, as well as from classes, trips, ... and various other Community Recreation programs using Point of Sales (POS) and computer programs. Is accountable for the...and from dates. Government positions must include pay plan, series , grade, to and from dates and address of… more