- DXC Technology (Austin, TX)
- **Job Description:** **Principal Responsibilities:** + Provide service to Annuity or Life customers who possess a policy by responding to requests via telephone ... regarding insurance and other financial service products and benefit plans + Research and respond...degree (diploma needs to be provided) + An active FINRA Series 6 license is required for this position.… more
- ADP (El Paso, TX)
- …adhering to internal SLAs for response times. + Performs duties of inbound Client Service Representative or Sales Support Specialist during peak periods. + Helps ... **QUALIFICATIONS REQUIRED:** + 1 year experience in a client service call center environment required. + FINRA ...Experience working with Sales teams + ADP payroll and retirement plan experience is a plus + Demonstrates strong… more
- Charles Schwab (Westlake, TX)
- …helping us "challenge the status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients ... clients about investment strategies, trading tools, market mechanics, and retirement choices. You'll engage with, and be an advocate...of your own professional journey by attending the Schwab Service Academy (SSA), which provides you with the paid… more
- ADP (El Paso, TX)
- ADP is hiring a **Sales Representative for Retirement Services ** . + **_Are you ready to control your financial future with unlimited upside earnings ... for yourself! In this role, you will sell ADP's Retirement Services 401(k) solutions. With a little...Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority ( FINRA ) Series 6 and 63 licensing is a plus;… more
- Atria Wealth Solutions (Fort Worth, TX)
- …with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth, TX area. ... level of performance and work ethic requiring minimum supervision CUSO Financial Services , LP (CFS) offers credit union members full- service financial planning… more
- Truist (Bryan, TX)
- …of retail solutions including banking, mortgage, planning, investments, and insurance services . Leverage the Truist referral network to generate client acquisition ... of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and...range of fee income and retail banking products and services appropriate to mass affluent clients. Premier Bankers should… more
- MUFG (Irving, TX)
- …the implementation of scenarios, which detect financial crime and (5) create statically representative samples to ensure that risk is not missed below the threshold. ... to Senior Managers in the data visualization tools. + Create statistical representative samples for ATL/BTL testing in order to validate that the transaction… more
- US Bank (Dallas, TX)
- …a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA is responsible for ... their respective areas of expertise. As a US Bank representative in the community the PWA also acts as...Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five… more
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