- TIAA (Dallas, TX)
- …Experience** + 3+ Years Required; 5+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63 **Licenses and Certifications** + Life and ... Financial Consultant** The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal… more
- TIAA (Frisco, TX)
- …Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 6 or 7 ; Series 63 **Licenses and Certifications** + ... have indicated intent to transfer funds from the organization for purposes other than income. Under general supervision, this...salaried basis at the same rate (ie, your weekly salary will be equal to your hourly rate multiplied… more
- TIAA (Dallas, TX)
- …Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63 **Licenses and Certifications** + Life and ... + Delivers virtual financial planning meetings with clients preparing for retirement and seeking assistance on how to take...2025-08-29 Base Pay Range: $72,800/yr - $90,000/yr Actual base salary may vary based upon, but not limited to,… 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 ... range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay… more
- Equitable (Fort Worth, TX)
- …or equivalent skills and work experience + **Licensing** : State Life & Health, SIE, Series 7 , Series 66 + **Personal Attributes** : values-driven with a ... required FINRA licenses and registrations and enter PEP + **Base Salary ** : Annual salary for eligible financial professionals, empowering you to establish… more
- JPMorgan Chase (Plano, TX)
- …product offerings (advisory, annuities, insurance, and brokerage markets knowledge) required + Series 7 , Series 66, and Insurance Licensing required ... You will have the opportunity to demonstrate your passion for capital markets and the wealth management industry, providing...We offer a competitive total rewards package including base salary determined based on the role, experience, skill set… more
- JPMorgan Chase (Plano, TX)
- …around these activities **Required qualifications, capabilities, and skills** + A valid and active Series 7 and Series 63 + Strong compliance record in ... At JP Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary...days. + Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM… more
- Charles Schwab (Westlake, TX)
- …+ Must be able to read, write, and speak in Spanish or Mandarin/Cantonese. + FINRA Series 7 and 63 licenses required + 1-2 years of experience in Client Service, ... client happiness in a fast-paced call environment + FINRA Series 9-10 license preferred What's in it for...Health, dental, and vision insurance _In addition to the salary range, this role is also eligible for… 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 ... via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and...Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You… more
- JPMorgan Chase (Plano, TX)
- …and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a 60 ... FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/ Salary ** Yakima,WA $21.92 - $32.69 / hour more