- 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
- Aegon Asset Management (TX)
- …+ Five years of sales experience in the financial services industry + FINRA Series 6 or 7 , and 63 + Outstanding communication and presentation skills + ... Job Family Regional / Field Sales About Us At Transamerica, hard work, innovative...Brand, and Government and Policy Affairs. Transamerica employs nearly 7 ,000 people. It's part of Aegon, an integrated,… more
- 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 ... success in the acquisition of new personal client relationships. 7 . Demonstrated experience and success in meeting sales... 7 . Demonstrated experience and success in meeting sales goals, identifying and delivering on client needs. 8.… 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) ... continuing education requirements are met where needed * 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to… more
- Raymond James Financial, Inc. (Dallas, TX)
- …**Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 and Series 66 or the ability to obtain ... The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a… 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
- 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 ... telling ability to present solutions effectively + Strong ability to effectively communicate in group settings as well as partner on presentations + Well versed in territory management, expense control, and meeting deadlines + Must be comfortable with… more
- Charles Schwab (Westlake, TX)
- …management offer. **Throughout the Academy you will** **:** + Study and pass FINRA SIE, Series 7 and 66 licenses + Learn from our numerous mentors, coaches and ... within the Wealth and Advice Solutions organization. With a series of steps that include learning, on-the-job experience, and...meant for you to study and obtain you SIE, 7 and 66. If you already have 2 of… 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