- 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
- Charles Schwab (Westlake, TX)
- …planning capabilities. **What you have** + CFP(R) designation required + Active and valid FINRA Series 7 license required + Active and valid FINRA Series ... and presenting complex/comprehensive financial plans + In-depth knowledge and demonstrated sales skills to close and sell financial planning services + Proven… 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
- First National Bank of Omaha (Plano, TX)
- …experience. + 3 years of experience in the investment or financial services industry. + FINRA Series 7 and 66 (or Series 63 & 65) registrations. + State ... Bluffs, Iowa Plano, Texas **About This Role:** + Business Development: Implement sales strategies and action plans to build networks and third-party referrals,… 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
- 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
- Kestra Financial (Fort Worth, TX)
- …experience in the independent financial services culture preferred Certificates, Licenses, Registration * Series 7 and 63 required * Series 65/66 preferred ... advisor position and prepare to service clients independently * Identify sales and asset retention opportunities; including viable alternatives when traditional… more
- Kestra Financial (Cypress, TX)
- …experience in the independent financial services culture preferred Certificates, Licenses, Registration + Series 7 and 63 preferred + Series 65/66 preferred ... account reviews, report generation, and meeting documentation + Identify sales and asset retention opportunities, including viable alternatives when traditional… more
- First National Bank of Omaha (Frisco, TX)
- …experience. + 3 years of experience in the investment or financial services industry. + FINRA Series 7 and 66 (or Series 63 & 65) registrations. + State ... Packages **About This Role:** **Key Responsibilities:** + **Business Development:** Implement sales strategies and action plans to build networks and third-party… more