- Innovapptive (Houston, TX)
- …is a plus; or equivalent combination of education, training, and experience + 7 + years of professional consultative sales experience selling SAAS solutions to ... Full-Time; Salaried. Travel Percentage: 25% Reports To: VP of Sales Compensation: Base Salary, Bonus, 401k, Medical, etc. Job...many more!. Recently in May 2023 Innovapptive raised a Series B investment led by Vista Equity Partners ("Vista"),… more
- Truist (Dallas, TX)
- …management in the Wealth Brokerage/Advisory industry. 3. Financial Industry Regulatory Authority (FINRA) series 7 , 66 (or 63/65), 24, plus applicable Life & ... on new technologies, products, and trends. **Grow and Integrate the Business:** 7 . Support Advisors in execution of our partnership initiatives and dispositioning… 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
- City National Bank (Houston, TX)
- …* Completion of or pursuit of CFA designation, MBA or both. * FINRA Series 7 : General Securities Rep * Excellent knowledge in the following areas: ... a network of potential prospects, maintain referral sources, learn sales techniques and provide full support to close and...PM strategy meetings and provide input on marketing and sales objectives. WHAT DO YOU NEED TO SUCCEED? *Required… 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 managers and business partners with regard to compliance and… 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