- Bank of America (Houston, TX)
- …investing and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** + ... Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded + Minimum of one year experience in the… more
- Citigroup (Dallas, TX)
- …computer and web based applications **Qualifications and Education** + 15+ years of experience + Licensing: Series 7 & 66 (or 63 & 65) & 31 + Extensive and ... Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into...management, capital markets, and banking & lending + Create sales and marketing strategies designed to generate revenue growth… more
- Bank of America (Frisco, TX)
- …goals in innovative and highly professional way + Bachelor's degree or equivalent experience + Series 7 and 63/65 or 66 preferred at time of hire, or must ... focused on supporting the advisors in their respective divisions to drive sales growth through in-person meetings, virtual and phone interactions. They should think… more
- Atria Wealth Solutions (Fort Worth, TX)
- …(ie, Social Security, Education planning, Retirement planning, etc.) Required Qualifications: + Active Series 7 , 63/65 (or 66) licenses along with Life, Accident ... regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives.… more
- Truist (Houston, TX)
- …enable individuals with disabilities to perform the essential functions. 1. BA/BS degree 2. Licenses: Series 7 , 79, 63 3. 4 years of related work experience 4. ... models involved in transactions 6. Strong organizational and leadership skills 7 . Advanced skills in written and oral communications, and interpersonal relationship… more
- Wells Fargo (Bee Cave, TX)
- …education. + US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 , 9/10, and 66 examinations (or FINRA recognized ... supervision policies, practices, hiring, disciplinary actions and training + Monitor sales review activities, coordinate proper staff and coverage and develop and… more
- Raymond James Financial, Inc. (Dallas, TX)
- …+ SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 & 66 required. + Life, Health and Variable Annuity or ... AMP offers comprehensive education, training and mentorship of both technical and sales skills. The holistic approach of the program fully positions new advisors… more
- Citigroup (San Antonio, TX)
- …with exceptional networking and relationship building skills (Banking, Cards, Mortgage, etc.) + Series 7 and 63 Licenses required at time of hire **Education:** ... + Bachelor's degree/University degree or equivalent experience **Job Family Group:** Consumer Sales **Job Family:** Consumer Sales Support **Time Type:** Full… more
- USAA (Plano, TX)
- …not required, however, if there is an existing license and a business need, maintenance of FINRA Series 7 , 66 (or 63 and 65), 24, and 51 (or 53) may be required. ... Directs multiple teams of Health, Life or Retirement Income Specialists, Sales /Solutions Consultants, and/or Process Owners who are responsible for providing… more
- Commander, Navy Installations (Corpus Christi, TX)
- …(DAR) to ensure accountability for the balancing and reconciliation of daily sales transactions. Performs inventory of various types of equipment, retail items, ... and from dates. Government positions must include pay plan, series , grade, to and from dates and address of...complete an employment verification (E-VERIFY) check. As of May 7 , 2025, The REAL ID act requires visitors to… more