- Truist (Austin, TX)
- …essential functions. * Bachelor's Degree Required * FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam ... as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate 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 manage a… more
- Equitable (San Antonio, TX)
- …or equivalent skills and work experience + **Licensing** : State Life & Health, SIE, Series 7, Series 66 + **Personal Attributes** : values-driven with a track ... record of success and accomplishment + **Communication Skills** : excellent interpersonal and communication abilities with strong self-confidence + **Mindset** : entrepreneurial spirit with a desire to positively impact others' lives + **Collaboration** :… more
- Charles Schwab (The Woodlands, TX)
- …for you. **What you have** **Required Qualifications:** + A valid and active FINRA Series 7 license required + Obtaining or acquiringFINRA Series 66 (63/65) ... license and Life & Health Insurance as it will be required during your tenure on the job. **Preferred Qualifications:** + Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client… more
- JPMorgan Chase (Prosper, TX)
- …+ Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required ... or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment… more
- JPMorgan Chase (Plano, TX)
- …with urgency. **Required qualifications, capabilities, and skills:** + A valid and active FINRA Series 7, 66 (or equivalent) is required + A valid and active FINRA ... Series 9/10 (or equivalent) is required + Proven track record leading a team of advisors + Proven ability to recruit, source and attract internal and external Advisor… more
- JPMorgan Chase (Plano, TX)
- …their financial goals. **Required qualifications, capabilities, and skills:** * A valid and active Series 7 * A valid and active Series 66 (63/65) license is ... required or ability to obtain within 60 days of starting in the role as a condition of employment * This role requires you to be licensed in all states **Preferred qualifications, capabilities, and skills:** * At least 3 years of relevant financial services or… more
- Bank of America (Fort Worth, TX)
- …with a team of bank associates to solve client problems. + Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 ... days of start date) _The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC_ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its… more
- Fujifilm (Austin, TX)
- …territory, driving sell-in and sell-through performance for FUJIFILM GFX System and X- Series cameras and lenses, plus Fujinon binoculars. You'll manage a diverse ... Fujinon binoculars + Coordinate new product launches for GFX System, X- Series , and binocular products by ensuring proper dealer onboarding, training coordination,… more
- JPMorgan Chase (Webster, TX)
- …foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required + If you were registered after October 1, ... a valid and active Securities Industry Essential (SIE) exam + A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120… more
- Charles Schwab (Westlake, TX)
- …Planning-related designation + CFP(R) designation is required. + Active and valid FINRA Series 7 license required. + Active and valid FINRA Series 63/65 ... or 66 required + Bachelor's degree required. + Minimum of 5 years financial services experience in addition to 2 years Financial Planning experience + Passion for financial planning to help clients manage their financial futures and build stronger… more