- Equitable (Dallas, 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
- 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 ... registration required + Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) + Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound… more
- JPMorgan Chase (Plano, TX)
- …+ Strong presentation skills and ability to coach advisors to present effectively. + Series 7 , Series 66 required. **Preferred Qualifications, Skills, and ... Capabilities:** + CFP(R) preferred. + Foundational knowledge in a goals-based approach to investing. + Deep investment and product knowledge, and the ability to articulate complex investment ideas. Chase is a leading financial services firm, helping nearly… more
- Edward Jones (Dallas, TX)
- …Finance, Accounting or Law required + 10+ years of industry specific experience required + Series 7 , 66 licenses required within 6 months of hire + Insurance ... hire. + Travel required up to 20%. **What Could Set You Apart:** + Series 24 license + Advanced degree; CPA, JD, CFA or additional financial planning certification.… 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 ... and 65) license. + Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. + 4 years of financial… 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. ... be extended with the condition that a passing score is received for the missing series within 60 days. * Has at least one year experience in the investments… 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 ... (or ability to obtain) * CFP or CIMA preferred Knowledge, Skills, and/or Abilities 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 ... + Texas Insurance License preferred Compensation + Compensation is commensurate with experience and qualifications + Potential for attractive quarterly bonuses + Matching 401(k) plan with the potential for profit-sharing contributions + Health, life, and… 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 ... Life, Accident & Health and Variable Contract insurance licenses. + Previous successful business development activities and effective relationship management experience. + Proven sales skills, preferably in the investment industry. + Ability to provide basic… more
- Thrivent Financial (Dallas, TX)
- …be currently active or obtained within 90 days of hire - Life and Health, Series 7 , Series 66 + State insurance licensed and appointed in life, health and ... variable lines of authority or obtained within 90 days + Eligibility to be securities registered and insurance licensed in all 50 states + Sales experience + Previous experience with Salesforce (or a similar CRM), financial planning, consultative sales models… more