- Truist (Fort Worth, 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… 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
- First Horizon Bank (Dallas, TX)
- …Auditors (IIA) Standards Certification or License required (CIA, CISA, CPA, CFA, CRCM, CIFRS, Series 6, 7 , or 24, etc.). Prior experience at a large, complex ... REGISTRATIONS** Certification or License required (CIA, CISA, CPA, CFA, CRCM, CIFRS, Series 6, 7 , or 24, etc.) or ability to obtain within 24 months **About… more
- 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 ... manager, we oversee nearly $200 Billion in alternative assets and manage over $1. 7 Trillion in assets for wealth managers worldwide. Our deep experience and scale… 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. ... regions. 6. Ownership of risk mitigation actions and activities in assigned regions 7 . Point of contact for field, sales managers and business partners with regard… 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 ... by executing on opportunities identified through external networking and internal referrals. 7 . Adhere to professional and ethical standards set forth by Truist, the… 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
- Kestra Financial (Bellaire, TX)
- …Qualifications: * Bachelor's Degree preferred * Active 7 , 63 and 65, or Series 7 and 66 preferred * Texas Insurance License ideal * 3 years or more ... experience in financial services * Excellent written and oral communication skills * Ability to prioritize tasks and meet deadlines * Strong client service orientation * Outgoing, friendly personality a plus * Familiarity with NFS, Redtail, and Emoney a plus… more
- Fifth Third Bank, NA (Dallas, TX)
- …Fixed Income and/or Institutional Sales. + Computer/Technical: Securities Industry Essentials (SIE), Series 7 , 63 required. Thorough knowledge of Microsoft suite ... of products. Director, Fixed Income/Institutional Sales Compensation for this position is largely incentive-based. Incentives are combined with either a base salary or a draw, resulting in total cash compensation. More information can be obtained upon request.… more
- PNC (Mansfield, TX)
- …may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 and 66 (or 63,65) required. Life and ... Health Insurance required. **Benefits** PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health… more