- Vanguard (Dallas, TX)
- …visit: https://www.vanguardjobs.com/benefits-rewards/ Qualifications: + CFP (R) designation required . + Series 7 , 63 or 66 (or ability to acquire within ... Certified Financial Advisor in Plano, TX Are you a Certified Financial Planner ( CFP (R)) looking for a rewarding career with a leading financial institution? Vanguard… more
- Comerica (Houston, TX)
- …and banking needs + 7 years developing and executing sales and marketing plans + Series 7 + Series 66 + State Insurance License Preferred: + CFP ... Qualifications:Minimum: + A Bachelor's degree in Business, Economics, or Finance + 7 years of experience sales and client management experience in Wealth Management… more
- Truist (Houston, TX)
- …2. 5- 7 years or more of banking experience in portfolio-oriented roles 3. FINRA: Series 7 , Series 66, Life, Health, and Variable insurance licenses and ... with the relationship teams and deliver Legal Specialty Group value proposition. 7 . Document all client interactions via CRM system. 8. Establish consistent… more
- Bank of America (Frisco, TX)
- …team members + Takes on a leadership role on the team and within the business community + Series 7 , 63 and 65 (or Series 7 and 66) required; unlicensed ... day in this position **Desired Skills:** * MBA or Post-Graduate Degree preferred * CFP , CPA, CFA, CTFA, CFM or JD a significant plus **Skills:** + Client Management… more
- Charles Schwab (Westlake, TX)
- …management offer. **Throughout the Academy you will** **:** + Study and pass FINRA SIE, Series 7 and 66 licenses + Learn from our numerous mentors, coaches and ... within the Wealth and Advice Solutions organization. With a series of steps that include learning, on-the-job experience, and...meant for you to study and obtain you SIE, 7 and 66. If you already have 2 of… more
- Bank of America (Houston, TX)
- …other team members + Takes on a leadership role on the team and within the business community + Series 7 , 63 and 65 (or Series 7 and 66) required (may ... days of start date) **Desired skills:** + MBA or Post-Graduate Degree preferred + CFP , CPA, CFA, CTFA, CFM or JD a significant plus **Skills:** + Business… more
- JPMorgan Chase (Plano, 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 ... **Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred + Bachelor's degree preferred INVESTMENT… more
- Edward Jones (El Paso, TX)
- …in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial ... State insurance licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered… more
- Bank of America (Allen, TX)
- …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
- Charles Schwab (Westlake, TX)
- …skills: leading meetings, influencing others, and inspiring action. + A valid and active Series 7 license is required + A valid and active Series ... from the CFFP (or obtain within 12 months of joining the team). CFP (R) strongly preferred. + Bachelor's degree or equivalent experience demonstrating a deep… more