- Bank of America (Cypress, TX)
- …of client needs and potential product services recommended **Required** **Qualifications** : + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If ... that a passing score is received for the missing series within 60 days. + Has at least one...Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained… more
- Bank of America (Dallas, TX)
- …knowledge of client needs and potential product services recommended Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. ... that a passing score is received for the missing series within 60 days. * Has at least one...Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained… more
- Equitable (Fort Worth, TX)
- …or equivalent skills and work experience + **Licensing** : State Life & Health, SIE, Series 7 , Series 66 + **Personal Attributes** : values-driven with a ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more
- Equitable (Dallas, TX)
- …or equivalent skills and work experience + **Licensing** : State Life & Health, SIE, Series 7 , Series 66 + **Personal Attributes** : values-driven with a ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… 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 ... Federal/NFFG organization, programs, policies and, procedures + Desire to pursue designations eg CFP , ChFC, CLU Hours: Monday - Friday, 8:30AM - 5:00PM EST; 9:30AM -… more
- JPMorgan Chase (Dallas, TX)
- …present effectively - namely related to the financial plan and investment solutions + Series 7 , Series 66 required **Preferred qualifications, skills, and ... capabilities:** + CFP preferred Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial… 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… 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
- 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
- JPMorgan Chase (Plano, TX)
- …achieve their financial goals. **Required qualifications, capabilities, and skills:** * A valid and active Series 7 * A valid and active Series 66 (63/65) ... strongly preferred with focus on financial planning * Bachelor's degree preferred * CFP preferred Chase is a leading financial services firm, helping nearly half of… more