• Brokerage Market Director

    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
    Truist (08/13/25)
    - Related Jobs
  • Virtual / Premier Advisor or Virtual / Premier…

    Truist (Dallas, TX)
    …products for the mass affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7 , 66 (63 and 65 in lieu of 66) and applicable ... with external centers of influence who will enhance business development efforts. 7 . Work within existing audit, compliance and regulatory framework in order to… more
    Truist (08/08/25)
    - Related Jobs
  • US Private Bank - Private Banker - Vice President…

    JPMorgan Chase (Fort Worth, TX)
    …experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7 , 66 and Insurance licenses required for position; unlicensed ... behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve… more
    JPMorgan Chase (08/17/25)
    - Related Jobs
  • Business Development Officer, Schwab Wealth…

    Charles Schwab (Houston, TX)
    …Schwab. **What you have** **Required Qualifications** + Bachelor's degree + Active and valid FINRA Series 7 & 66 (license(s) may be obtained under a condition of ... - financial planning and investment planning **Preferred Qualifications** + CFP (R) designation or MBA equivalent. + Understanding of traditional investment… more
    Charles Schwab (08/03/25)
    - Related Jobs
  • Merrill Financial Solutions Advisor: Houston Texas…

    Bank of America (Houston, TX)
    …investing and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** + ... + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance… more
    Bank of America (07/19/25)
    - Related Jobs
  • Merrill Experienced Financial Advisor

    Bank of America (Dallas, TX)
    …development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations ... + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent… more
    Bank of America (07/08/25)
    - Related Jobs
  • Director, Life/Health/Retirement Income - Life…

    USAA (Plano, TX)
    …not required, however, if there is an existing license and a business need, maintenance of FINRA Series 7 , 66 (or 63 and 65), 24, and 51 (or 53) may be required. ... a military spouse/domestic partner + Group 1 Life and Health license + CLU or CFP designation + 5 or more years of working experience with Life Insurance products… more
    USAA (06/17/25)
    - Related Jobs
  • Financial Advisor

    Atria Wealth Solutions (Fort Worth, TX)
    …(ie, Social Security, Education planning, Retirement planning, etc.) Required Qualifications: + Active Series 7 , 63/65 (or 66) licenses along with Life, Accident ... Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience delivering high quality service in all interactions with… more
    Atria Wealth Solutions (06/17/25)
    - Related Jobs