- TIAA (Dallas, TX)
- …Experience** + 3+ Years Required; 5+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63 **Licenses and Certifications** + Life and ... Level** 7IC Related Skills Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact,… more
- NTT DATA North America (Irving, TX)
- …part of an inclusive, adaptable, and forward-thinking organization, apply now. NTT DATA's Client is currently seeking a Mainframe Developer to join their team in ... maintain Mainframe applications using COBOL, JCL, DB2, CICS, VSAM, IMS, MQ Series , and other mainframe technologies as required. Implement and managing CI/CD… more
- First Horizon Bank (Houston, TX)
- …OFFICE EQUIPMENT SKILLS** 1. Microsoft Office suite **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)** None required **About Us** ... of the office. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Collects key client /prospect data, analysis statements and assembles sales marketing collateral to aids… more
- Charles Schwab (Austin, TX)
- …Planning, Employee Benefits or equivalent experience in a Financial Services role + Series 7 & 66 licenses required and additional professional designation from ... to all. Driven by our purpose to champion every client 's goals with passion and integrity, we're committed to...Utilization of Salesforce to work lead flow and notate client interactions + High proficiency in consultative communication and… more
- Charles Schwab (Westlake, TX)
- …you have** **Required Qualifications:** + Undergraduate degree required + Active and valid FINRA Series 7 license required + Active and valid FINRA 66 licenses ... be joining a team that supports our Schwab Wealth Advisory clients. On this client -facing, in-bound phone team, you will be able to build on your growing expertise… more
- 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 ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Vanguard (Dallas, TX)
- …our benefits, visit: https://www.vanguardjobs.com/benefits-rewards/ Qualifications: + CFP(R) designation required . + Series 7 , 63 or 66 (or ability to acquire ... cash award tied to our collective company performance and client outcomes. When we succeed together, we all share...a book of business with a track record of client satisfaction and loyalty. + Apply trust and estate… more
- 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 ... and leverage cross-sell opportunities. + Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update … more
- Veterans Affairs, Veterans Health Administration (Houston, TX)
- …license from any US State or territory Work Schedule: Night shift 7 :30pm-8:00am rotating days (rarely), weekends, and holidays. Subject to change based on ... be required to complete pre-employment requirements (https://www.uscis.gov/i-9-central/form-i-9-acceptable-documents). Effective May 7 , 2025, driver's licenses or state-issued dentification cards that… more
- Veterans Affairs, Veterans Health Administration (Amarillo, TX)
- …unrestricted license from any US State or territory Work Schedule: Monday - Friday, 7 :30am - 4:30pm Telework: Not Available Virtual: This is not a virtual position. ... be required to complete pre-employment requirements (https://www.uscis.gov/i-9-central/form-i-9-acceptable-documents). Effective May 7 , 2025, driver's licenses or state-issued dentification cards that… more