- Kestra Financial (Bellaire, TX)
- …advisor. Qualifications: * Bachelor's Degree preferred * Active 7 , 63 and 65, or Series 7 and 66 preferred * Texas Insurance License ideal * 3 years or ... . Process distributions, Roth conversions, and other transactions. . Respond to client inquiries. . Scheduling meetings with clients. . Assist clients with website… more
- JPMorgan Chase (Dallas, TX)
- …**Required qualifications, capabilities, and skills:** + Bachelor's degree or equivalent experience + Series 7 & 66 licenses upon hire or must successfully ... allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business support to… more
- Charles Schwab (Westlake, TX)
- …Qualifications:** . **Must be able to read, write, and speak in Spanish required.** . Series 7 & 63 licenses required OR a condition of employment to ... **Your opportunity** As a **International Client Service Associate** , you will service international...subjects via the phone. . Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and… more
- Cardinal Health (Lewisville, TX)
- **_What IT Client Support contributes to Cardinal Health_** IT Client Support is responsible for providing Tier 2+ support for software and hardware devices ... technologies, and associated peripherals. **_Responsibilities_** + Demonstrates knowledge of client and warehouse hardware, software, operating systems, network configuration,… more
- Bank of America (San Antonio, TX)
- …registration may result in disciplinary action up to and including termination. Requirements: Either SIE, Series 7 and 66 registrations or SIE, Series 7 , ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...of advice and accompanying solutions **Required Qualifications:** + Either Series 7 and 66 licenses or … more
- Bank of America (Dallas, TX)
- …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...on the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide… more
- City National Bank (Austin, TX)
- …in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to ... accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly… more
- Bank of America (Temple, TX)
- …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...appropriate solutions. + Earn your Security Industry Essentials (SIE), Series 7 and Series 66… more
- Bank of America (Mckinney, TX)
- …where you receive dedicated and personalized classes for your **Securities Industry Essentials [SIE], Series 7 and Series 66 Exams** . Once you obtain ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...appropriate solutions. + Earn your Security Industry Essentials (SIE), Series 7 and Series 66… more
- TIAA (Dallas, TX)
- …up and closing both education and growth related opportunities. A consultant has their series 7 , 66 and Health/Life licensing in all 50 states. This role ... asset growth, applicable plan advice, referrals, voice of the client surveys and other goals ensuring a good ...+ No Experience Required **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; … more