• VP- Branch Manager- Houston, TX (Memorial City)

    Charles Schwab (Houston, TX)
    …may be the opportunity for you. **What you have** **Required** **qualifications** + Active and valid Series 7 license + Active and valid Series 66 ... be obtained within a 90-day condition of employment) + Active and valid Series 9/10 license required (may be obtained within a 90-day condition of employment) +… more
    Charles Schwab (08/02/25)
    - Related Jobs
  • Huntington Commercial Bank Relationship Manager,…

    Huntington National Bank (Austin, TX)
    …of Large Government/Higher Education/Non-Profit Lending related experience + Series 52 or Series 7 license Preferred Qualifications: + Series 63 ... licenses + Knowledge of all bank products and continual development of product expertise. + Possess proficiency in credit fundamentals and can determine the appropriate risks on new and prospective customers and transactions so that all relationships are… more
    Huntington National Bank (08/01/25)
    - Related Jobs
  • VP, Senior Wealth Consultant - Ultra High Net…

    Charles Schwab (Westlake, TX)
    …CFP, CFA, MBA, CHFC, CPWA) highly preferred **Required Qualifications** + Active & valid FINRA Series 7 license required + Active & valid FINRA Series ... & Health insurance (or may be obtained within 90 days of employment) + 7 + years financial services industry experience + 2+ years Ultra- HNW client experience… more
    Charles Schwab (07/31/25)
    - Related Jobs
  • Financial Consultant (FSB)

    Charles Schwab (Austin, TX)
    …quality service and the ability to implement our strategy. Required skills include: + Active FINRA Series 7 license + Series 66 (63/65) license ... + Life & Health Insurance license ( license (s) may be obtained under a 120 day condition of employment) Preferred: + Minimum of 5 years of financial experience +… more
    Charles Schwab (08/01/25)
    - Related Jobs
  • Sr. Team Manager, Centralized Planning Group

    Charles Schwab (Westlake, TX)
    …you have:** Required Qualifications: + Bachelor's degree + CFP(R) designation + Active and valid FINRA Series 7 license + Active and valid FINRA Series ... our clients' financial lives. As Fiduciaries, we bring expertise across Schwab's 7 Wealth Management topics in conjunction with powerful technology to inspire… more
    Charles Schwab (07/31/25)
    - Related Jobs
  • VP, Financial Consultant

    Charles Schwab (San Antonio, TX)
    …role is for you. **What you have** **Required Qualifications:** + A valid and active FINRA Series 7 license required + Obtaining or acquiringFINRA Series ... consolidation, networking, and earning client referrals. If you currently have your securities license , enjoy working in a team setting, and share our passion for… more
    Charles Schwab (07/30/25)
    - Related Jobs
  • Mid-Level Retirement Income Specialist

    USAA (Plano, TX)
    …maintenance or ability to acquire within 90 days of hire. + Required maintenance of FINRA Series 7 license . + Required maintenance of FINRA Series 66 ... (or 63 and 65) license . + Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions. + 4 years of… more
    USAA (07/14/25)
    - Related Jobs
  • Wealth Consultant Partner - UHNW

    Charles Schwab (Westlake, TX)
    …are: + Bachelor's degree or equivalent work related experience + A valid and active Series 7 license is required (may be obtained under a condition ... of employment) + A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment) + Notary certification (may be… more
    Charles Schwab (07/30/25)
    - Related Jobs
  • Transition Consultant | New Advisor Transitions…

    Raymond James Financial, Inc. (Austin, TX)
    …(prior to start) _provided that an exemption or grandfathering cannot be applied._ + ** Series 7 License ** **required,** _or ability to obtain within 120 ... days._ + ** Series 63 (or 66) License ** **required** , _or ability to obtain within 120 days._ more
    Raymond James Financial, Inc. (07/26/25)
    - Related Jobs
  • Wealth Advisor - Schwab Wealth Advisory

    Charles Schwab (Westlake, TX)
    …opportunity for you. **What you have** **Required Qualifications:** + Bachelor's degree + Active FINRA Series 7 license + _(May be obtained with a 120-day ... CFP(R) designation or CFA(R) designation holders, verified before hire)_ + Active FINRA Series 66 license + _(May be obtained within the first 120 days)_ + Three… more
    Charles Schwab (07/24/25)
    - Related Jobs