- Bank of America (Dallas, TX)
- …+ Securities Industry Essentials (SIE), Series 7 & 63(Must obtain SIE, series 7 & 63 license within 180 days of start date) **Desired Skills:** + ... Undergraduate degree in related field or equivalent work experience. MBA desirable. + Existing knowledge of the market preferred. + Active member/participation in local community organizations. + Highly desirable to have active networking contacts and Centers… more
- Robert Half Finance & Accounting (Houston, TX)
- …schedule. Must be local to the Houston area or willing to relocate. Must have a Series 7 license . The ideal candidate will have several years of experience ... growing and managing a portfolio of $1M+. High commission potential. Please email your resume to Alyssa.white@roberthalf for immediate consideration! Constantly upgrading technology High-end office space Superior Investment Models Lead Generation provided to… more
- Charles Schwab (Westlake, TX)
- …**What you have** **Required Qualifications:** + Undergraduate degree required + Active and valid FINRA Series 7 license required + Active and valid FINRA 66 ... licenses required (may be obtained with a 120-day COE) + Minimum 2 year of experience in the financial services industry working directly with clients **Preferred Qualifications:** + Experience servicing high-net-worth clients + General understanding of… more
- 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 employment) + 10 years of experience in business development and relationship management with a proven record of success + 10 years of experience with wealth management - financial planning and investment planning **Preferred Qualifications** +… more
- First Horizon Bank (Dallas, TX)
- …AND OFFICE EQUIPMENT SKILLS** + Microsoft Office suite **CERTIFICATES, LICENSES, REGISTRATIONS** (Ex: CPA, Series 6 or 7 license , etc) + None required ... and/or abilities required in this position: + Bachelor (4-year college) degree and 5- 7 years of experience or equivalent combination of education and experience +… more
- First Horizon Bank (Dallas, TX)
- …development and Cloud Based Data Development a plus. **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license , etc)** None required **About ... Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First… more
- First Horizon Bank (Dallas, TX)
- …Office Suite including Word, Excel and PowerPoint **CERTIFICATES, LICENSES, REGISTRATIONS** + (Ex: CPA, Series 6 or 7 license , etc) + Certified Treasury ... Professional (CTP) desirable **Hours** : + Monday - Friday + 8:00 AM - 5:00 PM **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential… more
- First Horizon Bank (Dallas, TX)
- …management systems and payment platforms is preferred. **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license , etc)** + Certified Treasury ... Professional (CTP) or similar certification is a plus **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.… more
- First Horizon Bank (Houston, TX)
- …AND OFFICE EQUIPMENT SKILLS** 1. Microsoft Office suite **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license , etc)** None required **About ... Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First… more
- Comerica (Houston, TX)
- … years developing and executing sales and marketing plans + Series 7 + Series 66 + State Insurance License Preferred: + CFP or CTFA, CFA, CPA, JD, or MBA ... Qualifications:Minimum: + A Bachelor's degree in Business, Economics, or Finance + 7 years of experience sales and client management experience in Wealth Management… more