- 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 ... more experience in financial services * Excellent written and oral communication skills * Ability to prioritize tasks and meet deadlines * Strong client service orientation * Outgoing, friendly personality a plus * Familiarity with NFS, Redtail, and Emoney a… more
- TIAA (Frisco, TX)
- …Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required within 120...**Required:** + 2+ years of financial services experience. + Series 7 , 66 (63 and 65), and… more
- Wells Fargo (Rockwall, TX)
- …Experience recommending financial services products and services + Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify ... for immediate registration + State Insurance license (s) + 3+ years of experience in a licensed...practices risk management culture + Current registration for FINRA Series 6 and Series 63 (or FINRA… more
- TIAA (Frisco, TX)
- …associates up for success. You can even receive funding, coaching and support to pass FINRA Series 6 or 7 and 63 certification exams if you are not currently ... + No Experience Required **FINRA Registrations** + SRC Indicator: Series 6 or 7 ; Series ...63 **Licenses and Certifications** + Life and Health Insurance License (Multi-state) - Multiple Issuers required within 120 Days… more
- TIAA (Dallas, TX)
- …relationships with affluent clients or equivalent experience; Required **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) - Certified… more
- Veterans Affairs, Veterans Health Administration (San Antonio, TX)
- …the computer access agreement that the employee signs. Work Schedule: Monday-Friday 7 :30AM-4:00pm 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
- Regions Bank (Plano, TX)
- …Standards act and is not eligible for overtime pay. This position is incentive eligible. **Requirements** + Series 7 + Series 63 & 65 or Series 66 + ... Life Insurance License must be obtained within 60 days from employment start date **Preferences** + Bachelor's degree + Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist + Two (2) years of Financial Advisory… more
- Vanguard (Dallas, TX)
- …This job requires a regulatory license and/or registration (eg FINRA, NASAA). The SIE, Series 7 , and Series 66 are required to be obtained within ... department guidelines. + CFP(R) preferred, with a commitment to pursue the designation. We offer a corporate CFP program to support crew in acquiring the certification. + Regulatory licenses and/or registrations as determined by Compliance based on… more
- Truist (Fort Worth, TX)
- …the features and attributes of annuity products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses (or 63 & 65 in ... such as GTC expiration dates and settlement. 3. Process corporate actions where a license is warranted, such as tender offers, optional dividends and the exercise of… more
- Veterans Affairs, Veterans Health Administration (San Antonio, TX)
- …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 ... Foreign Language Internet-Based Test (TOEFL iBT) Licensure: Full, current and unrestricted license to practice pharmacy in a State, Territory, Commonwealth of the… more