- 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
- 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
- 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
- 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 ... A Bachelor's degree in Business, Economics, or Finance + 7 years of experience sales and client management experience...meet individual needs today and in the future. Your salary will be commensurate with your work experience and… more
- 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 ... + Retirement Income Certified Professional Designation (RICP) Compensation range: The salary range for this position is: $69,920.00 - $133,620.00. **Compensation:**… more
- JPMorgan Chase (Katy, TX)
- …and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the ... and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60...We offer a competitive total rewards package including base salary determined based on the role, experience, skill set… more
- Charles Schwab (The Woodlands, TX)
- …role is for you. **What you have** **Required Qualifications:** + A valid and active FINRA Series 7 license required + Obtaining or acquiringFINRA Series ... **Your opportunity** **In addition to the salary range, this role is also eligible for...earning client referrals. If you currently have your securities license , enjoy working in a team setting, and share… more
- JPMorgan Chase (Webster, TX)
- …and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required + If you were registered ... Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting...We offer a competitive total rewards package including base salary determined based on the role, experience, skill set… more
- Charles Schwab (Westlake, TX)
- …planning capabilities. **What you have** + CFP(R) designation required + Active and valid FINRA Series 7 license required + Active and valid FINRA Series ... to anticipate and resolve problems on own initiative. **In addition to the salary range, this role is also eligible for bonus or incentive opportunities.** **What's… more
- Charles Schwab (Austin, TX)
- …+ CFP(R) designation or CFA(R) designation + Bachelor's degree + Active and valid FINRA Series 7 license + _May be obtained with a 120-day condition ... of employment_ + Active and valid FINRA Series 66 license required + _May be...financial services industry highly preferred **In addition to the salary range, this role is also eligible for bonus… more