- 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 ...linked to performance (for example, annual discretionary incentive programs, non -annual sales incentive plans, or other … more
- Huntington National Bank (Austin, TX)
- … or more years of Large Government/Higher Education/ Non -Profit Lending related experience + Series 52 or Series 7 license Preferred Qualifications: + ... profitable customer relationships within a targeted market segment by coordinating all sales and service efforts. + Required metrics for the licensed Commercial… more
- TIAA (Frisco, TX)
- …Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... **Required:** + 2+ years of financial services experience. + Series 7 , 66 (63 and 65), and...linked to performance (for example, annual discretionary incentive programs, non -annual sales incentive plans, or other … more
- Truist (Houston, TX)
- …to perform the essential functions. 1. BA/BS degree 2. Licenses Required: the SIE and the 7 Top Off (or Series 7 for those licensed prior to October ... initiating C-suite corporate access resources to institutional equity clients including non - deal roadshows, conferences, field trips, bus tours, and conference… more
- TIAA (Frisco, TX)
- …Preferred **Work Experience** + 3+ Years Required; 5+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... incentive program linked to performance (for example, annual discretionary incentive programs, non -annual sales incentive plans, or other non -annual… more
- TIAA (Dallas, TX)
- …Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... incentive program linked to performance (for example, annual discretionary incentive programs, non -annual sales incentive plans, or other non -annual… more
- TIAA (Dallas, TX)
- …Preferred **Work Experience** + 3+ Years Required; 5+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... incentive program linked to performance (for example, annual discretionary incentive programs, non -annual sales incentive plans, or other non -annual… more
- Truist (Dallas, TX)
- …products for the mass affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 7 , Series 24, Series 66 or 65/63 registrations ... team of Premier Bankers (In-Market and/or Virtual) to deliver the Truist Premier sales and service model achieving revenue and production goals by retaining and… more
- Truist (Houston, TX)
- …2. 5- 7 years or more of banking experience in portfolio-oriented roles 3. FINRA: Series 7 , Series 66, Life, Health, and Variable insurance licenses and ... Act 6. Proven success in the acquisition of new personal client relationships. 7 . Demonstrated experience and success in meeting sales goals, identifying and… more
- Bank of America (Dallas, TX)
- …negotiating with a team of bank associates to solve client problems. + Securities Industry Essentials (SIE), Series 7 & 63(Must obtain SIE, series 7 & 63 ... Education, and Not- For- Profits (charitable, cultural, social and leading Non -Governmental organizations); with annual revenues starting at $50 million and with… more
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