• Service Associate (Remote) - Series…

    Raymond James Financial, Inc. (TX)
    …**Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 required. + Series 63, 65 and/or 66 as ... deadlines in a fast-paced, task-oriented work environment. + Identify time sensitive items and assess competing priorities. + Take...person and virtually. + Work both independently and as part of a cohesive team. + Provide a high… more
    Raymond James Financial, Inc. (07/03/25)
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  • Capital Markets Managing Director Public Finance…

    PNC (Austin, TX)
    …and 63 within 180 days of employment. DCM (Loan Syndications & Equipment Finance) - SIE, Series 79, Series 7 , and 63 within 120 days of employment. ... Derivatives - SIE, Series 7 and 63 within 120 days...Derivatives - SIE, Series 7 and 63 within 120 days of employment. FIG...about these and other programs, including benefits for full time and part - time employees, visit… more
    PNC (05/02/25)
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  • Advisor Development Program Financial Solutions…

    Bank of America (Dallas, TX)
    …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your ... home, building a family or planning for retirement. As part of our commitment, we are looking for the...on the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide… more
    Bank of America (07/22/25)
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  • Financial Solutions Advisor - Registration…

    Bank of America (Sugar Land, TX)
    …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your ... home, building a family or planning for retirement. As part of our commitment, we are looking for the...appropriate solutions. * **Earn your Security Industry Essentials (SIE), Series 7 and Series 66… more
    Bank of America (07/16/25)
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  • Financial Solutions Advisor Registration…

    Bank of America (Dallas, TX)
    …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your ... home, building a family or planning for retirement. As part of our commitment, we are looking for the...appropriate solutions. * Earn your Security Industry Essentials (SIE), Series 7 and Series 66… more
    Bank of America (06/13/25)
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  • Equity Research Associate - IT Services

    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 ... 5. Formulates investment ideas. 6. Writes draft research commentary. 7 . Depending on experience and the needs of the...vacation (prorated based on date of hire and by full- time or part - time status) during… more
    Truist (07/04/25)
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  • Financial Advisor Trainee

    Raymond James Financial, Inc. (Frisco, TX)
    …**Licenses/Certifications:** * SIE required provided that an exemption or grandfathering cannot be applied. * Series 7 and Series 66 or the ability to obtain ... are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. * Seeks expertise of internal resources… more
    Raymond James Financial, Inc. (06/24/25)
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  • Premier Region Director

    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 ... exceed minimum performance standards specific to investments and insurance. 7 . Excellent organization, communication, and time management...vacation (prorated based on date of hire and by full- time or part - time status) during… more
    Truist (07/16/25)
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  • Wealth Advisor

    TIAA (Frisco, TX)
    …Preferred **Work Experience** + 3+ Years Required; 5+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to...through client referrals. **Key Responsibilities and Duties** + Manages time and resources efficiently and effectively + Develops and… more
    TIAA (07/19/25)
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  • Advisor Consultant

    Neuberger Berman (Dallas, TX)
    …collaborate within internal teams + Desire to contribute to the building of a nascent business + Series 7 , 63/65 or Series 7 , 66 required + Series ... specific investment goals, objectives, and processes. ~60% of the time will be spent in Texas, with the remainder...which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a… more
    Neuberger Berman (07/14/25)
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