- Truist (Fort Worth, TX)
- …and attributes of annuity products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. Candidates will be ... considered if they only have their Series 7 or 66 and can obtain...vacation (prorated based on date of hire and by full- time or part - time status) during… 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 ... 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
- Citigroup (San Antonio, TX)
- …relationship building skills (Banking, Cards, Mortgage, etc.) + Required current US FINRA Registration: SIE, Series 7 , Series 63, Series 9, Series ... processes. The Wealth Services Resource Specialist will be a part of a team comprised of specialists with a...Family Group:** Consumer Sales **Job Family:** Consumer Sales Support ** Time Type:** Full time **Primary Location:** San… more
- Raymond James Financial, Inc. (Frisco, TX)
- …+ SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 & 66 required. + Life, Health and Variable Annuity or ... sound financial advice and counsel consistent with our client's objectives, time horizon, and risk tolerance. AMP offers comprehensive education, training and… more
- 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
- Truist (Dallas, TX)
- …experience in the financial services industry 3. FINRA: Maintains proper licenses including Series 7 , Series 66, Life, Health, and Variable insurance ... the relationship teams and deliver Purpose Driven Wealth experience. 7 . Document all client interactions via CRM system. 8....vacation (prorated based on date of hire and by full- time or part - time status) during… 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 ... relationship teams and deliver Legal Specialty Group value proposition. 7 . Document all client interactions via CRM system. 8....vacation (prorated based on date of hire and by full- time or part - time status) during… more
- Veterans Affairs, Veterans Health Administration (Mcallen, 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 ... hired or reassigned to LPMHC positions in the GS-0183 series in VHA must hold a full, current, and...and written English in accordance with VA Handbook 5005, Part II, Chapter 3, Section A, paragraph 3j. May… more
- American Airlines (Dallas, TX)
- …when the financial advisor is not available + Current and valid Securities license: FINRA Series 7 , 63/65 or 66 and appropriate state insurance license with a ... world of possibilities, both at work and during your time off? Join our American Airlines family, and you'll...other states + Current and valid Securities license: FINRA Series 7 , 63/65 or 66 and appropriate… more
- USAA (San Antonio, TX)
- …appointments within 90 days of job entry. + RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7 , 66 (or 63 and 65), 24, and 51 (or 53), and/or ... how we treat each other and our members. Be part of what truly makes us special and impactful....service or a military spouse/domestic partner + Current/Active FINRA Series 7 , 66 (or 63 and 65),… more