- Wells Fargo (Austin, TX)
- …Experience recommending financial services products and services + Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify ... may include most Saturdays + Adherence to Wells Fargo sales practices risk management culture + Current registration for...practices risk management culture + Current registration for FINRA Series 6 and Series 63 (or FINRA… more
- TIAA (Dallas, TX)
- …**Work Experience** + 5+ Years Required; 7+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66; ... Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales , TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management… more
- Bank of America (Fort Worth, TX)
- …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, ... appropriate solutions. * Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63...put your mind to. * Is comfortable in a sales role, finding ways to nurture strong relationships with… more
- Bank of America (Lake Worth, TX)
- …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, ... appropriate solutions. * **Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses** (63...put your mind to. * Is comfortable in a sales role, finding ways to nurture strong relationships with… more
- Bank of America (Houston, TX)
- …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, ... appropriate solutions. + Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63...minimum of one year of financial services industry or sales experience **Skills:** * Advisory * Account Management *… more
- …three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environments. ~or~ * An equivalent combination ... * SIE required provided that an exemption or grandfathering cannot be applied. * Series 7 and Series 66 or the ability to obtain them within four (4) months from… more
- Raymond James Financial, Inc. (Frisco, TX)
- …three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environments. ~or~ * An equivalent combination ... * SIE required provided that an exemption or grandfathering cannot be applied. * Series 7 and Series 66 or the ability to obtain them within four (4) months from… more
- Raymond James Financial, Inc. (Frisco, TX)
- …AMP offers comprehensive education, training and mentorship of both technical and sales skills. The holistic approach of the program fully positions new advisors ... and a minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred. + OR… more
- Bank of America (Houston, TX)
- …the full EGP Specialist role. This position operates in a marketing and sales development role by implementing and executing the Elite Growth Practice. Specific ... achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses...and Modeling + Wealth Planning **Required Qualifications:** + Either Series 7 and 66 licenses or Series … more
- Truist (Fort Worth, TX)
- …time frame required for presentation and answering of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and ... to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from… more