- Bank of America (Bellaire, 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 + Bi-lingual Spanish speaking **Skills:** + Advisory… more
- 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 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
- Athene (TX)
- …Athene's presence in the Bank Channel. The VP will partner with the Division Sales VP in developing and leading the wholesaling efforts with our clients. The RVP ... ideally Houston. Accountabilities: + Work closely with VP, Division Sales Manager to develop appropriate business plan to increase...Annuity and RILA Marketplace. + Life & Health, FINRA Series 7 and Series 63 licenses. Must… more
- TIAA (Frisco, TX)
- …to maintain a book of business and meet or exceed annual sales targets. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 3+ ... Years Required; 5+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Physical Requirements** +… more
- Truist (Houston, TX)
- …the needs of the individual analyst, may work closely with Capital Markets, sales , and trading to help leverage the analyst's research product into the institutional ... Required: the SIE and the 7 Top Off (or Series 7 for those licensed prior to October 2019),...communication skills and teaming ability. 6. Strong analytical and sales skills **Preferred Qualifications:** 1. Advanced Degree and/or CFA… more
- TIAA (Dallas, TX)
- …**Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses ... to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). **Company Overview**… more
- Coast Guard Community Services Command (Galveston, TX)
- …01/30/2025 Announcement #: 6435 Opening Date: 03 Septemebr 2025 Pay Plan/ Series /Pay Band: NF-1101-03 Closing Date: Until Filled Work Schedule: Full-Time Position: ... Ideal candidate would have a strong retail background in sales and operations. 10% HIRING INCENTIVE *Subject to terms...Federal grade or NAF pay band held with job series , title, and dates held (if applicable); a statement… more
- TIAA (Frisco, TX)
- …changed course, ultimately arriving in entirely different career destinations including sales , learning, talent management and finance. Every TIAA associate receives ... even receive funding, coaching and support to pass FINRA Series 6 or 7 and 63 certification exams if...work environment - Banking, Call Center, Customer Service or Sales experience is helpful (though again, not required). While… more
- Thrivent Financial (Dallas, TX)
- …advisors have come from a variety of career backgrounds, including outside sales , account executives, real estate, client services, hospitality or event managers, ... within 90 days of hire - Life and Health, Series 7, Series 66 + State insurance...registered and insurance licensed in all 50 states + Sales experience + Previous experience with Salesforce (or a… more
- Wells Fargo (Houston, TX)
- …and servicing, investment banking, equity and fixed income solutions including sales , trading, and research capabilities to corporate, commercial real estate, ... analysis, valuation, and modeling. You will also prepare for Series 63, 79, and SIE license exams. Following training,...or academic initiatives **Licensing Requirements** FINRA registration for SIE, Series 63 (or 66), and Series 79… more