- Comerica (Dallas, TX)
- Job Description Registered Client Service AssociateThe Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to ... multitask. Responsibilities This position holds responsibilities in 4 primary categories: Sales Support, Compliance, Customer Service, and Teamwork. Some of the… more
- Citigroup (San Antonio, TX)
- The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external ... to banking and /or investment operations - including placing unsolicited securities trades ( Series 7 & 63 required). + Ensures customer claims and complaints are… more
- Citigroup (San Antonio, TX)
- …to banking and /or investment operations - including placing unsolicited securities trades ( Series 7 & 63 required). + Ensures customer claims and complaints are ... Responsible for executing specific client contact campaigns as defined by Sales Management/Segments. + Responsible for proactively contacting clients to identify… 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
- Bank of America (Kingwood, TX)
- …Stage I must have a general awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must be obtained within 120 days; Series 7 and ... required industry licensing + Displays confidence working in a sales role + Builds strong client relationships through effective...minimum of one year of financial services industry or sales experience + Learns and adapts to new technology… more
- Truist (Dallas, TX)
- …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 ... 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 7, Series 24, Series ...experience leading or managing a team responsible for direct sales in a financial services environment. 6. Demonstrated ability… more
- Bank of America (Houston, TX)
- …drive business results * Manages the financial planning and asset-based relationship sales process * Engages with Financial Center Advisors, coaching for strategic ... drivers and successful professional growth and development * Manages sales using growth plans in Sales Force...and appropriately delegating team work **Required Qualifications:** + Has Series 7 and 66,or is able to obtain any/all… 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
- Thrivent Financial (Houston, TX)
- …and their ability to serve clients. This role is responsible for driving total sales for their area that to contribute to Thrivent's overall growth goals of capacity ... and total sales . The AVP must possess strong skills to execute...management, fee-based planning, mutual funds, and securities. + FINRA Series 7, 63/65 or 66 required or obtained within… more
- Huntington National Bank (Austin, TX)
- …profitable customer relationships within a targeted market segment by coordinating all sales and service efforts. + Required metrics for the licensed Commercial ... more years of Large Government/Higher Education/Non-Profit Lending related experience + Series 52 or Series 7 license Preferred Qualifications: + Series 63… more