- Kestra Financial (Cypress, TX)
- …account reviews, report generation, and meeting documentation + Identify sales and asset retention opportunities, including viable alternatives when traditional ... objectives + Active engagement in client events, marketing and sales efforts on behalf of the firm; not required...independent financial services culture preferred Certificates, Licenses, Registration + Series 7 and 63 preferred + Series … more
- First National Bank of Omaha (Frisco, TX)
- …Packages **About This Role:** **Key Responsibilities:** + **Business Development:** Implement sales strategies and action plans to build networks and third-party ... in the investment or financial services industry. + FINRA Series 7 and 66 (or Series 63...development activities and effective relationship management experience. + Proven sales skills, preferably in the investment industry. + Ability… more
- Bank of America (Cross Roads, TX)
- …of client needs and potential product services recommended **Required Qualifications:** * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you ... that a passing score is received for the missing series within 60 days. * Has at least one...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *… more
- Charles Schwab (Westlake, TX)
- …expertise to send well-positioned business leads to our partners in Retail Sales , Education and Trader Business Development. Influence and close business for Retails ... Sales associates by presenting self-directed active trader clients and...that successful candidates should have. **Required Qualifications:** + Active Series 7, 63 licenses required. + Minimum **two years**… more
- Navy Federal Credit Union (El Paso, TX)
- …relationships as experience is gained. + Execute customer and broker purchase / sales orders of securities for current/new clients + Focus consulting for products ... take remedial actions + Monitor, track and report performance of individual sales plans and assigned strategies + Participate in development and implementation of… more
- Raymond James Financial, Inc. (El Paso, TX)
- …Performs reviews of client accounts. + Develops and implements plans to meet office sales goals. + Facilitates sales promotion activities such as seminars and ... required provided that an exemption or grandfathering cannot be applied. + Series 7 and 9 & 10 (or 8) required. + Series 63 & 65, or 66 as required by state. +… more
- Navy Federal Credit Union (North Richland Hills, TX)
- …with members and internal/external sources + Execute customer and broker purchase/ sales orders of securities for current/new clients + Identify prospective ... actions + Monitor, track and report performance of individual sales plans and assigned strategies for leadership + Participate...thresholds within a specified period of time + FINRA Series 7 and combination of NASAA Series … more
- Bank of America (Schertz, TX)
- …of client needs and potential product services recommended **Required** **Qualifications** : + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you ... that a passing score is received for the missing series within 60 days. + Has at least one...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +… more
- First National Bank of Omaha (Plano, TX)
- …Bluffs, Iowa Plano, Texas **About This Role:** + Business Development: Implement sales strategies and action plans to build networks and third-party referrals, ... in the investment or financial services industry. + FINRA Series 7 and 66 (or Series 63...development activities and effective relationship management experience. + Proven sales skills, preferably in the investment industry. + Ability… more
- Bank of America (Waco, TX)
- …licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you ... put your mind to. * Is comfortable in a sales role, finding ways to nurture strong relationships with...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *… more