• Capital Markets Managing Director Public Finance…

    PNC (Austin, TX)
    …with Senior Management for the alignment of department's strategic goals. Licenses Required: SIE, Series 52 & 63, Series 53 (79 optional). Other licensing may be ... **Competencies** Decision Making and Critical Thinking, Effective Communications, Financial Analysis , Financial Engineering, Financial Services Industry, Products and Services,… more
    PNC (05/02/25)
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  • Director, Wealth Client Relationship Management

    TIAA (Dallas, TX)
    …**Work Experience** + 5+ Years Required; 7+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66; ... in wealth management or financial services + FINRA registrations: Series 7 and either Series 66 or...to explain complex financial concepts + Proficiency with financial analysis tools and wealth management software Related Skills Business… more
    TIAA (07/26/25)
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  • Merrill Market Client Relationship Manager

    Bank of America (The Woodlands, TX)
    …and experience with Bank of America and Merrill Products & Services, Trend Analysis , Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams ... policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or ...Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills… more
    Bank of America (05/24/25)
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  • Merrill Market Client Relationship Manager

    Bank of America (Austin, TX)
    …prioritizing, inspecting and appropriately delegating team work. **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND ... Series 65), Series 9 AND Series 10 (or Series 8) or equivalent...Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service, problem resolution, and… more
    Bank of America (06/27/25)
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  • Wealth Management Client Relationship Manager

    TIAA (Frisco, TX)
    …Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we ... utilizing interpersonal communication and relationship building skills. + Manages time and resources efficiently and effectively to bring compounding value… more
    TIAA (07/23/25)
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  • Financial Solutions Advisor - Registration…

    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...lieu of 66) though structured lessons and dedicated study time . You must obtain your SIE within 30 days… more
    Bank of America (07/24/25)
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  • Financial Solutions Advisor Registration Candidate…

    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...lieu of 66) though structured lessons and dedicated study time . You must obtain your SIE within 30 days… more
    Bank of America (07/22/25)
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  • Senior Financial Planner (Central Advice Group)

    TIAA (Dallas, TX)
    …plans for Wealth Management clients while maintaining quality, content, and cycle time service level agreements. + Provides planning points via coaching calls or ... **Work Experience** + 3+ Years Required; 5+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses… more
    TIAA (06/18/25)
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  • Financial Planner (Central Advice Group)

    TIAA (Dallas, TX)
    …plans for Wealth Management clients while maintaining quality, content, and cycle time service level agreements. + Assists teams within wealth management advisory ... **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses… more
    TIAA (07/09/25)
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  • Systems Engineer - Level 2

    Lockheed Martin (Fort Worth, TX)
    …quick delivery\. \-Ability to apply statistical methods to analyze time series data including design of experiments, regression analysis , and hypothesis ... \-Ability to develop and implement statistical models to predict outcomes of time series data\. \-Experience using Python\. \-Experience with Artificial… more
    Lockheed Martin (07/12/25)
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