- TEKsystems (Fort Worth, TX)
- Description MUST HAVE SERIES 7 , 63 &/OR 66 Trade Desk, Mutual Fund Trader, incoming call center, 100% service, work with field office/financial advisors and ... per day Skills Trade Desk, customer service, Brokerage Experience, Series 7 , Series 63, ...experience Culture fit: niche market, focuses on military families for financial security, core values: love, courage, and effectiveness.… more
- Bank of America (Fort Worth, TX)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Fort Worth, Texas **To proceed with your application, you must be at least 18 years ... how we run our company and how we deliver for our clients, teammates, communities and shareholders every day....pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66.… more
- Raymond James Financial, Inc. (Austin, TX)
- …**Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 required. + Series 63, 65 and/or 66 as ... **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is… more
- PNC (San Antonio, TX)
- …and 63 within 180 days of employment. DCM (Loan Syndications & Equipment Finance) - SIE, Series 79, Series 7 , and 63 within 120 days of employment. ... and relationship development in Texas market * Drives accountability for business results and ensures appropriate training ,...Derivatives - SIE, Series 7 and 63 within 120 days… more
- Bank of America (Arlington, TX)
- …you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your ... training and on-boarding programs that set you up for success. * Get training and one-on-one...appropriate solutions. * Earn your Security Industry Essentials (SIE), Series 7 and Series 66… more
- TEKsystems (Fort Worth, TX)
- …calls from customers about trading, moving money, etc. + Average 30 + calls per day Skills Series 7 , series 63, series 66, customer service, trade desk, ... call center Additional Skills & Qualifications + Need Series 7 & 63 or 66 +...in a business setting is required, with a preference for experience in the financial services industry. + Required… more
- Bank of America (Sugar Land, TX)
- …you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your ... training and on-boarding programs that set you up for success. + Get training and one-on-one...appropriate solutions. + Earn your Security Industry Essentials (SIE), Series 7 and Series 66… more
- Bank of America (Dallas, TX)
- …you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your ... training and on-boarding programs that set you up for success. + Get training and one-on-one...appropriate solutions. + Earn your Security Industry Essentials (SIE), Series 7 and Series 66… more
- TIAA (Dallas, TX)
- …Years Preferred + No Advanced Degree Required, Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 24 **Physical ... of services; ensures that other retail operations are fulfilled for the bank. **Key Responsibilities and Duties** + Provides...Advanced Degree Required **Career Level** 7PL **Required** : + Series 7 , 63, and 24 completed within… more
- Charles Schwab (Houston, TX)
- …opportunity for you. **What you have** **Required** **qualifications** + Active and valid Series 7 license + Active and valid Series 66 (63/65) license ... provide investment guidance and support to clients. You will be responsible for increasing branch revenue while expanding its client base. Additionally, you will… more
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