Broker Dealer Jobs in Texas

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Search Results - Broker Dealer Jobs in Texas

Remote Financial Advisor Assistant

REMOTE ADVISOR RESOURCES-Corpus Christi-yesterday

or Broker-Dealer practices. Responsibilities • Client service and advisor support • New account opening, transfers, and account maintenance • CRM management (Redtail, Wealthbox, Salesforce) • Working within advisor platforms such as LPL Financial...

Advisor Experience Specialist

Cetera Financial Group-Dallas-today

LifeLock, Pet Insurance and more. About Cetera Financial Group: Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company...

Project Manager - Bilingual

moomoo-Dallas-workable.com-yesterday

About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our...

Client Associate

RubinBrown Executive Recruiting (Formerly ABACUS Recruiting)-St Louis-today

What You Offer: • 3+ years experience in similar role • Client service experience in an RIA and/or broker/dealer • Experience managing confidential information • Professional presentation and work-style • Enjoys serving in a role with a variety...

Operations Representative

Houston-icims.com-today

to address shareholder and financial professional needs and improve overall service. • Work closely with selected broker dealer back offices and custodial relationships by being the point of contact for operational inquiries, procedural information, issue...

Senior Product Marketing Specialist

Cetera Financial Group-Dallas-today

broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial...

Financial Advisor

Houston-icims.com-1 week ago

a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. • Individuals...

Senior Alternative Investment Wholesaler

Bridge Homes-Houston-appcast.io-1 week ago

fundraising results across the full suite of Bridge plus Apollo’s Real Estate product suite, with a focus on the major Wirehouses, Registered Investment Advisor (RIA) and Independent Broker Dealer (IBD) client segments. The (West/East/Etc.) Real Estate Senior...

Financial Professional(Bilingual Vietnamese)

New York Life-Little Elm-talentnest.com-2 weeks ago

subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds^(1) through our broker-dealer arm, NYLIFE Securities LLC (member...

12 similar jobs: Fairview, Murphy, Celina, Allen, Lucas...

External Wholesaler - MoneyGuard

Lincoln Financial Group-Dallas-appcast.io-1 week ago

our solutions and service to help put their goals in reach. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation...

Co-Founder & CEO - AI RIA Compliance

FutureSight-Austin-workable.com-1 week ago

FutureSight is hiring an experienced and visionary Founding CEO to lead the launch of a new AI Compliance venture serving SEC- and FINRA-regulated firms. Today, compliance teams at RIAs and broker-dealers spend countless hours manually reviewing...

7 similar jobs: New York, Chicago, Boston, San Francisco, Seattle...

Sr. Accountant

Robert Half-Dallas-roberthalf.com-1 month ago

structure chart. • Prepare financial statements, reconciliations, and flux reviews for a wholly-owned Broker-Dealer entity, ensuring quarterly submissions and supporting annual audits. • Develop equity method accounting entries and consolidation accounting...

Fast Track into Managment (Bilingual Vietnamese)

New York Life-Frisco-talentnest.com-2 weeks ago

subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long term care insurance, disability income insurance and investment products such as mutual funds through our broker-dealer arm...