Series 7 Jobs in Houston
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Search Results - Series 7 Jobs in Houston
Goodwin Recruiting-Houston
credentials (Series 65, or Series 7 + 66, or equivalent)
• Strong client-facing presence with the ability to manage complex financial relationships independently
• Entrepreneurial mindset with enthusiasm for fintech and technology-enabled advisory models...
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G&A Partners-Houston
is required
Certifications/Licenses:
• Life & Health, Property & Casualty, or Series 7 licensing is preferred
• CPA or CFP certification is preferred
• Valid driver’s license and good driving record
Physical Requirements:
Activity, Frequency
• Sitting...
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Fidelity Investments-Houston
but powerful values set us apart from our competition.
The Expertise You Have
• Series 7 required
• Series 63 or ability to obtain within 90 days
• 2-3 years of previous financial services experience
The Skills You Bring
• Broad based knowledge...
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Empower-Houston
department and firm initiatives.
What You Will Bring:
• FINRA Series 7, 63, and 65 (or 66) registrations required.
• 3+ years of financial industry experience with demonstrated sales success required.
• Exceptional listening, verbal, and presentation skills...
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Bridge Homes-Houston
applications.* Working knowledge of database and web-based applications, with a priority towards tools used to execute Wealth sales.* FINRA Series 7 and 66 Licenses required (24 may be required)* Preference for investment industry designations (e.g., CFA, CIMA...
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appcast.io -
RK Partners-Houston
can focus on activities that get results. Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC.
Responsibilities
• Prospecting...
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talentnest.com -
Houston
Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
• Performance-based earnings and revenue^1:
• Average advisor annual earnings...
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icims.com -
FIRST SERVICE CREDIT UNION-Houston
and succession planning support from PFG’s leadership team
• A collaborative environment focused on member relationships—not sales quotas
Ideal Candidate
• Licensed Financial Advisor (Series 7 and 66 required)
• 2+ years of client-facing advisory experience...
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gnahiring.com -
Houston
operations.
• Ability to obtain Series 7 and 63 licenses after 12 months of employment in good standing.
• Excellent verbal and written communication skills.
• Skilled in using Microsoft Word, Excel, and Outlook efficiently.
• Empathy and patience when...
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icims.com -
The Noble Group-Sugar Land, 9 mi from Houston
external partners to ensure seamless service.
Qualifications & Experience
• 2+ years in financial services, wealth management, banking, or a client-facing professional environment preferred.
• Must have or be in the process of Series 7
• Bachelor’s degree...
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