Series 7 Jobs in Plano
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Search Results - Series 7 Jobs in Plano
Kyler Professional SearchPlanojobvertise.com
onboarding, ongoing education, and leadership committed to your success.
What Were Looking For
• Active or eligible FINRA registration (SIE, Series 7, and 63/65 or 66 required; certain designations may substitute...
Bankers LifeMckinney, 11 mi from Plano
applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®)
• High level of self-motivation; ability to accomplish goals independently
• History of success in sales, competitive roles, client services, or client...
Steward PartnersDallas, 6 mi from Plano
beneficial
• FINRA Series 7 and 66 (or 63 and 65) preferred
• Highly detail-oriented with superior organizational skills and ability to prioritize tasks
• Follow-up to ensure resolution and completion of tasks
• Provide a high level of customer service...
Bank of AmericaMckinney, 11 mi from Planomindmatch.ai
or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
Possesses industry knowledge and an understanding of investment products
Has experience working with clients, quickly fulfilling their needs...
Bankers LifeMckinney, 11 mi from Plano
licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®)
• High level of self-motivation; ability to accomplish goals independently
• History of success in sales, competitive roles, client services...
Cetera Financial GroupDallas, 6 mi from Plano
What You Need to Have:
• Minimum 3 years of Service, Sales Support and/or Relationship Service Experience
What's Nice to Have:
• SIE and Series 7 (Desired)
• Bachelor’s Degree (Preferred)
Travel Requirement:
• Up to 10% for Face-to-Face Issue...
LongbridgeDallas, 6 mi from Plano
Experience managing Zendesk or similar customer service ticketing platforms.
• Background in fintech or brokerage environments.
• Understanding of ACH, wires, trading fundamentals, and the brokerage account lifecycle.
• FINRA SIE and/or Series 7 licenses....
Charles SchwabDallas, 6 mi from Plano
the status quo," this role has specific qualifications that successful candidates should have.
REQUIRED QUALIFICATIONS:
• Active Series 7, 63 licenses required.
• Excellent communicative skills, both oral and written, and can succinctly explain complex...
Steward PartnersDallas, 6 mi from Plano
maintenance
Skills, Experience & Qualifications:
• Bachelor’s Degree in Business or in related field is preferred
• Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
• FINRA Series 7...
Charles SchwabRoanoke (TX), 29 mi from Plano
impact as you aid our clients to "Own Their tomorrow."
What you have
Required Qualifications:
• Must be able to read, write, and speak in Mandarin/Cantonese.
• Series 7 & 63 licenses required OR a condition of employment to successfully obtain...
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