Series 7 Jobs in Texas
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Search Results - Series 7 Jobs in Texas
Randstad USA-St Louis
We're hiring for a major banking client that’s hiring Series 7 Customer Resolution Consultants to support high-profile clients. This is a hybrid contract role based in St. Louis and it offers an excellent path into one of the top financial...
TEKsystems-Fort Worth
by the department.
• Servicing advisors in the field
• Data entry with Excel
• Document processing
• Identifying inconsistencies/inaccuracies
Skills
Financial Services, Operations, Series 7, Series 63, FINRA, FINRA Series, Series 66, Licenses Operations, Trade...
mindmatch.ai -
Mindlance-St Louis
Title: Financial Case Advisor - FINRA Series 7 ACTIVE License
Location: Saint Louis, MO
Duration: 6 months (Possible extension or Hire)
Active Series 7 and SIE license required
Responsibilities:
• Participate in moderately complex support...
Larson Financial Group, LLC-St Louis
processes
• Resolve client inquiries and provide trusted support
What We’re Looking For
Qualifications
• Minimum 2 years of experience in financial planning or a related field
• Series 7 and 66 licenses required
• CFP designation is a plus...
Bankers Life-Mckinney
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...
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...
&Partners-St Louis
processing, supervision, legal and compliance teams. In addition, the role will support oversight of operational and supervision processes that are centralized in nature across all practices.
Position Requires Series 7 and 9/10 or 24 license....
PNC Financial Services Group-Irving
including military service) may be considered.
EducationBachelors
CertificationsNo Required Certification(s)
LicensesFINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
Benefits
PNC offers a comprehensive range of benefits...
15 similar jobs: Saginaw, Columbus, Leesburg, Hilliard, Warminster...
United Placement Group-Mcknight
hold your Series 65, Series 7/66 combination, ChFC, or CFP, this is your next-level opportunity.
We provide what most firms promise but rarely deliver: fully qualified, pre-set appointmentswith members eager to discuss retirement and legacy planning...
appcast.io -
PNC Financial Services Group-San Antonio
including military service) may be considered.
EducationBachelors
CertificationsNo Required Certification(s)
LicensesFINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
Benefits
PNC offers a comprehensive range of benefits...
Kyler Professional Search-Plano
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...
jobvertise.com -
Empower-Corpus Christi
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...
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...
talentnest.com -
United Placement Group-Austin
commission model
• Access to a broad range of competitive products and carriers
What We’re Looking For
• Active Series 65, or Series 7 & 66, or ChFC
• Proven track record in face-to-face, consultative sales
• Strong communication and relationship-building...
workable.com -
Austin
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...
icims.com -
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