Series 7 Jobs in Texas

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Search Results - Series 7 Jobs in Texas

Financial Advisor

Orr Financial Group-Victoria (TX)-2 days ago

to provide an excellent overall client experience Qualifications Preferred qualifications include: • Experience in financial services, investments, banking, insurance, accounting, lending, sales, or another relationship-based professional field • Series 7...

Financial Associate - Insurance and Investement Planning

Long Life Financial-San Antonio-2 days ago

Life and Health insurance licenses • FINRA Series 6 and 63 registrations Preferred: • FINRA Series 7 • Series 65 or 66 • Strong communication and relationship-building skills • Self-motivated, organized, and client...

Private Client Advisor II

Bank of America-San Antonio-appcast.io-4 days ago

capabilities to enhance the client and client team experience • Builds relationships with internal and external partners and centers of influence Required Qualifications • Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered...

New Accounts Associate

Level Four Group-Dallas-yesterday

or prior Series 7, 66, 63 and/or 65 registrations • System knowledge: Salesforce, Black Diamond and/or Laserfiche Powered by JazzHR PI079526c4b0e9-25405-42047621...

Financial Planner

Larson Financial Group, LLC-St Louis-mindmatch.ai-yesterday

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 Bachelor’s degree or equivalent work experience Familiarity...

Senior Associate, Capital Markets - TX

Phoenix Energy One, LLC-Dallas-4 days ago

investor leads • Promote the S-1 and D offerings and convert inbound leads into Phoenix Investors • Engage with third-party vendors supporting the overall capital-raising efforts Required Skills: • Must possess SIE, series 63, and Series 7 • Competent...

Manager / Senior Manager, Implementation Project Manager - Wealth Client Experience

Fidelity Investments-Roanoke (TX)-3 days ago

oversight, navigating complexity with confidence, and ensuring assets transition smoothly. The Expertise You Have • Series 7 required • Bachelor's degree in business or finance (Advanced degree preferred) • 5+ years of financial services experience...

Financial Advisor

Northwestern Mutual-Laredo-yesterday

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 revenue1: Average advisor annual earnings of $86K-$150K...

U.S. Private Bank - Private Banker - Managing Director

Chase-Dallas-yesterday

experience in Private Banking or Financial Services • Bachelor's Degree required • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date • Proven sales success...

US Experienced Financial Advisor

Edward Jones-College Station-mindmatch.ai-yesterday

critically Passion for new opportunities Candidate qualifications: Series 7 and Series 66 required Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success State insurance...

5 similar jobs: Mccutchanville, Goldsby, Topeka, Lockwood, Pierpont

Market Leader, Private Wealth (South)

Texas Capital Bank-Houston-2 days ago

of growing a private wealth business and managing UHNW/HNW client relationships. • Deep knowledge of investment management, trust & estate services, tax strategies, credit/lending solutions, and financial planning. • FINRA Series 7 and Series 66...

Agency Owner

Farmers Insurance Houston-Houston-jobvertise.com-yesterday

available forSeries 6, 63, SIE, Series 7, and more (not required) • Access to a dynamicMedicare deskand support forAHIP certification • Access to$100,000 in startup capital • Farmers does not charge startup fees and is not a franchise • Access to$500,000...

Senior broker dealer operations executive

SAMCO Capital Markets, Inc.-Dallas-1 week ago

Job Description Job Description Minimum years of experience: 7-15 Skills/Licensing Must be detail-oriented with the ability to multi-task SIE/Series 99—Operations Professional; Series 7/24 is a plus Familiarity with Pershing (Netx360...

U.S. Private Bank – Private Banker – Managing Director

Chase-Dallas-2 days ago

Financial Advisor

United Career Fairs-San Antonio-2 days ago

Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success. As a Thrivent...