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Series 7 Jobs in Texas

1 - 15 of 36
1 - 15 of 36
Search Results - Series 7 Jobs in Texas
apartmentRandstad USAplaceSt Louisevent_available
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...
apartmentBankers LifeplaceIrvingevent_available
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...
apartmentACC RecruitersplaceSt Louisevent_available
or related field.  •  Strong communication, technology, and organizational skills.  •  Ability to pass FINRA SIE, Series 7, and 66 exams within six months of hire.  •  Self-motivated with a strong desire to learn and grow in financial services.  •  Team-oriented...
apartmentLarson Financial Group, LLCplaceSt Louisevent_available
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...
apartmentTundra Technical SolutionsplaceFriscoevent_available
Comfortable working in a fast-paced, phone-based environment  •  Customer-focused mindset with a passion for helping clients achieve financial success Preferred Qualifications  •  Active Series 7 License  •  Active Series 63 or Series 66 License  •  Experience...
apartmentGemHarvest Executive RecruitingplaceAustinevent_available
growth potential What You Bring  •  Associate's or Bachelor's Degree  •  1–3+ years of financial services, client service, or operations experience preferred  •  Series 7 required; 65/66 preferred  •  Strong Excel skills, maturity, integrity, and follow-through...
apartmentSignature Estate & Investment Advisors, LLCplaceSan Antonioevent_available
BA) from four-year college or university, or one to three years of related experience and/or training, or equivalent combination of education and experience.  •  Certificates, licenses, and registrations required: FINRA licenses Series 7 and 66...
apartmentThe Dickerson Group-Wealth AdvisorsplaceBeaumontevent_available
Helping clients navigate online account access and platforms  •  Supporting advisors with scheduling and client events What We're Looking For  •  Active Series 7 required — must be currently licensed  •  Prior experience in a licensed CSA, BOA, or registered...
apartmentgrabjobsplaceArlingtonlanguagemindmatch.aievent_available
office in a high-growth market Qualifications :   1.  3 years of experience as a licensed financial advisor Series 7 and 66 licenses required $250K+ in trailing 12-month revenue Minimum 10 HNW clients (>$1MM in household advisory relationships)  10.  ..
1 similar job: Jacksonville
apartmentUSAAplacePlanoevent_available
RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry.  •  Experience implementing and managing business process improvements.  •  Extensive sales experience...
apartmentCetera Financial Group, Inc.placeDallasevent_available
with progressively increasing responsibilities.  •  Series 7 & 24 Registrations What is nice to have  •  Prior work as a regulator  •  Bachelor's degree in finance or a related field or equivalent.  •  Project management skills  •  Series 65/66 Travel Requirements: Up to 25...
apartmentCharles SchwabplaceRoanoke (TX)event_available
To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have. Required Qualifications:  •  Series 7 and 63 licenses  •  Series 3 license (can be obtained as Condition...
apartmentUSAAplacePlanoevent_available
or ability to acquire within 90 days of hire.  •  Required maintenance of FINRA Series 7 license.  •  Required maintenance of FINRA Series 66 (OR BOTH 63 and 65) license.  •  Must be able to successfully pass background check and meet all USAA and regulatory...
apartmentRK PartnersplaceHoustonlanguagetalentnest.comevent_available
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...
apartmentFIRST SERVICE CREDIT UNIONplaceHoustonlanguagegnahiring.comevent_available
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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