Series 7 Jobs in Texas
1 - 15 of 36
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...
Bankers Life-Irving
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...
ACC Recruiters-St Louis
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...
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...
Tundra Technical Solutions-Frisco
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...
GemHarvest Executive Recruiting-Austin
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...
Signature Estate & Investment Advisors, LLC-San Antonio
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...
The Dickerson Group-Wealth Advisors-Beaumont
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...
grabjobs-Arlington
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. ..
mindmatch.ai -
1 similar job: Jacksonville
USAA-Plano
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...
Cetera Financial Group, Inc.-Dallas
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...
Charles Schwab-Roanoke (TX)
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...
USAA-Plano
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...
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 -
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...
gnahiring.com -
123
Companies now hiring in Texas:
Don’t miss out on new job openings!
Create a job alert for: Series 7, Texas
It's free, and you can cancel email updates at any time
123