Series 7 Jobs in Texas
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Search Results - Series 7 Jobs in Texas
Randstad USASt 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 LifeIrving
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 RecruitersSt 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, LLCSt 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 SolutionsFrisco
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 RecruitingAustin
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, LLCSan 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 AdvisorsBeaumont
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...
grabjobsArlingtonmindmatch.ai
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
USAAPlano
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 SchwabRoanoke (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...
USAAPlano
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 PartnersHoustontalentnest.com
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...
FIRST SERVICE CREDIT UNIONHoustongnahiring.com
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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