- Principal Financial Group (Houston, TX)
- …years sales specific (sales, investment products, capital markets, partnering with advisors). + FINRA Series 7 required. + FINRA Series 63 required within 45 ... role drives sales activities for Principal Funds Distribution throughout Houston , TX and all of Louisiana. This position partners...Information** **Location** This role needs to be located in Houston , TX. We are open to relocation. **Job Level**… more
- Bank of America (Lake Jackson, TX)
- …investing and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** + ... Merrill Financial Solutions Advisor - Houston Galleria Market Houston , Texas; Houston , Texas; Galveston, Texas; Sugar Land, Texas; Lake Jackson, Texas **Job… more
- Burns & McDonnell (Houston, TX)
- …& Chemical global practice is searching for a Senior Electrical Engineer in its Houston , TX regional office. Burns & McDonnell is a 100% employee-owned firm ranked ... of Science degree in Electrical Engineering a plus. + 7 years of electrical engineering experience. EPC project experience...with industry-standard codes such as NEC, API, IEEE color series books. + Excellent written & verbal communication skills.… more
- Zions Bancorporation (Houston, TX)
- …+ A combination of education and experience may meet the requirements. + Required licensing, FINRA Series 7 & 66 ( 65/63), life and health insurance. + A CFP(R) ... Wealth Advisor to join our team of bank partners in the Dallas or Houston marketplaces. At Amegy Bank, our Wealth Management Team is supported by a cohesive… more
- Charles Schwab (Webster, TX)
- …is for you. **What you have** **Required Qualifications:** + A valid and active FINRA Series 7 license required + Obtaining or acquiringFINRA Series 66 ... (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. **Preferred Qualifications:** + Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client… more
- JPMorgan Chase (Plano, TX)
- …of experience leading teams and coaching in a client-focused environment + A valid and active Series 7 and Series 66 (63/65) license in addition to meeting ... the FINRA continuing education requirements and the appropriate state Group - 1 Life and Variable Annuity License + Ability to act as an innovative thinker able to drive future engagement with clients to provide an exceptional experience + Ability to create a… more
- JPMorgan Chase (Houston, TX)
- …+ Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is ... required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of… more
- Thrivent Financial (Houston, TX)
- …as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor ... onboarding program. Job Description As a Thrivent Financial advisor, you'll: + Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. + Provide personal, actionable and achievable advice and… more
- PNC (Houston, TX)
- …Texas. The position is primarily based in a PNC location. Requirements for licensing - SIE, Series 7 & 63, or able to obtain within 120 days of employment. **Job ... within 180 days of employment. DCM (Loan Syndications & Equipment Finance) - SIE, Series 79, Series 7 , and 63 within 120 days of employment. Derivatives -… more
- Bank of America (Houston, TX)
- …ensuring alignment with the bank's enterprise risk appetite **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND ... Market Supervision Manager - Houston Houston , Texas **Job Description:** At... Series 65), Series 9 AND Series 10 (or Series 8) or equivalent… more
- UT Health (Houston, TX)
- Advanced Care Provider Coordinator - Behavioral Sciences Campus **Location:** Houston , Texas **Hot** **Category:** Advanced Care Providers UTHealth Houston ... or clinic setting. **What we do here changes the world.** UTHealth Houston is Texas' resource for healthcare education, innovation, scientific discovery, and… more
- UT Health (Houston, TX)
- Advanced Care Provider Coordinator- CHI Cardiology **Location:** Texas Medical Center- Houston , Texas **Hot** **Category:** Advanced Care Providers McGovern Medical ... School at UTHealth Houston Requisition #: 240001L1 McGovern Medical School at The...laboratory, diagnostic and radiographic tests and interprets the results. 7 . Monitors the treatment program of the patient to… more
- UT Health (Houston, TX)
- …Provider Coordinator- CHI- Cardiac Critical Care **Location:** Texas Medical Center- Houston , Texas **Hot** **Category:** Advanced Care Providers McGovern Medical ... School at UTHealth Houston Requisition #: 230002TS McGovern Medical School at The...to inform the attending physician of pertinent medical information. 7 . Documents all patient encounters, records observations, interventions, and… more
- Bank of America (Houston, TX)
- …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your ... Financial Solutions Advisor Registration Candidate - Consumer Investments-East Houston , TX Houston , Texas **Job Description:**...appropriate solutions. * **Earn your Security Industry Essentials (SIE), Series 7 and Series 66… more
- Wells Fargo (Houston, TX)
- …moderately complex to complex client needs + May study and test for additional licenses ( Series 7 and Series 66) once the minimum licensing requirements are ... Experience recommending financial services products and services + Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify… more
- Truist (Houston, TX)
- …and attributes of annuity products. 6. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. Candidates with only the ... This position is located at 1400 Post Oak Blvd, Houston , Texas Responsible for the general servicing and support... Series 7 will be considered and can obtain the … more
- Bank of America (Houston, TX)
- …negotiating with a team of bank associates to solve client problems. + Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & ... Middle Market Sr. Relationship Manager/RM (Oil & Gas) - Houston , TX Houston , Texas **Job Description:** At Bank of America, we are guided by a common purpose to… more
- Bank of America (Houston, TX)
- …in sales, consulting, financial services, or business development + Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, Series 7 ... Relationship Manager Development Program - Global Commercial Banking - Houston , TX Houston , Texas **Job Description:** At Bank of America, we are guided by a… more
- Atria Wealth Solutions (Houston, TX)
- …working as an adult facilitator, trainer, development coach, and/or internal consultant + FINRA Series 7 and combination of NASAA Series 63/65 or 66 ... Financial Advisor I - Investment Services Houston , TX, United States *PLEASE NOTE: NAVY FEDERAL...- Friday, 8:00AM - 4:30PM Location: 5815 Gulf Freeway, Houston , TX 7702 Salary Range: $55,000 - $75,000 annually… more
- Bank of America (Cedar Park, TX)
- …knowledge of client needs and potential product services recommended Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. ... -Greater Southern Texas Region Sugar Land, Texas;San Antonio, Texas; Houston , Texas; Houston , Texas; Cedar Park, Texas;...that a passing score is received for the missing series within 60 days. * Has at least one… more