- Fidelity TalentSource LLC (Houston, TX)
- …have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Austin area! While you will work from home, ... and other specialized monetary requests\u00A0 The\u202FExpertise\u202FWe re Looking For\u00A0Series 7 required\u00A0Series 63 preferred (paid training & support provided)\u00A02-3… more
- Fidelity TalentSource LLC (Houston, TX)
- …RepresentativeWe have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater San Antonio area! While you will work from home, ... and other specialized monetary requests The\u00A0Expertise\u00A0We re Looking ForSeries 7 requiredSeries 63 preferred (paid training & support provided)2-3 years… more
- Fidelity TalentSource LLC (Westlake, TX)
- …with technology and ability to navigate multiple systems simultaneouslyAptitude to complete FINRA SIE, Series 7 and Series 66 upon hire The Value You ... our customers and study for your FINRA licensing exams! You don t need a finance background or college degree to succeed in this role. Prepped with our licensing… more
- Fidelity TalentSource LLC (Westlake, TX)
- …support, and career coaching. \u00A0\u00A0There also is an option to acquire your FINRA Series 7 and 63 licenses depending on Career Path. Advantages of the ... months, spend time training to become a Financial Customer Associate . \u00A0In this phase, you will start with basic...needs and your availability. You do not need a finance background or a degree to succeed in the… more
- Fidelity TalentSource LLC (Houston, TX)
- …and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration ... Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series...your FINRA licensing exams! You don t need a finance background or college degree to succeed in this… more
- Fidelity TalentSource LLC (Westlake, TX)
- …Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by ... your FINRA licensing exams! You don t need a finance background or college degree to succeed in this...you to engage with customers while taking the SIE, Series 7 Top Off and Series… more
- Fidelity TalentSource LLC (Plano, TX)
- …with the goal of developing lifetime relationships with Fidelity. The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and ... appropriate state registrations OR ability to acquire series 65/66 upon hireFinancial services experience preferably in financial planningDegree and/or other… more
- Fidelity TalentSource LLC (Fort Worth, TX)
- …and refer them to a wealth management partner based on needs and financial complexitySeries 7 & 63 licensed; Series 65 or 66 and appropriate state registrations ... total rewards package, including a stable base salary, to recognize associate achievements. And our\u202Fbenefit programs\u202Fare designed to help you and your… more
- Fidelity TalentSource LLC (The Woodlands, TX)
- …through wealth management and retirement planning strategies The\u00A0Expertise\u00A0We re Looking ForFINRA Series 7 & 63 required prior to hireSeries 65 and/or ... will be based in the Biltmore Investor Center in Arizona.Certifications: Series 07 - FINRA, Series 63 -...Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range… more
- Fidelity TalentSource LLC (Westlake, TX)
- …to sit for the SIE\u00AE Exam which is the first step in earning your Series 7 and helping clients achieve their financial goals & dreams.\u00A0The SIE\u00AE is ... Customer Relationship Advocate role where you can complete the Series 7 and other licenses and begin...Work in 2023. And you don t need a finance background to succeed at Fidelity\u2014we offer a range… more
- Fidelity TalentSource LLC (The Woodlands, TX)
- …that three or more years of management within a financial services environment is helpfulThe Series 7 and 66 or 63/65 are required, additionally we would want ... you to obtain the Series 9/10 and Insurance licenses within 60 days of...Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range… more
- Fidelity TalentSource LLC (Westlake, TX)
- …equivalent work experience\u00B7\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0 Securities Industry Essentials Exam and Series 99 license required within 120 days of ... option 2 if you would like to request an accommodation.Certifications: Series 99 - FINRACompany Overview Fidelity Investments is a...Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range… more
- Fidelity TalentSource LLC (Westlake, TX)
- …to help drive mutual positive business outcomes.Minimum of 5 years management experience required.Complete series 7 , 24 & 63 exams within 90 days of hire.Prior ... and goals that produce year-over-year improvements to service and associate experience.Identify personal development objectives with each TL and...Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range… more
- Fidelity TalentSource LLC (Westlake, TX)
- …and Skills We re Looking ForCollege degree preferred or equivalent work-related experience. Series 7 & 63 required.8+ years of Relationship Management or ... produce a satisfactory outcome.The MD is considered the lead associate for the Book of Business with supporting functions...Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range… more
- UMB Bank (TX)
- …or equivalent experience + At least 5 years related experience + License Required: Series 7 and 63, or MSRB 52 **Compensation Range:** Minimum: $124,690.00 - ... This position will originate new public finance business primarily in the assigned geographical/line of business market. **_How you'll spend your time:_** + Prepare… 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 ... and verbal communications. 2. Bachelor's degree in business, accounting, finance or equivalent experience and related training. 3. Experience... Series 7 will be considered and can obtain the … more
- Truist (Houston, TX)
- …and attributes of annuity products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. (Candidates that only have ... the SIE and Series 7 will be considered and can...and/or banking experience. 3. Bachelor's degree in business, accounting, finance , banking or equivalent education and related training. 4.… more
- Charles Schwab (Austin, TX)
- …training, mentoring, and on-the-job-learning in your first year. Required Qualifications + Series 7 , 63 (or equivalent), required with registration in all ... helping us "challenge the status quo" and transform the finance industry together. As a Licensed Customer Service Professional...June 17th, 2024 start date. Shifts are assigned between 7 :00 AM and 9:00pm CST Time, Monday - Friday**… more
- Capital One (Plano, TX)
- Plano 7 (31067), United States of America, Plano, Texas Senior Associate Data Scientist - Statistical Analysis, Financial Services At Capital One, we think big ... financial services. **Team Description:** As a Data Scientist at Capital One's Auto Finance business, you'll be part of a high performing modeling and analytics team… more
- TIAA (Dallas, TX)
- …Preferred **Work Experience** + No Experience Required **FINRA Registrations** + SRC Indicator: Series 6 or 7 ; Series 63 **Licenses and Certifications** ... different career destinations including sales, learning, talent management and finance . Every TIAA associate receives the benefits...even receive funding, coaching and support to pass FINRA Series 6 or 7 and 63 certification… more
