514 series 63 jobs at 94 companies in Texas
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Brokerage Services Registered Analyst - Series 7/63 - Remote
Franklin or North Carolina or New Jersey or Virginia or Texas or Georgia or Florida
$23-$35/hr RemoteFull Time
4+ YOEAssociates degree or equivalent, 4+ years customer service experience, Series 63/7/SIE required, fingerprinting, expert knowledge of investment products and tax implications, advanced communication and computer skills.
1mo
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Investment Phone Specialist - JPMorgan Wealth Management - Plano, TX
Plano, Texas, United States
HybridFull Time
Requires securities licensing (Series 7 & Series 63 or SIE+Series 7 & Series 63 within 90 days), strong client service skills, ability to manage multiple priorities, and compliance standing to hold registration in all 50 states.
1mo
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Registered Client Service Associate
Dallas, Texas, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; requires securities licenses (Series 7 and Series 66 or Series 63 and Series 65); strong Microsoft Office skills and client communication.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Client Specialist
Houston, Texas, United States
OnsiteFull Time
2+ YOE2+ years industry or administrative experience; active SIE and Series 7 and Series 66 (or Series 63 and Series 65); proficiency with Microsoft Word, Excel, PowerPoint; strong communication, organization, and compliance knowledge.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, LinkedIn, X
2mo
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Client Specialist
Fort Worth, Texas, United States
OnsiteFull Time
2+ YOERequires 2+ years of industry or administrative experience, active SIE, Series 7, and Series 66 or Series 63 and Series 65 licenses, Microsoft Office proficiency, communication, organizational, analytical, and compliance skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Customer Relationship Management (CRM), LinkedIn, X
2w
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Centralized Wealth Advisor - Salt Lake City or Houston
Salt Lake City or Houston
$75k-$85k/yr OnsiteFull Time
Bachelor's degree and experience with retirement and investment products; life/health insurance license; FINRA Series 7 and Series 66 (or Series 63 & Series 65); strong client relationship, communication, and Microsoft Office skills.
Microsoft Office
4d
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Director of Business Strategy
Houston, Texas, United States
OnsiteFull Time
10+ YOE10+ years of relevant experience, advanced degree or professional certification or prior industry experience, strong leadership skills, and required securities licenses including Series 7 and Series 66 or Series 63 and Series 65.
4d
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Wealth Management Client Relationship Manager
Charlotte or Philadelphia or Frisco or Pittsburgh
$35-$38/hr OnsiteFull Time
2+ YOERequires 2+ years of financial services experience; Series 7 and Series 66, or Series 63/65, within 120 days; resident-state life and health insurance license required.
AI
1w
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Investment Consultant II - Merrill Premium
Fort Worth, Texas, United States
OnsiteFull Time
Requires high school diploma/GED, Series 7 and Series 66 or Series 63 and 65, financial markets knowledge, strong customer service, analytical, communication, organizational, and technology skills.
1w
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Registered Wealth Management Client Associate
Houston, Texas, United States
OnsiteFull Time
FINRA SIE, Series 7, and Series 66 required; Series 63 and 65 accepted in lieu of Series 66. Requires advanced investment product knowledge, client service ability, strong work ethic, and technology adaptability.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
4d
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Wealth Management Client Relationship Manager
Dallas or Frisco
$35-$38/hr OnsiteFull Time
2+ YOERequires 2+ years of client relationship experience, FINRA Series 7 and Series 63/65 or Series 66 registrations, and a resident-state life and health insurance license within 120 days.
AI
4d
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Investment Executive (Financial Advisor) The Woodlands, TX
Houston or The Woodlands or Spring or Michigan or Ohio
FieldFull Time
Prior brokerage experience required. Requires Series 7, Series 66 or Series 63 and 65, state insurance licenses, variable annuity license, sales, coaching, presentation, and relationship-building skills.
1mo
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Financial Advisor, UBS Wealth Advice Center
Dallas, Texas, United States
OnsiteFull Time
2+ YOE2+ years financial advising experience preferred; SIE, Series 7 and Series 66 or Series 65/63 required; Bachelor’s degree required; strong client service, communication, and Microsoft Office proficiency.
Microsoft Outlook, Microsoft Word, Microsoft Excel
2w
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Branch Leader - Katy, TX
Katy, Texas, United States
OnsiteFull Time
5+ YOERequires 5+ years in financial sales, Series 7 and Series 66 or Series 63/65, financial services relationship management, compliance knowledge, and ability to develop sales associates. Management experience preferred.
3w
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Associate Financial Representative
Houston, Texas, United States
$68k-$113k/yr OnsiteFull Time
1+ YOEBachelor's degree or equivalent experience, Series 7 and Series 63 and 65 or 66,1+ year direct client experience in financial services, strong telephone and communication skills.
Microsoft Office
1w
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Hybrid LTC Internal Wholesaler
Massachusetts or South Carolina or Pennsylvania or Oregon or Oklahoma or Maine or Ohio or New York or New Jersey or New Hampshire or Nebraska or Montana or Mississippi or Missouri or Minnesota or Michigan or Maryland or Louisiana or Kansas or Indiana or Illinois or West Virginia or Idaho or Hawaii or Georgia or Delaware or District of Columbia or Connecticut or Colorado or Arizona or Arkansas or Alabama or Alaska or Nevada or Kentucky or New Mexico or Iowa or Utah or North Dakota or United States or Wisconsin or Washington or Vermont or Virginia or Texas or Wyoming or Tennessee or South Dakota or Rhode Island
$45k-$75k/yr RemoteFull Time
Requires FINRA SIE, Series 6, Series 63, and state insurance licenses; strong communication, facilitation, and relationship-building skills for selling life insurance products.
Artificial intelligence (AI)
3d
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Investment Sales Officer I
San Antonio or Austin
OnsiteFull Time
1+ YOEBachelor's degree and 1-2 years of fixed-income securities sales experience, or equivalent experience. Requires Series 52, Series 7, Series 63, market knowledge, sales skills, and Microsoft Office proficiency.
Bloomberg, Microsoft Office
1mo
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Client Experience Associate SAFE Act, AVP - Houston, Texas
Houston, Texas, United States
$87k-$131k/yr HybridFull Time
5+ YOE5+ years relevant experience; bachelor’s degree or equivalent preferred; requires FINRA SIE, Series 7 and Series 66 (or Series 63 & 65) within 150 days; strong analytical, communication, and relationship skills.
2mo
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Customer Experience Representative, Advanced Services
Chicago or Denver or Westlake
$34-$40/hr HybridFull Time
3+ YOE3+ years of customer experience in financial services; active Series 7 & 63, Series 3 within 90 days; Series 4 bonus; cross-functional collaboration; CRM tools; financial markets interest.
Salesforce, CRM
1w
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Supervisor, Client Engagement
San Antonio, Texas, United States
$64k-$75k/yr OnsiteFull Time
Requires contact center leadership, financial services experience, strong communication, business knowledge, and FINRA SIE, Series 7, Series 63, and Series 24 credentials or ability to obtain them within one year.
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