1mo
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Consumer Investments - Investment Specialist Trainee (Obtain SIE, Series 7 & 66)
Jacksonville or Hunt Valley or Lincoln or Fort Worth or Pennington or Chandler
$27-$29/hr OnsiteFull Time
1+ YOEHigh school diploma/GED required. Client-focused, strong computer and communication skills, self-motivated. Must be prepared to pass SIE, Series 7 and Series 66 licensing exams; 1+ year performance-based experience preferred.
2w
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Financial Services Consultant -SIE & Registered - Frisco, TX National Contact Center
Frisco, Texas, United States
$24-$29/hr HybridFull Time
FINRA-registered role; SIE/Series 6 or 7 and 63 expected or supported, life and health insurance license required within 120 days, Associate's degree preferred, no prior experience required, strong customer service and communication skills, able to pass credit background check.
3d
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Financial Representative - Entry Level
Fate or United States
$97k-$192k/yr HybridFull Time
Requires or willingness to quickly obtain SIE and life/health licenses; team-oriented, competitive, client-facing, willing to lead and develop others.
2d
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IXP (Financial Services Professional)
Dallas, Texas, United States
$75k-$125k/yr HybridFull Time
No prior experience required; motivated and coachable. Willingness to learn licensing (Life,SIE,Series 7,Series 66); strong communication and sales orientation.
1w
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Asset & Wealth Management, PWM, Center of Excellence – NPWA Client Implementation, Wealth Management Professional - Analyst
Dallas, Texas, United States
OnsiteFull Time
Knowledge of financial services, strong communication, organizational and client-service skills; SIE, Series 7 and 63 must be obtained within three months.
2mo
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Citi Commercial Bank - Mid-Corp Relationship Manager, Healthcare - Senior Vice President
Dallas, Texas, United States
$170k-$254k/yr HybridFull Time
10+ YOE10+ years in Commercial Banking; FINRA Series 79, 63, SIE; credit & banking product knowledge; strong client management and cross-functional collaboration.
3w
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Advisor Experience Specialist
Dallas, Texas, United States
$55k-$75k/yr HybridFull Time
3+ YOEMinimum 3 years service, sales support, or relationship experience; SIE and Series 7 desired; bachelor’s degree preferred; experience managing escalations and SLAs.
AdviceWorks
1mo
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Senior Manager, GWO FED Securities Settlements (266025)
Dallas, Texas, United States
OnsiteFull Time
SIE and Series 99 required; fixed income operations and management experience; familiarity with FICC and multiple settlement systems; strong risk, compliance, and people leadership skills.
FICC, Impact, BONY BDC, BONY AccessEdge, POSTEDGE, ADP, Escape, Globalone, TLM, Anvil, Fedline, BONY RDARS, BONY Treasury Edge, Omgeo ALERT
2mo
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Manager, In-Force Services 93863 (Dallas, TX, US)
Dallas, Texas, United States
$73k-$104k/yr HybridAll Commitments Available
3+ YOEFINRA licenses required (SIE and Series 6/7; Series 26/24 preferred), 3–5 years in customer service/ops, strong data and leadership skills.
Microsoft Office Suite, AI-enabled tools (e.g., ChatGPT, Microsoft Copilot)
5d
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Planning Consultant - Southlake, TX
Southlake, Texas, United States
OnsiteFull Time
2+ YOEFINRA Series licenses (7,63,66) or ability to acquire, SIE, 2+ years financial services experience, CFP encouraged, proficiency with Salesforce, client profiling and outbound outreach skills.
Salesforce, Glance
1w
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Planning and Advice Associate - Westlake, TX
Westlake, Texas, United States
HybridFull Time
Handle inbound/outbound client conversations, guide retirement and investment planning, obtain FINRA licenses (SIE, Series 7, Series 66), and use Salesforce and internal systems.
Salesforce
2w
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Financial Advisor - Fort Worth, TX - Market 12, Region 052
Fort Worth, Texas, United States
$45k-$100k/yr OnsiteFull Time
Obtain SIE, Series 7 and Series 66 registrations; state insurance license; strong relationship-building, sales orientation, and commitment to training; bachelor’s degree preferred or equivalent experience.
2w
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Extended Hours Client Representative
Dallas or Houston or Texas
$64k-$70k/yr RemoteFull Time
Requires SIE, Series 7 & 63 licenses, undergraduate degree or equivalent experience, strong client service and communication skills, ability to work overnight/weekend shifts, and learning agility.
3d
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Client Relationship Specialist I
Fort Worth, Texas, United States
HybridFull Time
1+ YOEHigh school diploma or equivalent; 1+ year administrative or customer service experience preferred; Life & Health insurance license and SIE preferred; strong communication, ethics, and multitasking skills.
1mo
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Preferred Relationship Manager
Arlington or Fort Worth or Mansfield
OnsiteFull Time
Bachelors or equivalent, sales and financial industry experience, required Series SIE/6/63 and insurance licenses, NMLS registration, consultative selling certification, ability to build a revenue-producing book.
2w
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Equity Research, Analyst/Associate, Energy & Infrastructure
Dallas, Texas, United States
$130k-$150k/yr OnsiteFull Time
5+ YOEBachelor's degree required; 5+ years preferred; equity research or investment banking experience; advanced financial modeling, research and communication skills; Series SIE/63/86/87 preferred.
3w
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Wealth Management Associate, Disbursement Team - Wealth Advice Center
Dallas, Texas, United States
OnsiteFull Time
Bachelor's degree required; SIE before start; Series 7 and Series 66 to be obtained within 150 days; client-focused with strong communication, detail orientation, and Microsoft Suite proficiency.
Microsoft Outlook, Microsoft Word, Microsoft Excel
3w
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2027 Financial Advisor Development Program - Summer Analyst Opportunity (OH, TX, AZ)
Tempe or Westerville or Plano
OnsiteInternship, Full Time
Undergraduate student (graduating Dec 2027–Jun 2028), strong leadership and client-service skills, interest in financial advising, ability to study for and take the FINRA SIE exam, authorized to work in the U.S.
HireVue
1mo
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Financial Professional – Retirement Benefits Group - TX, Fort Worth (5250)
Fort Worth, Texas, United States
FieldFull Time
Requires FINRA and state insurance licensing (SIE, Series 7, Series 66, State Life & Health), bachelor's degree or equivalent preferred, strong communication and entrepreneurial mindset, and U.S. work authorization.
3d
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Advisor Service Associate
Dallas, Texas, United States
OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2 years relevant experience or college preferred; strong communication, confidentiality, multitasking, intermediate Excel/macros and basic SQL; desire to obtain SIE and Series 7.
Microsoft Excel, SQL, DocuSign
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