2mo
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Latin America Private Bank - Senior Client Service Associate
Houston or Jersey City
OnsiteFull Time
3+ YOESenior Client Service Associate in Latin America Private Bank; FINRA Series 7 and 63; SIE; fluent Spanish; 3+ years in investment management; college degree preferred.
FINRA Series 7, FINRA Series 63, SIE, Microsoft Office Suite
2mo
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Brokerage Registered Client Service Associate - Houston, Texas
Houston, Texas, United States
OnsiteFull Time
0+ YOEBachelor’s degree or equivalent experience; FINRA SIE, Series 7 and Series 66; securities knowledge; in-office role with English fluency; 1st shift.
Microsoft Office, Salesforce, Trading systems
2mo
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Merrill Lending Solutions Advisor II
Dallas or Seattle or Los Angeles or Houston
$175k-$248k/yr OnsiteFull Time
12+ YOE12+ years wealth management or credit advisory; excellent communication; FINRA SIE, 7, 63/65 or 66; UHNW experience; strong lending structuring.
Credit analysis software, Lending platforms, Microsoft Office, CRM tools
2w
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Internal Wholesaler
Houston, Texas, United States
HybridFull Time
1+ YOEBachelor's degree, 1+ years experience, Life & Health license, FINRA SIE, Series 6 and 63, strong communication, MS Office and illustrations proficiency.
Microsoft Office, illustrations, internet
4d
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Private Wealth Management, Wealth Management Professional, Senior Analyst, Philadelphia
Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
2+ YOEBachelor's degree, 2+ years client service or financial industry experience preferred, SIE/Series 7 and 63 required, strong communication, organizational and client-service skills.
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.
1mo
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Financial Advisor - Humble, TX - Market 24, Region 24
Humble, Texas, United States
$45k-$100k/yr OnsiteFull Time
Preparation for securities registrations (SIE, Series 7, Series 66) and state insurance licensure; bachelor's degree preferred or equivalent experience; financial services or sales background and relationship-building skills.
1w
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External Wholesaler - Retirement
Houston, Texas, United States
$190k-$480k/yr RemoteFull Time
3+ YOE3+ years external financial services sales, FINRA SIE, Series 6, Series 63, Life & Health, bachelor’s or equivalent, must reside in territory, strong analytical and communication skills.
5d
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Public Finance Associate
Chicago or Houston or New York City
$110k-$140k/yr OnsiteFull Time
3+ YOEBachelor's degree in finance/business, 3+ years public finance or investment banking experience, FINRA SIE/Series 52/63, strong financial modeling, Excel and PowerPoint proficiency, excellent communication.
Microsoft Excel, Microsoft PowerPoint
1w
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Advisor Licensing Program
Houston, Texas, United States
$22-$37/hr RemoteFull Time
Bachelor's degree or equivalent; must pass SIE, Series 7 and Series 66 within 120 days; strong communication, client service, and sales skills; proficiency in Microsoft Office and web applications.
Microsoft Office
3w
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Director, Fixed Income Trading (Open To Location)
New York City or Houston or Chicago or Dallas or Florida or Charlotte
HybridFull Time
12+ YOEBachelor's in finance/accounting/economics, 12+ years in banking or capital markets, SIE/Series 7/Series 63 required, Series 24 preferred, Bloomberg proficiency, strong leadership and risk management skills.
Bloomberg
1mo
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Financial Professional - Retirement Benefits Group - TX, Houston (5255)
Houston, Texas, United States
FieldFull Time
Bachelor's degree or equivalent; required/obtainable State Life & Health, SIE, Series 7 and Series 66 licenses; strong communication, entrepreneurial mindset, client-facing sales experience; authorized to work in the U.S.
3w
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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
2d
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Private Wealth Director - RIA Distribution
Houston or New York City
$105k-$115k/yr HybridFull Time
5+ YOEBachelor's degree, SIE/Series 7/63 required (or to be obtained), 5+ years in financial services/private wealth distribution, strong consultative selling, CRM and presentation skills; CAIA/CIMA/CFP/CFA preferred.
Microsoft Office, CRM systems, virtual meeting platforms, investment analytics tools, large language models
3w
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Client Experience Associate SAFE Act, AVP - Houston, Texas
Houston, Texas, United States
$87k-$131k/yr HybridFull Time
5+ YOE5-8 years relevant experience, FINRA SIE and Series 7 and Series 66 (or Series 63 & 65) required/obtainable within 150 days, bachelor\u0002s degree or equivalent, strong analytical and communication skills.
5d
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Associate, Global Investment Banking, Energy (Houston)
Houston, Texas, United States
OnsiteFull Time
1+ YOEBachelor's (or equivalent) in finance/accounting/engineering,1–2 years investment banking experience in Energy,strong financial modeling,capital markets knowledge,Series SIE/79/63 licenses,excellent communication and analytical skills.
2mo
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Analyst, Mortgage Capital Markets, Global Capital Markets (225611)
Houston, Texas, United States
OnsiteFull Time
Demonstrated knowledge of mortgage financing and mortgage warehouse lending preferred; degree in business or related field; banking and credit analysis experience; Microsoft Word/Excel/PowerPoint skills; strong communication; Series SIE/63/79 to be obtained.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Experienced Vice President – Investment Banking, Healthcare Services
New York or Chicago or Boston or Atlanta or San Francisco or Houston
$250k/yr HybridFull Time
7+ YOEBachelor's degree, 7+ years professional experience, 4+ years investment banking/M&A experience, obtain SIE, Series 79 and Series 63 within 150 days; strong accounting/finance, communication, analytical, and leadership skills.
2mo
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Retirement Specialist in Training
Houston, Texas, United States
HybridFull Time
2+ YOEBachelor’s degree or 2+ years experience; able to obtain FINRA SIE, Series 7 & 66 and State Variable Life & Health licenses within 120 days; strong communication and organizational skills; Houston, TX; hybrid work.
FINRA licensing process, training materials
2mo
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Retirement Specialist in Training
Houston, Texas, United States
HybridFull Time
2+ YOEBachelor’s degree or 2+ years relevant industry or customer service experience; able to obtain FINRA SIE, Series 7 & 66 and State Variable Life & Health licenses within 120 days; strong communication and organizational skills.
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