3w
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Sales & Business Development - Regional Director
Santa Monica or Charlotte or Austin or California or Florida
$155k-$185k/yr HybridFull Time
Established sales professional with strong investment knowledge; SIE, Series 7, and Series 63/66 required (SIE and Series 7 within 12 weeks of hire). Client development, presentation, and territory growth experience expected.
3w
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Financial Representative - Seeking Growth
Austin, Texas, United States
$97k-$192k/yr HybridFull Time
Active or quickly obtainable SIE and life/health licenses; team-oriented, competitive sales mindset; willing to obtain state licensing; strong interpersonal and leadership potential.
1mo
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Financial representative
Austin, Texas, United States
FieldFull Time
Ability to obtain or hold life insurance and FINRA registrations (SIE, Series 6/7, Series 63); pass background and regulatory checks; strong integrity, leadership, and relationship-building skills.
1d
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Financial Solutions Advisor - Registration Candidate - Austin Area
Austin or Round Rock or Kyle
OnsiteFull Time
Obtain SIE/Series 7/66 licenses, cultivate client relationships, recommend financial solutions, manage multiple tasks, and pass SAFE Act registration for mortgage origination where applicable.
3mo
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Financial Services Representative - State Farm Agent Team Member
Harker Heights, Texas, United States
$50k-$70k/yr OnsiteFull Time
Active Life & Health license required; Series 6/63/65, 7 and SIE licenses preferred; experience in life/health insurance sales or financial services; strong communication and relationship skills.
2w
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Sr Client Delivery Analyst
New York City or Austin
$91k-$113k/yr HybridFull Time
5+ YOEBachelor's or equivalent,5+ years client onboarding in financial services/broker-dealer environments,knowledge of custodian onboarding,project management skills,FINRA SIE and Series 99 required or willingness to obtain.
Orion, Advyzon, Docupace, AdvisorArch, Calm
2w
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Financial Advisor
Austin, Texas, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, licensing required (Life/Accident & Health, SIE, Series 6,7,63), strong relationship-building, time management, communication, entrepreneurial drive, and legal authorization to work in the US without sponsorship.
1mo
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Equity Research Associate
Austin, Texas, United States
$70k-$90k/yr OnsiteFull Time
2+ YOEBachelor's degree required, 2 years finance experience, proficiency in Microsoft Office (Excel/PowerPoint) and financial modeling, familiarity with Bloomberg and research databases, SIE/Series 86/87 preferred, CFA Level 1 preferred.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Bloomberg
1w
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Senior Premier Banker Bee Cave Galleria
Bee Cave, Texas, United States
OnsiteFull Time
3+ YOERequires FINRA Series 6 and 63 (and SIE/Series 65 where applicable), state insurance license, 3+ years relationship-selling experience, ability to manage a book of business, strong communication, and availability to work Saturdays.
2mo
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Relationship Executive-Diversified Industries Discipline–Executive Director
Indianapolis or Chicago or New York or Los Angeles or Charlotte or Washington or San Francisco or Austin
OnsiteFull Time
8+ YOE8+ years lending/credit experience; knowledge of Commercial Banking products; strong relationship management; able to meet sales goals; FINRA Series 79, 63 and SIE licenses required or must obtain within 180 days.
3w
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Research Associate, U.S. Oil & Gas E&P
New York or Minneapolis or Austin
$100k-$160k/yr OnsiteFull Time
1+ YOEUndergraduate degree in business/math/quantitative field; Series 7, 63, 86, 87, SIE; 1–2+ years relevant experience; strong writing, communication, Excel and Microsoft Office skills; financial modeling and equity research exposure.
Microsoft Office
2mo
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Service Leader, Onsite Relationship Management 93711 (Austin, TX, US)
Austin, Texas, United States
$70k-$90k/yr OnsiteFull Time
Must pass FINRA SIE and Series 99 within six months; bachelor’s degree; strong interpersonal and communication skills; ability to advocate for new service capabilities; customer-centric mindset; proficient with Microsoft Office; proactive problem-solver.
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, SharePoint
1w
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Financial Consultant I – Principal Connection (Multiple Locations)
Des Moines or Charlotte or Phoenix or San Francisco or Denver or Jacksonville or Miami or Orlando or Tampa or Atlanta or Chicago or Minneapolis or St. Louis or Raleigh or Grand Island or Marlton or Austin or Dallas or Fort Worth or Salt Lake City or Richmond or Bridgewater or Cherry Hill or Princeton
$27-$40/hr HybridFull Time
2+ YOEBachelor's degree or equivalent plus 2+ years' experience; SIE and Series 7 required; Series 66 or Series 63+65 required; ability to register across all US states; strong communication, investment product knowledge, and desktop computer proficiency.
1mo
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Sr RM Insurance Corporate Banking
Dallas or Austin or Fort Worth or Houston or Richardson or Plano or San Antonio
OnsiteFull Time
10+ YOE10+ years corporate/commercial banking experience, proven relationship management and portfolio growth, mentoring experience, formal credit training or equivalent, FINRA Series 79/63/SIE required or to be obtained within 180 days, bachelor’s degree in finance/accounting/business, Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint