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
2w
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Private Wealth Client Associate
Houston, Texas, United States
OnsiteFull Time
Client-service support for financial advisors; strong communication, detail orientation, adaptability, and proficiency with Microsoft applications and Salesforce. SIE/Series registrations preferred.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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
1w
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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
3mo
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Financial representative
Liberty County, Texas, United States
OnsiteFull Time
Ability to obtain state life insurance license and FINRA registrations (SIE, Series 6/7, Series 63); pass background and regulatory checks; training provided.
2mo
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Private Wealth Consultant I
Houston, Texas, United States
HybridFull Time
1+ YOEBachelor's degree required; SIE, Series 7 and Series 63 required or to be obtained; 1+ years financial services or distribution experience preferred; strong communication, presentation, and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM systems, virtual meeting tools, investment analytics resources
1w
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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.
3mo
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Junior Financial Advisor
Houston, Texas, United States
HybridFull Time
0+ YOEBachelor’s degree preferred; willing to obtain Life/Health, FINRA SIE, Series 7, Series 66 licenses; strong communication; team-oriented; authorized to work in the United States.
2w
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Financial Advisor
Houston, Texas, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building experience, entrepreneurial drive, licenses required (Life/Accident & Health, SIE, Series 6/7/63); legal authorization to work in the US required.
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.
4d
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Client Service Associate WWS
Houston or The Woodlands
OnsiteFull Time
5+ YOE5+ years financial services experience; proficiency with Raymond James systems and Microsoft Office; strong client service, organizational, analytical, and communication skills; SIE/Series 7/66 preferred.
Raymond James systems, RJFS CRM, RJ Systems, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Microsoft SharePoint
6d
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Financial Advisor - Houston, TX - Market 24, Region 323
Houston, Texas, United States
$45k-$100k/yr FieldFull Time
Qualifications include obtaining SIE, Series 7 and Series 66 registrations, state insurance licenses; bachelor's degree preferred or equivalent experience; financial services or sales experience and completion of firm training.
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
2w
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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
2w
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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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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Washington D.C.
Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington, D.C. or West Palm Beach
$75k-$160k/yr OnsiteFull Time
2+ YOEBachelor's degree required. 2+ years preferred in client service or financial industry. SIE, Series 7 and 63 required. Strong communication, organization, client service orientation, and ability to work under pressure.
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.
3mo
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Analyst, Investment Banking, Energy (U.S.) CIB - Houston, TX (257484)
Houston, Texas, United States
OnsiteFull Time
0+ YOE0-2 years IB experience; Bachelors or Masters in business/finance/math/engineering/economics/science/technology; SIE, Series 79 and Series 63; strong financial analysis, modeling, Excel, and communication skills.
Microsoft Suite, Microsoft Excel
2w
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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.
2w
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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.
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