6d
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Consumer Investments - Investment Specialist Trainee (Obtain SIE, Series 7 & 66)
Fort Worth, Texas, United States
OnsiteFull Time
Phone-based client service and referral role preparing for SIE, Series 7 and Series 66 licensing; client-focused, strong communication, multitasking, computer skills, and desire for a career in financial services.
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.
3mo
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Registered Representative - State Farm Agent Team Member
McKinney, Texas, United States
$65k/yr HybridFull Time
Series 6, 63 and SIE licenses; strong investment product knowledge; excellent communication and customer service; ability to build relationships; detail-oriented.
Financial software, Financial tools
3d
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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.
2w
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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
3mo
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Wealth Management Associate - TX, Fort Worth (5243)
Fort Worth, Texas, United States
OnsiteFull Time
Bachelor's degree or equivalent; licensing in State Life & Health, SIE, Series 7, Series 66; authorized to work in the United States; strong communication and entrepreneurial mindset.
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)
1d
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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
3mo
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Financial representative
Collin County, Texas, United States
FieldFull Time
Ability to obtain/hold life insurance license, SIE, Series 6 and/or 7, Series 63; pass background and regulatory checks; passion for improving members' financial lives.
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
Rockwall, Texas, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to obtain Life/Accident & Health, SIE, Series 6,7,63 licenses; relationship-building and client acquisition skills; legal authorization to work in the US without sponsorship.
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.
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.
1mo
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Financial Advisor (Dallas)
Dallas, Texas, United States
$75k-$125k/yr HybridFull Time
0+ YOEEarly-career candidates welcome; no prior experience required. Must be coachable, strong communicator, and motivated to build a book of business. Licensing (Life, SIE, Series 7, Series 66) supported.
3w
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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.
1w
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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.
2w
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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
1w
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Brokerage Registered Client Service Associate - Dallas, Texas
Dallas, Texas, United States
OnsiteFull Time
Bachelor's or equivalent, securities industry experience or sales assistant background, FINRA SIE/Series 7/Series 66 required, strong telephone and communication skills, Microsoft Office and Salesforce proficiency.
Microsoft Office, SalesForce
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