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.
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
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.
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
3mo
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Financial representative
Montague County, Texas, United States
FieldFull Time
Ability to obtain/hold life insurance license,SIE and Series 6 and/or 7 and Series 63; pass regulatory, criminal and financial background checks.
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
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.
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
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
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.
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
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.
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)
2w
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Financial Advisor
El Paso, Texas, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, required licenses (Life/Accident & Health, SIE, Series 6,7,63), strong relationship-building, communication, time-management, and US work authorization without sponsorship.
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
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.
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.
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