3 wealth jobs at 3 companies in Temple, TX
2w
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Wealth Advisor III
Leander, Texas, United States
OnsiteFull Time
Bachelor's in business/finance/economics or equivalent; FINRA Series 7/63/65 or 7/66 (or obtain within 120 days); General Lines Agent license (or obtain within 120 days); strong organization, communication, and Microsoft application proficiency.
Microsoft computer applications
2mo
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Sr. Associate Advisor Consultant, Strategic Wealth
New York City or Austin or Chattanooga or Chicago or Dallas or Houston or Knoxville or Memphis or Midland or Nashville or Plano or Round Rock or Southlake or St. Charles or Sugar Land or Texarkana or The Woodlands or United States
$70k/yr RemoteFull Time
2+ YOERequires FINRA Series 7 & 63, 2+ years in asset management sales or as a financial advisor, ability to reside in market and travel, strong presentation and relationship-building skills, and bachelor’s degree preferred.
CRM
4w
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Premier Client Banker - PNC Wealth Management
Leander, Texas, United States
OnsiteFull Time
3+ YOEBachelor's degree, 3+ years relevant experience, strong relationship and sales skills, knowledge of banking products, ability to manage risk and collaborate with ecosystem partners; FINRA licenses preferred.