- TEKsystems (Fort Worth, TX)
- …7 , financial services, excel data entry, document processing Additional Skills & Qualifications: Needs Series 7 (some roles 63 , 66, 24) Needs experience ... with Excel About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500,… more
- TEKsystems (Fort Worth, TX)
- …involve rotation of job responsibilities for purposes of cross-training and career development Skills: Series 7 , Series 63 , Financial Services, Series ... 24, Computer Skills: Excel, Teams, Microsoft Top Skills Details: Series 7 , Series 63 ,Financial Services, Series 24 Additional Skills &… more
- JPMorgan Chase (Plano, TX)
- …activities **Required qualifications, capabilities, and skills** + A valid and active Series 7 and Series 63 + Strong compliance record in prior ... a strong commitment to diversity and inclusion. As a Licensed Investment Professional in JP Morgan Wealth Management, you...days. + Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM… more
- Bank of America (Plano, TX)
- …client needs and appropriate solutions. * **Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses** ( 63 & 65 accepted, in lieu of ... and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66...of development Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically… more
- USAA (Plano, TX)
- …Required maintenance of FINRA Series 7 license. + Required maintenance of FINRA Series 66 (or 63 and 65) license. + Must be able to successfully pass ... refers for solutions that they are not trained and/or licensed to recommend or fulfill. + Motivates member to...requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions.… more
- Citigroup (Irving, TX)
- …as a supervisor with a bank-based or independent brokerage model a plus + US Registered FINRA Series 7 , 63 (or 66), 24 (or 9/10) + Group 1 Insurance required ... Principal role in Citi Global Wealth is a seasoned FINRA- licensed securities professional role responsible for executing day-to-day supervisory activities… more