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Search Results for Licensed Financial Consultant
- Financial Consultant II Coastal Bend Job
- Capital One - South/Corpus Christi, Texas
- Customer Service
- Financial Consultant II Coastal Bend-711650 Description Summary: Under general supervision, the incumbent must successfully be able to advise clients in investment concepts in a bank environment. The Financial Consultant must meet production goals that are reviewed on a monthly basis. This individual must hold FINRA Series 7, 63 and state approved Life and Health Insurance licenses. The position requires a person who is diligent and consistent with relevant regulatory guidelines, including but not limited to those of FINRA, the SEC and state insurance departments. The position requires a (see more)
- Senior Financial Consultant III - Beaumont, TX
- Capital One - East/Tyler/Beaumont, Texas
- Banking / Mortgage
- Title: Senior Financial Consultant III - Beaumont, TXLocation: United States-Texas-Beaumont-Beaumont-Beaumont Br 345 (31345)Summary:Under general supervision, the incumbent must successfully be able to advise clients in investment concepts in a bank environment. The Financial Consultant must meet production goals that are reviewed on a monthly basis. This individual must hold FINRA Series 7, 63 and 65/66 as well as state approved Life and Health Insurance licenses. The position requires a person who is diligent and consistent with relevant regulatory guidelines, including but not limited to (see more)
- Senior Financial Consultant III - Brownsville/Rio Grande
- Capital One - South/Corpus Christi, Texas
- Banking / Mortgage
- Title: Senior Financial Consultant III - Brownsville/Rio GrandeLocation: United States-Texas-Brownsville-Rio Grande-Morrison Br 720 (31720)Summary:Under general supervision, the incumbent must successfully be able to advise clients in investment concepts in a bank environment. The Financial Consultant must meet production goals that are reviewed on a monthly basis. This individual must hold FINRA Series 7, 63 and 65/66 as well as state approved Life and Health Insurance licenses. The position requires a person who is diligent and consistent with relevant regulatory guidelines, including but (see more)
- Financial Consultant II Coastal Bend
- Capital One - South/Corpus Christi, Texas
- Banking / Mortgage
- Title: Financial Consultant II Coastal BendLocation: United States-Texas-Victoria-Coastal Bend-Victoria Br 730 (31730)Summary:Under general supervision, the incumbent must successfully be able to advise clients in investment concepts in a bank environment. The Financial Consultant must meet production goals that are reviewed on a monthly basis. This individual must hold FINRA Series 7, 63 and state approved Life and Health Insurance licenses. The position requires a person who is diligent and consistent with relevant regulatory guidelines, including but not limited to those of FINRA, the (see more)
- Senior Financial Consultant-Austin, TX
- Capital One - Austin, Texas
- Banking / Mortgage
- Title: Senior Financial Consultant-Austin, TXLocation: United States-Texas-Austin-Austin-Mopac/Austin Br 766 (31766)Summary:Under general supervision, the incumbent must successfully be able to advise clients in investment concepts in a bank environment. The Financial Consultant must meet production goals that are reviewed on a monthly basis. This individual must hold FINRA Series 7, 63 and 65/66 as well as state approved Life and Health Insurance licenses. The position requires a person who is diligent and consistent with relevant regulatory guidelines, including but not limited to those (see more)
- Financial Consultant II/Partner Broker - Dallas Fort Worth
- Capital One - Dallas, Texas
- Banking / Mortgage
- Title: Financial Consultant II/Partner Broker - Dallas Fort WorthLocation: United States-Texas-Frisco-DFW-Stonebriar Br 494 (31494)Summary:Under general supervision, the incumbent must successfully be able to advise clients in investment concepts in a bank environment. The Financial Consultant must meet production goals that are reviewed on a monthly basis. This individual must hold FINRA Series 7, 63 and state approved Life and Health Insurance licenses. The position requires a person who is diligent and consistent with relevant regulatory guidelines, including but not limited to those of (see more)
- Financial Consultant II - Houston, TX
- Capital One - Houston, Texas
- Banking / Mortgage
- Title: Financial Consultant II - Houston, TXLocation: United States-Texas-Spring-Houston-East Spring Br 737 (31737)Summary:Under general supervision, the incumbent must successfully be able to advise clients in investment concepts in a bank environment. The Financial Consultant must meet production goals that are reviewed on a monthly basis. This individual must hold FINRA Series 7, 63 and state approved Life and Health Insurance licenses. The position requires a person who is diligent and consistent with relevant regulatory guidelines, including but not limited to those of FINRA, the SEC (see more)
- PRN Medical Social Worker
- Care Cycle Solutions - Fort Worth, Texas
- Healthcare / Nursing
- The Medical Social Worker is a qualified professional who, in accordance with the plan of treatment, assists the physician and other team members in understanding the significant social and emotional factors related to the health problems appropriate to age groups served by the agency. The MSW participates in the development of the plan of treatment, prepares clinical and progress notes, works with the family, utilizes appropriate community resources, participates in discharge planning and in-service programs and acts as a consultant to other agency personnel. Provide social casework as an (see more)
- Chief Counsel
- Capital Metro - Austin, Texas
- Legal / Law Related
- - THIS IS A CAPITAL METRO POSTING AND IS SUBJECT TO CLOSE AT ANYTIME - DO NOT APPLY ONLINE - SEE SPECIAL INSTRUCTIONS NOTED BELOWReporting directly to the President/CEO), the Chief Counsel is a senior manager responsible for Capital Metropolitan Transportation Authority's legal services. This position is directly responsible for performing the Authority's most sensitive and complex legal affairs, serves as the Chief Legal Counsel, and is responsible for managing the Authority's legal department regarding litigation, policy, contracts, and legal instruments. The Chief Counsel advises the (see more)
- Retirement Plan Sales Consultant
- Capital Group Companies - San Antonio, Texas
- Accounting / Finance
- Title Retirement Plan Sales ConsultantAutoReqId 14391BRFunctional Area SalesExperience Level 2-5 years5-10 yearsWork Location San Antonio, TXFull Time / Part Time Full TimePosition Description The Retirement Plan Sales Consultant manages presale coordination and the entire sales process from proposal to resolution. This is achieved primarily through proactive outbound sales calls and plan analysis. The position requires strong consultative sales skills and an ability to handle objections to assist Financial Professionals in reviewing proposals, positioning products and determining the (see more)
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