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Comerica-Dallas, TX, 75201
- Provide advice to customers on securities purchases by informing them of current market trends and recommend appropriate investment strategies. - Determine specific customer needs and ensure that appropriate market transactions are executed. - Develop and maintain contact with existing and prospective customers by participating in a customer call program.. Job Requirements: - Bachelor's Degree or High School Diploma/GED and 5 years Financial Consultant experience in the financial service industry - 7 years business development experience in the financial service industry - Series 7 and 63...
Financial Consultant Jobs in Dallas, Texas Jobs
Charles Schwab | Dallas, TX, 75219, USA | >6
Financial Consultant - Dallas, TX Job ID: 057z114 Description: Charles Schwab’s purpose is to helpeveryonebecome financially fit. Through advocacy and innovation, Schwab has worked to make investing more affordable, more accessible and more understandable for all. For more than three decades, The Charles Schwab Corporation has been an advocate for individual investors and the independent advisors who serve them. At Schwab, we respect the unique differences of our employees, our clients and the communities we serve – striving to create a consistent and rewarding employee experience. If you s...
Comerica | Dallas, TX, 75201 | 7
- Provide advice to customers on securities purchases by informing them of current market trends and recommend appropriate investment strategies. - Determine specific customer needs and ensure that appropriate market transactions are executed. - Develop and maintain contact with existing and prospective customers by participating in a customer call program.. Job Requirements: - Bachelor's Degree or High School Diploma/GED and 5 years Financial Consultant experience in the financial service industry - 7 years business development experience in the financial service industry - Series 7 and 63...
Comerica Jobs
Comerica | Dallas, TX, 75201 | 1
- Assists management in providing quality customer service by opening transactions, initiating telephone sales and basic investment accounts, processing consumer loan applications and describing product/services. - Available for 3-4 weeks of Platform Training.. Job Requirements: - 1 year retail banking experience - 1 year customer service experience - 1 year New Account experience - 1 year of experience with computers
Comerica | San Jose, CA, 95128 | 1
- Opening new accounts, take credit and loan applications, promote and sell bank products and services. - Answer phone inquiries, order and maintain supplies and forms, and assist with safe-deposit maintenance. - Conduct internal sales presentations for staff as needed. - Assist management with daily activities as assigned.. Job Requirements: - 1 year customer service experience - 1 year retail sales experience - 6 months of experience with computers
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