- Charles Schwab (Thousand Oaks, CA)
- …the status quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within ... first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the...**Required Qualifications:** + A valid and active Series 7 license is required ( license may be obtained… more
- Charles Schwab (Upland, CA)
- …the status quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within ... first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the...work-related experience + A valid and active Series 7 license required + A valid and active Series 66… more
- Charles Schwab (Los Angeles, CA)
- …supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab ... consolidation, networking, and earning client referrals. If you currently have your securities license , enjoy working in a team setting, and share our passion for… more
- Colliers Engineering & Design (Irvine, CA)
- …working on Banking project types preferred. + Certification as a license professional preferred. + Demonstrated experience leading teams through all phases of ... Colliers Engineering & Design is currently looking for an Architectural Project Manager - Banking to join our Client Programs Market team in Irvine, CA! You will be… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …Proven experience in a senior-level role such as Senior Relationship Manager, Digital Banking Consultant , or Virtual Financial Advisor. * Deep expertise in ... driver of the Credit Union's transformation into a Virtual Banking model, the RA plays a pivotal role in...Who Are You? * Preferred qualifications include Series 7 License and/or NMLS ID. * Bachelor's degree in Business,… more
- City National Bank (Los Angeles, CA)
- …market. Provide integrated financial services advice to these clients including: banking , credit, asset management, trust and estate planning, and brokerage. Manages ... a segment or industry specialist acting as a technical consultant to clients and colleagues in various business segments...in one or more of the following: asset management, banking /credit, personal trust, and brokerage services. * Minimum 10… more