- Bank of America (San Francisco, CA)
- … client needs and potential product services recommended **Required Qualifications** : + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If ... client requests and makes referrals to appropriate internal service providers based on client needs and...that a passing score is received for the missing series within 60 days. + Has at least one… more
- Citigroup (San Francisco, CA)
- …relationships both internal and external + Ability to multi-task + FINRA SIE, Series 7 , Series 66 required **Education:** + Bachelor's/University degree ... through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely… more
- T. Rowe Price (San Francisco, CA)
- …experience AND 5+ years of total relevant work experience. + This role requires the FINRA Series 7 and Series 66 licenses. Licenses may be obtained within ... to date in the economy and financial services industry + Strong consultative, client service , and relationship building skills + Strong interpersonal skills and… more
- Citigroup (Palo Alto, CA)
- …to manage relationships both internal and external + Ability to multi-task + FINRA SIE, Series 7 , Series 66 required (or obtained within 120 days) ... and wealth management solutions to our clients + Provide complete service support to client , including solving complex client inquiries + Appropriately… more
- Citigroup (Los Angeles, CA)
- …to manage relationships both internal and external + Ability to multi-task + FINRA SIE, Series 7 , Series 66 required (or obtained within 120 days) ... suite of banking and wealth management solutions to our clients + Provide complete service support to client , including solving complex client inquiries +… more
- Veterans Affairs, Veterans Health Administration (Redding, CA)
- …is in the Physical Therapy Section within the Physical Medicine and Rehabilitation Service of the VA Northern California Health Care System which is a Complexity ... residents, and PT interns. Provide clinically appropriate treatment programs for client evaluation and treatment, within this Veterans Administration Medical Center,… more
- Kestra Financial (Palo Alto, CA)
- …including long term and time sensitive projects simultaneously. Certificates, Licenses, Registration + Series 7 required. Series 65/ 66 preferred. Education ... needs and developing prospects. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education… more
- Citigroup (Irvine, CA)
- …+ Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. + Must meet ALL US FINRA Registration requirements ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more
- Citigroup (Riverside, CA)
- …for FINRA series 6, 63, and 65 are required for the role. Individuals with Series 7 and 66 or equivalent are encouraged to apply. + Insurance group 1 ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more
- US Bank (San Diego County, CA)
- …Three to five years of experience in a financial sales position, preferably working with the affluent client segment + FINRA Series 7 and 66 or, Series ... significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a… more