- 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
- Charles Schwab (Pleasanton, CA)
- …is for you. **What you have** **Required Qualifications:** + A valid and active FINRA Series 7 license required + Obtaining or acquiringFINRA Series 66 ... advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client ...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more
- Wells Fargo (Palo Alto, CA)
- …military experience, education + US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 examinations (or ... regulatory requirements from an operational support perspective + Strong client service skills + Strong attention to...is required for ongoing employment in this position. FINRA Series 65 or 66 examinations or equivalent must be… more
- Charles Schwab (Irvine, CA)
- …the role for you. **What you have** **Required Qualifications:** + A valid and active Series 7 license is required ( _license may be obtained under a condition ... of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr.… more
- Charles Schwab (San Francisco, CA)
- … client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial ... planning, foundational portfolio needs, and complex client service issues. This role will provide...have** **Required Qualifications** **:** + Active and valid FINRA Series 7 + Active and valid FINRA… more
- BMO Financial Group (Santa Monica, CA)
- …of education and experience. + FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses. + Life and Health Insurance Producer's License. + Completed ... solution in the best interest of the customer. Determines client needs and provides solutions though the sales of...+ Executes work to deliver timely, accurate, and efficient service . + Identifies business needs, designs and develops tools… more
- Bank of America (San Francisco, CA)
- …experience for UHNW families and individuals + Strong Tax, legal research and writing skills + Series 7 & 66 or the ability to obtain these within 120 days + ... articles and other material on topics impacting the UHNW client segment, or provide service to clients....Detail + Issue Management + Prioritization **Desired Skills:** + 7 years of private law firm practice or similar… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration, Active ... and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives. * Employing ethical business practices to ensure full… more
- Bank of America (Newport Beach, CA)
- …Management + Customer Service Management + Process Simplification **Required Qualifications:** + Series 7 , 63/65 or 66 or equivalent; must obtain all state ... relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with … more
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