- JPMorgan Chase (Oakland, CA)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Wealth Advisor in Chase Wealth Management, you ... will offer comprehensive financial planning and advice to individuals and families. Your...maintaining professionalism. + A valid and active Series 7 license is required or must be obtained within 60… more
- Wells Fargo (San Francisco, CA)
- …or CFA **Job Expectations:** + US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license (s) is required for ... this role, you will:** + Serve as an expert advisor to lead highly complex and substantial cash flow...a hybrid work schedule + Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license (s) is… more
- AON (San Francisco, CA)
- …findings and solutions. + Communicate externally on daily basis as trusted advisor with private equity firms, target companies or their representatives. + Execute ... input on insurance coverage, claims history, insurance-related collateral, insurance-related financial expense, surety bonds and insurance sections of the draft… more
- KeyBank (CA)
- …in the Los Angeles or Orange Counties.** Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full range of ... moderate risk profile. **Responsibilities** + Serves as the Trusted Financial Advisor and Business Partner to clients...to operate a motor vehicle with a valid driver's license required. COMPENSATION AND BENEFITS This position is eligible… more
- Wells Fargo (Sacramento, CA)
- …to travel up to 50% of the time + Obtaining and/or maintainingappropriate Financial Industry Regulatory Authority (FINRA) license (s) is required for ongoing ... . **In this role, you will:** + Serve as an expert advisor to lead highly complex and substantial cash flow and real estate… more
- US Pacific Fleet (Lemoore, CA)
- …ethics orientation within three months of appointment and submit a Confidential Financial Disclosure Report, OGE-450, within 30 days of appointment. + Successful ... being filled, job requirements (eg, security clearance, travel, drug testing, financial disclosure filing, bargaining unit status, etc.) may vary. Other hiring… more
- JPMorgan Chase (San Jose, CA)
- …teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to ... expertise when performing designated supervisory duties to oversee a territory of Financial Advisors. You will be responsible for managing complex, high risk… more
- US Pacific Fleet (CA)
- …you claiming membership in any professional organizations, or possession of a license , certificate or credentials? Check the Conditions of Employment section above ... see if any are required. If you claim membership, license , certification, or credentials, you must submit a copy...eligibility, visit the Department of Labor's website: Veterans' Preference Advisor Are you a disabled veteran or claiming 10-point… more
- US Pacific Fleet (San Diego, CA)
- …you claiming membership in any professional organizations, or possession of a license , certificate or credentials? Check the Conditions of Employment section above ... see if any are required. If you claim membership, license , certification, or credentials, you must submit a copy...eligibility, visit the Department of Labor's website: Veterans' Preference Advisor Are you a disabled veteran or claiming 10-point… more
- Lincoln Financial (San Francisco, CA)
- …capitalize on the opportunities to cross sell and penetrate new and existing financial advisors. + Conducts firm/ advisor meetings to achieve sales targets. (eg ... you'll be doing** + Develop deep understanding of Lincoln Financial 's Alternatives platform and effectively represent individual solutions, to...for this position. + FINRA Series 7 and 63 License + Bachelor's degree or equivalent work experience +… more