- Wells Fargo (Los Angeles, CA)
- …**Desired Qualifications:** + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA ... it here. At Wells Fargo, we're more than a financial services leader - we're a global...practices risk management culture + Current registration for FINRA Series 6 and Series 63… more
- Wells Fargo (Hesperia, CA)
- …Desired Qualifications: * Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized ... those needs * Experience using business acumen to provide financial services consultation to small business customers...practices risk management culture * Current registration for FINRA Series 6 and Series 63… more
- ADP (Woodland Hills, CA)
- …+ Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority (FINRA) Series 6 and 63 licensing is a plus; candidates with great sales ... ADP is hiring a **Sales Representative for Retirement Services ** . + **_Are you ready to control...** . + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Are… more
- Ventura County (Ventura, CA)
- … accounting systems + Cost accounting models + Accounting program analysis + Debt service program + Automated financial information systems In your response, be ... Behavioral Health (VCBH) provides comprehensive mental health and substance use treatment services tailored to meet the needs of our community. From mobile crisis… more
- Ventura County (Ventura, CA)
- …and full disclosure of fiscal impact on recommended Board actions; conducts financial reviews of vendors/lessees/ service providers to ensure full income/expense ... to compile and prepare (Accountant I) or complies and prepares (Accountant II) financial statements and utilization statistics for health services product lines… more
- Raymond James Financial, Inc. (San Diego, CA)
- …offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for ... for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual… more
- Raymond James Financial, Inc. (Beverly Hills, CA)
- …and Responsibilities * Become trained and skilled to effectively and efficiently perform the Financial Advisor role: * If hired as a team candidate, the team will ... required production. * Provides a high level of client service . * Manages the full scope of a client...scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment… more
- Wells Fargo (Yuba City, CA)
- …or private banking + Experience recommending financial services products and services + Successfully completed FINRA Series 6 and 63 exams (or ... license(s) + 3+ years of experience in a licensed financial services position + Customer service...practices risk management culture + Current registration for FINRA Series 6 and Series 63… more
- Wells Fargo (San Diego, CA)
- …or private banking * Experience recommending financial services products and services * Successfully completed FINRA Series 6 and 63 exams (or ... license(s) * 3+ years of experience in a licensed financial services position * Customer service...practices risk management culture * Current registration for FINRA Series 6 and Series 63… more
- Raymond James Financial, Inc. (Woodland Hills, CA)
- …training and support to prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel ... that impact overall company revenue and help our clients realize their financial goals. **Essential Duties and Responsibilities** + Become trained and skilled to… more