- ADP (San Diego, CA)
- …points for these:** _Preferred Qualifications_ + Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority (FINRA) Series 6 and 63 ... Services** . + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Are...this role, you will sell ADP's Retirement Services 401(k) solutions . With a little help from our top-notch sales… more
- City National Bank (Beverly Hills, CA)
- …generation and organization experience * 1 to 2 years to complete licensing: Series 7, 66 * Master financial modeling system *Compensation* Starting base ... this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio reviews for Entertainment clients… more
- Bank of America (Irvine, CA)
- …7, 63/65 or 66 or equivalent; must maintain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Bank of America (Beverly Hills, CA)
- … 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration; ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- JPMorgan Chase (Palo Alto, CA)
- …CFP + 5 plus years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Self-starter with natural curiosity for individual planning and ... clients' best interest **Preferred qualifications, capabilities, and skills:** + Series 7 & 66 required or must be fulfilled...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… more
- Citigroup (Los Angeles, CA)
- …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive...+ Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. + Help… more
- Citigroup (Los Angeles, CA)
- …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive...qualitative analysis to solve problems and develop new, innovative solutions . Required to think beyond existing solutions ,… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Planner to join its team of professionals dedicated to delivering personalized, high-impact financial guidance. This role is ideal for a seasoned advisor who ... client relationships, coaching junior team members, and delivering comprehensive financial planning and investment strategies. This is a high-touch, client-facing… more
- BlackRock (San Francisco, CA)
- …a focus on the whole portfolio to deliver the entirety of BlackRock Solutions to Financial Advisors. (3) Deliver deep Portfolio Construction expertise, ... leader and pioneer in this space with a variety of different model solutions for clients to choose from. **Business Description** BlackRock's US Wealth Advisory… more
- Bank of America (San Francisco, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more