- Charles Schwab (San Mateo, CA)
- …Charles Schwab. **What you have** **Required Qualifications** + Bachelor's degree + Active and valid FINRA Series 7 & 66 (license(s) may be obtained under a ... condition of employment) + 10 years of experience in business development and relationship management with a proven record of success + 10 years of experience with wealth management - financial planning and investment planning **Preferred Qualifications** +… more
- City National Bank (San Francisco, CA)
- …Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% ... of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of… more
- JPMorgan Chase (San Francisco, CA)
- …capabilities, and skills: + 5 plus years' experience in Financial Services industry + FINRA Series 7 and 66 licenses required + Bachelor's degree ... required + Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment + Proactively identify and delivery appropriate solutions that address the needs of our clients + Ability to communicate… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …in a financial or wealth management firm. + Knowledge of financial products and services. + FINRA Series 7 and 66 licenses preferred but not required. + ... Bilingual abilities are a plus. Excited about this role? We'd love to hear from you! Apply today and send your resume via LinkedIn to Jonathan Christan (JC) del Rosario - let's explore how this opportunity could be the right fit for your next career move.… more
- Charles Schwab (Newport Beach, CA)
- …**Required** **qualifications** + Bachelor's degree or equivalent work-related experience + Active and valid FINRA Series 7 , 9/10 and 63 licenses + 3+ years' ... experience with customer service + 3-5 years in a security/financial services capacity **Preferred** **qualifications** + Notary + 2+ years' experience in a management/supervisory capacity + Outstanding written and oral communication skills Previous experience… more
- Bank of America (Bakersfield, CA)
- …training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of ... 66) registrations required with 5+ years' experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired… more
- Citigroup (San Francisco, CA)
- …preferred + Ability to manage relationships both internal and external + Ability to multi-task + FINRA SIE, Series 7 , Series 66 required (or obtained ... escalating, managing and reporting control issues with transparency. **Qualifications:** + 3- 7 years of relevant experience + Prior experience in wealth management… more
- Citigroup (Palo Alto, CA)
- …preferred + Ability to manage relationships both internal and external + Ability to multi-task + FINRA SIE, Series 7 , Series 66 required (or obtained ... within 120 days) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** Full time **Primary Location:** Palo Alto California United States… more
- Citigroup (Los Angeles, CA)
- …preferred + Ability to manage relationships both internal and external + Ability to multi-task + FINRA SIE, Series 7 , Series 66 required (or obtained ... escalating, managing and reporting control issues with transparency. **Qualifications:** + 3- 7 years of relevant experience + Prior experience in wealth management… more
- Citigroup (Los Angeles, CA)
- …preferred + Ability to manage relationships both internal and external + Ability to multi-task + FINRA SIE, Series 7 , Series 66 required (or obtained ... within 120 days) **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Onboarding **Time Type:** Full time **Primary Location:** Los Angeles California United States… more