• JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (Redwood City, CA)
    …Essential (SIE) exam + A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as ... and skills** + A valid and active Series 7 license is required or may be obtained within a...a condition of employment FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19… more
    JPMorgan Chase (08/30/25)
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  • Relationship Banker - Beach & Valley

    Wells Fargo (Capitola, CA)
    …recognized equivalents) sufficient to qualify for immediate FINRA registration + State Insurance license (s) + Customer service focus with experience handling ... requirement would be based on current state requirements during employment + State Insurance license (s) are required for this role and must be completed within a… more
    Wells Fargo (09/06/25)
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  • Senior Branch Premier Banker LP - Waterford Plaza…

    Wells Fargo (San Jose, CA)
    …63 exams (or recognized FINRA equivalents) to qualify for immediate registration + State Insurance license (s) + 3+ years of experience in a licensed financial ... requirement would be based on current state requirements during employment + State Insurance license (s) are required for this role and must be completed within a… more
    Wells Fargo (09/05/25)
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  • Relationship Banker

    Wells Fargo (Ontario, CA)
    …recognized equivalents) sufficient to qualify for immediate FINRA registration * State Insurance license (s) * Customer service focus with experience handling ... requirement would be based on current state requirements during employment * State Insurance license (s) are required for this role and must be completed within a… more
    Wells Fargo (09/04/25)
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  • Sales Professional - Inside Sales

    SCI Shared Resources, LLC (Whittier, CA)
    …Current state/province issued driver's license with an acceptable driving record + Insurance license if required by state/province law and as prescribed by ... month + Ability to drive frequently + Ability to obtain and maintain an insurance license if required by state/province + Flexible hours but, at times must have… more
    SCI Shared Resources, LLC (09/04/25)
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  • Relationship Banker Inland Orange County District

    Wells Fargo (Seal Beach, CA)
    …recognized equivalents) sufficient to qualify for immediate FINRA registration + State Insurance license (s) + Customer service focus with experience handling ... requirement would be based on current state requirements during employment + State Insurance license (s) are required for this role and must be completed within a… more
    Wells Fargo (08/29/25)
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  • VP, Assistant Branch Manager

    Charles Schwab (Newport Beach, CA)
    …and within Schwab to achieve desired results + A valid and active Life and Health Insurance license (may be obtained within a 120 day condition of employment) + ... work-related experience + A valid and active Series 7 license required + A valid and active Series 66...benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're… more
    Charles Schwab (09/06/25)
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  • Investment Advisor

    Navy Federal Credit Union (San Diego, CA)
    …7 and combination of NASAA Series 63/65 or 66 registration required + Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) ... and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance /investment products and services to achieve the financial client's goals as a… more
    Navy Federal Credit Union (09/07/25)
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  • Investment Consultant

    Charles Schwab (Rowland Heights, CA)
    …within a 120 day condition of employment) + A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of ... work-related experience + A valid and active Series 7 license required + A valid and active Series 66...benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're… more
    Charles Schwab (08/30/25)
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  • Account Manager, Commercial Lines (Korean…

    HUB International (Garden Grove, CA)
    … experience within a brokerage environment + HS diploma or GED + Holds an insurance license in good standing + Effectively interacts with all levels within the ... what matters most will be protected through unrelenting advocacy and tailored insurance solutions. Our growing team of professionals across North America represents… more
    HUB International (09/05/25)
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