- TIAA (Pasadena, CA)
- **Wealth Management Coach** The Director, Wealth Management ...7 + Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; ... financial solutions through coaching and skill development and effective practice management . **Key Responsibilities and Duties** + Build and maintain close… more
- TIAA (Palo Alto, CA)
- …relationships with affluent clients or equivalent experience; Required **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... **Wealth Management Advisor** Supported with a robust array of...66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified… more
- Wells Fargo (Newbury Park, CA)
- …that may include most Saturdays + Adherence to Wells Fargo sales practices risk management culture + Current registration for FINRA Series 6 and Series ... **Desired Qualifications:** + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized… more
- US Bank (Aptos, CA)
- …experience in a financial sales position, preferably working with the affluent client segment + FINRA Series 7 and 66 or, Series 7 and 63/65 combination ... and committed to our clients and employees. At Wealth Management from US Bank, we are uniquely positioned for...your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and… more
- JPMorgan Chase (Redwood City, CA)
- …and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a ... a Private Client Investment Associate in JP Morgan Wealth Management , you will be tasked with delivering exceptional client...Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting… more
- Wells Fargo (Palo Alto, CA)
- …that may include most Saturdays + Adherence to Wells Fargo sales practices risk management culture + Current registration for FINRA Series 6 and Series ... peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with… more
- JPMorgan Chase (Simi Valley, CA)
- …and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the ... needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice...and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60… more
- The County of Los Angeles (Los Angeles, CA)
- …technical and support personnel providing technical and consultative services to the management of a program; or oversees a small Countywide health program. ... STANDARDS: This is the senior-/supervisory-level class in the Health Program Analyst Series . Positions allocable to this class are located in the department of… more
- JPMorgan Chase (Irvine, CA)
- …+ * A valid and active Series 7 + * A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the ... is the team for you. As a Personal Advisor, in JP Morgan's Wealth Management 's National Branch Personal Advising group, you will partner with clients to create… more
- Wells Fargo (Woodland Hills, CA)
- …following: work experience, training, military experience, education + Successfully completed FINRA Series 7 exam to qualify for immediate registration (or FINRA ... seeking a Market Growth Director in Wealth and Investment Management as part of Wells Fargo Advisors. This role...Wealth Market Growth Strategy functional area **Required Qualifications:** + 7 + years of Wealth Market Growth Strategy experience, or… more
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