- BlackRock (San Francisco, CA)
- …a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the ... industry-leading iShares(R) ETFs. Are you a highly motivated professional interested in building a career in FinTech? Can you shape and enhance clients' investment processes? Do you thrive on working with clients and internal teams to solve complex problems?… more
- Bank of America (Brea, CA)
- …goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds , annuities, and banking and money managed solutions + ... Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls risk as… more
- BlackRock (San Francisco, CA)
- …a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the ... industry-leading iShares(R) ETFs. Elevate your career by joining the world's largest asset manager! Thrive in an environment that cultivates positive relationships and recognizes outstanding performance! We know you want to feel valued every single day and be… more
- TEKsystems (San Diego, CA)
- …multitasking, attention to detail, and problem-solving skills. + Knowledge of mutual funds , annuities, general securities, and other financial products. ... + Familiarity with FINRA, SEC, and state regulations. + Licensing Requirements: FINRA SIE, Series 7 Top-Off, and Series 63 (or must be obtained within 90 days of employment). Pay and Benefits The pay range for this position is $30.00 - $30.00/hr. Eligibility… more
- TEKsystems (San Diego, CA)
- …customer service experience in a financial services capacity + Knowledge of mutual funds , annuities, general securities, and other financial products required. ... + Knowledge of FINRA, SEC, and State rules and regulations required. + Excellent oral and written communication skills. + Ability to quickly learn and maintain knowledge in a very dynamic environment + Ability to multi-task, strong attention to detail,… more
- Charles Schwab (Los Angeles, CA)
- …of traditional investment styles and vehicles (ie, separately managed accounts, ETFs, mutual funds , fixed income assets) and investment strategy. + Excellent ... oral and written communication skills. + Comfortable and able to present articulately to large groups: ex. industry conferences, webcasts, internal meetings, etc. + Self-motivated and ability to travel part-time, or as needed to successfully manage the region.… more
- MUFG (Los Angeles, CA)
- …file formats + Has a good understanding of investment vehicles such as money market mutual funds + Ability to work autonomously and initiate and prioritize own ... work + Solid judgment, strong negotiation skills + Strong skills in data gathering, analysis, and interpretation + Familiarity with bank systems and online banking management + Expert level knowledge of Microsoft Products (with emphasis on Power BI, Excel, and… more
- Banfield Pet Hospital (San Diego, CA)
- …ourselves; as associates, we support the responsibility of others. . Mutuality - A mutual benefit is a shared benefit; a shared benefit will endure. . Efficiency - ... with a tax-advantaged HSA, allowing you to pay for medical expenses with pre-tax funds . + Paid Parental Leave: We support growing families with paid parental leave… more
- Banfield Pet Hospital (Los Angeles, CA)
- …ourselves; as associates, we support the responsibility of others. + Mutuality - A mutual benefit is a shared benefit; a shared benefit will endure. + Efficiency - ... with a tax-advantaged HSA, allowing you to pay for medical expenses with pre-tax funds . + Paid Parental Leave: We support growing families with paid parental leave… more
- Manulife (CA)
- …offers significant growth potential for the right candidate. **Responsibilities** + Distribution of Mutual Funds , ETFs, 529 plans, UCITS, SMAs, DCIO and Private ... Placement offerings. + Maintain and build client relationships by providing timely information on products, capital market intelligence, practice management advice and above all, exceptional client service. + Conduct a robust schedule of client-facing… more