- Edward Jones (Fairfield, CA)
- …and/or military career progression **Licensing:** + SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not ... within the securities/financial services industry + Financial services and/or sales experience + Financial services registration, licensing, or certification +… more
- Guardian Life (Sacramento, CA)
- …broker/dealer as a plus. + Prior examination, auditing or testing experience. + Series 7 ; 24 licenses required or obtained within 120 days. + ... while focusing on the customer. We do this through leveraging a series of core capabilities, which includes accountability, interpersonal effectiveness, ability to… more
- Citigroup (Palo Alto, CA)
- …to manage relationships both internal and external + Ability to multi-task + FINRA SIE, Series 7 , Series 66 required (or obtained within 120 days) ... sub-function/job family. **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to… more
- Citigroup (Los Angeles, CA)
- …to manage relationships both internal and external + Ability to multi-task + FINRA SIE, Series 7 , Series 66 required (or obtained within 120 days) ... of the individual. **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire… more
- Citigroup (Los Angeles, CA)
- …to manage relationships both internal and external + Ability to multi-task + FINRA SIE, Series 7 , Series 66 required (or obtained within 120 days) ... of our core client coverage team + Partner with sales teams to exceed client expectations and make client...their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.… more
- Citigroup (San Francisco, CA)
- …to manage relationships both internal and external + Ability to multi-task + FINRA SIE, Series 7 , Series 66 required (or obtained within 120 days) ... of the individual. **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire… more
- Meta (Burlingame, CA)
- …rigor & operational expertise through comprehensive end-to-end program management to a series of key strategic initiatives across the Reality Labs Global Sales ... each of their focus areas aligned to high priority Meta Global Sales strategic priorities. The right candidate will possess extensive program management,… more
- JPMorgan Chase (Los Angeles, CA)
- …understanding of investments, wealth planning, credit and banking concepts + Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, ... and skills** + A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence +… more
- Wells Fargo (Los Angeles, CA)
- …financial markets, banking, or financial services industry. **JOB EXPECTATIONS:** + Registration for FINRA Series 7 must be completed within 90 days of hire date ... Banking + Assisting the trading desk in managing risk + Supporting senior sales representatives in building relationships with our clients + Pricing and structuring… more
- JPMorgan Chase (Long Beach, CA)
- …equivalent + Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/ 7 , state registration (including 63 or 66 if required), and ... options to access their accounts 24 hours a day/ 7 days a week. **Job responsibilities** + Delivers an...skills** + 1+ year of experience in Retail banking sales , Financial services sales , Consultative relationship … more