- BlackRock (San Francisco, CA)
- …Proficient in Bloomberg/ Morningstar Direct/FactSet and ESG data providers a plus + BA/BS required; Series 7 , 63 preferred For San Francisco, CA and New York, NY ... partner teams across Product Strategy, Product Innovation, STS, Marketing, Sales , Comms, and beyond. Key responsibilities include: Client engagement +… more
- HSBC (Beverly Hills, CA)
- …Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment + Series 7 , 66 (in lieu of 63 and 65), California Life and Health ... succeed in this role: + Meaningful experience in nontraditional banking financial sales , providing client recommendations and increasing sales , and building and… more
- Dynatrace (Mountain View, CA)
- …alignment, and build cross-functional relationships with customer success, IT, product, sales , solutions and functional leaders (marketing, sales strategy, ... of varied digital content formats such as webinars, email campaigns, video series , in-product messaging, and social channels. + Monitor program progress, resolve… more
- HSBC (San Francisco, CA)
- …with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment + Series 7 , 63, 65 or 66 (in lieu of 63 and 65), Life and ... succeed in this role: + Meaningful experience in nontraditional banking financial sales , providing client recommendations and increasing sales , and building and… more
- Bank of America (Monterey, CA)
- …investing and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.** + ... Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Minimum of one year experience in the… more
- Bank of America (Chico, CA)
- …(SIE) + 4+ years of progressive professional and/or military experience + Ability to obtain Series 7 and 66 licenses within allotted program time + Is a ... Qualifications:** + Experience working in the financial service industry and/or a sales environment where goals were met or exceeded + Strong computer skills… more
- JPMorgan Chase (San Francisco, CA)
- …skills** + College graduate with 7 + years of industry experience and holds the series 7 and 63 licenses. + Proven ability to effectively market and sell ... needs. + Effectively advance opportunities presented to you through a focused sales process. + Generate new assets under management through the bank's existing… more
- TIAA (Walnut Creek, CA)
- … 7 + Years Preferred **FINRA Registrations** + SRC Indicator: Series 65 **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** ... direct portfolio management experience with individual clients **Preferred Qualifications:** + 7 - 10 years complex, direct portfolio management experience with… more
- TIAA (Sherman Oaks, CA)
- …+ University (Degree) Preferred **Work Experience** + 5 Years Required; 7 Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career ... with 120 days from start date. **FINRA Registrations** + SRC Indicator: Series 65 **Required Qualifications:** + 5+ years working directly with wealth management… more
- Manulife (CA)
- …Degree preferred + Minimum of 3-5 years of asset management wholesaling experience required + Series 7 and 66 or 63 licenses required + CFA or CIMA designation ... Represent John Hancock Investment Management at in-person and virtual events including national and regional conferences, seminars, and sales training meetings.… more