- HSBC (Irvine, CA)
- …market developments, and of external regulatory framework relevant to wealth management + Series 7 , 66 (or 63 and 65), Life and Health insurance ... succeed in this role: + Meaningful experience in nontraditional banking financial sales , providing client recommendations and increasing sales , and building and… more
- US Bank (Sacramento, CA)
- …financial sales position, preferably working with the affluent client segment - FINRA Series 7 , 63, 65 or 66 license, and applicable state insurance license ... maintains a holistic approach to planning - Strong relationship management, sales and new business development skills - Well-developed analytical and problem-solving… more
- Citigroup (Los Angeles, CA)
- …Private Bank banking and product systems, platforms, tools and capabilities. + Series 7 & 66 Required **Education:** + Bachelor's/University degree, Master's ... a referral network and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are appropriate and in line… more
- DoorDash (San Francisco, CA)
- …Operations + Dasher & Logistics + Customer Experience & Integrity + Merchant, Ads & Sales + New Verticals + International Data Science About the Role As a Data ... working with funnel optimization, user segmentation, cohort analyses, time series analyses, regression models, etc + Expertise of SQL...1 hour for every 25.97 hours worked (eg about 6. 7 hours/month if working 40 hours/week; about 3.4 hours/month… more
- Thrivent Financial (Costa Mesa, CA)
- …as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor ... have come from a variety of career backgrounds, including outside sales , business management, education, ministry, hospitality, military and more. Skills acquired… more
- Wells Fargo (Palo Alto, CA)
- …education + US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) ... . **In this role you will:** + Assist Financial Advisor(s) with sales , service, and operational related activities such as providing service to clients… more
- JPMorgan Chase (Irvine, CA)
- …experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7 and 66 licenses required for position; unlicensed candidates ... but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established… more
- Citigroup (San Francisco, CA)
- …team player able to work without direction + Securities Industry Essentials - SIE, Active Series 7 , 66 (or 63 and 65) licenses + Group 1 Insurance License ... serving in a financial advisory capacity + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical and… more
- US Bank (Rancho Palos Verdes, CA)
- …experience in a financial sales or wealth position - Will need FINRA Series 7 , 65 or 66 and state insurance licenses. Preferred Skills/Experience - Basic ... all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status,… more
- Citigroup (Downey, CA)
- …team player able to work without direction . Securities Industry Essentials - SIE, Active Series 7 , 66 (or 63 and 65) licenses . Group 1 Insurance License ... serving in a financial advisory capacity . Experience in a proactive, successful sales and service role in the financial services industry . Strong analytical and… more