- Bank of America (Bakersfield, CA)
- …development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations ... partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional… more
- Umpqua Bank (Newport Beach, CA)
- …CIMA, CPWA, ChFC, CTFA, CPA, CFA, CWS or AWMA, any one certification, preferred. + ( Series 7 , 66 (or 63 and 65)). Insurance licensed, preferred. + Occasional ... and build relationships with high-net-worth clients.This is first and foremost a sales position and we seek a self-motivated individual who is comfortable developing… more
- Bank of America (San Francisco, CA)
- …Investments Management + Customer Service Management + Process Simplification **Required Qualifications:** + Series 7 , 63/65 or 66 or equivalent; must obtain all ... Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior… more