- BMO Financial Group (Hayward, CA)
- **This is a licensed position requiring the SIE, Series 6 , 63, Life and Health** **_The mission of Premier Services is to help mass affluent clientele make real ... for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned...+ **This is a licensed position requiring the SIE, Series 6 , 63, Life and Health** +… more
- Meta (Burlingame, CA)
- **Summary:** Meta is looking for a Strategic Initiatives Program Manager focused on supporting the growth of the Realty Labs business. Reporting to the Director of ... rigor & operational expertise through comprehensive end-to-end program management to a series of key strategic initiatives across the Reality Labs Global Sales… more
- ADP (Woodland Hills, CA)
- …Qualifications_ + Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority (FINRA) Series 6 and 63 licensing is a plus; candidates with ... ADP is hiring a ** Sales Representative for Retirement Services** . + **_Are...401(k) solutions. With a little help from our top-notch sales training, you'll connect with both new and existing… more
- Guardian Life (Sacramento, CA)
- …service experience. + A bachelor's degree or equivalent industry experience. + FINRA Series 6 , preferred. + In-depth knowledge of various annuity products, ... individual to join our team as an **Annuity Relationship Manager ** . We are looking for someone with exceptional...goals and service level agreement standards. **You have** + 6 + years' experience in the financial service industry. Experience… more
- Lincoln Financial (Sacramento, CA)
- …(Preferred)_ : + Retirement plan knowledge and operations experience + FINRA Series 6 license + Project management experience **Application Deadline** ... at a Glance** We are excited to bring on a **Retirement Call Center Manager ** to support the Retirement Plan Services organization in a work from home environment.… more
- Wells Fargo (Los Angeles, CA)
- …partners **Desired Qualifications:** + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA ... and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial...practices risk management culture + Current registration for FINRA Series 6 and Series 63… more
- Wells Fargo (Hesperia, CA)
- …and partners Desired Qualifications: * Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA ... and connect customer with the appropriate partner or relationship manager to meet their needs * Partner with financial...practices risk management culture * Current registration for FINRA Series 6 and Series 63… more
- Raymond James Financial, Inc. (San Diego, CA)
- …The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a ... Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial...individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with… more
- JPMorgan Chase (Los Angeles, CA)
- …convey knowledge and credibility in front of managers, clients and investors. + 6 + years of experience in investment sales , alternative investment due diligence, ... investment specialists, and clients considering the use of an alternative asset manager within an investment portfolio . Managers include multiple asset classes… more
- Covr Financial Technologies (San Francisco, CA)
- …+ Life and health insurance licensed with a minimum of 5+ years of life insurance sales experience + Minimum Series 6 and 63 required Knowledge and Skills: ... Regional Insurance Consultant REPORTS TO: Chief Revenue Officer DEPARTMENT: Sales , National Sales Team FLSA STATUS: Exempt...Covr's team which includes an internal partners, assigned Case Manager , as well as access to Covr's Director of… more
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