- 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
- 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) ... platform, as a part of our core client coverage team + Partner with sales teams to exceed client expectations and make client onboarding and account opening a… 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
- Bank of America (Santa Clarita, 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
- 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
- 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