- City National Bank (San Francisco, CA)
- …or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of the time ... industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate....assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required… more
- JPMorgan Chase (Los Angeles, CA)
- …understanding of investments, wealth planning, credit and banking concepts + Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, ... and skills** + A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence +… 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
- City National Bank (Beverly Hills, CA)
- …generation and organization experience * 1 to 2 years to complete licensing: Series 7 , 66 * Master financial modeling system *Compensation* Starting base ... coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and… more
- ZymoChem (San Leandro, CA)
- …CO2 loss during the production phase. ZymoChem recently closed a $21 million Series A round of fundraising to support the launch of our first high-performance ... in the SAP hygiene and non-hygience industries, leveraging expertise in sales , application development, and manufacturing. The ideal candidate has experience in… 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
- US Bank (Patterson, 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
- 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 ... for an External Wholesaler to engage new and existing clients to drive sales across the entire suite of JHIM investment products! This position is responsible… more