• Manager, Client Relationship Support

    Charles Schwab (Newport Beach, CA)
    …**qualifications** + Bachelor's degree or equivalent work-related experience + Active and valid FINRA Series 7 , 9/10 and 63 licenses + 3+ years' experience with ... experiences for our clients. You will assist the Branch Manager and sales /support staff with meeting our clients' needs, resolving customer escalations, helping to… more
    Charles Schwab (07/27/25)
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  • Senior Wealth Advisor

    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
    Citigroup (07/16/25)
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  • Data Scientist / Senior Data Scientist

    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
    DoorDash (07/09/25)
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  • Merrill Experienced Financial Advisor

    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
    Bank of America (07/08/25)
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  • Financial Advisor

    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
    Thrivent Financial (06/25/25)
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  • Private Wealth Relationship Manager (FP)

    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
    Bank of America (06/13/25)
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