- Wells Fargo (Los Angeles, CA)
- …+ Experience recommending financial services products and services + Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to ... Wells Fargo sales practices risk management culture + Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for… more
- Wells Fargo (Anaheim, CA)
- …partners **Desired Qualifications:** + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA ... Wells Fargo sales practices risk management culture + Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for… more
- BMO Financial Group (Vacaville, CA)
- …customer first. **_You belong here!_** + **This is a licensed position requiring the SIE, Series 6 , 63, Life and Health** + Proactively builds and manages an ... knowledge of banking products, services, pricing, and profitability. + Required: SIE Exam, Series 6 , Series 63, Life & Health licenses (if licenses not… more
- Thrivent Financial (Fresno, CA)
- …and Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations. + Have the flexibility to control your schedule, allowing for work-life ... balance. Desired Characteristics Our culture and our people are special. We're looking for people who are-or want to become-part of the communities where our clients live, work and worship. Whether you're a seasoned financial professional, just entering the… more
- BMO Financial Group (Bakersfield, CA)
- …degree in related field of study or an equivalent combination of education and experience. + FINRA Series 6 , 63 & 65 Licenses OR FINRA Series 7 & 66 ... licenses. + Life and Health Insurance Producer's License. + Completed LTC Continuing Education Requirements. + Strong working knowledge of financial industry. + In-depth experience working with managed products and providing fee-based advice. + In-depth… more
- Wellington (San Francisco, CA)
- …ability to easily establish and maintain relationships - Ability and desire to learn - Series 6 & 63 Series 7 - Proficient in Salesforce, Excel, and Outlook ... - CFA or CAIA additive but not required \#LI-CF1 Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building… more
- Bankers Life (Camarillo, CA)
- …grow with you . Renewable income and Bonus programs . Fully paid insurance licensing, SIE, Series 6 , Series 63, CFP(R), and more . Retirement Savings Program ... Note: Applicants must reside in the state of position to be considered. more
- Bankers Life (Chico, CA)
- …$400 for the first four weeks as an active agent . Fully paid insurance licensing, SIE, Series 6 , Series 63, CFP(R), and more . Retirement Savings Program ... Financial Services Professional - Hybrid Experience Location: Chico, CA, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life(R), one of the most respected companies in the Financial Services industry, is… more
- Citigroup (Millbrae, CA)
- …a goal-oriented team player able to work without direction + US: Current Registration for FINRA series 6 , 63, and 65 are required for the role. Individuals with ... Series 7 and 66 or equivalent are encouraged to apply. + Insurance group 1 required; will give 120 days to obtain if not already held. + This position requires the… more
- Aegon Asset Management (CA)
- …plan. Qualifications + Bachelor's degree in a related field or equivalent business experience. + FINRA Series 6 or 7. + FINRA Series 63 or obtain within six ... months. + Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC), or obtain within 12 months. Higher certification (eg CFP, CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu of RPA or CRPC. + Three years of financial services or related… more