- 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 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 and… more
- Citigroup (Riverside, 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
- JPMorgan Chase (Salinas, CA)
- …GED, or foreign equivalent. + The Securities Industry Essential (SIE) exam, FINRA Series 6 , state registration (including 63 if required), and Life licenses ... are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. + Ability to work branch hours including weekends and some evenings. **Preferred… more
- ADP (San Diego, CA)
- …Qualifications_ + Securities Industry Essentials (SIE) and Financial Industry Regulatory Authority (FINRA) Series 6 and 63 licensing is a plus; candidates with ... great sales acumen will be considered pending appropriate licensing within the first 45 days of employment. **YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:** + **Be yourself** in a culture that values equity, inclusion, and belonging and creates a safe space for… more
- Covr Financial Technologies (San Francisco, CA)
- …licensed with a minimum of 5+ years of life insurance sales experience + Minimum Series 6 and 63 required Knowledge and Skills: + Knowledge of numerous carriers ... and different product lines a required + Persistent marketer with proven track record of high performance/activity + Demonstrated ability to accomplish multiple tasks simultaneously in a fast-paced environment + Excellent attention to detail and ability to… more
- Amazon (Culver City, CA)
- …professional to drive financial innovation in the world of original series production. Your analytical expertise will directly influence the creative decisions ... that empower creative decision-making - Deliver precise financial forecasts for series development and talent exclusivity deals - Design process improvements and… more
- Thrivent Financial (Lakewood, CA)
- …or insurance licensed. Depending on role, the associate must be: + Securities registered ( series 7 & 66 or 6 & 63) or be willing to do so within 120 days of ... Financial is a faith-based, not-for-profit financial services organization with approximately 2. 6 million clients. As the nation's largest fraternal benefit society,… more
- Principal Financial Group (San Francisco, CA)
- …preferred but not required. + FINRA licensing including SIE or equivalent, series 7 and series 63 required within 6 months + Must be able to attend to and ... prioritize day-to-day demands while maintaining a strategic, analytical focus. **Salary Range Information** Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are… more
- Ventura County (Ventura, CA)
- …DISTINGUISHING CHARACTERISTICS: Each successive level in the Finance Analyst series is distinguished by scope of independence and responsibility. The ... level of the position within the series is commensurate with the complexity of the assigned...accounting coursework including upper-division Managerial Accounting; and 2) six ( 6 ) units of upper-division coursework in the business administration… more
- Ventura County (Ventura, CA)
- …+ Questions Description This recruitment opportunity involves two distinct classification series , each with unique roles and responsibilities within the Ventura ... - biweekly) -licensed:: is the expert level of the series , able to independently perform the most complex clinical...Board of Behavioral Sciences (BBS) within the last six ( 6 ) years as a: + Associate Marriage and Family… more