- 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) ... **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** Full time **Primary Location:** Palo Alto California United States **Primary Location… more
- Citigroup (Riverside, CA)
- …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 employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry… more
- Bank of America (San Francisco, CA)
- …of client needs and potential product services recommended **Required Qualifications** : + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If ... be extended with the condition that a passing score is received for the missing series within 60 days. + Has at least one year experience in the investments… more
- Raymond James Financial, Inc. (San Diego, CA)
- …**Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 required. + Series 63, 65 and/or 66 as ... **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and… 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) ... escalating, managing and reporting control issues with transparency. **Qualifications:** + 3- 7 years of relevant experience + Prior experience in wealth management… 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) ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Onboarding **Time Type:** Full time **Primary Location:** Los Angeles California United States **Primary Location Full… more
- Kestra Financial (Palo Alto, CA)
- …including long term and time sensitive projects simultaneously. Certificates, Licenses, Registration + Series 7 required. Series 65/ 66 preferred. Education ... / Experience + Bachelor's degree preferred but not Required. Business related major a plus. + Previous experience in the independent financial services firm a plus. + Military experience a plus and encouraged to apply + Management experience a plus + Family… more
- 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) ... escalating, managing and reporting control issues with transparency. **Qualifications:** + 3- 7 years of relevant experience + Prior experience in wealth management… 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 ... wealth management products and services to HNW and UHNW individuals and institutions. + A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, tax considerations, and other related areas. + A… more
- Advanced Energy (Redwood City, CA)
- …knowledge of AMD/Xilinx technologies FPGA and FPGA SoCs particularly Zynq UltraScale+ and Series 7 parts/primitives. + In-depth knowledge of use of AMD/Xilinx ... flexible spending accounts + Generous time off policy starting with 3 weeks of paid vacation, 7 days of paid sick time, and 12 paid holidays + 8 hours of paid… more