- Bank of America (San Francisco, CA)
- …experience for UHNW families and individuals + Strong Tax, legal research and writing skills + Series 7 & 66 or the ability to obtain these within 120 days + ... + Attention to Detail + Issue Management + Prioritization **Desired Skills:** + 7 years of private law firm practice or similar experience in transfer taxation… more
- BMO Financial Group (San Francisco, CA)
- …strategies. + Strong understanding of broader regulatory and financial concepts. + Series 7 , 63 + Advanced deal execution and/or project management ... skills - ability to manage more than one client / major initiative. + Strong financial analysis skills. + Strong risk management skills. + Deep knowledge and technical proficiency gained through extensive education and business experience. + Verbal & written… more
- Zions Bancorporation (Irvine, CA)
- …and financial services and the ability to apply that information to current role. + Series 7 , 63, 65 and General Lines Insurance Agent licenses required. + ... CFP(R) preferred This position is eligible to earn a base salary in the range of $150,000 - $235,000 annually depending on job related factors such as level of experience and location. **Req ID:** 067419 Equal Opportunity Employer It is the policy of this… more
- JPMorgan Chase (El Segundo, CA)
- …working with clients to complete/correct **Required Qualifications, Capabilities, and Skills** + Series 7 , 66 and Insurance licenses required for position; ... unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Bachelor's Degree required + One plus years of industry related experience + Exceptional follow-up and follow-through skills + PowerPoint and Excel expertise… more
- Bank of America (Palo Alto, CA)
- …Identification + Written Communications **Desired Qualifications** : + Bachelor's Degree + Series 7 and 66 **Minimum Education Requirement:** High School Diploma ... / GED / Secondary School or equivalent **The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA **Shift:** 1st shift (United States of America) **Hours Per Week:**… more
- HSBC (Beverly Hills, CA)
- …Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment + Series 7 , 66 (in lieu of 63 and 65), California Life and Health ... insurance licenses required In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US Applicants must be legally authorized to work in the US as HSBC will not engage in immigration sponsorship for this… more
- KeyBank (San Francisco, CA)
- …Business Admin, Economics, etc.) or Liberal Arts; MBA preferred but not required. * Series 7 COMPENSATION AND BENEFITS Equal Pay Posting Language This position ... is eligible to earn a base salary of $175,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation… more
- BlackRock (San Francisco, CA)
- …skills + Strong territory management and sales skills, including profiling and resource deployment + NASD Series 7 and 66 (or 63 & 65) required + Clean U-4 + ... Part-time travel is required within the territory For San Francisco, CA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare,… more
- JPMorgan Chase (San Francisco, CA)
- …**Required qualifications, capabilities, and skills:** + Bachelor's degree or equivalent experience + Series 7 & 66 licenses upon hire or must successfully ... obtain within 180 days from start date + Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment + Proactively identify and deliver appropriate solutions that address the needs of our clients… more
- 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 ... *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio… more