- Citigroup (San Francisco, CA)
- …models for valuation purposes **Qualifications:** + 2-5 years of relevant experience + Series 7 , 79 and 63 licenses + Consistently demonstrates clear and ... concise written and verbal communication skills + Ability to work under pressure in a rapidly changing environment in order to meet deadlines + Ability to coordinate closely with team members on our New York ECM desk **Education:** + Bachelor's… more
- Wells Fargo (San Francisco, CA)
- …following: work experience, training, military experience, education + Successfully completed FINRA Series 7 and 63 exams to qualify for immediate registration ... (or FINRA recognized equivalents) **Desired Qualifications:** + 4+ years of wholesaler or like experience in Alternative Investment product categories (ie - hedge funds, privately held investments, private real estate, private debt, etc.) + Proven experience… more
- BlackRock (CA)
- …and Requirements** + Bachelor's degree required + CFP, CIMA, CAIA or CFA preferred + Series 7 and 63/65 or 66 is required + Minimum 5+ years in a relevant ... industry sales or relationship management role + Consistent track record of growing revenue + Strong understanding of the defined contribution trends, regulation, and ecosystem + Knowledge of capital markets and how it related to equity, fixed income, and… more
- JPMorgan Chase (Los Angeles, CA)
- …understanding of investments, wealth planning, credit and banking concepts + Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, ... but required to obtain licenses within 150 days of start date **Preferred qualifications, capabilities, and skills** + A bachelor's degree + Experience cultivating relationships through delivering Home or Business lending needs **FEDERAL DEPOSIT INSURANCE… more
- Bank of America (San Francisco, CA)
- …Emotional Intelligence + Referral Identification + Written Communications **Required Qualifications:** + Series 7 , 63/65 or 66 + Displays advanced industry ... knowledge and understanding of investment products **Desired Qualifications:** + Energetic individual that is self-motivated, coachable and flexible in thought + Enjoys a fast-paced environment with changing and evolving responsibilities + Detail oriented +… more
- JPMorgan Chase (San Francisco, CA)
- …Management, and Investor Support team **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 + Fluent in English and Mandarin Required + Bachelor's Degree required + One plus years of industry related experience + Exceptional follow-up and follow-through… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …(Salesforce preferred) + Highly organized, reliable, and able to manage multiple priorities + Series 7 and 66 licenses are a plus, but not required Excited ... about this role? We'd love to hear from you! Apply today and send your resume via LinkedIn to Jonathan Christan (JC) del Rosario - let's explore how this opportunity could be the right fit for your next career move Robert Half is the world's first and largest… more
- Bank of America (Irvine, CA)
- …+ Relationship Building + Administrative Services + Process Simplification **Required Qualifications:** + Series 7 , 63/65 or 66 or equivalent; must maintain all ... state registrations held by the Financial Advisor(s) and Advisor Team(s) they support + SAFE ACT Registration; ADV-2B Required + Maintain at least one firm approved designation + Understanding of how to deliver a strong overall client experience + Thorough… more
- US Bank (Walnut Creek, CA)
- …planning technology platforms - Proven ability to build and maintain relationships - FINRA Series 7 & 63, or willingness to obtain If there's anything we ... can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . **Benefits:** Our… more
- JPMorgan Chase (San Francisco, CA)
- …risk metrics across the team. **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 **Preferred… more