• US Private Bank - Private Banker - Vice President

    JPMorgan Chase (Irvine, CA)
    …experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7 and 66 licenses required for position; unlicensed candidates ... behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve… more
    JPMorgan Chase (08/24/25)
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  • Business Development Officer, Schwab Wealth…

    Charles Schwab (Walnut Creek, CA)
    …Schwab. **What you have** **Required Qualifications** + Bachelor's degree + Active and valid FINRA Series 7 & 66 (license(s) may be obtained under a condition of ... - financial planning and investment planning **Preferred Qualifications** + CFP (R) designation or MBA equivalent. + Understanding of traditional investment… more
    Charles Schwab (08/22/25)
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  • Wealth Planner (FP)

    Bank of America (San Jose, CA)
    …Investment Management + Referral Identification + Preferred CRPC designation **Required Qualifications:** + Series 7 , 63/65 or 66 or equivalent; must obtain all ... and Advisor Team(s) they support + SAFE ACT Registration; ADV-2B Required + CFP (R) or CPWA(R) designation and/or maintain at least one firm approved designation +… more
    Bank of America (08/21/25)
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  • Director, Defined Contribution Consultant - Los…

    BlackRock (CA)
    …+ 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 multi-asset… more
    BlackRock (08/15/25)
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  • Merrill Financial Solutions Advisor - Silicon…

    Bank of America (Monterey, CA)
    …investing and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.** + ... field. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC) is a plus. +… more
    Bank of America (08/01/25)
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  • Private Banking Advisor

    CIBC (Newport Beach, CA)
    …MBA, JD, formal credit training, CFP , CFA, CTFA or CPA preferred. + Series 7 , 63 and 65, or 66, will not be held or required. California residents - ... your privacy rights regarding your actual or prospective employment (https://us.cibc.com/en/about-us/california-consumer-privacy-act-employment.html) At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $235,000 -… more
    CIBC (07/30/25)
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  • Merrill Financial Solutions Advisor (Partially…

    Bank of America (Chico, CA)
    …(SIE) + 4+ years of progressive professional and/or military experience + Ability to obtain Series 7 and 66 licenses within allotted program time + Is a ... + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance… more
    Bank of America (07/22/25)
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  • JP Morgan Wealth Management, Vice President,…

    JPMorgan Chase (Palo Alto, CA)
    …and works in the clients' best interest **Preferred qualifications, capabilities, and skills:** + Series 7 & 66 required or must be fulfilled within 90 days ... qualifications, capabilities, and skills:** + 4-year college degree and either JD, LLB, CPA or CFP + 5 plus years of practice as a trusts & estates lawyer, tax… more
    JPMorgan Chase (07/12/25)
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  • Merrill Experienced Financial Advisor

    Bank of America (Bakersfield, CA)
    …development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations ... + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent… more
    Bank of America (07/08/25)
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  • Sr Private Bank Relationship Manager

    Umpqua Bank (Irvine, CA)
    …CIMA, CPWA, ChFC, CTFA, CPA, CFA, CWS or AWMA, any one certification, preferred. + ( Series 7 , 66 (or 63 and 65)). Insurance licensed, preferred. + Occasional ... travel. **Job Location(s):** This posting is part of an evergreen requisition; we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings… more
    Umpqua Bank (06/27/25)
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