- 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
- Bank of America (San Francisco, CA)
- …Investments Management + Customer Service Management + Process Simplification **Required Qualifications:** + Series 7 , 63/65 or 66 or equivalent; must obtain all ... issues for response/resolution **Desired Qualifications:** + Certified Financial Planner ( CFP ) Designation + Accounting experience/Personal Tax Planning or CPA… more