- Citigroup (San Francisco, CA)
- …team player able to work without direction + Securities Industry Essentials - SIE, Active Series 7 , 66 (or 63 and 65) licenses + Group 1 Insurance License ... the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
- City National Bank (Beverly Hills, CA)
- …generation and organization experience * 1 to 2 years to complete licensing: Series 7 , 66 * Master financial modeling system *Compensation* Starting base ... Business Manager Relationships to provide tailored advice in collaboration with client team. Utilize planning capabilities and develop solutions across investments… more
- Citigroup (Downey, CA)
- …team player able to work without direction . Securities Industry Essentials - SIE, Active Series 7 , 66 (or 63 and 65) licenses . Group 1 Insurance License ... the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
- BMO Financial Group (Los Angeles, CA)
- …knowledge of rules & regulations governing FDIC insured and non-FDIC investment products. + Series 7 , 63 and 65/66 licenses. + Insurance sales license. + Expert ... solution in the best interest of the customer. Determines client needs and provides solutions though the sales of...may be assigned as needed. **Qualifications:** + Typically, between 7 -10 years of relevant experience and post-secondary degree in… more
- Citigroup (Los Angeles, CA)
- …Bachelor's/University degree, Master's degree preferred + Licenses: FINRA Licensed Series 7 , 63/ 66 **Job Family Group:** Private Client Coverage **Job ... the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
- MUFG (Los Angeles, CA)
- …environment + Proactive attitude accustomed to taking initiative and solving problems + FINRA Series 7 , 63 or 79 license **Compensation & Benefits:** The typical ... motivated individuals the opportunity to make meaningful contributions to client engagements and take on important leadership initiatives within...selected colleague will work at an MUFG office or client sites four days per week and work remotely… more
- Quanta Services (Red Bluff, CA)
- …This is a full-time position. Typical days and hours of work are Monday through Friday, 7 :00 am to 4:00 pm with a one-hour lunch from 12:00 pm - 1:00 pm Overtime ... as job duties demand. What You'll Do + Schedule and coordinate H- Series training sessions in collaboration with Quanta Aviation Services (QAS) Technical Advisors.… more
- Charles Schwab (Milpitas, CA)
- …Investment Consultant role. **What you have** **Required Qualifications:** + A valid and active Series 7 license is required (license may be obtained under a ... Branch Network Licensing Program) + A valid and active Series 66 (63/65) license required (license(s) may be obtained...brokerage/banking products and services + Openness to build strong client relationships **What's in it for you** At Schwab,… more
- City of Stockton, CA (Stockton, CA)
- …Security, and GIS is desirable. Incumbents work a 9/80 work schedule Monday through Thursday 7 :30 am to 5:30 pm and Fridays 8:00 am to 5:00 pm with alternate Fridays ... and performs activities related to computer systems, enterprise servers, client /server platforms, and database systems; may implement operational procedures on… more
- Charles Schwab (Indian Wells, CA)
- …skills include: + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active Series 66 ... preferred) + Knowledge of brokerage/banking products and services + Strong client relationship building experience Pursuant to SAFE Act requirements, all employees… more