- JPMorgan Chase (Irvine, CA)
- …their financial goals. **Required qualifications, capabilities, and skills:** + * A valid and active Series 7 + * A valid and active Series 66 (63/65) ... appointments via video or phone, build a personalized financial plan for each client , and match clients with investment portfolios that are designed and managed by… more
- Nevada County (Grass Valley, CA)
- …I. + Social Worker III (SW III): Advanced journey-level in the Social Worker series . Candidates hold a Bachelor's or Master's degree with one year of social work ... or before 12/13/12 and are returning to Nevada County) 2. 7 % @ 55 Tier 2 (Hired by a CalPERS...play on a team? 08 These positions require in-home client visits to make health, safety, and social assessments.… more
- Nevada County (Grass Valley, CA)
- …I. + Social Worker III (SW III): Advanced journey-level in the Social Worker series . Candidates hold a Bachelor's or Master's degree with one year of social work ... or before 12/13/12 and are returning to Nevada County) 2. 7 % @ 55 Tier 2 (Hired by a CalPERS...play on a team? 07 These positions require in-home client visits to make health, safety, and social assessments.… 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 + ... this role** Due to our continued phenomenal growth, we are actively seeking client -facing sales professionals with a proven successful track record of managing an… more
- HSBC (San Francisco, CA)
- …with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment + Series 7 , 63, 65 or 66 (in lieu of 63 and 65), Life and ... service teams to build meaningful relationships with high value clients.Professionalism client focus, and understanding of the fundamentals of wealth planning will… more
- JPMorgan Chase (San Francisco, CA)
- …Border Asia Market * Mandarin and/or Cantonese oral and written required * Series 7 , 66 licenses required for position; unlicensed candidates considered, but ... both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an… 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; ... Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues… more
- US Bank (San Francisco, CA)
- …finance, banking, investment management, trust or financial services arenas. + Current, active Series 6/ 7 & 63 certifications are desired, or candidate must be ... Manager** to join with other team members in new business development and client management for its investment advisory practice in California. The role will be… 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; ... space. **The Role** The Professional will provide support to team consisting of Client Advisors in all facets of daily business routine, while maintaining awareness… more
- MUFG (Los Angeles, CA)
- …with S&P Capital IQ, Pitchbook, Salesforce CRM and online data room platforms + FINRA Series 7 , 63 or 79 license **Compensation & Benefits:** The typical base ... 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