- JPMorgan Chase (Granite Bay, CA)
- …+ Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is ... the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning… more
- US Bank (San Diego County, CA)
- …Three to five years of experience in a financial sales position, preferably working with the affluent client segment + FINRA Series 7 and 66 or, Series ... significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …financial or wealth management firm. + Knowledge of financial products and services. + Series 7 and 66 licenses (preferred but not required). Excited about this ... Description Client Service Associate - Wealth Management A boutique...Management A boutique wealth management firm is seeking a Client Service Associate to join its high-touch, relationship-driven team.… more
- Bank of America (Palo Alto, CA)
- …Identification + Written Communications **Desired Qualifications** : + Bachelor's Degree + Series 7 and 66 **Minimum Education Requirement:** High School Diploma ... Wealth Management Client Associate Palo Alto, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …or wealth management firm. + Knowledge of financial products and services. + FINRA Series 7 and 66 licenses preferred but not required. + Bilingual abilities ... Description Job Posting: Client Service Associate - Wealth Management A boutique...Walnut Creek, CA, is seeking a dedicated and personable Client Service Associate to join its growing team. This… more
- Bank of America (San Francisco, CA)
- …Emotional Intelligence + Referral Identification + Written Communications **Required Qualifications:** + Series 7 , 63/65 or 66 + Displays advanced industry ... Registered Private Wealth Client Associate (FP) San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge… more
- City National Bank (Los Angeles, CA)
- …Dealer * 5 or more years of management and/or supervisory experience * FINRA Series 7 , 66, and 24 *Additional Qualifications* * Bachelor's degree in Business, ... *LEAD CLIENT SERVICES OFFICER* WHAT IS THE OPPORTUNITY? Oversee...Relationship Officers, Assistant Investment Officers and licensed representatives in client servicing, business development, retention, and portfolio management efforts.… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …to manage multiple priorities + Commitment to client privacy and confidentiality + Series 7 and 66 licenses (preferred but not required) Interested or even ... with Robert Half Financial Services is recruiting for a Client Service Associate at a Boutique RIA. This is...Walnut Creek with a Hybrid schedule. Join a collaborative, client -focused team where your work directly impacts clients' financial… 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, ... Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to… more
- Wells Fargo (Los Angeles, CA)
- …education + US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) ... **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the… more