- JPMorgan Chase (San Diego County, CA)
- …if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/ 7 , state registration (including 63 or 66 if required) and Life ... tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main...options to access their accounts 24 hours a day/ 7 days a week + Adheres to policies, procedures,… more
- JPMorgan Chase (San Francisco, CA)
- …**Required qualifications, capabilities, and skills:** + Bachelor's degree or equivalent experience + Series 7 & 66 licenses upon hire or must successfully ... Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll...firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality… more
- Charles Schwab (Newport Beach, CA)
- …**qualifications** + Bachelor's degree or equivalent work-related experience + Active and valid FINRA Series 7 , 9/10 and 63 licenses + 3+ years' experience with ... quo" and transform the finance industry together._ As a Client Relationship Manager, (CRM), you play an essential and...customer escalations, helping to deepen both internal and external client relationships, and acting as the Branch Manager in… more
- JPMorgan Chase (San Francisco, CA)
- …experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7 , 66 and Insurance licenses required for position; unlicensed ... your career to the next level. As a National Client Banker, you are responsible for advising families on...and re-introduce the capabilities of the Private Bank. National Client Bankers are responsible for a large book of… more
- Robert Half Finance & Accounting (San Jose, CA)
- …+ Familiarity with tools like Fidelity, Schwab, Salesforce, and Microsoft Office suite. + Series 7 and 65 licenses are a plus, but not necessary Interested ... with Robert Half Financial Services is recruiting for a Client Service Associate at a Wealth Management Firm. This...Providing excellent service to clients. + Helping out in client meetings. + Keeping up-to-date with client … more
- Bank of America (Newport Beach, CA)
- …ensuring alignment with the bank's enterprise risk appetite **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... Series 65), Series 9 AND Series 10 (or Series 8) or equivalent… more
- Bank of America (San Francisco, CA)
- …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your ... Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic… more
- City National Bank (San Francisco, CA)
- …in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to ... accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly… more
- Bank of America (Milpitas, CA)
- …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...appropriate solutions. * Earn your Security Industry Essentials (SIE), Series 7 and Series 66… more
- Bank of America (San Francisco, CA)
- …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...appropriate solutions. * Earn your Security Industry Essentials (SIE), Series 7 and Series 66… more