- Cognizant (San Jose, CA)
- …with company standards. **Core Responsibilities:** + Systems Administration: Manage UCS C- series rack servers and UCS Blade Centers chassis, including servers and ... maintain virtual systems, including VMware vCenter and ESX servers (vSphere 7 .0-8.X) and OpenNebula environments. + Network Support: Support L1-L3 networking… more
- Wells Fargo (Beverly Hills, CA)
- …experience + Knowledge of traditional banking products + FINRA registration including Series 7 and 66 (or FINRA recognized equivalents) **Job Expectations:** ... & Investment Management (WIM) products and services based on client needs. These products and services include Deposits &...is required for ongoing employment in this position. FINRA Series 7 and 66 examinations, or equivalent… more
- Bank of America (San Diego County, CA)
- …recommended Schedule: * Monday - Fridays and rotating Saturdays Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If ... them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...that a passing score is received for the missing series within 60 days. * Has at least one… more
- Bank of America (Oxnard, CA)
- …client needs and potential product services recommended **Required** **Qualifications** : + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If ... them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...that a passing score is received for the missing series within 60 days. + Has at least one… more
- Citigroup (Palo Alto, CA)
- …to manage relationships both internal and external + Ability to multi-task + FINRA SIE, Series 7 , Series 66 required (or obtained within 120 days) ... + Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals… more
- Bank of America (San Francisco, CA)
- … client needs and potential product services recommended **Required Qualifications** : + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If ... them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...that a passing score is received for the missing series within 60 days. + Has at least one… more
- Citigroup (Los Angeles, CA)
- …to manage relationships both internal and external + Ability to multi-task + FINRA SIE, Series 7 , Series 66 required (or obtained within 120 days) ... + Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals… more
- Citigroup (Los Angeles, CA)
- …to manage relationships both internal and external + Ability to multi-task + FINRA SIE, Series 7 , Series 66 required (or obtained within 120 days) ... team and other closely related teams. **Responsibilities:** + Lead client onboarding and account opening efforts around our world-class...world-class Investments platform, as a part of our core client coverage team + Partner with sales teams to… more
- Citigroup (San Francisco, CA)
- …to manage relationships both internal and external + Ability to multi-task + FINRA SIE, Series 7 , Series 66 required (or obtained within 120 days) ... + Partner with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …(external wholesalers) to learn the financial wholesaling business, pursue your FINRA SIE, Series 7 and Series 66 licenses, and maximize territorial ... information, sales and marketing materials, and hypothetical illustrations. + Study for FINRA SIE, Series 7 and 66 exams (passing exams within a specified period… more