- JPMorgan Chase (Los Angeles, CA)
- …Strong oral and written communication skills + FINRA General Securities Representative Exam (ie Series 7 ) and Uniform Securities Agent State Law Examination (ie ... JP Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader...Series 63) required (may take these exams after commencement of… more
- Aveanna Healthcare (Mission Viejo, CA)
- …Details Aveanna Healthcare has grown tremendously during the past year through a series of exciting acquisitions, and we are currently looking for aHome Care Aideto ... & Gait Assistance- Provides hands-on and/or stand-by assistance to ensure that client transfers and ambulates safely (includes assistance with the proper use of… more
- Bank of America (Newport Beach, CA)
- …Investments Management + Customer Service Management + Process Simplification **Required Qualifications:** + Series 7 , 63/65 or 66 or equivalent; must obtain all ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (Irvine, CA)
- …+ Relationship Building + Administrative Services + Process Simplification **Required Qualifications:** + Series 7 , 63/65 or 66 or equivalent; must maintain all ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (Monterey, CA)
- …investing and giving they need to remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.** + ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (Chico, CA)
- …(SIE) + 4+ years of progressive professional and/or military experience + Ability to obtain Series 7 and 66 licenses within allotted program time + Is a ... to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a sustainable book… more
- Bank of America (Beverly Hills, CA)
- …may result in disciplinary action up to and including termination. **Required Qualifications:** + Series 7 , 63/65 or 66 or equivalent; must obtain all state ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Citigroup (Los Angeles, CA)
- …Private Bank banking and product systems, platforms, tools and capabilities. + Series 7 & 66 Required **Education:** + Bachelor's/University degree, Master's ... 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
- JPMorgan Chase (San Francisco, CA)
- …and skills: + 5 plus years' experience in Financial Services industry + FINRA Series 7 and 66 licenses required + Bachelor's degree required + Proven ... + Act as the primary point of contact for assigned client relationships, deepen client relationships through getting to know details of client 's… more
- Bank of America (San Jose, CA)
- …Investment Management + Referral Identification + Preferred CRPC designation **Required Qualifications:** + Series 7 , 63/65 or 66 or equivalent; must obtain all ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more