- 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) ... sub-function/job family. **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to… 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) ... of the individual. **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire… 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) ... of the individual. **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire… more
- BlackRock (San Francisco, CA)
- …Proficient in Bloomberg/ Morningstar Direct/FactSet and ESG data providers a plus + BA/BS required; Series 7 , 63 preferred For San Francisco, CA and New York, NY ... partner teams across Product Strategy, Product Innovation, STS, Marketing, Sales , Comms, and beyond. Key responsibilities include: Client engagement +… more
- Wells Fargo (Los Angeles, CA)
- …financial markets, banking, or financial services industry. **JOB EXPECTATIONS:** + Registration for FINRA Series 7 must be completed within 90 days of hire date ... Banking + Assisting the trading desk in managing risk + Supporting senior sales representatives in building relationships with our clients + Pricing and structuring… 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.** + ... Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. + Deliver advice… 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 ... Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. + Deliver advice… more