- City National Bank (Los Angeles, CA)
- …Qualifications** * Minimum 5 years of investment related experience * Minimum 3 years experience in investment sales * FINRA Series 7 and 63 and 65 or 66 * ... work in tandem with an assigned SFA to provide sales and client and colleague service support coverage. The...CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and 63 securities licenses and… more
- BMO Financial Group (Los Angeles, CA)
- …regulations governing FDIC insured and non -FDIC investment products. + Series 7 , 63 and 65/66 licenses. + Insurance sales license. + Expert business ... customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds,...find solutions to problems that can be complex and non -routine. + Implements changes in response to shifting trends.… more
- ZymoChem (San Leandro, CA)
- …in establishing and expanding ZymoChem's footprint in the SAP hygiene and non -hygience industries, leveraging expertise in sales , application development, and ... the production phase. ZymoChem recently closed a $21 million Series A round of fundraising to support the launch...application development, an extensive network in the hygiene and non -hygience industry, and a proven ability to successfully sell… more
- DoorDash (San Francisco, CA)
- …integral to all operational areas at DoorDash. Please apply here for all non -managerial levels within the following analytics teams: + Consumer & Growth + Business ... + Customer Experience & Integrity + Merchant, Ads & Sales + New Verticals + International Data Science About...working with funnel optimization, user segmentation, cohort analyses, time series analyses, regression models, etc + Expertise of SQL… more
- TIAA (Walnut Creek, CA)
- … 7 + Years Preferred **FINRA Registrations** + SRC Indicator: Series 65 **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** ... incentive program linked to performance (for example, annual discretionary incentive programs, non -annual sales incentive plans, or other non -annual… more
- TIAA (Sherman Oaks, CA)
- …incentive program linked to performance (for example, annual discretionary incentive programs, non -annual sales incentive plans, or other non -annual ... + University (Degree) Preferred **Work Experience** + 5 Years Required; 7 Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career… 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
- 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, ... including personal, business (entity), fiduciary, and retirement accounts. * Provide Sales and Administrative Support to Investment Officers and client requests… more
- Columbia Bank (Los Angeles, CA)
- …CIMA, CPWA, ChFC, CTFA, CPA, CFA, CWS or AWMA, any one certification, preferred. + ( Series 7 , 66 (or 63 and 65)). Insurance licensed, preferred. + Occasional ... and build relationships with high-net-worth clients.This is first and foremost a sales position and we seek a self-motivated individual who is comfortable developing… more