- 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 ... level of client service is provided + Provides advice and assists with training for team members **Skills:** + Account Management + Business Acumen + Customer… more
- Thrivent Financial (Lakewood, CA)
- …securities licensed, or insurance licensed. Depending on role, the associate must be: + Securities registered ( series 7 & 66 or 6 & 63) or be willing to do so ... an integrated financial strategy. Thrivent Financial is a faith-based, not- for -profit financial services organization with approximately 2.6 million clients. As… more
- Bank of America (Bakersfield, CA)
- …development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations ... provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of… more
- Veterans Affairs, Veterans Health Administration (Ukiah, CA)
- Summary This position is eligible for the Education Debt Reduction Program (EDRP), a student loan payment reimbursement program. You must meet specific eligibility ... and the Depart of Veterans Affairs, is a clinical case management program for chronically homeless Veterans aimed at providing psychosocial services to Veterans who… more
- Aristotle Capital Management (Los Angeles, CA)
- …preferably with a major in Finance, Business, Economics, Mathematics, or Accounting. + Series 7 and 66 licenses preferred, or willingness to obtain. + ... that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. Our mission is...does not imply a certain level of skill or training . More information about each adviser including the investment… more
- Veterans Affairs, Veterans Health Administration (San Francisco, CA)
- Summary This position is eligible for the Education Debt Reduction Program (EDRP), a student loan payment reimbursement program. You must meet specific eligibility ... post-traumatic stress disorder, addictions, and homelessness. The incumbent is responsible for direct, on-site outreach to justice-involved Veterans and can work… more
- Veterans Affairs, Veterans Health Administration (San Francisco, CA)
- …towards the independent practitioner level by attending both group and individual training supervision sessions until requirements are met for an independent ... Summary This position is eligible for the Education Debt Reduction Program (EDRP), a student loan payment reimbursement program. You must meet specific eligibility… more
- Moonbug Entertainment (Los Angeles, CA)
- Thank you for considering the Development Producer role with Moonbug Entertainment, an award-winning global entertainment company inspiring kids everywhere to laugh, ... Moonbug is part of Candle Media, an independent, creator-friendly home for cutting-edge, high-quality, category-defining brands and franchises. The Role: This role… more
- Huntington National Bank (Sacramento, CA)
- …articulate bank recommendation to clients and prospective clients. + Responsible for ensuring the optimizing of all customer relationships which entails developing ... experience in accounting, finance or a related field + 7 + or more years' experience in Technology & Telecom...directly as a Technology & Telecom Relationship Manager + Series 63 and 79 + Deep Subject Matter Expertise… 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 ... Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Wealth Management...top jobs, competitive compensation and benefits, and free online training . Stay on top of every opportunity - whenever… more