Series 7 Jobs in California
1 - 15 of 89
Search Results - Series 7 Jobs in California
Cetera Investment Services LLC-Los Angeles
Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered.
The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer...
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Goldman Sachs Bank AG-San Francisco
solve and think outside the box? Our client and customer services and sales support teams across the firm embody a can-do attitude with a special talent for troubleshooting and problem solving. SIE, Series 7, 63, and/or 66 may be required (must...
appcast.io -
AppleOne Employment Services-Fresno
of industry experience
• Strong understanding of the investment business
• FINRA Series 65/66 and or Series 7
• Excellent interpersonal skills
• Pay is depending on experience
Apply today to Kim Tate at 559-435-8762 or Ktate@appleone.com...
mindmatch.ai -
13 similar jobs: Waukesha, Sheboygan, Middlesex, Fort Dodge, Milwaukee...
Goldman Sachs Bank AG-Los Angeles
and sales support teams across the firm embody a can-do attitude with a special talent for trouble-shooting and problem solving. SIE, Series 7, 63 and/or 66 may be required (must be obtained within three months of employment).
DIVISIONS AND JOB FUNCTIONS...
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Pacer ETFs-Los Angeles
successful track record.
Required Education/Licensing: FINRA Series 7, 63 & 65 (or 66)
Only applicants with clean U5 should apply.
INCLUDE your resume when applying through LinkedIn.
Industry
• Financial Services...
mindmatch.ai -
TalentBridge-San Diego
and external partners as needed to research and resolve issues
o Track work internally for individual and team operational performance
QUALIFICATIONS
o Bachelor's Degree
o Professional licenses/certifications (i.e., Client Series 7, ACAM, CFE) preferred
o...
resume-library.com -
B2B CFO Partners, LLC-Hayward
15 years of professional experience since college graduation
Bonus:
• Has a Series 7 and/or 79 license
Please Note:
• This is NOT a W-2 CFO position; we are seeking candidates to join our firm as Partners, working from anywhere in the USA within...
appcast.io -
7 similar jobs: Santa Ana, Costa Mesa, Alameda, Juneau, Huntington Beach...
Kestra Financial Independent Advisor-Palo Alto (CA)
7 required. Series 65/ 66 preferred.
Education / Experience
Bachelor’s degree preferred but not Required. Business related major a plus.
Previous experience in the independent financial services firm a plus.
Military experience a plus...
resume-library.com -
Robert Half-San Jose
MUST HAVE CFA, CFP or CIMA.
• Series 7 and 66 licenses.
• Proven proficiency in complex financial planning for high-net-worth clients.
• Outstanding collaboration, communication, and teamwork skills.
• Bachelor's or Master’s degree.
Interested or even...
roberthalf.com -
2 similar jobs: Los Angeles, San Diego
JCW-Beverly Hills (CA)
of Private Banking or Wealth Management experience
• Licenses: Series 7 and 63 are required.
• Strong experience sourcing deposits.
For more information about this or other positions please contact Credit and Lending specialist, Edmond Mintah...
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B2B CFO Partners, LLC-San Jose
as a CFO (or equivalent, such as financial vice president/VP of finance) in privately held companies within the USA
• At least 15 years of professional experience since college graduation
Bonus:
• Has a series Series 7 and/or 79 license
Please Note...
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Thrivent-Orange
Complete a comprehensive training program with up to 16 weeks of paid training and have ongoing support and career development resources.
• Obtain state insurance licenses (life, health & variable contracts) and Series 7 and 66; Series 7, 65 and 63...
mindmatch.ai -
JPMorgan Chase & Co.-San Francisco
experience in Private Banking or Financial Services
• Bachelor’s Degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success...
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RK Partners-Newport Beach
Energized by mentorship & collaboration
• Bachelor's Degree strongly desired or equivalent working experience
Preferred but not required:
• Licensure: CA Life & Health, SIE, Series 7 & Series 66
• *Licensing will need to be obtained*
Responsibilities...
talentnest.com -
1 similar job: Chicago
JPMorganChase-Irvine
acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required...
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