Series 7 Jobs in California
1 - 15 of 54
Search Results - Series 7 Jobs in California
Insight Global-Palo Alto (CA)
solutions in order to help support them. Overall will be consistently offering guidance and financial support!
Requirements:
• Must have a series 7 license & 63/65 or 66
• 3-5 years of book management experience as an advisor
• Experience working...
mindmatch.ai -
Mindlance-Los Angeles
in analytical thinking, problem solving, research, and time management
Must have excellent verbal communication and people skills
Client Series 7 and/or Series 24 licenses are preferred....
resume-library.com -
Insight Global-Santa Barbara
of the firms brand. The client will fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
Requirements:
• Must obtain a series 7 license & 66...
mindmatch.ai -
B2B CFO Partners, LLC-Los Angeles
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...
appcast.io -
Thrivent-Irvine
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 -
B2B CFO Partners, LLC-San Diego
years of professional experience since college graduation
Bonus:
• Has a series 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 -
Robert Half-San Francisco
approach to clients and prospects and ensure use of firm resources is maximized to provide best-in-class service.
Qualifications:
• A BA/BS degree is required; MBA and/or CFA/CIMA/CFP are preferred.
• Must have Series 7 and 66 professional licenses...
roberthalf.com -
Lifetime Recruiting Strategies-Burlingame (CA)
Experience in recruiting, training, managing, and motivating a high-performance sales team
5. Active Life/Health license for the state
6. Series 7 and 24 preferred or at least within six months
7. Bachelor’s degree preferred
8. Must reside in the Regions...
appcast.io -
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 -
Pasadena
skills
• Detailed oriented
• Strong organizational skills and must be able to prioritize work with deadlines
• Ability to obtain Series 7 and 63 within 6 months.
East West Bank is an Equal Opportunity Employer
Compensation: The base pay range...
icims.com -
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 -
2 similar jobs: San Diego, Chicago
Thrivent-Glendale (CA)
annuity, SIE, Series 7, Series 66.
• Diverse network of support roles to assist you, the financial advisor.
• Full health and retirement benefits
Responsibilities
• Prospect and connect client meetings with highly reputable fiduciary financial planners...
mindmatch.ai -
B2B CFO Partners, LLC-Los Angeles
or equivalent) in privately held US companies
• At least 15 years of professional experience since college graduation
Bonus:
• Holds a Series 7 and/or 79 license
Please Note:
• This is NOT a W-2 CFO position; candidates will join as Partners working from...
appcast.io -
Realta Wealth-San Diego
Qualifications:
• Bachelors degree required
• Minimum 3 years of relevant experience
• FINRA Series 7 and 24 required, 79 preferred
• FINRA Series 4, 53, 65/66 preferred
• Excellent written and verbal communication skills
• Excellent teamwork and collaboration...
mindmatch.ai -
UBS-Los Angeles
on all aspects of the role.Your expertise• ideally 4-6 years of relevant management experience in branch operations, within a leading financial institution• series 7, 66 and 9/10 and insurance• known for your ability to work well in partnership• motivated...
2 similar jobs: San Diego, San Jose
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