Series 7 Jobs in Fremont
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Search Results - Series 7 Jobs in Fremont
Paulson Investment Company, LLC-Fremont
level, and senior candidates that we will sponsor for the Series 7, 63, 65, and/or 66 and provide training and partnerships with established Private Equity Investment Sales and Investment Advisory team members.
The firms emphasis includes products...
mindmatch.ai -
B2B CFO Partners, LLC-Fremont
15 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...
appcast.io -
Atlas Search-Fremont
and learns quickly in a fast-paced environment
• Strong commitment to continuous professional development and improvement of the team
• Series 7 and 63 licenses are required
• Obtain CAIA within 2-3 years of hire
In Addition to base compensation...
mindmatch.ai -
B2B CFO Partners, LLC-Milpitas, 11 mi from Fremont
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 7 and/or 79 license
Please Note...
appcast.io -
Morgan Stanley-Fremont
Advisors
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Two or more years of industry experience preferred
• High School...
mindmatch.ai -
Goldman Sachs Bank AG-San Francisco, 27 mi from Fremont
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 -
Lenox Advisors-Fremont
Ability to obtain, with training, State Variable Life & Health License and
• FINRA licensing including Series 6 or Series 7, Series 63...
mindmatch.ai -
Kestra Financial Independent Advisor-Palo Alto (CA), 12 mi from Fremont
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 -
T. Rowe Price-San Francisco, 27 mi from Fremont
and the client.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
8+ years of total relevant work experience
This role requires FINRA Series 7 & 66 licenses
Willingness to regularly travel...
Nasdaq Private Market-Fremont
Experience:
• Previous experience in financial services industry
• Series 7, 63 and/or 99 licenses
• Knowledge of cap table management for private companies
• Ability to directly communicate with high-level clients
• Comfortable working independently...
mindmatch.ai -
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