Series 7 Jobs in San Francisco
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Search Results - Series 7 Jobs in San Francisco
Confidential-San Francisco
including hedge funds, private equity, private credit, and real estate offerings. A Series 7 and 63 licenses are mandatory, and the candidate must be willing to obtain a CAIA within three years of hire. The ideal candidate will be adept at managing a sales...
JPMorgan Chase & Co.-San Francisco
with stakeholders.
• Demonstrated sales leadership with a history of driving sustained business growth and delivering exceptional results.
• Flexibility, adaptability, and the ability to work effectively under pressure in a dynamic environment.
• SIE, Series 7...
appcast.io -
Charles Schwab-San Francisco
A valid and active FINRA Series 7 license
• A valid and active FINRA Series 63 license
• Must have at least 5 years of proactive sales experience in the financial services industry
• Must have at least 5 years experience recruiting advisors in RIA sales...
Fidelity Investments-San Francisco
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
• Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility...
JPMorgan Chase Bank, N.A.-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...
Fidelity Investments-San Francisco
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
• Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility...
San Francisco
as assigned
Qualifications:
• 1-3 years prior client service experience within financial industry, or equivalent experience, preferred
• Series 7 & 66 strongly preferred, and if not, willing to obtain
• BA/BS degree
Skills:
• Strong client facing...
rockco.com -
Fidelity Investments-San Francisco
and Skills You Bring
• 5 years of financial services experience
• Series 7 and 66 required (or S63/S65 combo equivalent) required prior to hire
• In depth knowledge of Financial Planning Concepts
• Ability to build plan sponsor advocacy and access
• 2+ years...
Citigroup Inc-San Francisco
Series 7 and 66 (or 63 & 65) required to obtain within 150 days of assuming the role.
Education:
• Bachelor's/University degree, Master's degree preferred
Job Family Group:
Private Client Coverage
Job Family:
Private Banker Support
Time Type...
Fidelity Investments-San Francisco
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
• Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility...
San Francisco
Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
• Performance-based earnings and revenue^1:
• Average advisor annual earnings...
icims.com -
Fidelity Investments-San Francisco
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
• Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility...
CFA Institute-San Francisco
to learn
• Series 7 & 63
• Proficient in Salesforce, Excel, and Outlook
• CFA or CAIA additive but not required
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment...
appcast.io -
P2P-San Francisco
to broker-dealer operations preferred.
• Active FINRA Series 7 (General Securities Representative) and Series 24 (General Securities Principal) licenses required; Series 63 (Uniform Securities Agent State Law) or equivalent state registrations strongly...
appcast.io -
TD Bank-San Francisco
or Mathematics/Economics* Series 7, 79 and 63* 5-7 Years of related experience**Physical Requirements:**Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%* Domestic Travel – Occasional* International Travel – Never* Performing sedentary work...
appcast.io -
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