Series 7 Jobs in San Jose
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Search Results - Series 7 Jobs in San Jose
UBS-San Jose
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...
Robert Half-San Jose
environment and willingness to take on multiple roles.
• Experience with Salesforce, and ideally Black Diamond/Advent.
• A strong preference for candidates who have worked with either Schwab or Fidelity and possess Series 7/65 or CFP.
Why Work With Us:
• Low...
roberthalf.com -
UBS-San Jose
market acting as a coach on all aspects of the role.Your expertise• ideally 3-5 years of experience with a leading financial institution• management experience as administrative manager or other substantive leadership role• series 7, 66 and 9/10...
San Jose
Health Certifications, Securities 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...
icims.com -
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...
appcast.io -
Insight Global-Palo Alto (CA), 15 mi from San Jose
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 -
Kestra Financial Independent Advisor-Palo Alto (CA), 15 mi from San Jose
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 -
Technology Credit Union (Tech CU)-San Jose
and open to changes as the organization grows and its needs evolve.Licensing: FINRA Series 7, 66, 24 and Life, Variable Life, Disability and Health Insurance licenses. Upon employment, incumbent must enroll and maintain registration with Nationwide...
Robert Half-San Jose
and PowerPoint).
• Excellent attention to detail and a sense of urgency.
• Series 7 and 65 licenses are a plus
Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have....
roberthalf.com -
Wells Fargo-San Jose
or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education3+ years of management experienceUS only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7, 9, 10...
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