Series 7 Jobs in San Jose
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Search Results - Series 7 Jobs in San Jose
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 -
Fidelity TalentSource LLC-San Jose
and financial complexity
• Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire
• Degree and/or other professional certifications such as a CFP are helpful; if you don t already have...
Robert Half-San Jose
Excellent communication and problem-solving skills.
• Familiarity with tools like Fidelity, Schwab, Salesforce, and Microsoft Office suite.
• Series 7 and 65 licenses are a plus
Please contact Michelle Espejo via LinkedIn or email for additional info or any...
roberthalf.com -
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 -
Robert Half-San Francisco, 40 mi from San Jose
contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have. Requirements8+ years of wealth management experience.CFA, CIMA, or CFP are a plusActive Series 7 and 66 licenses.Bachelor's or Master’s degree.Proven...
B2B CFO Partners, LLC-Milpitas, 3 mi from 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 7 and/or 79 license
Please Note...
appcast.io -
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 -
B2B CFO Partners, LLC-Fremont, 14 mi from San Jose
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 -
Fidelity TalentSource LLC-Sunnyvale, 7 mi from San Jose
and financial complexity
• Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire
• Degree and/or other professional certifications such as a CFP are helpful; if you don t already have...
San Jose
Series 7, 66, 24 and Life, Variable Life, Disability and Health Insurance licenses. Upon employment, incumbent must enroll and maintain registration with Nationwide Multistate Licensing System (NMLS) under Tech CU’s company registration.
Travel...
icims.com -
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