Series 7 Jobs in Mountain View (CA)
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Search Results - Series 7 Jobs in Mountain View (CA)
Fidelity Investments-Mountain View (CA)
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
• Degree and/or other...
Matthews Asia-San Francisco, 33 mi from Mountain View (CA)
and relationship-building skills.
Ability to simplify complex investment concepts into compelling client-facing materials.
Commercial, client-centric mindset with adaptability to evolving market and investor needs.
Licensing
FINRA Series 7 and 66 (or 63/65...
mindmatch.ai -
JPMorgan Chase & Co.-Palo Alto (CA), 6 mi from Mountain View (CA)
responsibilities include advising clients on their financial needs and generating new business. Applicants also need Series 7, 66, and Insurance licenses. This position offers a collaborative environment with ample opportunities for career growth.
#J-18808-Ljbffr...
appcast.io -
Los Gatos, 12 mi from Mountain View (CA)
financial analysis in the investment field
• CFA, CAIA, and/or MBA preferred
• Series 7 & 66 preferred or willingness to obtain
Skills:
• Strong skills in working with investment-related data services including Bloomberg & FactSet
• Strong understanding...
rockco.com -
Fidelity Investments-Cupertino, 5 mi from Mountain View (CA)
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
• Degree and/or other...
Campbell (CA), 10 mi from Mountain View (CA)
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 -
JPMorgan Chase & Co.-San Francisco, 33 mi from Mountain View (CA)
for technology-driven products. Series 7 and 63 certifications are required.
#J-18808-Ljbffr...
appcast.io -
Robert Half-San Jose, 11 mi from Mountain View (CA)
Willingness to work on-site in 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 Jennifer Fukumae via...
roberthalf.com -
BMO Financial-Fremont, 14 mi from Mountain View (CA)
Series 7 and 66 or 65 licenses are preferred.
Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations. Acts as the primary client contact to uncover financial needs and provide meaningful solutions...
Cupertino, 5 mi from Mountain View (CA)
with Compliance, Credit and Risk and Internal Control to ensure a balanced risk operating environment
• Series 7, 63, 65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses required
• Mandarin Language required
As an HSBC employee, you will have...
tiptopjob.com -
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