Series 7 Jobs in San Francisco
Search jobs in
1 - 13 of 13
Search Results - Series 7 Jobs in San Francisco
E.A. Buck Financial Services-San Francisco
Proven ability to drive sales and develop financial advisors
• Series 65 or a Series 7 paired with 66 and Life & Health licenses required; CFP® preferred
• Strong communication, leadership, organizational skills, must be comfortable with public speaking...
Read more
Citigroup Inc.-San Francisco
Qualifications
• 6‑10 years of experience
• NYSE Series 7 and 66 licenses and additional licensing as needed
• Proficient in software applications (e.g., Microsoft Word, Excel)
• Knowledge of Bloomberg – a definite asset
• Ability to communicate with co...
Read more
appcast.io -
The Anderson Search Group-San Francisco
plan.
The Ideal Candidate Shall Possess:
• Clean U4 and Series 7, 6 and 63 or 66, and Life and Health Insurance
• CFP preferred but not required
• Proven ability to have built their own book of business to at least $40 million AUM in fee based...
Read more
JPMorgan Chase & Co.-San Francisco
Capabilities, and Skills
• Six plus years of work 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...
Read more
appcast.io -
Frec-San Francisco
You'll also help shape the systems and processes that allow us to operate and scale efficiently, reporting directly to Frec's President & CCO.
What you bring:
• FINRA Licenses: SIE, Series 7, 65 or 66 (active and in good standing)
• Experience using...
Read more
Allocator One Group-San Francisco
are comfortable doing hands-on work (data entry, tracking, reconciliation) while also building systems.
Nice to Have
• FINRA Series 7 or Series 65 (not required, but valued).
• Prior multi-fund platform experience.
• CPA or accounting background is a plus...
Read more
join.com -
San Francisco
support experience.
Licenses & Credentials:
• Minimum Required: FINRA Series 7 and 63.
Systems & Technology:
• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
Compensation Range:
Salary: USD $98,700.00/Yr. - USD $131,000.00/Yr.
Actual...
Read more
icims.com -
Michael Page-San Francisco
or a related field
• Active FINRA Series 7 and Series 63 licenses required
• Proven experience in a client-facing role supporting high‑net‑worth individuals
• Ability to discuss investment structures and related legal considerations, and to coordinate...
Read more
michaelpage.com -
San Francisco
The below licenses are required within 5 months of employment, however a licensed individual is preferred:
• FINRA Series 7 and 63/66. (Consideration would be given to existing FINRA Series 6 and 63 candidates.)
Successful candidates will have...
Read more
principal.com -
San Francisco
Minimum Required: 10 years of financial services experience.
Licenses & Credentials:
• Minimum Required: FINRA Series 7 & 63.
• FINRA Series 65 (66) may be required depending on the business coverage.
Systems & Technology:
• Proficient...
Read more
icims.com -
San Francisco
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
As an HSBC employee, you will have access to tailored professional...
Read more
tiptopjob.com -
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...
Read more
icims.com -
San Francisco
in a related field or a combination of education and work experience.
• Minimum Required: 4+ years of investment brokerage industry experience.
Licenses & Credentials:
• Minimum Required: FINRA Series 7 and 63 licenses or obtain within twelve months from...
Read more
icims.com -
Companies now hiring in San Francisco:
Series 7 jobs – More cities:
Broaden your job search:
Don’t miss out on new job openings!
Create a job alert for: Series 7, San Francisco
It's free, and you can cancel email updates at any time