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Series 7 Jobs in Walnut Creek (CA)

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Search Results - Series 7 Jobs in Walnut Creek (CA)
Fidelity Investments-Walnut Creek (CA)

success in building relationships, uncovering needs and recommending solutions FINRA Series7 & 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...

efinancialcareers.com -
Equitable-Walnut Creek (CA)

to onboarding

  • We will sponsor your pursuit of FINRA Series7 and 66 registrations (to be completed on your own timebut no later than within 240 days of joining)
  • Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic...
mindmatch.ai -
Highspeed Staffing-San Francisco, 20 mi from Walnut Creek (CA)
Position: Series7 Broker / Sales Associate
Location: San Francisco, CA
Duration: Full-time

Salary: DOE

Job Description:

Seeking experienced registered representatives or highly motivated individuals to work with seasoned professionals...

resume-library.com -
Avantax Planning Partners-San Francisco, 20 mi from Walnut Creek (CA)
of related experience and/or training.
  • Experience with MS Excel and Word, and the internet, required.
  • Experience with a financial planning software program(s) preferred.

Certificates, Licenses, Registrations:

  • Required: FINRA Series7/66, or 63/65...
mindmatch.ai -
B2B CFO-Hayward, 13 mi from Walnut Creek (CA)
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 seriesSeries7 and/or 79 license

Please Note...

appcast.io -
Avantax Planning Partners-San Jose, 34 mi from Walnut Creek (CA)
of related experience and/or training.
  • Experience with MS Excel and Word, and the internet, required.
  • Experience with a financial planning software program(s) preferred.

Certificates, Licenses, Registrations:

  • Required: FINRA Series7/66, or 63/65...
mindmatch.ai -
B2B CFO-San Francisco, 20 mi from Walnut Creek (CA)
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 seriesSeries7 and/or 79 license

Please Note...

appcast.io -
Harvest Financial. LLC-Napa, 33 mi from Walnut Creek (CA)

with a Series7 and 66 and Life insurance license....

mindmatch.ai -
B2B CFO Partners, LLC-Union City (CA), 19 mi from Walnut Creek (CA)

of finance) in privately held companies within the USA

  • At least 15 years of professional experience since college graduation

Bonus:

  • Has a seriesSeries7 and/or 79 license

Please Note:

  • This is NOT a W-2 CFO position; we are seeking candidates...
appcast.io -
Summit Financial Group, LLC-San Ramon, 8 mi from Walnut Creek (CA)

degree required

  • Series7 and 66 (or 6 and 63 in lieu of 66) licenses
  • Prior experience with platform-based trading software
  • Intermediate to advanced MS Excel skills
  • Minimum of 2 years of industry experience, preferably in a trading...
mindmatch.ai -

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