- US Bank (Pleasanton, CA)
- …experience - At least two years of industry related experience in a financial sales or wealth position - Will need to complete FINRA Series 7, 65 or 66 and state ... insurance licenses within the first 6 months of employmet Preferred Skills/Experience - Basic knowledge of the securities industry and markets - Well-developed analytical and decision-making skills to provide customized investment and financial planning advice… more