4 wealth management jobs at 3 companies in Modesto, CA
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Wealth Relationship Manager - Modesto Oakdale
Modesto, California, United States
$78k-$117k/yr OnsiteFull Time
5+ YOE5+ years experience; strong analytical, financial planning and communication skills; knowledge of Microsoft Office and financial planning tools; self-starter; required US FINRA registrations and insurance/MLO registrations within 150 days.
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
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Wealth Relationship Manager - Modesto Oakdale
Modesto, California, United States
$78k-$117k/yr OnsiteFull Time
5+ YOERequires 5–8 years of experience, a bachelor's degree or equivalent, strong financial and analytical skills, Microsoft Office and financial planning software experience, and FINRA and insurance registrations.
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
2mo
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Wealth Relationship Manager - Modesto Oakdale
Modesto, California, United States
$78k-$117k/yr OnsiteFull Time
5+ YOE5+ years experience; strong analytical, communication, and financial planning skills; required US FINRA registrations (SIE + Series 6/63/65 OR Series 7/66), mortgage loan originator and Insurance Group 1 registration within 150 days; familiarity with Microsoft Office and financial planning software.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
2mo
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J.P. Morgan Wealth Management - Private Client Investment Associate - Dublin, CA
Dublin, California, United States
$29-$40/hr OnsiteFull Time
Active Series 7 required (or within 60 days), SIE if registered after Oct 1, 2018, Series 66 and life & health insurance license to be obtained within 60 days; client service, operations, compliance, and relationship support skills.