Pacific Datavision jobs in San Diego, CA

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Account Transfer Specialist

- San Diego, CA 92131
And Sorrento Pacific Financial, LLC. Follows up for all transfers through dataVision updates. Trains assistants and brokers on the transfer process through...
Desired Experience: FINRA Series, Customer Service

Associate OSJ, Branch Supervision

- San Diego, CA 92131
(CFS) and Sorrento Pacific Financial, LLC. Maintain a working knowledge of reporting capabilities within dataVISION and other software to utilize in the...
Desired Experience: FINRA Series
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