- SitusAMC (Los Angeles, CA)
- …but act local - come join our team! We are looking for an Associate for our client, a multi-$billion-dollar financial services institution. In this role, you would ... specific projects * Complete site inspections and detailed market analysis, including broker interviews and discussions with property management * Ability to review… more
- SitusAMC (Los Angeles, CA)
- …but act local - come join our team! We are looking for an Associate join our client's Large Loan Team in screening, sizing, structuring, underwriting and ... the team + Complete site inspections and detailed market analysis, including broker interviews and discussions with property management and ownership + Analyze… more
- Lincoln Financial (Sacramento, CA)
- …this opportunity. **Requisition #:** 74869 **The Role at a Glance** As a Senior Associate Actuary in Life Valuation department of the Life Chief Actuary team, you ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- JPMorgan Chase (La Canada Flintridge, CA)
- …solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service, operational ... and services are offered through JP Morgan Securities LLC (JPMS), a registered broker -dealer and investment advisor, member of FINRA and SIPC. Annuities are made… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Boutique RIA. This is a full-time permanent role based in ... service experience, preferably in wealth management + Familiarity with broker -dealer platforms (LPL preferred) + Excellent communication and professional demeanor… more
- Ryder System (Sacramento, CA)
- …by clicking here (http://ryder.com/job-applicant-privacy-policy) ._ **Job Description** : **Summary** The Associate Real Estate Portfolio Manager will act as a team ... deal negotiation, and finalizing real estate contract terms and conditions, analyze broker opinions of value (BOV) along with multiple methods of valuation as… more
- HUB International (Newport Beach, CA)
- …developing relationships with others **POSITION SUMMARY:** In the **Client Service Associate ** role, the successful candidate thrives in a team environment ... support for the Account Management Team. + Setup, maintain and update Broker Management System. + Process enrollments, changes and termination requests as needed.… more
- Kestra Financial (Palo Alto, CA)
- …finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients' needs and ... in the financial services industry allowing for a good understanding of broker / dealer operations and financial services industry, including but not limited… more
- Travelers Insurance Company (Sacramento, CA)
- …non-disclosure provisions. + Support underwriting marketing efforts, including participation in broker and account visits and risk mitigation seminars and authoring ... customer-focused white papers and articles. + Monitor marketplace conditions, conduct research, and draft reference materials to inform claim and underwriting colleagues on law impacting Travelers' underwriting and claim decisions. + Obtain and maintain… more
- HUB International (Burbank, CA)
- …lines underwriting/brokerage team. Successful applicants will work with the in-house broker to request and review underwriting information for rating of pen/binding ... carriers, preparation of endorsements, and engaging brokerage markets on complex risks. Chance to work closely with Monarch's largest underwriter/producer daily, gaining underwriting and broking knowledge. **Responsibilities:** + Communicate effectively with… more