- Lincoln Financial (Sacramento, CA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …experience, preferably in financial services or wealth management. + Familiarity with broker - dealer platforms; experience with LPL is strongly preferred. + ... Strong written and verbal communication skills. + Professional demeanor with the ability to engage high-net-worth clients. + Reliable and punctual with a commitment to client-first service. + Proficiency in Microsoft Office Suite and CRM systems (Salesforce… more
- Guardian Life (Sacramento, CA)
- …needs of prospects and clients and drive sales. + Work closely with Guardian's broker dealer (Park Avenue Securities) to drive revenue through PAS's multifaceted ... product platform. + Educate producers, so they can effectively convey advanced planning recommendations to prospects and clients and educate a client's professional tax and legal advisors on concepts and techniques unfamiliar to them. + Demonstrate superior… more
- Wellington (San Francisco, CA)
- …investment/alternatives sales to financial advisors across wire houses, independent and regional broker dealer and other large wealth platforms. The primary ... focus will be marketing Wellington's public and private investment strategies to both new and existing clients across the wealth ecosystem. The successful candidate will bring broad asset management expertise and a keen understanding of the wealth distribution… more
- Lincoln Financial (Sacramento, CA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their… more
- Lincoln Financial (Sacramento, CA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …service experience, preferably in financial services or wealth management + Familiarity with broker - dealer platforms (experience with LPL is a plus) + Strong ... written and verbal communication skills + Good demeanor and ability to interact with high-net-worth clients + Proficiency in Microsoft Office Suite and CRM systems (Salesforce preferred) + Excellent organizational skills and attention to detail + Ability to… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …service experience, preferably in financial services or wealth management + Familiarity with broker - dealer platforms (experience with LPL is a plus) + Strong ... communication skills and presence + Ability to manage multiple tasks and prioritize client needs + Proficiency in Microsoft Office Suite and CRM systems (Salesforce preferred) + High attention to detail and strong organizational skills + Commitment to… more
- Lincoln Financial (Sacramento, CA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their… more
- Lincoln Financial (Sacramento, CA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their… more
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