- 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 ... at a Glance** We are excited to bring on a Specialist, Project Management Support to the Group Protection Portfolio Enablement Organization. The Specialist, Project … more
- JPMorgan Chase (Oakland, CA)
- …and services are offered through JP Morgan Securities LLC (JPMS), a registered broker - dealer and investment advisor, member of FINRA and SIPC. Annuities are ... needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will be tasked with delivering exceptional client service, operational marketing,… more
- JPMorgan Chase (San Francisco, CA)
- …and services are offered through JP Morgan Securities LLC (JPMS), a registered broker - dealer and investment advisor, member of FINRA and SIPC. Annuities are ... needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice...will be done with a consistent focus on relationship management , not portfolio management + Demonstrate a… more
- TopMark Funding LLC (CA)
- …of strong performance. We are also interested in discussing opportunities with small broker shop owners with two or more years of successful equipment financing ... sales experience who are experienced in the broker business model and looking to expand their opportunity...and origination sources + Execute timely follow-up and lead management + Creating and nurturing business relationships + Identify… more
- City National Bank (Los Angeles, CA)
- …legal advice to all three lines of defense (front line, Risk/Compliance, Audit), broker - dealer businesses, and other US-based businesses regarding all aspects of ... substantial experience advising regulated financial institutions (including national banks and broker -dealers) on laws and regulations relating to AML and Financial… more
- Navy Federal Credit Union (San Diego, CA)
- …outcomes + Ability to obtain appointment by the sponsoring insurance company, broker - dealer and/or Registered Investment Advisory Firm + Experience in business ... relationships with members and internal/external sources. + Execute customer and broker purchase/sales orders of securities for current/new clients. + Identify… 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 ... **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our… 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 ... aspects of the full data pipeline lifecycle, including acquisition, transformation, management , export, and analytics. + Experience to efficiently handle complex… 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 ... to design & deliver solutions to market * be responsible for inforce management from a product perspective (non-actuarial) * assist in developing the short- and… 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 ... respond to requests from external parties concerning Lincoln's own information risk management practices. **What you'll be doing** + Maintains knowledge on current… more