- Carrington (Anaheim, CA)
- …+ Communicates with Sales Management, Account Executives, Operations Manager , Disclosure Department, Underwriting Department, Docs/Funding Department, and other ... as required to resolve outstanding issues. + Informs Account Executive, Broker , and/or borrower about discrepancies in title, appraisals, credit, employment, income… more
- Lincoln Financial (Sacramento, CA)
- …interrogatories, supplemental interrogatories etc.). + You will serve as a project manager for investment accounting and reporting related team projects. + You will ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Zurich NA (San Francisco, CA)
- …with the organization's appetite, balanced with sound business opportunity. + Make broker /customer and on-sight calls with a planned and well-prepared purpose. + ... role will be filled at either the Senior or AVP Level. The hiring manager will determine the appropriate level based upon the selected applicant's experience and… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …will assist with inserting training and running inserters as needed. Reports to Manager of Production Control Center.Perform job set ups ranging from basic to ... delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge,… more
- Umpqua Bank (Sacramento, CA)
- …Other responsibilities as assigned. + Demonstrates compliance with all bank and broker /dealer regulations for assigned job function as applied to designated job ... financial advisor, certified financial planner, investment advisor Representative, or wealth manager . + Strong marketing and business development skills, keeping the… more
- Trustmark (Sacramento, CA)
- …communities. **Overview of Role** Responsible for selling self-funded health products via Broker partners for groups under 200 lives then transitions account to an ... account manager for ongoing maintenance and service. Develops new accounts and/or generates new business from existing accounts. Pursues sales leads within assigned… more
- Covr Financial Technologies (San Francisco, CA)
- …of financial advisors. Advisors are from various types of firms; including broker -dealers, banks, advisory firms and other financial institutions. Expected to be ... be a member of Covr's team which includes an internal partners, assigned Case Manager , as well as access to Covr's Director of Underwriting, Director of Long-Term… more
- Lincoln Financial (Sacramento, CA)
- …strong relationships, and ability to execute effectively. This is not a project manager role. **What you'll be doing** What you'll be doing * Provides specialized ... 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 (Los Angeles, CA)
- …to, financial planning, goals-based investing, financial advisory at a broker -dealer, RIA and/or a private bank, affluent/high-net-worth solutions, and retirement ... with market leaders & practice partners without daily contact with one's direct manager + Ability to comfortably use numbers to provide guidance to clients in… more
- Lincoln Financial (Sacramento, CA)
- …This includes installation, configuration, and sustainment of Dell Power Protect Data Manager (PPDM), Dell Networker backup and Dell Cyber Vault recovery software ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more