- WTW (Los Angeles, CA)
- …health and welfare financial/actuarial strategies and analysis in a consulting or brokerage environment + Proven ability to generate revenue + Track record of ... success in managing and growing client relationships + Deep understanding and expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts + Proven ability to lead data analytic projects + Interest and aptitude in keeping… more
- Sands Investment Group (Los Angeles, CA)
- …by 100% Commission? About SIG Sands Investment Group is a commercial real estate brokerage firm that specializes in the buying and selling of net lease properties ... for private investors and institutions across the United States. Since its founding in 2010, SIG has closed over 2,500 transactions worth more than $5.2B in 48 states. Brokers with the company currently have over $800M in active inventory. As a leader in the… more
- Cushman & Wakefield (El Segundo, CA)
- …Associate Broker **Job Description Summary** This role will support a leading industrial brokerage team in the Los Angeles area with the necessary activities to ... accomplish business development and secure client relationships for the firm. You will produce qualified leads, book and prepare for new client meetings. **Job Description** Who You Are . Dynamic. You are positive in attitude and full of energy and new ideas.… more
- City National Bank (Los Angeles, CA)
- …colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial Advisors (FA) will work in ... tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service… more
- City National Bank (Beverly Hills, CA)
- …planning or related experience * Minimum 8 years of experience within Banking, Brokerage , or Insurance culture * CFP - Certified Financial Planner credential or the ... ability to obtain within 24 months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18 months of employment *Additional Qualifications* * Advanced Degree (JD or CPA or Masters in Tax/Accounting/Business)… more
- City National Bank (Beverly Hills, CA)
- …team. Utilize planning capabilities and develop solutions across investments including brokerage , trust and wealth transfer, credit, deposit, and all other ... appropriate services. * Assume primary responsibility to work with CNR Administrative group on the front-end on-boarding of new investment management and trust accounts. * Gather client account performance data using various reporting systems; check this data… more
- City National Bank (Los Angeles, CA)
- …experience supporting traditional wealth management business lines, including investment management, brokerage , and custody within a bank, advisory firm, or other ... financial services firm. *Additional Qualifications* * Ability to manage multiple projects concurrently and meet deadlines. * Ability to work and communicate effectively with management and staff at multiple levels. * Ability to work on cross-functional teams… more
- Cushman & Wakefield (Sacramento, CA)
- …integrate the impact of other Project Management and C&W components, including brokerage , building operations, MEP, etc. as they relate to each project and ... project phase. + Create and execute project work plans and revise them as appropriate to meet changing needs and requirements. + Successfully initiate, plan, execute and close all project deliverables as committed. + Develop and manage project budget and… more
- JPMorgan Chase (Los Angeles, CA)
- …individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and ... deposits. JP Morgan Wealth Management is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive… more
- Vertafore (CA)
- …territory. * Increase the number of Vertafore customers by selling to non-Vertafore Brokerage . * Use the Vertafore Value Selling System. * Serve as the lead ... point of contact for all customer account management matters. * Build and maintain strong, long-lasting client relationships. * Help your clients evaluate new products and services through a consultative selling process. * Develop trusted advisor relationships… more