- City National Bank (Los Angeles, CA)
- …Investment Officers and client requests across a broad range of brokerage activities for retirement and non-retirement accounts including establishing new accounts, ... and tax inquiries. * Provide supervisory level technical support for CNS brokerage clients related to the on-line portal application. * Recommend securities or… more
- Anywhere Real Estate (San Francisco, CA)
- …Director, Mergers & Acquisitions **Location:** Remote **Reports To:** SVP Growth, M&A ** Company Overview:** **Anywhere Real Estate Inc.** (NYSE: HOUS) is a global ... executing acquisitions and investments across Anywhere's ecosystem-including franchise operations, brokerage businesses, and adjacent proptech opportunities. As a generalist,… more
- WTW (Los Angeles, CA)
- …a broker is to help our clients mitigate their total cost of risk. The brokerage team operates as the firm's intellectual capital where we work with our clients to ... + Begin your understanding of core insurance principles and brokerage concepts + Ensure that quality and compliance procedures...of hire (as such date is recorded in the Company 's business records). + You must also obtain and… more
- Coinbase (Sacramento, CA)
- …someone who will run towards, not away from, solving the company 's hardest problems. Our [work culture](https://www.coinbase.com/mission) is intense and isn't for ... remote-only. In-person participation is required throughout the year. Team and company -wide offsites are held multiple times annually to foster collaboration,… more
- Bank of America (Oxnard, CA)
- …financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by ... short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money… more
- CoStar Realty Information, Inc. (Irvine, CA)
- Sales Engineer II, Ten-X - Irvine, CA Job Description ** Company Overview** CoStar Group (NASDAQ: CSGP) is a leading global provider of commercial and residential ... are sold as scheduled. + Strive to improve the company Net Promoter Score (NPS) through timely communication, setting...performance report on a weekly basis with ownership and brokerage team, present updates on market feedback and pricing… more
- Bank of America (San Francisco, CA)
- …financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by ... short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money… more
- Wells Fargo (San Francisco, CA)
- …including ISDAs, MRA/GMRAs, MSFTAs, Loan Agreements, Futures and prime brokerage agreements. The role includes ensuring agreements and ancillary documents ... documentation: ISDAs, MRA/GMRAs, MSFTAs, Loan Agreements, Futures and prime brokerage agreements. + Recording of agreement terms and quality control… more
- Wells Fargo (Palo Alto, CA)
- …for entry-level Client Associates **Required Qualifications:** + 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or ... to qualify for immediate FINRA registration **Desired Qualifications:** + Brokerage client support experience + Administrative support experience in financial… more
- JPMorgan Chase (El Segundo, CA)
- …of Private Banking clients. **Job Responsibilities** + Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, ... reviewing brokerage trades - compare paper blotter to trade blotter...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more