- Gerber Collision & Glass (CA)
- …ensure all locations are performing to potential. Contact all claims managers and dealer accounts on a monthly basis (minimum). + Conduct operations reviews with ... location managers and audits (in-person) on a monthly basis, and meet as requested. + Promote, develop and act as a liaison with area insurance contacts and other referral points. Ensure that stores are responsive to clients in a timely manner. Education… 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 ... strategies + Bachelor's degree and Certified Financial Planner (CFP) or Wealth Management Certified Professional (WMCP) designation (or equivalent) required + Ability & experience in understanding clients' financial situations and personal circumstances;… more
- Sacramento Credit Union (Sacramento, CA)
- …and loan servicing (Credit Scoring distribution reports, delivery channel reports, dealer concentration and performance reports, paid off loan and lien release ... reports, payment exception reports, loan workout status reports, etc.). + Ensures Meridian Link Loans PQ loan origination system is maintained to meet the credit unions strategic plan and direction. + *Responsible for analyzing performance metrics and trends… more
- Kestra Financial (Palo Alto, CA)
- …financial services industry allowing for a good understanding of broker / dealer operations and financial services industry, including but not limited to: equities, ... bonds, options, mutual funds, annuities, insurance, and managed accounts. Location Palo Alto, California Job Type: Full-time Salaried Pay: $50,000.00 - $60,000.00 per year Base plus Bonus (Uncapped) We Offer: Base Salary, and performance bonuses, 401(k),… 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 distributors,… 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 distributors,… 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 distributors,… 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 distributors,… more