- The Hartford (San Francisco, CA)
- …We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every ... for your career to grow in whatever direction you choose. As a professional in Financial Lines at The Hartford, your primary role will be to underwrite and actively… more
- City National Bank (Beverly Hills, CA)
- …experience within Banking, Brokerage , or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within 24 months of employment ... Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues and COIs. Assist… more
- Coinbase (Sacramento, CA)
- …as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want ... and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world,… more
- Anywhere Real Estate (Sacramento, CA)
- …of million-dollar-plus homes and one of the largest residential real estate brokerage franchisors, with approximately 2,800 franchise and company owned offices ... looking** ; great teammate: Assists in developing and implementing company strategy, including technology and strategic marketing activities. Shares management… more
- CH Robinson (Long Beach, CA)
- …to customer satisfaction. + Demonstrate mastery with respect to the customs brokerage products' standard operating procedures (SOP) and best practices. + Direct ... advisor, transitioning from the day-to-day data entry fundamentals to true customs brokerage account management of your clients. + Analyze and validate import… more
- ADP (San Diego, CA)
- …owners? + Are you ready for your next best career where you can elevate your financial future? + Do you want to join a dynamic, inclusive environment with a culture ... channel, you will be assigned to a list of brokerage firms and aligned to internal partner(s) in other...and being there for one another. + **Join a company committed to giving back** and generating a lasting,… more
- City National Bank (Los Angeles, CA)
- …Investment Relationship Officers and Assistant Investment Officers supporting the Financial Advisors and licensed representatives of City National Securities. ... Provide training for Financial Advisors, Investment Relationship Officers, Assistant Investment Officers, and licensed representatives on City National Securities… more
- Coinbase (Sacramento, CA)
- …as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want ... and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world,… more
- Robert Half Management Resources (San Jose, CA)
- …to support accurate cash flow management. * Collaborate with banking and brokerage teams to ensure seamless financial operations. * Support retail ... preparation. * Strong skills in account and bank reconciliations. * Familiarity with financial operations in banking, brokerage , or retail banking. * Advanced… more
- Wells Fargo (Palo Alto, CA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor(s) with sales, service, and operational related activities ... clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or… more