- JPMorgan Chase (Los Angeles, CA)
- …& estates, basic individual tax rules (both transfer and income taxes), insurance , long-term care, philanthropy, college savings, retirement, and cash flow planning. ... will need to learn about the various products and platforms (investment, insurance , charitable, educational) available to Private Client Advisors in order to help… more
- Sedgwick (Sacramento, CA)
- …as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Accounting Associate - Pooling Are you looking for an impactful job where you ... entries. + Coordinates with Pool investment managers and reconciles with broker statements. + Prepares financial statements. + Assists with PowerPoint development… 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 ... a clear path to financial security, with products including annuities, life insurance , group protection, and retirement plan services. With our 120-year track record… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …Inc., a subsidiary of Dunham, is an independently owned, registered Broker /Dealer and Investment Adviser helping Financial Advisors and individual investors reach ... resulting from field activity. + Work with Regional Account Manager to prepare sales proposals and presentations. + Update...& Vision (choices vary by state) Life and AD&D Insurance (company paid) Short-Term & Long-Term Disability (company paid)… 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...offer a comprehensive benefits package that includes: Health/dental/vision, life insurance , FSA and HSA, 401(k) plan, Employee Assistant Program,… more
- CenterWell (Sacramento, CA)
- …with the ability to encourage others incollaborativeproblemsolving.Acting as both a broker and consultant regarding resources, you engage others in problem solving ... paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities. Application Deadline: 09-04-2025 **About us**… more