• M&A Deal Origination

    World Insurance Associates, LLC. (Los Angeles, CA)
    …and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve ... identify businesses that meet World's deal criteria in the Insurance Retail, Specialty Brokerage , and Financial Services...deal criteria in the Insurance Retail, Specialty Brokerage , and Financial Services sector. + Develop a thorough… more
    World Insurance Associates, LLC. (06/13/25)
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  • Senior Branch Premier Banker LP - Waterford Plaza…

    Wells Fargo (San Jose, CA)
    …grow the business + Knowledge and understanding of Branch Banking compliance controls, risk management , and loss prevention + Ability to follow policies, ... schedule that may include most Saturdays + Adherence to Wells Fargo sales practices risk management culture + Current registration for FINRA Series 6 and Series… more
    Wells Fargo (09/05/25)
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  • Account Executive, Personal Lines (High-Net-Worth)

    HUB International (Encino, CA)
    …the client's business and industry, articulates applicable exposures to loss, insurance coverages, and appropriate/available risk management /control ... accounts including interacting with appropriate decision makers, proactive consultation, insurance program design, carrier interface/marketing, coordination of risk… more
    HUB International (07/30/25)
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  • Financial Solutions Advisor - Inland Empire

    Bank of America (Temecula, CA)
    …Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * ... financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by… more
    Bank of America (09/05/25)
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  • Financial Solutions Advisor- CA Coastal Market

    Bank of America (Oxnard, CA)
    …+ Client Management + Policies, Procedures, and Guidelines + Risk Management + Written Communications **Schedule:** Monday-Friday Open availability required ... Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your insurance licenses **Skills:** + Account Management + Advisory + Client… more
    Bank of America (08/02/25)
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  • Financial Solutions Advisor- San Francisco Area

    Bank of America (San Francisco, CA)
    …+ Client Management + Policies, Procedures, and Guidelines + Risk Management + Written Communications **Schedule:** Monday-Friday Open availability required ... Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your insurance licenses **Skills:** + Account Management + Advisory + Client… more
    Bank of America (07/08/25)
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  • Sales Engineer II, Ten-X

    CoStar Realty Information, Inc. (Irvine, CA)
    …prior employers. + Minimum of 4 years of related experience in commercial brokerage , asset management , commercial real estate transaction management , escrow ... in a complete and detailed manner to reduce buyer risk and maximize buyer participation. + Identify and qualify...performance report on a weekly basis with ownership and brokerage team, present updates on market feedback and pricing… more
    CoStar Realty Information, Inc. (08/02/25)
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  • Underwriting Specialist, Retail Property

    AIG (Los Angeles, CA)
    …selling opportunities. What you'll need to succeed + Minimum 5 years of Commercial Insurance Company, Agency, or Brokerage experience. + Bachelor's degree from a ... applicants with criminal histories, consistent with applicable law. Functional Area: UW - Underwriting Risk Specialists Companies Insurance Agency, Inc. more
    AIG (09/04/25)
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  • Underwriting Specialist, Environmental Casualty

    AIG (San Francisco, CA)
    …and clients. What you'll need to succeed + Minimum 5 years of Commercial Insurance Company, Agency or Brokerage experience. + Bachelor's degree from a four-year ... applicants with criminal histories, consistent with applicable law. Functional Area: UW - Underwriting Risk Specialists Companies Insurance Agency, Inc. more
    AIG (08/09/25)
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  • US Private Bank - Banker Professional - Associate

    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...'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team + Work with Team… more
    JPMorgan Chase (08/28/25)
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