- Citigroup (San Francisco, CA)
- …(or equivalent experience) + Licenses; Series 7, 66 (or 63/65) preferred **Job Family Group :** Private Client Product Services **Job Family:** IF Commercial ... provides competitive borrowing solutions that are strategically integrated into our client 's broader Wealth Management goals. Our Lending Advisors partner with Citi… more
- Citigroup (Woodland Hills, CA)
- …procedures. **Education** : + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Financial ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...within 150 days of starting in the role. + Insurance Group 1 required. + Must meet… more
- Mendocino County Sheriff's Office (CA)
- …for social services; performs moderately difficult studies and develops comprehensive client service plans. Typical assignments are within child welfare and adult ... attorneys; may testify in court. + Maintains confidential information and client confidentiality in accordance with legal standards and/or County regulations;… more
- JPMorgan Chase (San Francisco, CA)
- …stage companies within our Middle Market Banking and Specialized Industries (MMBSI) group As a Relationship Executive within the Innovation Economy Venture Capital ... North America Venture Capital space. You will also be entrusted with the client experience and promoting results for the firm's portfolio company coverage strategy,… more
- Maxim Healthcare Services (Coachella, CA)
- …and Financial Security: Health Savings Account, 401(k), Short Term Disability, Voluntary Group Life Insurance and Supplemental Accidental Insurance , Hospital ... Utilizes the nursing process to plan, implement, and evaluate patient/ client care and/or contracted services + Demonstrates on each...Plan, Critical Illness Insurance , Home and Auto Insurance discounts, Pet Insurance and Legal Benefits… more
- Umpqua Bank (Los Angeles, CA)
- …and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are ... management, pipeline management, and a high-level understanding of most client financial considerations. This role encompasses a multi-faceted wealth management… more
- Dudek (Sacramento, CA)
- …or other outreach activities. + Interact with various members of public agency and private client staff on matters related to land use planning, project ... quality service, and customer satisfaction to our public and private clients. + Foster client connections through...valid driver's license and have active personal automobile liability insurance by first day of employment * As a… more
- Citigroup (San Francisco, CA)
- …skills. **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group :** Private Client Coverage **Job Family:** ... firms for over five decades via the Law Firm Group and the Professional Services Group , the...and in line with the sophistication level of the client + Responsible for evaluating client profiles… more
- Neuberger Berman (CA)
- …Angeles. This is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences. ... support activities related to the sales opportunity pipeline in concert with Client Advisory Specialists. + Exhibit a strong business acumen and executive sales… more
- Citigroup (Loma Linda, CA)
- …procedures. **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group :** Private Client Coverage **Job Family:** Financial ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...and 66 or equivalent are encouraged to apply. + Insurance group 1 required; will give 120… more
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