- CoStar Realty Information, Inc. (Irvine, CA)
- Sales Engineer II, Ten-X - Irvine, CA Job Description **Company Overview** CoStar Group (NASDAQ: CSGP) is a leading global provider of commercial and residential ... brokers trade over $32B of commercial real estate. **Position Summary** The Ten-X Sales Engineer is responsible for preparing assets for sale at auction. Through… more
- City National Bank (Los Angeles, CA)
- …of the following: asset management, banking/credit, personal trust, and brokerage services . * Minimum 10 years of sales and relationship management ... financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and brokerage. Manages overall relationship… more
- City National Bank (West Hollywood, CA)
- …Interact with clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less ... work in tandem with an assigned SFA to provide sales and client and colleague service support...* Responsible for revenue production goals related to advisory services and securities products. * Assist in… more
- Edward Jones (Davis, CA)
- …experience within the securities /financial services industry + Financial services and/or sales experience + Financial services registration, ... fee was required for consideration 2 As your new asset compensation and commissions increase over the first five...Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background… more
- JPMorgan Chase (San Francisco, CA)
- …space. Specialized Industries bankers focus on companies in a specific industry with sales sizes ranging from $20 million to $2 billion The Healthcare Services ... or credit/lending related experience + Understanding of Commercial Banking products and services + Ability to mobilize internal networks and resources + Demonstrated… more
- CIBC (San Francisco, CA)
- …**Weekly Hours** 40 **Skills** Analytical Thinking, Cash Flow Analysis, Client Service , Customer Experience (CX), Investment Portfolios, Post- Sales Support, ... CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex transactions required to… more
- Guardian Life (Sacramento, CA)
- The Business Resource Center (BRC) is Guardian's advanced sales department, and we are seeking a Advanced Planning Consultant. We are an organization providing ... owner clients. **You will** Utilize proprietary software platforms to uncover sales opportunities for Guardian's various product lines, including life and disability… more
- US Bank (San Diego, CA)
- …appropriate goals-based investment portfolios. WMAs advise clients using US Bank's Asset Management Group (AMG) or US Bancorp Investment's open architecture where ... and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. Basic Qualifications -… more
- US Bank (Aptos, CA)
- …of the securities industry, including investment and insurance products and services + Knowledge of private banking products and services , including credit ... diligence + Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation + Refer and partner with… more
- JPMorgan Chase (Los Angeles, CA)
- …of our solutions including, but not limited to: Credit, Treasury Services , International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions. ... business including but not limited to: Investment Banking, Syndicated Finance, Asset Based Lending and Direct Lending **Required Qualifications, Capabilities and… more