- HSBC (Beverly Hills, CA)
- Wealth Relationship Manager Brand: HSBC Area of Interest: Asset and Wealth Management Location: Beverly Hills, CA, US, 90210 Work style: Office Worker Date: ... 65 or 66 (or 63 and 65) required + Life and Health insurance licenses required +...market developments, and of external regulatory framework relevant to wealth management + Strong client focuses and… more
- HSBC (Cupertino, CA)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based...65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses required +… more
- HSBC (Beverly Hills, CA)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Foreign language skills, such as ... wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based...7, 66 (in lieu of 63 and 65), California Life and Health insurance licenses required As… more
- LA Talent Agency (Los Angeles, CA)
- …Metals or Gold IRA Sales Financial Services or Investment Sales Wealth Management or Retirement Planning Insurance ( Life , Annuities, Financial Products) ... clients interested in gold and precious metals Educate clients on wealth protection, diversification, and retirement strategies Guide prospects through the sales… more
- Black Mountain Construction (San Francisco, CA)
- …vision premiums for employees 70% coverage of premiums for dependents (Anthem PPO plan) Life insurance 401(k) with 4% company match (after 6 months) Paid Time ... excellent working environment, competitive compensation and benefits including medical, dental, vision, life insurance , PTO (paid time off) and paid holidays.… more
- Black Mountain Construction (San Francisco, CA)
- …vision premiums for employees 70% coverage of premiums for dependents (Anthem PPO plan) Life insurance 401(k) with 4% company match (after 6 months) Paid Time ... excellent working environment, competitive compensation and benefits including medical, dental, vision, life insurance , PTO (paid time off) and paid holidays.… more
- Empress Investment Group (Los Angeles, CA)
- …FINRA Series 66 or 65 required CA Insurance Licensed ( Life /Health) Strong organizational, prioritization, interpersonal, and management skills Proficient ... Los Angeles-based, women-led financial planning firm dedicated to empowering women through wealth management . Recognized by FORBES for five consecutive years, we… more
- Exceed Wealth & Retirement Group (Sacramento, CA)
- … insurance division focuses on delivering tailored group health, dental, vision, life , and disability insurance solutions to our clients. We pride ourselves ... are clear, and follow-through is consistent Operations & Workflow Management Manage tasks, notes, and workflows in our CRM...division focuses on delivering tailored group health, dental, vision, life , and disability insurance solutions to our… more
- Involve Financial (San Diego, CA)
- …plans for them. We care about our employees and are employee-centric in our management style. Previous work experience isn't as important to us. We look for people ... matters, work with people they love, and grow generational wealth . We have a truly amazing work culture and...We offer a supportive work culture to our health insurance team. We pay our Sales Representatives a competitive… more
- CORT (Glendale, CA)
- …company match + Paid vacation, sick days, and holidays + Company-paid disability and life insurance + Tuition reimbursement + Employee discounts and perks + ... year. **What We Offer** + Generous mileage reimbursement program + Comprehensive health insurance (medical, dental, vision) available on the first of the month after… more
