Focus Advisors is the leading M&A advisory firm specializing in the collision industry. This is a full-time Senior Investment Banker role at Focus Advisors. As a Senior Investment Banker, you will be responsible for both client acquisition and transaction execution. ...
Hanley Investment Group has a team of specialized retail investment brokers that advise clients on the sale of single-tenant, multi-tenant, and anchored shopping centers as well as mixed-use and urban retail properties nationwide. About Hanley Investment Group . Our team has redefined the experience...
Strategic Global Advisors, LLC. Strategic Global Advisors, LLC (“SGA”)is an employee-owned Global Equity firm based in Newport Beach, California. The firm employs a quantitative investment process based on sound fundamental research that integrates proprietary quantitative tools with fundamental ana...
We are an independent registered investment advisor (RIA) firm in the San Francisco Bay Area. The role involves providing comprehensive financial planning and investment advisory services to clients. The Financial Advisor will be responsible for developing personalized investment strategies and prov...
Signature Estate & Investment Advisors, LLC (SEIA) is a Registered Investment Advisory firm with over $11 billion across 16 advisory practices in 5 locations across the country. SEIA is now looking for established investment advisors who are looking to take their practice to a higher, more indep...
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clien...
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clien...
Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with c...
Minimum 5 years’ experience in the investment management industry specifically within business development in the Alternative Investments space. Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goa...
Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with c...
A renowned company is seeking Customer Service professionals to join their team. Consistently answer incoming calls to the Customer Service Department (approx. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to dr...
We are looking for a customer service / inside sales rep to join our office team. They will provide customer support and process orders. Experience in this field is preferred but we can provide training to bring the ideal candidate up to speed and comfortable dealing with customers. We want this can...
As a Customer Service Representative - State Farm Agent Team Member with Sylvia Nye - State Farm Agent, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help peopl...
The Resident Services Division is the organization’s central customer service hub for all resident inquiries. Representatives handle a large volume of resident phone calls and service requests with the highest level of patience and professionalism. Customer Service Rep Responsibilities:. Parti...
Our is client is a dynamic start up investment vehicle based in Orange County, California. Operating within the sustainable Investments space, they are strategically focused on providing a range of capital solutions in helping companies to grow and to build projects that focus on energy, power, wate...
Prudential Advisors is looking for experienced financial professionals in the San Francisco Bay Area / Contra Costa County and Napa Areas that are interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people and fa...
KORE1, a nationwide provider of staffing and recruiting solutions, has an immediate opening for a Sr Analyst, People Analytics / Data: Workday matrix / composite reports (60%) / data visualization (40% / Power BI preferred). Partners with Data Warehouse team to understand how people data is being c...
The Senior Investment Associate will support the Client Chief Investment Officers (CIOs) on the management of individual client portfolios. The Senior Investment Associate’s primary objective is to maximize long-term client portfolio investment performance, subject to applicable portfolio constraint...
Title: Financial Advisor (CFP Required). Our client is seeking an experienced, driven, senior-level Financial Advisor to join their rapidly growing wealth management and tax (RIA) firm in several key locations across the U. The firm is the fastest-growing RIA on the West Coast and beyond, including ...
We are partnering with a Real Estate Investment & Development Firm in LA that is actively seeking to add an Associate to their dynamic team. Investment Banking experience in the Real Estate Sector or 2+ years of Real Estate Investment Experience. Renowned for their strong capitalization and fast-pac...
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. You will provide ...
This position involves developing, implementing, and presenting financial analyses for evaluating capital investments in solar PV and storage. As a key member of the development team, this role utilizes expertise in financial modeling and project finance to determine optimal valuation to meet custom...
Extract, transform, and load (ETL) to combine data from multiple sources into our data lake in Snowflake, for data used by finance for management accounting analysis as well as financial close. Minimum of 3-4 years of experience as a data analyst, financial analyst, or similar role. Our client is on...
Job Description: Analyst, Investment Operations. Provenio Capital is based in Newport Beach, California and is a registered investment advisor specializing in institutional quality alternative investments. Registered Investment Advisor (RIA), investment management firm or broker/dealer. As a boutiqu...
We are seeking a passionate and driven individual to join our team as Financial Analyst. Assist the Finance department and serve as a liaison to the parent company, while completing the monthly corporate financial requirements. Identifies financial status by comparing and analyzing actual results wi...