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. ...
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...
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...
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...
We are looking for Registered Investment Advisor support that will provide wealth management and investment services for our diverse clients. Acquire and demonstrate knowledge of and adherence to regulation of securities, investments and investment products, securities markets, and financial plannin...
We are looking for Registered Investment Advisor support that will provide wealth management and investment services for our diverse clients. Acquire and demonstrate knowledge of and adherence to regulation of securities, investments and investment products, securities markets, and financial plannin...
Previous experience in customer service or sales is a plus. ...
The Business Systems Analyst, Billing & Receivables will help define, test, and deliver Billing & Receivables to maximize business value. The Business Analyst, Billing & Receivables will conduct customer research and collaborate with key stakeholders across the organization to gather business requir...
The department is looking for an experienced data systems analyst to fulfill a vital position in the department. Detailed knowledge of current PDS4 and historical PDS3 metadata standards. Many of the tools used to perform daily tasks are tools that are not in common use outside of the NASA data arch...
The Business Systems Analyst, Bruin Learn CoE will help define, test, and deliver Bruin Learn CoE to maximize business value. The Business Analyst, Bruin Learn CoE will conduct customer research and collaborate with key stakeholders across the organization to gather business requirements and help tr...
The UCLA Law Center for Reproductive Health, Law and Policy Data Analyst will conduct and support social science, public health, and public policy research to advance the mission of the center in close collaboration with the center's other scholars. Primary responsibilities include managing project ...
BUSINESS ANALYST, CONSUMER HARDWARE (STARLINK). As a Starlink Business Analyst for the consumer hardware team, you'll dive deep into data, uncovering market trends and customer insights to drive strategic decisions for new products. Business Analyst/Level I: $75,000. Business Analyst/Level II: $90,0...
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The Business Systems Analyst Level 3 will provide support and analysis for Student Affairs Systems, which includes moderate-to-complex systems, but not limited to, Student Information Systems, Student Health Systems (including EPIC System, Compulink System, ProPharrm System, Point and Click System),...
Structural Project Manager (8+ years experience), California. Join our team! Casual atmosphere, professional services, high caliber expertise, and a wide variety of structural engineering projects. Our client is a single discipline structural engineering firm serving a wide variety of large and smal...
Sales Administrative Assistant. The primary responsibility of the Sales Administrative Assistant is collating quote information, providing updates, liaising with engineers & operations, and resolving customer queries. Minimum 1-3 years in an administrative support role. ...
U-Haul Offers Customer Service Representatives: /n Flexible scheduling/n Career stability/n Opportunities for advancement/n Valuable on-the-job training/n Life insurance/n Met Law Legal program/n Met Life auto and home insurance/n Discounts on Apple products, Dell computers, cell phone plans, hotels...
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...
Basic mathematical skills including calculating percentages and discounts for customers Capable of solving a variety of customer service problems and supporting a range of personalities and customer types. Back-up other Customer Service Representatives. Desire to help and service all customers. Cust...
We are seeking a dedicated and customer-focused Bilingual Customer Service Representative fluent in both English and Spanish. The successful candidate will handle customer interactions, provide information about our products and services, manage orders, resolve complaints, and assist with billing an...
Customer Service Representatives at Sam's Club ensure that customers have a pleasant shopping experience. Provide information to customers on products and services. Ensure customer satisfaction and provide professional customer support. Experience in customer service or retail preferred. ...
Boutique Independent Wealth Management Firm / Multi-Family Office seeks a Lead Wealth Advisor to join a collegial, entrepreneurial and dynamic organization. High Net Worth and Ultra High Net Worth Wealth Advisory inclusive of investment management, estate and tax planning, business management, and s...
As an Analyst, you will be integrally involved in all aspects of the company’s three core businesses: investment banking, consulting, and valuation. You will also have the opportunity to explore many of the following: investment banking, strategy consulting, private equity, venture capital, investme...
Analog Capital Partners is seeking a remote CFP Wealth Advisor. The CFP Wealth Advisor will be responsible for developing and maintaining relationships with clients, understanding their needs, and providing customized investment advice. The ideal candidate will have excellent communication skills, a...