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Search Results for Licensed Financial Consultant
- Brokerage Sales Assistant - Unlicensed
- DM Stone JobsInBrokerage.com - San Francisco, California
- Accounting / Finance
- Small but prestigious financial services firm is looking for an unlicensed but experienced sales assistant to support a newly transferring Financial Consultant. Must be polished and professional, with great client service skills and have experience in the investment industry in a client facing role. This does not require a Series 7 coming in, nor will you be required to get licensed. In many cases you will be the first contact with the client, so your written and verbal skills must be very strong. You will be drafting emails, covering phones, handling reports and account docs, following up (see more)
- OPERATIONS MANAGER
- DM Stone JobsInBrokerage.com - San Francisco, California
- Other / Miscellaneous
- This position functions as a member of the leadership team, responsible for a wide variety of strategic and tactical functions related to the overall operations & client service responsibilities. The individual has day-to-day responsibility for the Operations staff and Client Service associates and you will also play a critical role in the development and maintenance of the firm's product offerings as they relate to appropriate supervisory processes and written procedures.You will support business objectives by influencing Investment Consultants and other professionals on business (see more)
- Brokerage Sales Assistant - Unlicensed
- DM Stone JobsInBrokerage.com - San Francisco, California
- Sales / Sales Management
- Small but prestigious financial services firm is looking for an unlicensed but experienced sales assistant to support a newly transferring Financial Consultant. Must be polished and professional, with great client service skills and have experience in the investment industry in a client facing role. This does not require a Series 7 coming in, nor will you be required to get licensed. In many cases you will be the first contact with the client, so your written and verbal skills must be very strong. You will be drafting emails, covering phones, handling reports and account docs, following up on (see more)
- Consultant - National Global Risk Management Producers - Mar
- Marsh & McLennan Companies, Inc. (MMC) - San Francisco, California
- Insurance
- Title: Consultant - National Global Risk Management Producers - Marsh - San FranciscoLocation: CA-San FranciscoAs the world's leading insurance broker and risk advisor, Marsh is devoted to finding the opportunity in risk. Companies look to us to help them navigate the daunting global risk landscape, seeing risks others don't and unlocking opportunities others can't. With 25,000 employees and annual revenues approaching $5 billion Marsh serves more clients in more industries worldwide than any firm in our industry. We are looking for talented professionals to join our team.The successful (see more)
- Director, Sales
- New York Life - San Francisco, California
- Insurance
- Job Title Director, SalesJob Function and Key Duties & Responsibilities The Director, Sales position is responsible for managing all sales efforts for an assigned geographic territory to achieve Defined Contribution and Defined Benefit sales for plans above $30 million dollars in assets. Daily activities will include relationship building with intermediaries, the cultivation and management of new and existing retirement plan producers, and ongoing mentoring and support of identified producers. The Director, Sales will be responsible to create and implement a working business plan with (see more)
- Director, Sales
- New York Life - San Francisco, California
- Accounting / Finance
- Job Title Director, SalesJob Function and Key Duties & Responsibilities The Director, Sales position is responsible for managing all sales efforts for an assigned geographic territory to achieve Defined Contribution and Defined Benefit sales for plans above $30 million dollars in assets. Daily activities will include relationship building with intermediaries, the cultivation and management of new and existing retirement plan producers, and ongoing mentoring and support of identified producers. The Director, Sales will be responsible to create and implement a working business plan with (see more)
- Consulting - Senior Associate - Technology Risk Advisory
- McGladrey - San Francisco, California
- Accounting / Finance
- Job Title: Consulting - Senior Associate - Technology Risk AdvisoryDescription: Position DescriptionTo provide the highest level of client service, McGladrey has established the Technology Risk Management Services group, comprised of more than 100 professionals dedicated exclusively to serving the technology risk related needs of our clients. This group includes experienced consultants located throughout the country help clients select, improve, control, secure, manage and monitor the appropriate systems to address their information needs. By centralizing the highly skilled and specialized (see more)
- Consulting - Manager - Technology Risk Advisory
- McGladrey - San Francisco, California
- Accounting / Finance
- Job Title: Consulting - Manager - Technology Risk AdvisoryDescription: Position DescriptionTo provide the highest level of client service, McGladrey has established the Technology Risk Management Services group, comprised of more than 100 professionals dedicated exclusively to serving the technology risk related needs of our clients. This group includes experienced consultants located throughout the country help clients select, improve, control, secure, manage and monitor the appropriate systems to address their information needs. By centralizing the highly skilled and specialized technology (see more)
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