Find San Francisco Area Jobs
Search Results for Licensed Financial Consultant
- Financial Consultant
- Lockheed Federal Credit Union - California
- Insurance
- Join our Growing Credit Union's Team of Professionals. Were celebrating our 71st year, have over 2.7 Billion in assets and still growing! Lockheed Federal Credit Union (LFCU) was ranked 1st in the medium company-size category of Californias Best Places to Work program. The first-ever best workplace program exclusively for California employers was sponsored by Employers Group. If you are the best & the brightest & enjoy recognition for a job well done, competitive salary, bonuses, 401(k) with a generous match + an annual employer supplemental contribution, employee mortgage (see more)
- Financial Consultant
- Lockheed Federal Credit Union - California
- Banking / Mortgage
- Join our Growing Credit Union's Team of Professionals. Were celebrating our 71st year, have over 2.7 Billion in assets and still growing! Lockheed Federal Credit Union (LFCU) was ranked 1st in the medium company-size category of Californias Best Places to Work program. The first-ever best workplace program exclusively for California employers was sponsored by Employers Group. If you are the best & the brightest & enjoy recognition for a job well done, competitive salary, bonuses, 401(k) with a generous match + an annual employer supplemental contribution, employee mortgage (see more)
- Sales and Risk Consultant
- Marsh - San Francisco, California
- Insurance
- General Summary Manages all aspects of prospect development pre-sale through to closing and, in most cases, continues to manage the client relationship for a period of time. As appropriate, ensures a transparent transition of the client to a Client Advisor. Focuses on defining and interpreting the insurance needs of a prospect and identifying solutions to address these needs. Essential Functions Client Gathers necessary information from prospect in order to prepare comprehensive risk evaluation and proposal. Reviews the (see more)
- Sales & Risk Consultant - Private Client Services - San Fran
- Marsh & McLennan Companies, Inc. (MMC) - San Francisco, California
- Sales / Sales Management
- Job Title: Sales & Risk Consultant - Private Client Services - San Francisco, CAProfession: Sales -> Sales Representative/Business DevelopmentDescriptionManages all aspects of prospect development pre-sale through to closing and, in most cases, continues to manage the client relationship for a period of time. As appropriate, ensures a transparent transition of the client to a Client Advisor. Focuses on defining and interpreting the insurance needs of a prospect and identifying solutions to address these needs.Client * Gathers necessary information from prospect in order to prepare (see more)
- Sales & Risk Consultant - Private Client Services - San Fran
- Mercer - San Francisco, California
- Sales / Sales Management
- Job Title: Sales Risk Consultant - Private Client Services - San Francisco, CAProfession: Sales -> Sales Representative/Business DevelopmentManages all aspects of prospect development pre-sale through to closing and, in most cases, continues to manage the client relationship for a period of time. As appropriate, ensures a transparent transition of the client to a Client Advisor. Focuses on defining and interpreting the insurance needs of a prospect and identifying solutions to address these needs. Client Gathers necessary information from prospect in order to prepare (see more)
- Sales and Risk Consultant
- Marsh - San Francisco, California
- Sales / Sales Management
- General SummaryManages all aspects of prospect development pre-sale through to closing and, in most cases, continues to manage the client relationship for a period of time. As appropriate, ensures a transparent transition of the client to a Client Advisor. Focuses on defining and interpreting the insurance needs of a prospect and identifying solutions to address these needs. Essential Functions Client Gathers necessary information from prospect in order to prepare comprehensive risk evaluation and proposal. Reviews the prospect’s current coverage and exposures loss experience and (see more)
- Consulting - IT Audit Manager Job
- Caturano and Company - San Francisco, California
- Management
- Job Title: Consulting - IT Audit Manager JobProfession: Analysis/Consulting/Project Management -> Management ConsultingConsulting - IT Audit Manager JobDate: Jan 10, 2012Location: San Francisco, CA, USJob Title: Consulting - IT Audit ManagerDescription:Regulatory Insurance Consulting PracticeIT Audit ConsultantPosition OverviewThe IT Audit Consultant will work as part of a team to conduct objective and independent evaluations of Financial Services Company information technology activities to evaluate whether appropriate controls are in place and functioning effectively, that overall (see more)
- Consulting - Senior - Credit Union Compliance
- RSM McGladrey - San Francisco, California
- Management
- Job Title: Consulting - Senior - Credit Union Compliance Profession: Analysis/Consulting/Project Management -> Management ConsultingPosition Description At RSM McGladrey, we use risk-based compliance programs to provide a sound risk assessment strategy. Our risk-based approach, developed through years of experience, is designed to identify and qualify the vulnerabilities our clients face. Working together, we develop plans to protect our clients against financial and regulatory risks. At RSM McGladrey we know tools and techniques go only so far in exposing risk to our clients. We (see more)
- Consulting - IT Audit Manager
- RSM McGladrey - San Francisco, California
- Accounting / Finance
- Job Title: Consulting - IT Audit ManagerProfession: Accounting/Finance -> AuditingRegulatory Insurance Consulting PracticeIT Audit ConsultantPosition OverviewThe IT Audit Consultant will work as part of a team to conduct objective and independent evaluations of Financial Services Company information technology activities to evaluate whether appropriate controls are in place and functioning effectively, that overall IT security is risk appropriate, that processing is efficient and accurate, and systems procedures are in conformity with company standards. This position has significant (see more)
- Consulting - Senior - Credit Union Compliance Job
- Caturano and Company - San Francisco, California
- Management
- Job Title: Consulting - Senior - Credit Union Compliance JobProfession: Analysis/Consulting/Project Management -> Management ConsultingConsulting - Senior - Credit Union Compliance JobDate: Jan 10, 2012Location: San Francisco, CA, USJob Title: Consulting - Senior - Credit Union ComplianceDescription:Position DescriptionAt RSM McGladrey, we use risk-based compliance programs to provide a sound risk assessment strategy. Our risk-based approach, developed through years of experience, is designed to identify and qualify the vulnerabilities our clients face. Working together, we develop (see more)
* The accuracy of search results can be improved by using quote marks around phrases.







