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Venable LLP's West Coast Private Wealth Planning Group seeks a midlevel to senior associate with at least 4 years of experience in high net worth wealth planning to join the practice in the San Francisco or Los Angeles office. The successful candidate has excellent oral and written communication skills, outstanding academic credentials, and experience managing projects an
Posted Today
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest pr
Posted 1 day ago
Responsible for maintaining a highly functioning home office environment with limited technology disruption i.e. high speed internet service Manage territory with external partner to meet or exceed goals Conduct consultative, relationship building sales calls via the telephone with financial advisors and other licensed professionals Develop and execute sales plan strategi
Posted 1 day ago
You're looking for a change, and so are we. At Venable, we know that every new hire brings valuable experience, new perspectives, and a chance to raise the bar on our approach to how we work. That's why we're looking for a Legal Administrative Assistant to provide comprehensive administrative support to assigned legal staff. The ideal candidate will be responsible for...
Posted Today
Pacific Life
- Newport Beach, CA / Omaha, NE
Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We're actively seeking a talented Advanced Planning Consultant to join our Advanced Designs team in Newport Beach, CA. This role can be on site, hybrid or fully remote (depending on location). The Advanced Plann
Posted 1 day ago
The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects. Essential Duties & Responsibilities Learn various job functions within the financial services industry. Collection of information needed for
Posted Today
Investment Analyst Sr Job Family Accounting/Finance Type Regular Full Time Position Status Getty Center Workplace Type Onsite Salaried/Hourly Salaried Hiring Pay Scale $128,381 $166,893 Annually Salary Commensurate with experience and internal equity Program/Department Investment Administration 0210 Investment Administration Requisition Number 2023 4183 ERRP Eligible No D
Posted 9 days ago
Ensure delivery of exceptional customer service via telephone or through email by taking ownership of each customer inquiry, question or concern to resolution Make appropriate decisions on behalf of the customer quickly and effectively. Provide information and knowledgeable assistance efficiently and professionally. Ability to effectively prioritize work to ensure efficie
Posted 14 days ago
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest pr
Posted 16 days ago
Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers' financial needs and advises them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the highest level of customer satisfaction. Ensures that all business originations are in compliance wi
Posted Today
IMPORTANT TO APPLY TO POSITION, YOU MUST APPLY THROUGH THE FOLLOWING JOB LINK https //recruit.apo.ucla.edu/JPF09139 POSITION OVERVIEW Position title Instructor Salary range $3,135 per course, quarterly (11 weeks) APPLICATION WINDOW Open date January 18, 2024 Next review date Sunday, Jun 30, 2024 at 11 59pm (Pacific Time) Apply by this date to ensure full consideration by
Posted 13 days ago
Provides detailed and accurate administrative, accounting, collections and customer service for Chapman University student accounts. Communicates clearly and concisely with all constituents. This position offers a hybrid schedule. Responsibilities Accurate review of student accounting details. Clearly and concisely identify potential problems and resolve. Accurately corre
Posted 6 days ago
Within the Capital Group, Private Client Services is the organization that services the complex needs of the wealthiest investors. Started almost five decades ago as a family office managing the assets of Capital Group's founders, senior executives and loved ones, today PCS manages over $30B for over 1,500 ultra high net worth (UHNW) families, endowments and foundations. P
Posted 8 days ago
Portfolio Specialist Job Location(s) US CA Los Angeles Job ID 2024 1969 Category Fixed Income Department Fixed Income Group Type Regular Full Time Position Summary As a member of TCW's Fixed Income team, the Portfolio Specialist will be based in TCW's Los Angeles office. This individual will represent the portfolio management team to consultants, clients, and prospects to
Posted 27 days ago
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate pushing one another to transform not just Pacific Life, but the entire industry for the better. Why?
Posted 13 days ago
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