- Equitable (Folsom, CA)
- Wealth Management Associate - CA, Folsom (5031) ( 230000BM ) **Primary Location** : UNITED STATES-CA-FOLSOM **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...90 days as a Preliminary Employment Program ("PEP") Prospective Associate , you will be eligible for medical insurance through… more
- HUB International (Elk Grove, CA)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 ... wealth advisor you will work directly with the wealth management team to create comprehensive ...talent development at all levels, trains and mentors new associate wealth advisors and client service associates… more
- KPMG (Sacramento, CA)
- **Business Title:** Senior Associate , Internal Audit **Requisition Number:** 119117 - 9 **Function:** Advisory **Area of Interest:** **State:** CA **City:** ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...career in Advisory. KPMG is currently seeking a Senior Associate in Internal Audit & Enterprise Risk for our… more
- Broadridge Financial Solutions (Sacramento, CA)
- …+ Log call notes in CRM and JIRA applications Customer Relationship Management + Maintain client relationships focused on customer satisfaction and retention + ... customers through Corporate Client Intranets, policies and procedures Troubleshooting/Case Management + Researching previous and current account activity to resolve… more
- JPMorgan Chase (Folsom, CA)
- …needs of today and the future through collaboration with our partners in Chase Wealth Management , Business Banking, and Home Lending to provide a seamless ... and investments of the branch, and coach bankers and associate bankers. You will also be responsible for creating...College degree or military equivalent + 2+ years of management , Retail Banking experience or equivalent Chase leadership experience… more